Hotels Seen as Bright Spot in Travel Sector -- Market Talk

Dow Jones06-11

1559 ET - BofA securities says hotels are off to best start in years, with revenue per available room [RevPAR] surging on a healthy macro backdrop and continued high end spending. The analysts also mention limited oil and commodity exposure and less AI disruption concerns vs. online travel agents as factors giving the sector a "Goldilocks moment." The analysts do caution that RevPAR acceleration may partly be a factor of easy comps from 2025 that saw President Trump's "Liberation Day" and a government shutdown, but they say demand is showing its strongest growth in years, and they think this should continue through at least October. (katherine.hamilton@wsj.com)

(END) Dow Jones Newswires

June 10, 2026 16:00 ET (20:00 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2642756634?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-11 04:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2642756634","market":"sh","top_or_hot":-1,"title":"Hotels Seen as Bright Spot in Travel Sector -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1559 ET - BofA securities says hotels are off to best start in years, with revenue per available room [RevPAR] surging on a healthy macro backdrop and continued high end spending. The analysts also mention limited oil and commodity exposure and less AI disruption concerns vs. online travel agents as factors giving the sector a \"Goldilocks moment.\" The analysts do caution that RevPAR acceleration may partly be a factor of easy comps from 2025 that saw President Trump's \"Liberation Day\" and a government shutdown, but they say demand is showing its strongest growth in years, and they think this should continue through at least October. (katherine.hamilton@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 10, 2026 16:00 ET (20:00 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hotels Seen as Bright Spot in Travel Sector -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHotels Seen as Bright Spot in Travel Sector -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-11 04:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1559 ET - BofA securities says hotels are off to best start in years, with revenue per available room [RevPAR] surging on a healthy macro backdrop and continued high end spending. The analysts also mention limited oil and commodity exposure and less AI disruption concerns vs. online travel agents as factors giving the sector a \"Goldilocks moment.\" The analysts do caution that RevPAR acceleration may partly be a factor of easy comps from 2025 that saw President Trump's \"Liberation Day\" and a government shutdown, but they say demand is showing its strongest growth in years, and they think this should continue through at least October. (katherine.hamilton@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 10, 2026 16:00 ET (20:00 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0154245756.USD","symbol_name":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2642756634","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2642756634","pubTimestamp":1781121600,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1559 ET - BofA securities says hotels are off to best start in years, with revenue per available room [RevPAR] surging on a healthy macro backdrop and continued high end spending. The analysts also mention limited oil and commodity exposure and less AI disruption concerns vs. online travel agents as factors giving the sector a \"Goldilocks moment.\" The analysts do caution that RevPAR acceleration may partly be a factor of easy comps from 2025 that saw President Trump's \"Liberation Day\" and a government shutdown, but they say demand is showing its strongest growth in years, and they think this should continue through at least October. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU0154245673.USD":"BNP PARIBAS US MID CAP \"C\" (USD) INC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","HLT":"希尔顿酒店","DRH":"Diamondrock Hospitality","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","IE00B95QR487.USD":"NEUBERGER BERMAN US REAL ESTATE SECURITIES \"A\" (USD) INC A","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","BK4585":"ETF&股票定投概念","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","BK4218":"酒店及度假村房地产信托","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","BK4566":"资本集团","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","WH":"Wyndham Hotels & Resorts Inc","HST":"美国豪斯特酒店","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","MAR":"万豪酒店","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","BK4588":"碎股","BK4142":"酒店、度假村与豪华游轮","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BD0PCF45.HKD":"NEUBERGER BERMAN US REAL ESTATE SECURITIES \"A\" (HKDHDG) INC A","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","BK4181":"酒店及度假村房地产投资信托","IE00B45NX917.SGD":"Neuberger Berman US Real Estate Securities A Acc SGD-H","IE00B0T0GQ85.USD":"路博迈美国房地产基金A Acc","IE00B1G9WX41.USD":"NEUBERGER BERMAN US REAL ESTATE SECURITIES \"A\" (USD) INC"},"translate_title":"酒店被视为旅游业的亮点——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HLT":0.9,"DRH":0.9,"MAR":0.9,"WH":0.9,"HST":0.9},"content_text":"1559 ET - BofA securities says hotels are off to best start in years, with revenue per available room [RevPAR] surging on a healthy macro backdrop and continued high end spending. The analysts also mention limited oil and commodity exposure and less AI disruption concerns vs. online travel agents as factors giving the sector a \"Goldilocks moment.\" The analysts do caution that RevPAR acceleration may partly be a factor of easy comps from 2025 that saw President Trump's \"Liberation Day\" and a government shutdown, but they say demand is showing its strongest growth in years, and they think this should continue through at least October. (katherine.hamilton@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  June 10, 2026 16:00 ET (20:00 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.45.2","shortVersion":"4.45.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2642756634","isCrawlerRequest":true}