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Stock impact report

Goldman Sachs Cuts Outlook For These Hotel And Lodging Stocks As Potential Recession Looms [Yahoo! Finance]

Choice Hotels International, Inc. (CHH) 
Last choice hotels international, inc. earnings: 2/18 08:12 am Check Earnings Report
US:NYSE Investor Relations: investor.choicehotels.com
Company Research Source: Yahoo! Finance
As a result, 2025 RevPAR forecasts are being lowered by approximately 125 basis points. Key challenges include a decline in Canadian tourism and reduced government travel, which are expected to impact U.S. RevPAR negatively. Although a recession scenario isn't fully factored in, a 45% probability of a U.S. recession is assumed. The focus is on asset-light companies with global exposure and less reliance on U.S. resorts, as the decline in IMF and non-RevPAR fees has yet to be priced in, said the analyst. Also Read What's Going On With IonQ Stock Today? In a choppier macro environment, the preference is for stocks with more global diversity, lower U.S. resort exposure, asset-light business models, and stronger prospects for non-RevPAR and ancillary revenues. Historical context shows that lodging revenue growth has been cyclical, with significant downturns during previous recessions, where business demand impacts leisure travel first, and premium chains see larger RevPAR decline Show less Read more
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