Hotel Analyst Podcast

HotelAnalystPodcast15Feb2025

Feb 15, 2025 · 25 min · 24.2 MB
0:00-25:14

Streams straight from the publisher. podnod never proxies or re-hosts episode audio.

Stronger than expected final quarter numbers brightened the spirits of major hotel CEOs - but the markets were less positive, sending some shares lower on concerns about upcoming weakness. In Europe, the deal landscape looks to be improving, much to the delight of landlords such as Pandox. And Hyatt says enough m&a for now, as it plans how to digest its latest acquisition, Playa Hotels & Resorts. Do we believe them?