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MGM Bet $625M That Your Casino Guest Was Already Gone. They Were Right. IHG Is Spending $950M to Shrink Itself. The Brands Should Be Nervous. LVS Stock Is Down 23% in a Year. The Company Just Spent $5.2 Billion Buying It Back. The World Cup Is Here. Most Hotels in Host Cities Are Quieter Than Expected. Five Million International Visitors. Your Front Desk Speaks English. Good Luck. IHG Just Planted a Flag in Stockholm's Hottest Neighborhood. The Delivery Problem Starts Now. All Three World Cup Hotel REITs Are Trading Above Target. The Upside May Already Be Priced In. MGM Bet $625M That Your Casino Guest Was Already Gone. They Were Right. IHG Is Spending $950M to Shrink Itself. The Brands Should Be Nervous. LVS Stock Is Down 23% in a Year. The Company Just Spent $5.2 Billion Buying It Back. The World Cup Is Here. Most Hotels in Host Cities Are Quieter Than Expected. Five Million International Visitors. Your Front Desk Speaks English. Good Luck. IHG Just Planted a Flag in Stockholm's Hottest Neighborhood. The Delivery Problem Starts Now. All Three World Cup Hotel REITs Are Trading Above Target. The Upside May Already Be Priced In.

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Labor Discipline

1 story · First covered Feb 23, 2026 · Latest Feb 23

Competes with Operational Friction

Labor Discipline Coverage

Your Hotel Is Bleeding Money Between the Lines. Here's Where to Look.

Operations Primary

Feb 23

Your Hotel Is Bleeding Money Between the Lines. Here's Where to Look.

Full-year 2025 GOP margins improved 1.1 points thanks to labor discipline, but Q4 told a different story: margins dropped 3.3 points when demand softened and costs didn't flex fast enough. The gap between those two numbers is where operational friction lives, and most GMs aren't tracking it.

MS

Mike Storm 3 min read · Feb 23