|
Feb 18
|
|
$315.88
$315.88
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - HLT
Hilton’s Q4 Earnings Call: Our Top 5 Analyst ...
|
|
Feb 17
|
|
$317.82
$315.88
-0.6%
|
LONG
|
Willy Walker
CEO, Walker & Dunlop
|
"Today, this place [large convention hotel] is operating, I'm assuming, extremely well." Post-pandemic recovery in group travel and conventions has fully materialized, restoring profitability to large-scale hospitality assets. Long major hospitality chains/REITs focused on business and convention travel. Corporate travel budget cuts in a recession. |
CNBC
Property Play: Scenes from a CRE finance conf...
|
|
Feb 17
|
|
$317.82
$315.88
-0.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - HLT
Billionaire Bill Ackman Just Loaded Up on Thi...
|
|
Feb 13
|
|
$314.62
$315.88
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - HLT
Hilton’s Record 2025 Growth Tests Balance Bet...
|
|
Feb 13
|
|
$314.62
$315.88
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - HLT
Wynn Resorts Q4 Earnings Miss Estimates, Reve...
|
|
Feb 13
|
|
$314.62
$315.88
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - HLT
What Hilton Worldwide Holdings (HLT)'s Earnin...
|
|
Feb 13
|
|
$314.62
$315.88
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - HLT
China Is Snapping Up Overseas Assets Again Fr...
|
|
Feb 12
|
|
$322.17
$315.88
-2.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - HLT
Macquarie Maintains Neutral on Hilton Worldwi...
|
|
Feb 12
|
|
$322.17
$315.88
-2.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - HLT
Barclays Maintains Overweight on Hilton World...
|
|
Feb 12
|
|
$322.17
$315.88
-2.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - HLT
Truist Securities Maintains Hold on Hilton Wo...
|
|
Feb 12
|
|
$322.17
$315.88
-2.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - HLT
Mizuho Maintains Neutral on Hilton Worldwide ...
|
|
Feb 12
|
|
$322.17
$315.88
-2.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - HLT
Wells Fargo Maintains Overweight on Hilton Wo...
|
|
Feb 12
|
|
$322.17
$315.88
-2.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - HLT
HLT Q4 Deep Dive: Strong International Growth...
|
|
Feb 10
|
|
$323.70
$315.88
-2.4%
|
LONG
|
Josh Brown
CEO, Ritholtz Wealth Management
|
Despite "consumer cracking" narratives, high-end travel remains robust. Brown notes people are "crisscrossing the country" and JPM data shows no explosion in credit card delinquencies. The recovery is K-shaped. While low-end retail misses, the upper-middle class (the target demo for Hilton/Marriott) continues to spend on experiences. If the consumer were truly broken, travel would collapse before retail; it hasn't. Long premium hospitality chains as a play on the resilient, wealthy consumer. A sudden spike in unemployment affecting the white-collar sector. |
CNBC
Here's how to trade the surge in stocks
|
|
Feb 10
|
|
$323.70
$315.88
-2.4%
|
LONG
|
Anthony Capuano
CEO, Marriott International
|
"The K-shaped economy is certainly impacting the travel vertical... Luxury was a real highlight." Capuano confirms that the top 10% of consumers are insulated from macro headwinds. If Marriott's luxury tier is up 6% while general US RevPAR is down/flat, this strength likely correlates to other high-end travel and luxury goods exposure. This reads positively for Hyatt (higher luxury mix) and luxury conglomerates like LVMH. Long the "High-End Consumer" basket via luxury hospitality and goods. Wealth effect reversal if asset prices (stocks/housing) decline significantly. |
CNBC
Marriott CEO Anthony Capuano: The K-shaped ec...
|