HotelAnalystPodcast12Mar2019
Confidence misplaced? A review of the Berlin hotel conference, where industry leaders were bullish - despite looming economic clouds; Accor's loyalty revamp; SACO; and investors move into operations

Confidence misplaced? A review of the Berlin hotel conference, where industry leaders were bullish - despite looming economic clouds; Accor's loyalty revamp; SACO; and investors move into operations
This week, Irish hotel group Dalata's structure and latest moves; why Booking.com's focusing on homestays, and why its share price dropped; and how Spanish groups Melia and NH are faring
It's results season - we review the numbers, and the CEO comments, from always-busy #Accor, acquisitive #IHG, #Hyatt, and franchise specialists #Choice and #Wyndham
In which we discuss IHG's acquisition of Six Senses, Whitbread's plans for expansion in Germany, and the actions of UK regulators against online travel agents
Takeaways from the Hotel Alternatives conference; why Aprirose is building its own hotel management platform, supported by Kew Green; and Airbnb moves into meeting room bookings
Takeover for Zleep, setting the Scandinavian budget brand up for expansion south; what Accor is doing with its Ibis brand refresh; and why brewer Fullers is selling out of brewing, to concentrate on hotels and pubs
Views on Whitbread and its Premier Inn challenge; lessons as Ryanair trims its wings as it abandons plans to be the "Amazon of travel"; and where Marriott needs to take its refreshed loyalty programme, Bonvoy.
Featuring new European hotel landlord Archer Capital; overtourism and bids by Edinburgh and Venice to launch visitor taxes; and M&C's latest deal with Hilton, creating The Biltmore in London
In which we discuss luxury brands and Accor's launch of Orient Express; Lemon Tree launching co-living in India; and Airbnb's recent New York legal success
This week's topics - Indian disruptor Oyo builds tensions; the Belmond sale to LVMH; and our pre-Christmas predictions of the outcome of the lengthy Brexit process
We discuss the impact of the Marriott data breach; drill into Expedia's strategy and likely future challenges; and review how Accor is changing its growth strategy
The latest action in the dynamic hostel sector; what Airbnb's been up to recently; and how you can now buy Melia hotel rooms on Amazon
Hear the story behind acquisitive Thai group Minor: find out how Rocco Forte is expanding in Italy: and musings on European markets as private equity struggles to find opportunities
Focus on luxury brands including Belmond: what Choice is doing, teaming up with Google: and as Motel One warns, how overheated is the German market?
In which we discuss Marriott's quarterly results, and push for greater profitability; the attitude of the big hotel landlords towards brands; and what we learnt from the mood at the 30th Deloitte European hotel investment conference
This week discussing Expedia's forays into homestays; why Hilton looks to have got it right with Motto; and why property leases are in favour with Scandinavian groups Pandox and Radisson
What's the idea behind Whitbread's new Zip budget hotel brand? What did we spot in IHG's latest results? And when will Accor's policy of trying lots of different new ideas really start to pay off?