Good Morning Hospitality

On this week's Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk break down a week where hotel brands are redefining what they actually are. The conversation opens with Hyatt's lifestyle chief, Amar Lalvani, making the case that the smartest brand strategy is sorting guests by taste rather than price point — and showing what that discipline looks like in practice, including killing a high-profile Miami project because the developer wouldn't listen. From there, Sarah and Steve dig into Marriott International's move into branded apartment rentals under the W Hotels flag, a genuinely new direction for a business that already commands 30% premiums over unbranded properties. They also unpack what week one of FIFA World Cup 2026™ - Canada, Mexico and the United States data actually tells hotel operators, with RevPAR up 24% to 133% across host markets but occupancy down in six of nine cities. And they close with Carnival Cruise Line's Q2 earnings, which posted record revenue while trimming its outlook, and with what the Middle East conflict tells operators about building geopolitical risk into forward-booking strategy. This episode is presented by ⁠⁠⁠⁠⁠Cloudbeds⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠Bilt⁠⁠⁠⁠⁠. Visit ⁠⁠⁠⁠⁠cloudbeds.com/gmh⁠⁠⁠⁠⁠ to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to ⁠⁠⁠⁠⁠joinbilt.com/gmh⁠⁠⁠⁠⁠ to learn more. And if you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit ⁠⁠⁠⁠https://stayfi.com/goodmorninghospitality/⁠⁠⁠⁠ to learn more.

On this week's Good Morning Hospitality, A Skift Podcast: Hotels Edition, Steve Turk and guest host Katie Cline break down a week where consolidation is happening at every layer of the hotel industry at once. The conversation opens with NORWEGIAN AIR UK LIMITED's $843 million bet to acquire Nordic Leisure Travel Group AB Group and own the entire travel value chain from flights to hotels. The number that explains the deal: NLTG's owned hotels are 25% of its holiday volume but 60% of its gross profit. From there, Steve and Katie dig into IHG Hotels & Resorts' CEO, making the case that eight years of tech investment is finally showing up in franchisee margins, and close with RealTime Reservation's acquisition of STAY and what unified ancillary revenue tech actually means for total RevPAR. This episode is presented by ⁠⁠⁠Cloudbeds⁠⁠⁠ & ⁠⁠⁠Bilt⁠⁠⁠. Visit ⁠⁠⁠cloudbeds.com/gmh⁠⁠⁠ to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to ⁠⁠⁠joinbilt.com/gmh⁠⁠⁠ to learn more. And if you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit ⁠⁠https://stayfi.com/goodmorninghospitality/⁠⁠ to learn more.

On this week's Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk break down why hotel AI is stuck on the wrong side of the ledger and what it will take to flip it. The conversation opens with Mews founder Richard Valtr making the case at Skift's Data and AI Summit that fragmented hotel data is the reason AI keeps cutting costs instead of driving revenue. From there Sarah and Steve dig into what Apple's rebuilt Siri means for how guests will find and interact with travel, Alaska Airlines' bet that Starlink wifi is a better loyalty driver than points for basic economy travelers, and why Delta Air Lines is expanding American Express card benefits without raising fees while every competitor goes the other direction. This episode is presented by ⁠⁠Cloudbeds⁠⁠ & ⁠⁠Bilt⁠⁠. Visit ⁠⁠cloudbeds.com/gmh⁠⁠ to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to ⁠⁠joinbilt.com/gmh⁠⁠ to learn more. And if you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit ⁠https://stayfi.com/goodmorninghospitality/⁠ to learn more.

On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane break down what AI is actually doing to travel economics and operations right now. The conversation opens with a story that stops you in your tracks: one traveler used Claude to run 881,076 searches on Etihad Airways to find one flight. The infrastructure cost of that search exceeded the commission. From there, the team digs into Brian Chesky's move to build an AI lab outside of Airbnb and what it signals about the platform's AI strategy, before closing with a look at what real AI adoption looks like at scale through Evolve's playbook of deflecting 60% of guest inquiries without human intervention. This episode is presented by ⁠Cloudbeds⁠ & ⁠Bilt⁠. Visit ⁠cloudbeds.com/gmh⁠ to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to ⁠joinbilt.com/gmh⁠ to learn more. And if you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more.

