We talk about the exclusive new club of hotel companies that make a billion dollar profit every quarter – spoiler alert, there are just two; we will also be talking about Accor and IHG, looking at why Accor continues to disappoint with regard to its share price; and we’ll finish up with a chat about how hospitality is being over taxed and why, in the UK at least, VAT is going to stay at the high level its currently at.
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32:13
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32:13
HotelAnalystPod23Jun25
We talk about Airbnb’s efforts to deflect blame from overtourism onto the hotel sector; we take a look at how hotel brands are choosing marketing partnerships over big advertising campaigns; and we finish with the issue of collection brands, in particular the latest from Marriott and Hyatt.
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21:23
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21:23
HotelAnalystPod30May25
In this episode, we talk about how hospitality can help drive regeneration, the latest action in the hostel market, and what Airbnb and short-term rentals are up to.
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21:42
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21:42
Hotel Analyst Pod 18th May 2025
This episode is a wrap of Q1 results, with a focus on Intercontinental Hotels Group and how much of an impact US exposure and Revpar guidance revision has had on share prices; we take a look at the under-discussed global giant Jin Jiang; and examine the latest data on the European accommodation sector from the European Travel Commission.
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24:18
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24:18
Hotel Analyst Podcast 8th May 2025
Third party 2.0:
The acquisition of citizenM is the lead story this episode, the first with our mystery new host. You can also hear about Essendi, formerly known as AccorInvest, and the luxury plays of Hilton and Hyatt.
Weekly views on the key news stories from the Hotel Analyst team, covering the global hotel investment market. To read more detail, subscribe at www.hotelanalyst.co.uk
Colombia