GMH Hotels: Hotel Earnings Split & Accor’s Silent Power Play
Good Morning Hospitality
05/06/26
•34m
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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.
Previous Episode
On Monday’s Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, and Brandreth Canaley celebrate the show’s 500th episode and break down how travel platforms are expanding beyond booking and competing for the full traveler relationship.
The team starts with Uber adding hotel booking through a new partnership with Expedia Group, with Vrbo rentals expected to follow, marking Uber’s biggest move yet into travel.
They also unpack signs that Airbnb is pulling more host community engagement onto its platform, reinforcing a shift toward a more integrated ecosystem. The episode also touches on how OTA leaders are thinking about AI, trust, and the evolving role of platforms in shaping how travelers discover and book trips.
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.
Next Episode
On Monday’s Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down what Airbnb’s latest product and earnings commentary reveal about the future of travel platforms.
The conversation centers on Brian Chesky’s push toward blending hotels, homes, services, and experiences into a more adaptive marketplace, signaling how Airbnb is positioning itself for an AI-driven future of travel discovery and planning.
The team also unpacks Airbnb’s expanded partnership with Delta Air Lines, which now includes Experiences and Services alongside stays, while also touching on what earnings season is revealing about AI adoption and infrastructure across the broader travel industry.
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.
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