[CLSTR]
< Back to situations

Monitor this situation.

[SITUATION] · [QUIET] · [BUSINESS]

2 clusters · 4 sources · 9 days · First seen · Last updated

U.S. hotel industry financial trends

Overview

The U.S. hotel industry has experienced growth in Revenue Per Available Room (RevPAR), which reached $99.47 in 2025. Despite this increase, industry analysis highlighted concerns regarding revenue capture, which fell to 79.22 percent in 2025. This decline in revenue capture was linked to rising acquisition costs and a shortage of professionals trained in complex financial modeling.

By late 2026, the sector showed signs of cautious optimism, with RevPAR growth projected to reach approximately 5 percent. While limited new supply and RevPAR growth support performance, the industry continues to face challenges from high interest rates, inflation, and rising operating costs. Other emerging trends include the adoption of artificial intelligence for operations and ongoing debates regarding brand fees and renovation requirements.

Entities

The Lodging Conference · Kalibri · CoStar Group · JW Marriott Phoenix Desert Ridge Resort & Spa · HVS

Timeline

  1. [BUSINESS] 3 sources
    Hotel industry shows cautious optimism amid RevPAR growth

    The hotel industry anticipates 5% RevPAR growth by late 2026, though rising operating costs and interest rates continue to impact profitability and transactions.

  2. [BUSINESS] 2 sources
    U.S. hotel industry RevPAR rises to $99.47 amid revenue capture concerns

    While U.S. hotel RevPAR rose to $99.47 in 2025, declining revenue capture due to acquisition costs has led to billions in lost revenue and reduced asset values, highlighting a need for better analytical talent.

Sources

hotel-online.com · lodgingmagazine.com · thegolfwire.com · travelingboy.com