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Industry Notes
Morgan Stanley Coverage Cites HotStats Data

Morgan Stanley recently began using HotStats data to produce its notes. 

We recently began receiving monthly data..

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Industry Notes
Incremental Takeaways from Webcast with HotStats

We hosted a webcast with HotStats, the property-level P&L data benchmarking company. We found the following..

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Industry Notes
Data from HotStats: November Hotel P&L Metrics

HotStats data shows that despite a slight improvement in F&B revs in Nov, total revs declined similarly to prior..

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Industry Notes
Suntrust Robinson Humphrey January 2021 Hotel P&L Analyzer

Lodging REITs

Hotel P&L Analyzer: Nov. GOP margins -4,030 bps y/y on -79.2% Total RevPAR

 

Absolute GOP turned..

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Industry Notes
Suntrust Robinson Humphrey June 2020 Hotel P&L Analyzer

May down 12,570 bps y/y on -92.9% Total RevPAR

Op. ex & other costs materially reduced in May but hotels still deep..

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Industry Notes
Suntrust Robinson Humphrey February 2020 Hotel P&L Analyzer

Asia-Pac hotel profits -45% to -216% y/y in February: bad for C-corps; leading indicator for U.S. REITS

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Industry Notes
Suntrust Robinson Humphrey December 2019 Hotel P&L Analyzer

December Hotel P&L Analyzer: +70bps y/y on +5.3% Total RevPAR growth

4Q: +35bps, above our initial forecast of ~..

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Industry Notes
Suntrust Robinson Humphrey October 2019 Hotel P&L Analyzer

GOP margins -100 bps y/y on Total RevPAR of -1.2%

Introducing our 2020 margin forecast of -25 to -125 bps

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Industry Notes
Third-Quarter Profit Narrowing a Symptom of Global Revenue Slowdown

The third quarter wrapped in September and presented two different portraits of the United States and Europe in..

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