Core Viewpoint - The Zacks Hotels and Motels industry is currently facing challenges due to rising costs, demand fluctuations, and competitive pressures, but companies are pursuing growth strategies to enhance their market position [1]. Industry Overview - The Zacks Hotels and Motels industry includes companies that own, lease, manage, develop, and franchise hotels, as well as those involved in vacation ownership and exchange [2]. Trends Impacting the Industry - **Margin Pressure**: Operating costs, particularly labor, are significantly impacting profitability, with staffing shortages leading to increased wages and reliance on third-party staffing [3]. - **Rising Expenses**: Hotels are experiencing higher costs for property maintenance, insurance, and energy, while demand normalization has weakened pricing power, further squeezing margins [4]. - **Economic Challenges**: The U.S. economy is presenting headwinds, with inflation, high interest rates, and reduced consumer confidence affecting discretionary spending and corporate travel budgets [5]. Future Outlook - **Gradual Improvement**: Projections indicate that U.S. hotel performance may stabilize and improve starting in 2026, with average daily rates expected to rise by about 1% and revenue per available room (RevPAR) anticipated to increase by 0.6% [6][7]. - **Digitalization**: Hotel owners are leveraging digital tools to enhance guest experiences and optimize pricing, which is expected to help capture additional market share [8]. Industry Performance - **Zacks Industry Rank**: The Zacks Hotels and Motels industry currently holds a rank of 179, placing it in the bottom 26% of 243 Zacks industries, indicating a negative earnings outlook [9][10]. - **Stock Market Performance**: Over the past year, the industry has underperformed the S&P 500, gaining only 1.9% compared to the S&P 500's 18.5% increase [12]. Valuation Metrics - The industry is trading at a trailing 12-month EV/EBITDA of 16.81X, compared to the S&P 500's 17.58X, indicating a relatively lower valuation [15]. Company Highlights - **Marriott International**: Benefiting from a 1.9% year-over-year increase in RevPAR and strong growth in international markets, with a focus on strategic growth through conversions and new openings [17]. The consensus estimate for Marriott's 2026 earnings indicates a 16.4% increase [18]. - **Hilton Worldwide**: Experiencing strong net unit growth and steady demand, with a forecast of low single-digit RevPAR growth in the EMEA region [21]. The consensus estimate for Hilton's 2026 EPS suggests a 12.5% growth [22]. - **Hyatt Hotels Corporation**: Capitalizing on strong leisure travel demand and RevPAR gains, with a focus on unit expansion and an asset-light model [25]. The consensus estimate for Hyatt's 2026 earnings indicates a significant 47.5% growth [26].

没有借口 他同时表示："良好的治理也意味着保护凯悦，尤其是在我与爱泼斯坦等人存在关联的背景下。对此我深感懊悔。" 爱泼斯坦于2008年因向未成年人招妓认罪，2019年在狱中等待性交易指控审理期间死亡。 Pritzker强调，他谴责爱泼斯坦的行为，并表示："我未能更早与其保持距离，没有任何借口。" 在同时发布的一封致董事会信函中，Pritzker提到自己今年将满76岁，并表示公司目前处于"稳健且可持续的发展阶段"，具备持续增长的能力。不过，在 这封信中，他并未提及自己与爱泼斯坦等人之间的关系。 凯悦酒店集团（Hyatt Hotels）董事长、亿万富翁Thomas Pritzker日前宣布卸任董事长职务。此前，美国司法部最新公布的文件显示，他与臭名昭著的性犯 罪者爱泼斯坦存在长期联系，引发外界关注。 Thomas Pritzker在周一发表的声明中表示，自己在与爱泼斯坦保持联系一事上"做出了极其糟糕的判断"。根据近期公开的文件，在爱泼斯坦2008年就性犯 罪指控达成认罪协议之后，Pritzker仍与其保持定期联系。 随着相关文件披露爱泼斯坦与多位商界及社会名流之间的往来细节，Pritzker成为最新一位因此受到舆 ...

Since the Justice Department released the latest tranche of Jeffrey Epstein’s emails, a number of political and business leaders have come under renewed scrutiny for maintaining contact with him long after his 2008 conviction for soliciting prostitution from a minor. From the arrest of a former royal to billionaires, diplomats, and academics stepping away from public roles, here are the most significant figures facing fallout.Prince AndrewBritish police on Thursday arrested the king’s younger brother, forme ...

