Analysts predict that major hotel groups can expect to see a stable, but not spectacular, growth rate in the second quarter. This is because they will be able to enjoy more tailwinds and less headwinds.
Hilton CEO Chris Nassetta forecasted that travel demand would stabilise after President Trump’s tax bill and summer tariff negotiations. Marriott’s May guidance was positive and assumed that the U.S. economy would not experience a recession.
Second-quarter numbers will reveal whether this optimism is based on real confidence or just wishful thinking. Early this year, the revenue per available room was on a recovery path but remained well below 2019 peak rates in many key markets and segments.
This week, we will be monitoring reports by Hilton (Wednesday), and Wyndham. Marriott, Hyatt IHG Choice Accor and Hyatt will all be releasing reports in the upcoming weeks.
Streng
