Dorset House on Stamford Street SE1 [Whitbread plc]Whitbread has planning permission to turn a nine-story building near London’s South Bank into a Premier Inn.Dorset House, a 90,000 sq ft former office building on Stamford Street in Southwark SE1, is to become 421-bedroom Premier Inn hotel.Whitbread acquired the freehold in May 2025 and quickly began conversations with Southwark Council on the change of use. The intention is to add bedrooms within the existing floorplate and introduce a new hotel entrance o ...

CHICAGO--(BUSINESS WIRE)--Hyatt Hotels Corporation (NYSE: H), Interlink and Vivo Beach Club today announced the opening of Hyatt Centric San Juan Isla Verde, marking the first Hyatt Centric branded hotel in Puerto Rico. Located in one of Puerto Rico's most celebrated neighborhoods, the hotel is walking distance to the award-winning Isla Verde Beach, vibrant restaurants, nightlife, and shopping, placing savvy travelers in the middle of the action. A five-minute drive from Luis Muñoz Marin Intern. ...

Core Insights - Marriott International, Inc. is a leading global hospitality company facing competition from major hotel chains like Hilton and Hyatt [1] - Barclays maintains a "Negative" grade for Marriott, with a price target increase to $276 from $274 [1][6] - Despite Barclays' cautious stance, significant institutional investments have been made in Marriott, indicating strong interest [2][3][6] Investment Activity - B. Riley Wealth Advisors Inc. acquired 3,507 shares valued at approximately $958,000 during the second quarter [2] - Norges Bank made a significant investment, purchasing a new stake worth $639 million [2][6] - Alliancebernstein L.P. increased its stake in Marriott by 194.7%, now owning over 1.7 million shares valued at $407 million [3] - Kingstone Capital Partners Texas LLC acquired a new stake valued at approximately $266 million [3] - Wellington Management Group LLP increased its holdings by 16.4%, reflecting strong institutional interest [3] Stock Performance - Marriott's stock reached a new 52-week high following an upgrade by The Goldman Sachs Group, which raised its rating from neutral to buy with a price target of $345 [4][6] - On the day of the upgrade, the stock traded as high as $310.23, with over one million shares exchanged [4] - However, the stock has experienced a decline of approximately 8% over the past week [4] Revenue Outlook - Management announced at a Barclays conference that fourth-quarter revenue per available room (RevPAR) is expected to be at the lower end of their guidance range [5] - The company faces a challenging macroeconomic environment, particularly in the U.S., where RevPAR growth has slowed [5] - Despite these challenges, international markets have shown modest growth, and investors are weighing short-term weaknesses against Marriott's robust development pipeline and strong cash generation capabilities [5]

Key Takeaways CNP announced $0.23 dividend payable Mar. 12, marking one of four recent payout hikes.Marriott Vacations declared $0.80 dividend with a 5.46% yield after raising payouts five times in five years.Zoetis raised its dividend to $0.53, extending a six-time increase streak over five years.Tech stocks have been taking a hit, leading volatility to return to Wall Street over the past few weeks. Over the past few years, tech stocks have led the market rally, but investors have recently been concerned a ...

Market Overview - The U.S. market has shown volatility, with returns of 19.2% for the Nasdaq Composite, 15.8% for the S&P 500, and 13.7% for the Dow Jones Industrial Average over the past year [1] - Concerns are rising regarding the moderating pace of the economy, influenced by a cooling labor market and high valuations in the technology sector [1] Federal Reserve Actions - The Federal Reserve cut its key interest rate by a quarter percentage point in December to support the job market and stimulate growth, with inflation trending near the 2% target [2] - The Fed has reduced borrowing costs three times this year, bringing the overnight borrowing rate to a range of 3.50-3.75% [2] Labor Market Conditions - The job market is showing signs of cooling, with softer hiring, rising unemployment at 4.6%, and a narrowing gap in job openings [3] - Nonfarm payrolls increased by 64,000 jobs in November after a decline of 105,000 jobs in October, the largest drop since December 2020 [3] Investment Opportunities - Investors looking to diversify can consider dividend-paying stocks, which indicate a healthy business model and tend to outperform non-dividend-paying stocks in volatile markets [4] - Notable dividend-paying companies include: - **Pentair (PNR)**: Declared a dividend of 27 cents per share with a yield of 1% and a payout ratio of 21% [5][6] - **nVent Electric (NVT)**: Declared a dividend of 21 cents per share with a yield of 0.8% and a payout ratio of 26% [7][8] - **CenterPoint Energy (CNP)**: Declared a dividend of 23 cents per share with a yield of 2.3% and a payout ratio of 51% [10][11][12] - **Marriott Vacations Worldwide (VAC)**: Declared a dividend of 80 cents per share with a yield of 5.5% and a payout ratio of 44% [10][13][14] - **PG&E (PCG)**: Declared a dividend of 5 cents per share with a yield of 0.7% and a payout ratio of 7% [15]

