• HotelAnalystPod17Dec25
    Dec 17 2025
    In this episode, we take a look at the deal market, particularly reflecting on the EHIC conference; we discuss the UK’s budget and its impact on hotels; and we finish with a look at Trump’s latest visa rules.
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    26 Min.
  • Hotel Analyst Pod 16th November 2025
    Nov 16 2025
    This episode is mostly about the third quarter results of the listed hotel companies. But we also touch on a few things sustainable, reporting on the UK Hospitality Sustainability Seminar held last month and we also offer a view on the current state of the energy transition and how it impacts hotels.
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    24 Min.
  • Hotel Analyst Pod 14th October 2025
    Oct 14 2025
    This episode is all about real estate. We start off with a report from the Annual Hospitality Conference in Manchester, which starts with an assessment of the transactions market; then we talk takeovers and why there has been a rise in public to private; and our third item is all about what the real estate investment universe will look like in 2040.
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    28 Min.
  • HotelAnalystPod19Sept25
    Sep 19 2025
    This episode discusses one of the hottest topics in hotel marketing, the subscription model; plus we’ll be taking a look at the latest brand launch from Oyo; and weighing up what Airbnb’s hotel distribution push means for the sector.
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    22 Min.
  • HotelAnalystPod15Aug2025
    Aug 15 2025
    We talk about the exclusive new club of hotel companies that make a billion dollar profit every quarter – spoiler alert, there are just two; we will also be talking about Accor and IHG, looking at why Accor continues to disappoint with regard to its share price; and we’ll finish up with a chat about how hospitality is being over taxed and why, in the UK at least, VAT is going to stay at the high level its currently at.
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    32 Min.
  • HotelAnalystPod23Jun25
    Jun 23 2025
    We talk about Airbnb’s efforts to deflect blame from overtourism onto the hotel sector; we take a look at how hotel brands are choosing marketing partnerships over big advertising campaigns; and we finish with the issue of collection brands, in particular the latest from Marriott and Hyatt.
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    21 Min.
  • HotelAnalystPod30May25
    May 30 2025
    In this episode, we talk about how hospitality can help drive regeneration, the latest action in the hostel market, and what Airbnb and short-term rentals are up to.
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    22 Min.
  • Hotel Analyst Pod 18th May 2025
    May 19 2025
    This episode is a wrap of Q1 results, with a focus on Intercontinental Hotels Group and how much of an impact US exposure and Revpar guidance revision has had on share prices; we take a look at the under-discussed global giant Jin Jiang; and examine the latest data on the European accommodation sector from the European Travel Commission.
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    24 Min.