From Financial Modeling Prep: 2025-04-16 02:54:00

Investor sentiment in the U.S. hotel industry dipped as Goldman Sachs revised its RevPAR growth forecast to a modest 0.4% for 2025, down from 1.4%. This downgrade reflects weakening consumer demand, economic uncertainty, and challenges from the airline sector, leading to stock declines for Hyatt, Marriott, and Hilton.

Major U.S. airlines’ revised forecasts, like Delta Air Lines, Southwest Airlines, and American Airlines, have impacted the hotel sector. Reduced travel demand could lower hotel occupancy rates, as caution from airline CEOs affects valuations and raises concerns in the lodging industry.

Amid tariff fears and economic uncertainty, investors are closely monitoring macro indicators and historical sector performance. Real-time updates on analyst upgrades/downgrades and price targets are crucial for understanding how the market is adjusting to Goldman Sachs’ revised outlook for U.S. hotel stocks.

Goldman Sachs’s adjusted forecast signals more challenges ahead for the hotel industry, with potential impacts on consumer spending, hotel margins, and stock valuations. As the industry navigates headwinds from various sectors, investors must reassess growth potential and monitor economic indicators to make informed decisions in this uncertain environment.



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