Hotels Seen as Bright Spot in Travel Sector -- Market Talk

Dow Jones
06/11

1559 ET - BofA securities says hotels are off to best start in years, with revenue per available room [RevPAR] surging on a healthy macro backdrop and continued high end spending. The analysts also mention limited oil and commodity exposure and less AI disruption concerns vs. online travel agents as factors giving the sector a "Goldilocks moment." The analysts do caution that RevPAR acceleration may partly be a factor of easy comps from 2025 that saw President Trump's "Liberation Day" and a government shutdown, but they say demand is showing its strongest growth in years, and they think this should continue through at least October. (katherine.hamilton@wsj.com)

(END) Dow Jones Newswires

June 10, 2026 16:00 ET (20:00 GMT)

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