Questions On Labor, Business Travel Linger Heading Into Hotel Earnings Reports

Long-Term Recovery Trajectory Remains Stable

23 July 2021

As the U.S. hotel industry nears its second-quarter earnings call season, hotel experts and analysts expect the publicly traded hotel brand companies and real estate investment trusts will focus on the two biggest issues facing the industry: labor and the return of business travel.

Investors are focused on a lot of things, like headline risks and the Delta variant, but those are still near-term risks, said Michael Bellisario, senior hotel research analyst and director at Baird. Those issues don’t really change the recovery trajectory looking into 2022, 2023 and 2024.

The short-term risks may cause a slower recovery, particularly for business travel’s return, but overall the recovery trajectory is generally still the same, he said.

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