The travel industry, digested. Curated opinion on hotels, airlines, OTAs and travel-tech.
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The daily brief
One sharp travel-industry brief a day. Free.
Read → Pavilion's roll-up now covers around twenty property managers. The open question is whether the model scales without eroding each operator's autonomy.
Read → Choice Hotels pays 130 million for Harvest Hosts, Lufthansa sets the last A340 flight for 18 October and GBTA lifts Latin America corporate spend to $67.7 billion in 2026.
Read → 91% of hotel chains already use AI but only 28% have an enterprise-wide strategy. Choice buys Harvest Hosts for $130 million and Minor redesigns Vietnam.
Read → Choice pays $130 million for half a million RV users. The question is whether that audience ends up sleeping in a Comfort Inn.
Read → Aimbridge Hospitality will manage ten select-service Hilton, Marriott and Hyatt hotels across seven US states for the joint venture between Prospect Ridge and Fulcrum.
Read → The LVMH-linked fund is putting capital into how people spend their free time and is becoming one of the sector's most relevant investors.
Read → FHS World 2026 gathers over 200 investors managing 5 trillion dollars in Dubai. The easy-money era in hospitality is over, and that is good news for anyone who can actually manage an asset.
Read → Sébastien Bazin calls the decision on an Ennismore IPO complex and still hasn't said where the capital to grow the brand in the U.S. will come from.
Read → Skift lands on a simple, very profitable idea: whoever invests on behalf of the asset owner ends up building a different kind of loyalty in the end guest.
The daily brief
One sharp travel-industry brief a day. Free.
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The daily brief
One sharp travel-industry brief a day. Free.