Hotel Earnings: What We Learned This Week – in 2 Minutes

via Skift

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The Disconnected Trip

'More than 90% of travelers using Booking Holdings platforms book solely an accommodation, flight, car rental, or an attraction, and then they head elsewhere.' --Dennis Schaal for Skift

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It may just be me, but the Hyatt simplification of its reporting is rather complicated.

IHG shares are down 2% on an otherwise up day for the markets after the hotel group gave a vague update. Seemed to me they overhyped a minor system fund change because of a lack of other notable good news. $IHG

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There’s nothing small-scale about Minor Hotel’s ambitions for India as it plans to conquer the country's hospitality scene, to grow to 50 premier and luxury properties over a decade.

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Expedia bosses say Vrbo will be a drag on 2024 growth.

Plus, incoming CEO Ariane Gorin sketches out her vision for the online travel giant. $EXPE via Skift

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'confirmed my priors,' for those of you who don't know, is Wall Street shorthand for 'I am intellectually pretentious'

The Fight Over Airport Facial Recognition skift.com/?p=679839&prev… via @Skift

Guesty, Vacation Rental Software Provider, Buys Rentals United skift.com/2024/05/02/gue… via @Skift

Saudi Arabia’s Vision 2030 Is Too Expensive For Tourists – And Everyone Knows It

Josh Corder for Skift

skift.com/2024/05/01/sau…

Airbnb Launches Home and Experiences Category Called 'Icons' skift.com/2024/05/01/air… via @Skift

Marriott execs cited a 'normalization' in domestic U.S. vacation bookings, a potential warning sign for the post-pandemic travel frenzy. Still, a strong dollar is sending Americans overseas and APAC hotels are booming. via Skift

skift.com/2024/05/01/mar…

What a bizarre world we inhabit. Perhaps they could suspend a banana, a carrot or a protein bar over the screen as an added performance incentive.

Hyatt will offer guests loyalty points in exchange for guests completing Peloton workouts at its participating hotels. Haven't heard that concept before.

via Skift

skift.com/2024/05/01/hya…

.Marriott International CEO teases *another* new brand is in the works: a 'conversion-friendly midscale brand' that would grow in the U.S. and Canada $MAR

It's official: Viking's IPO is priced at $24 a share. The luxury cruise operator will have a $1.2 billion debut today under the symbol $VIK.

10 facts to know, via Skift

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Colin Nagy in Skift: Reality Distortion in Travel: When Luxury Isn’t What it Seems – And How to Fix it

skift.com/2024/04/29/rea…

Oyo Plans to Add 250 Hotels in the U.S. This Year

by Peden Bhutia for Skift

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Mexico City is having a “Gringo go home” moment. But the Mexican capital’s biggest problems are homegrown, not imported, says JP Spinetto bloomberg.com/opinion/articl… via Bloomberg Opinion

India’s Hotel Boom: Latest Investments from Marriott, Hilton and Other Chains

skift.com/2024/04/27/ind…