On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane break down a week where the infrastructure of hospitality is being stress-tested from every direction. The conversation opens with a sobering security story: scammers are using real guest reservation data to launch highly targeted phishing attacks, with at least 350 hotels and vacation rentals across 50 countries already caught up. From there, the team digs into Mews and SiteMinder's new native integration, which is designed to break down the data silos holding hotels back from AI adoption, and closes with Expedia Group's partnership with IShowSpeed and what it signals about where Gen Z travel discovery is actually happening. This episode is presented by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cloudbeds⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bilt⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Visit ⁠⁠⁠⁠⁠⁠⁠⁠cloudbeds.com/gmh to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠joinbilt.com/gmh⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more.

On this special holiday episode of Good Morning Hospitality, Brandy Canaley and Michael Goldin unpack one of the biggest shifts happening in travel right now: AI-powered booking. Joined by Jason Cincotta, founder of Kismet, the conversation breaks down Google’s new push into agentic hotel booking, what it means to become “AI-bookable,” and why independent hotels and vacation rentals may need to rethink how they show up online. The episode also dives into Airbnb’s massive Summer Release, including boutique hotels, AI-powered review tools, airport pickups, grocery delivery, rental cars, and the company’s expanding push toward becoming a full trip platform. Michael and Brandy debate whether Airbnb’s latest features are meaningful product evolution or just great PR, while also exploring how AI could reshape direct bookings, loyalty, and the future of travel planning. This episode is presented by ⁠⁠⁠⁠⁠⁠⁠⁠Plusgrade⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠Bilt⁠⁠⁠⁠⁠⁠⁠⁠. Visit ⁠⁠⁠⁠⁠⁠plusgrade.com⁠⁠⁠⁠⁠⁠ to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to ⁠⁠⁠⁠⁠⁠⁠⁠joinbilt.com/gmh⁠⁠⁠⁠⁠⁠⁠⁠ to learn more.

On this week's Good Morning Hospitality, A Skift Podcast Hotels Edition, Sarah Dandashy and Steve Turk break down a question every operator is quietly asking right now: how do you build a real edge when there is no moat? They open with the NYC labor deal that just reset the national benchmark, with housekeeper pay crossing $100K a year by 2034, and Hotel and Gaming Trades Council now setting the bar for union negotiations in every major market. From there they dig into Peregrine Hospitality's bet that operational discipline is the only real competitive advantage in hotels, Ras Al Khaimah Tourism Development Authority's push to double its room supply by 2030, Brand USA's new fact-checking platform trying to win back international travelers ahead of the World Cup, and how one small hotel group is still financing solar after federal clean energy tax credits got wiped out. This episode is presented by ⁠⁠⁠⁠⁠⁠⁠Plusgrade⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠Bilt⁠⁠⁠⁠⁠⁠⁠. Visit ⁠⁠⁠⁠⁠plusgrade.com⁠⁠⁠⁠⁠ to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to ⁠⁠⁠⁠⁠⁠⁠joinbilt.com/gmh⁠⁠⁠⁠⁠⁠⁠ to learn more.

On this week’s Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk break down a growing debate across the hotel industry: are brands mistaking temporary strength for long-term stability? From luxury demand and premium travel to pricing power and loyalty, the industry may be more vulnerable than executives want to admit. They also explore why Hilton and Marriott International CEOs cannot agree on what kind of economy the industry is actually in, TikTok’s new push into turning travel videos into bookable inventory, and OpenAI’s latest move to operationalize AI deployment across travel companies through the team behind Virgin Atlantic’s AI concierge. This episode is presented by ⁠⁠⁠⁠⁠Plusgrade⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠Bilt⁠⁠⁠⁠⁠. Visit ⁠⁠⁠plusgrade.com⁠⁠⁠ to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to ⁠⁠⁠⁠⁠joinbilt.com/gmh⁠⁠⁠⁠⁠ to learn more.

On today’s GMH Hotels, Katie Cline and Steve Turk unpack mixed earnings from Hyatt, Wyndham Hotels & Resorts, and Choice Hotels International, plus growing concerns that World Cup hotel demand is falling short of expectations in host cities. They also discuss Accor’s mysterious activist investor situation and what the $6.3B Amex GBT acquisition says about the next wave of travel consolidation. This episode is presented by ⁠⁠⁠Plusgrade⁠⁠⁠ & ⁠⁠⁠Bilt⁠⁠⁠. Visit ⁠plusgrade.com⁠ to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to ⁠⁠⁠joinbilt.com/gmh⁠⁠⁠ to learn more.

