Latest / Hospitality Daily Podcast
What Hotel Earnings Calls Reveal About the Industry - Josiah Mackenzie
Hotel earnings calls reveal how major brands and ownership groups view the business right now. In this solo episode, Josiah Mackenzie reviews recent calls from companies such as Marriott, Hilton, Hyatt, Wyndham, and more to surface the signals hospitality leaders shared with investors. The discussion covers the financial performance behind asset-light brand models, how AI already drives sales productivity and direct bookings, and why ancillary revenue like food and beverage, spa, and experiences drives a larger share of hotel growth. You will also hear insights on the slowdown in new hotel…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.