Hotels Lag Travel Recovery, Putting Outlooks at Risk -- Market Talk
Dow Jones
Oct 22, 2025
1442 ET - Lodging investors are cautious heading into 3Q earnings, Bank of America analysts say. Although airlines have painted a more positive picture about the state of travel in the U.S., hotels and lodging adjacent companies may not bounce back so quickly, the analysts say. Lodging companies appear to be on track to hit or just miss Wall Street estimates, putting them in a tight spot where they will need strong 4Q growth to meet full-year outlooks, the analysts say. The analysts think Hilton and Wyndham will be the most challenged to hit full-year views, as their revenue per available room looks low. (katherine.hamilton@wsj.com)
(END) Dow Jones Newswires
October 21, 2025 14:42 ET (18:42 GMT)
Copyright (c) 2025 Dow Jones & Company, Inc.
At the request of the copyright holder, you need to log in to view this content
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.