Core Insights - Alila Mayakoba, the first Alila property in Latin America, celebrates its opening as part of Mayakoba's 20th anniversary, emphasizing eco-conscious luxury and cultural immersion [1][15] - The resort spans 60 acres and features 182 accommodations, including suites and villas, designed to blend indoor and outdoor experiences [2][3] - Alila Mayakoba offers a unique wellness philosophy rooted in Mayan traditions, providing guests with culturally significant experiences and rituals [6][9] Company Overview - RLH Properties, the owner group behind Mayakoba, focuses on developing luxury and ultra-luxury destinations, emphasizing eco-consciousness and cultural relevance [1][23] - The company aims to enhance its luxury footprint in Mexico through strategic partnerships and unique experiences [15][24] Resort Features - Alila Mayakoba includes six dining venues, a spa guided by Mayan traditions, and various wellness experiences designed to connect guests with the local culture [2][11] - The design incorporates local materials and reflects the natural surroundings, creating a harmonious atmosphere [4][5] Wellness and Cultural Experiences - The resort's wellness offerings include rituals like the Ixchel Water Blessing and Earth and Clay, which are designed to promote self-acceptance and connection to nature [7][8] - Alila Moments are immersive experiences that engage guests with Mayan cosmology and local traditions, enhancing their stay [9][10] Dining Options - Dining at Alila Mayakoba features a range of culinary experiences that highlight local ingredients and regional traditions, catering to diverse guest preferences [11][13] - Signature dining venues include Casa Amate, Chef's Atelier, and Ninguno Taqueria, each offering unique atmospheres and menus [13][14] Development and Future Plans - Alila Mayakoba is part of a broader strategy to develop luxury properties in high-demand areas, with a focus on sustainability and cultural immersion [15][24] - The resort is positioned to attract both leisure and wellness-focused travelers, enhancing the overall appeal of the Mayakoba destination [21][22]

The World Economic Forum (WEF) quietly launched an independent review earlier this month into its CEO, Børge Brende, over his past interactions with Jeffrey Epstein, Bloomberg reports.Files released by the Department of Justice show Epstein and Brende had three dinners in 2018 and 2019, and exchanged various text messages. One dinner occurred in September 2018, more than a decade after Epstein's 2008 conviction and guilty plea in Florida for procuring a child for prostitution, and another on June 13, 2019, ...

Core Viewpoint - Thomas Pritzker, the executive chairman of Hyatt Hotels, is stepping down due to his connections with Jeffrey Epstein, as revealed in documents from an ongoing investigation into Epstein's ties with influential figures [1] Group 1: Leadership Changes - Pritzker has expressed deep regret over his association with Epstein and Ghislaine Maxwell, acknowledging poor judgment in maintaining contact with them [1] - His retirement is effective immediately, and Hyatt CEO Mark Hoplamazian will take over as chairman [1] Group 2: Background and Context - Pritzker's connections to Epstein included numerous emails discussing dinner meetings and invitations, which continued even after Epstein's 2008 guilty plea for soliciting prostitution from an underage girl [1] - Epstein's death by suicide in 2019 has not diminished the network's desire to remain connected to him [1]

凯悦酒店集团周二早盘下跌0.1%。 在美国司法部公布的文件显示其与杰弗里·爱泼斯坦（Jeffrey Epstein）保持持续联系后，凯悦酒店集团 （H）执行董事长汤姆·普利茨克（Tom Pritzker）宣布卸任，并且不再寻求董事会连任。首席执行官马 克·霍普拉马齐安（Mark Hoplamazian）被任命为新任董事长。 来源：环球市场播报 ...

Core Viewpoint - Thomas Pritzker, the executive chairman of Hyatt Hotels, expressed deep regret over his contacts with the late Jeffrey Epstein [1] Group 1 - Thomas Pritzker is 75 years old and holds the position of executive chairman at Hyatt Hotels [1]

Fixed Income and Central Bank Sentiment - Japanese government bond yields declined as market expectations for an interest rate hike by the Bank of Japan cooled, with the 30-year JGB yield falling 4.5 basis points to 3.44% and the 2-year yield dropping 1.5 basis points to 1.25% [2][9]. Corporate Activism and Leadership Shakeups - Starboard Value LP is intensifying its campaign at Tripadvisor, holding over 9% of the company and planning to nominate a majority of candidates for its eight-person board to drive operational and strategic changes [3][9]. - Thomas Pritzker has resigned as executive chairman of Hyatt Hotels following reports of his connections to Jeffrey Epstein, marking a significant leadership change as the company navigates a competitive post-pandemic environment [4][9]. Commodities and Energy Markets - The commodities sector saw volatility, particularly in precious metals, with gold prices falling over 1% to $4,922.09/oz and silver dropping more than 3% to $73.82/oz, indicating a shift in investor sentiment [6][9]. - The energy market experienced a modest recovery, with WTI crude futures rising more than 1%, suggesting renewed buyer interest and stabilizing demand [7][9]. Technology and Geopolitics - A report indicates that non-listed firms now account for nearly 70% of financial AI patent applications, with analysts warning that China's advancements in AI could lead to a "global tech shock," challenging U.S. technological dominance [8][9]. Trade and Diplomacy - Japan's transport ministry announced it will ease regulations for importing U.S.-made cars to reduce trade friction, and plans to send a special envoy to the first Board of Peace meeting regarding Gaza, reflecting Japan's efforts to balance domestic economic interests with international commitments [10]. Alternative Assets - The collectibles market achieved a milestone with a Pokemon card selling for a record $16.49 million at auction, highlighting the strength and high valuations in the alternative asset market [11].

Thomas Pritzker is stepping down as executive chairman of Hyatt Hotels Corporation, saying that he "exercised terrible judgment" in maintaining contact with Jeffrey Epstein and Ghislaine Maxwell. The 75-year-old billionaire said he is retiring effective immediately and will not seek reelection to Hyatt's board at its 2026 annual meeting, the company said on Monday.The decision comes amid renewed scrutiny of prominent business leaders over past ties to Epstein, years after the financier's 2019 death in fede ...