Elaine Simon joins Alexi Khajavi this week to review the latest earnings results. The drive-to, non-urban, leisure hotels have proved to perform much stronger compared to other assets.
Wyndham have reported they are doubling their dividends, a clear sign of optimism. Elaine takes a deeper look at their net unit growth which only shows further signs of growth for the company. The diversity and strength of their brands will be very important as travellers return to brands they know and trust.
How are the OTAs going to compete if brands are the biggest deciding factor for travellers? Expedia reported that Vrbo was the only part of the business that demonstrated signs of growth for 2020 in what they described as an extremely difficult year.
Pandox, remain optimistic for 2021 despite a difficult fourth quarter. Three of its leading markets are Sweden, Germany and UK which have been hit badly by the pandemic but they have a strong strategy for the year ahead.
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