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Vietnam Is Now the World's Fourth-Largest Branded Residence Market. Most Owners Don't Know What That Costs. Hyatt's Essentials Push Is a Loyalty Play Wearing a Growth Story's Clothes IHG Trimmed Its Outlook. The Question Is What They're Not Trimming. Barclays Cut APLE's Target to $13. The Q4 Earnings Miss Explains Why. RLJ's Stock Hit $7.26. They Bought Back Shares at $10.20. That Gap Tells a Story. A $147 Million Casino Resort Is Booking Classic Rock Acts. That's the Whole Strategy. 2,500 Shares of Wyndham. $209K. This Is Noise, Not Signal. Vietnam Is Now the World's Fourth-Largest Branded Residence Market. Most Owners Don't Know What That Costs. Hyatt's Essentials Push Is a Loyalty Play Wearing a Growth Story's Clothes IHG Trimmed Its Outlook. The Question Is What They're Not Trimming. Barclays Cut APLE's Target to $13. The Q4 Earnings Miss Explains Why. RLJ's Stock Hit $7.26. They Bought Back Shares at $10.20. That Gap Tells a Story. A $147 Million Casino Resort Is Booking Classic Rock Acts. That's the Whole Strategy. 2,500 Shares of Wyndham. $209K. This Is Noise, Not Signal.

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Sedona

1 story · First covered Mar 11, 2026 · Latest Mar 11

Sedona Coverage

Consumer Sentiment at 56.6 Means Your Q2 Leisure RevPAR Model Is Already Wrong

Operations

Mar 11

Consumer Sentiment at 56.6 Means Your Q2 Leisure RevPAR Model Is Already Wrong

The Michigan index has been below 60 for two consecutive months while retail spending contracts. The 6-8 week lag on leisure bookings means the damage hits your April pace report... and by then it's too late to adjust.

JC

Jordan Chen 2 min read · Mar 11