Cyclicality and overbuilding in the industry present risks for shareholders. Typically, US lodging recoveries last five to nine years, but the upcycle ending in 2019 lasted 10 years.

Despite waning US savings rates, we see lasting demand for Hilton’s strong upper scale, lifestyle, and luxury presence, which is strengthening its brand intangible asset, the primary source of its ...

Argus analysts increased their stock price target for Marriott International (NASDAQ:MAR) to $330, up from the previous target of $300, while reiterating a Buy rating on the stock. The revision comes ...