On this week’s Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk break down Hilton’s latest push into AI with its upcoming ChatGPT app and evolving “Select” deals strategy, and how the company is positioning itself more like a platform that controls pricing, distribution, and guest engagement. They also explore Hilton’s continued expansion of lifestyle and luxury brands across Asia-Pacific, the shift in ultra-luxury hotels toward curated guest communities, and how budget airlines are now in talks over a $2.5 billion bailout as financial pressure builds across the travel sector. This episode is presented by ⁠Vrbo⁠ & ⁠Bilt⁠. Visit ⁠vrbo.com/goodmorning⁠ to learn more about how you can earn OneKeyCash for each eligible property you list. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to ⁠joinbilt.com/gmh⁠ to learn more.

In this Good Morning Hospitality, A Skift Podcast Bonus episode, Brandreth Canaley and Michael Goldin sit down with Tim Rosolio, VP of Vacation Rental Partnerships at Vrbo/Expedia Group, from a standout “Vacation Rental of the Year” property in New Hampshire. Tim breaks down what actually drives performance on Vrbo today, from must-have amenities and pricing strategies to the growing importance of quality, consistency, and reviews in an increasingly saturated market. He shares why the short-term rental “gold rush” is officially over, and what operators need to do now to stay competitive. The conversation also dives into Expedia Group’s broader strategy, including the rapid growth of B2B distribution, the expansion of vacation rentals across Expedia’s ecosystem, and how new tools like promotions and sponsored listings are changing visibility and bookings. They also tackle AI in travel, where it’s already delivering value, where it’s overhyped, and why the human element still matters in hospitality. Episode Chapters: 00:00 Snowy New Hampshire Setup 01:08 Why This Rental Won 01:26 How Vrbo Picks Homes 02:35 Hosts Who Go All In 05:22 Amenity Must-Haves 07:57 Boosting Rankings Fast 08:25 Promotions That Convert 10:25 Is The Gold Rush Over 12:44 Quality Over Quantity Era 16:58 Standards And Trust Issues 19:00 Cleaning and Reviewing Data 20:26 Reviews Signal Quality 21:36 Star Ratings Confusion 22:26 B2B Growth Expansion 25:09 AI In Travel Tech 26:32 Keeping Human Hospitality 28:16 OneKey On Vrbo 29:48 Sponsored Listings Launch 33:14 Rapid Fire Wrap Up Connect with Skift LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/skift/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bsky.app/profile/skiftnews.bsky.social⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/skift⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the travel industry.

On Monday’s Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down how AI is putting pressure on every corner of the travel industry. The conversation starts with Mews’ founder calling out hotels for taking a surface-level approach to AI, focusing on chatbots instead of meaningful improvements to operations and guest experience. They also unpack why Expedia Group’s CEO says travelers still don’t trust AI to handle bookings, reinforcing the importance of reliability and real inventory, before turning to the growing financial pressure on operators across both hotels and short-term rentals. From rising costs and platform fees to a generational shift where longtime owners are looking to exit while fewer new entrants step in, the episode explores how margins are getting squeezed across the board. The conversation ties it all together with a look at how AI isn’t replacing travel companies — it’s revealing where their models are weakest. This episode is brought to you by ⁠⁠⁠Vrbo!⁠⁠⁠ Learn how you can earn ⁠⁠OneKeyCash⁠⁠ today. Connect with Skift LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/skift/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bsky.app/profile/skiftnews.bsky.social⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/skift⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the travel industry.

On Monday’s Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down a $250 million deal as TowneBank sells its vacation rental management business, signaling continued investor appetite for scaled STR operations even as the market evolves. The team also unpacks mixed demand signals, from softer-than-expected travel spending despite rising tax refunds to growing friction around international travel to the U.S., while also exploring why OTAs still struggle to gain meaningful traction in experiences. The episode ties it all together with a look at where value is actually shifting across travel today. This episode is brought to you by ⁠⁠Vrbo!⁠⁠ Learn how you can earn ⁠OneKeyCash⁠ today. Connect with Skift LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/skift/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bsky.app/profile/skiftnews.bsky.social⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/skift⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the travel industry.