Industry Overview - The global travel industry is entering a new growth phase, driven by durable demand and structural shifts in consumer behavior [1][5] - Travel activity is supported by pent-up demand, leading to record bookings and a broadening opportunity set beyond traditional tourist hotspots [2][4] Air Travel - Air travel volumes are nearing or exceeding pre-2020 levels, with strong hotel occupancy and room rates across leisure and business destinations [2] - Airlines are managing capacity more carefully, focusing on premium cabins and international routes, which positions them for sustained demand [3][7] - Delta Air Lines is highlighted for its emphasis on premium offerings and disciplined growth, with projected sales growth of 3.6% and earnings growth of 20.2% by 2026 [9][10] Online Travel Platforms - Expedia Group is benefiting from travelers increasingly booking entire trips online, leveraging its scale and technology to drive growth [12][13] - The company is projected to see sales rise by 6.3% and earnings grow by 20.8% year over year by 2026, reflecting strong market positioning [14] Hotel Industry - Hilton is experiencing strong net unit growth and hotel conversions, with a focus on expanding its luxury portfolio and maintaining a capital-light model [15][16] - The company anticipates 9% sales growth and 14.2% earnings growth by 2026, supported by a robust development pipeline [17] Conclusion - The travel industry is transitioning to a durable growth cycle, with Delta Air Lines, Expedia Group, and Hilton positioned to capitalize on sustained tourism growth and deliver steady earnings momentum through 2026 and beyond [18][19]

Growth milestone reflects accelerating global demand for midscale hotels as the company expands City Express by Marriott across key markets in the region. BETHESDA, Md., Dec. 17, 2025 /PRNewswire/ -- Marriott International, Inc. today announced it has reached 100 signed agreements for City Express by Marriott properties in the U.S. and Canada. With six properties that have opened so far in 2025, and four more slated to open by the end of the year, this achievement underscores the demand that is fueling the ...

MILWAUKEE--(BUSINESS WIRE)--The historic Hilton Milwaukee, the city's largest hotel, proudly announces the completion of its $42 million renovation, the most extensive in the history of Marcus Hotels & Resorts, a division of Marcus Corporation (NYSE: MCS). The project reimagines the hotel's ornate 1920s architecture and design into a new era of style and sophistication, unveiling a revitalized lobby and bar, transformed meeting and event spaces, and 554 fully restyled guest rooms. "Hilton M. ...

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] - The popularity of insurance companies in the Philippines since 2014 indicates a shift in investment strategies among local investors, moving towards a more diversified portfolio [1] - The trend of investing in blue-chip companies has evolved, with investors now holding a mix of stocks across various industries and market capitalizations, reflecting a more strategic approach to retirement and trading profits [1] Industry Focus - The banking, telecommunications, logistics, and hotel sectors are identified as key areas of investment interest, particularly in the ASEAN and US markets [1] - The entry into the US market has been facilitated by platforms like Seeking Alpha, which provide valuable analyses for comparison with local markets [1] - The logistics and shipping industries are gaining traction, indicating a robust demand for these services in both the ASEAN and US markets [1]

Group 1 - The Company, DiamondRock Hospitality, will report its fourth quarter 2025 financial results on February 26, 2026, after market close [1] - A conference call to discuss the financial results and business outlook will take place on February 27, 2026, at 9:00 a.m. Eastern Time [1] - The conference call will be accessible via telephone and internet, with registration required for participation [2] Group 2 - DiamondRock Hospitality Company is a self-advised real estate investment trust (REIT) that owns a diversified portfolio of hotels, focusing on leisure destinations and major gateway markets [4] - The Company currently owns 35 premium quality hotels and resorts, totaling approximately 9,600 rooms [4] - The portfolio includes both globally recognized brand hotels and independent boutique hotels in the lifestyle segment [4]