March 4, 2026
Hotel earnings calls reveal how major brands and ownership groups view the business right now. In this solo episode, Josiah Mackenzie reviews recent calls from companies such as Marriott, Hilton, Hyatt, Wyndham, and more to surface the signals hospitality leaders shared with investors. The discussion covers the financial performance behind asset-light brand models, how AI already drives sales productivity and direct bookings, and why ancillary revenue like food and beverage, spa, and experiences...