📊 Topic

Hotel operating expenses

2 stories · First covered Mar 19, 2026 · Latest May 5
Related: RevPAR 1 Capital allocation 1 Labor Costs 1 Insurance Costs 1 Courtyard 1 EBITDA 1 Manhattan hotel market 1 DiamondRock Hospitality 1 Preferred stock redemption 1 Disneyland 1 FFO (Funds From Operations) 1 Anaheim Resort Transportation 1
Hotel operating expenses Coverage
DiamondRock's FFO Guidance Beat the Street by 29%. The Analyst Models Were Stale.
REITs
May 5

DiamondRock's FFO Guidance Beat the Street by 29%. The Analyst Models Were Stale.

DiamondRock just guided 2026 adjusted FFO to $1.12-$1.18 per share against a FactSet consensus of $0.89, and the gap says less about the company's performance than it does about how poorly the Street was tracking a portfolio that quietly repositioned itself over two years.

JC
Jordan Chen 2 min read · May 5
The Anaheim Shuttle Just Died. Every Hotel Within Five Miles Owns a Transportation Problem Now.
Operations
Mar 31

The Anaheim Shuttle Just Died. Every Hotel Within Five Miles Owns a Transportation Problem Now.

After nearly 30 years and 8.5 million annual riders, Anaheim's resort bus network shut down today because labor costs ate it alive. If you're running a hotel anywhere near a major attraction that depends on shared transit, this is your preview of what happens when the math finally breaks.

MS
Mike Storm 3 min read · Mar 31