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2,500 Shares of Wyndham. $209K. This Is Noise, Not Signal. Wall Street Is Repricing Casino Hotels. Your Comp Set Might Be Next. Hyatt's Unbound Collection Turns 10. The Question Nobody's Asking Is Whether Soft Brands Keep Their Promises. Four Seasons Macao Is Running 96% Occupancy. So Why Are They Discounting the Experience? Choice Hotels Stock Just Crossed a Technical Threshold. The Franchise Math Underneath Tells a Different Story. AI Agents Won't Kill the OTAs. But They'll Make Your Commission Problem Worse. Marriott Just Promised 4,500 Rooms Across Eight Brands in Two Vietnamese Cities. That's Not Strategy. That's a Buffet. 2,500 Shares of Wyndham. $209K. This Is Noise, Not Signal. Wall Street Is Repricing Casino Hotels. Your Comp Set Might Be Next. Hyatt's Unbound Collection Turns 10. The Question Nobody's Asking Is Whether Soft Brands Keep Their Promises. Four Seasons Macao Is Running 96% Occupancy. So Why Are They Discounting the Experience? Choice Hotels Stock Just Crossed a Technical Threshold. The Franchise Math Underneath Tells a Different Story. AI Agents Won't Kill the OTAs. But They'll Make Your Commission Problem Worse. Marriott Just Promised 4,500 Rooms Across Eight Brands in Two Vietnamese Cities. That's Not Strategy. That's a Buffet.

📊 Topic

Occupancy softening

1 story · First covered Mar 22, 2026 · Latest Mar 22

Occupancy softening Coverage

IHG's Phuket Bet Looks Great on Paper. The Market's About to Get Crowded.

Development Primary

Mar 22

IHG's Phuket Bet Looks Great on Paper. The Market's About to Get Crowded.

IHG just signed another Hotel Indigo in Phuket with a 2030 opening, and the pipeline numbers tell a story the press release conveniently skips... over 2,000 new rooms hitting that island in the next three years while occupancy is already softening.

MS

Mike Storm 3 min read · Mar 22