Ryman Hospitality Properties

Wells Fargo adjusted ratings and price targets for several hotel stocks, upgrading some while cutting price targets for others.

Truist reported that Lodging Econometrics expects steady hotel supply growth rates through 2026, supporting Ryman Hospitality with minimal new competition in large convention hotels.

Marriott Vacations Worldwide's stock fell sharply due to a disappointing earnings report and a significant loan loss provision, indicating struggles in the timeshare market.

Marriott International is expanding its Marriott Branded Residences globally, enhancing benefits for Residence Owners through the ONVIA platform and leveraging Marriott's hospitality expertise to attract developers and buyers.

The U.S. hotel construction pipeline has reached a 16-month high with significant growth in midscale and economy segments, driven by newer brands and extended-stay projects.

IHG Hotels & Resorts is significantly expanding its luxury and lifestyle portfolio in Mexico, Latin America, and the Caribbean, with multiple new openings planned through 2027, including properties from its Six Senses, InterContinental, Kimpton, Vignette Collection, and Hotel Indigo brands.

Choice Hotels' earnings exceeded low expectations, highlighted by aggressive share repurchases that historically benefit the stock.

Host Hotels reported solid first-quarter earnings exceeding expectations, while Summit Hotels also outperformed with significant margin expansion.

Hampton by Hilton announced a new North American prototype and the unveiling of a refreshed global brand identity, with key updates for both Hampton Inn and Hampton Inn & Suites.

Canada’s hotel industry showed lower occupancy but continued growth in ADR, according to CoStar’s January 2024 data.