Winning in the New Hotel Economy - Jeanelle Johnson & Abhi Jain, PwC

In this episode, Jeanelle Johnson, Managing Partner at PwC, and Abhi Jain, Partner at PwC, break down what defined 2025 and what hotel leaders must focus on in 2026. From the rise of a two-speed market to persistent margin compression, they explain why operational excellence is now the primary driver of asset value. We explore how AI, "synthetic customers," and stronger data governance are reshaping pricing, product development, and time-to-market. If you own, operate, or invest in hotels, this conversation will help you compete in a structurally different hotel economy.
Reports mentioned in the conversation:
- PwC Hospitality Directions US - the hotel industry outlook report discussed
- PwC & ULI Emerging Trends in Real Estate 2026 - the report that identified operational excellence as the driving force for value creation
- PwC Holiday 2025 Spending Signals for 2026 - the post-holiday data showing the income-based spending divergence
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Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands
00:00 - Intro
01:35 - 2025 Recap and the 2026 Outlook
03:54 - Luxury Outperforms, Economy Lags
04:34 - A Predictably Unpredictable Market
05:04 - Operational Excellence Drives Value
05:45 - Margin Compression and Cost Reset
06:44 - Tech, Robotics, and Flexible Staffing
07:44 - AI Agents and Synthetic Customers
09:35 - Speed to Market as Strategy
12:09 - PwC Services
12:33 - Responsible AI and Governance Models
13:23 - What They’re Watching in 2026
14:24 - Why Change Forces Better Strategy
























