GMH Hotels: Marriott’s Card Boom, Vegas Solar & 30K Sandwiches
Good Morning Hospitality
02/11/26
•33m
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On today’s episode of Good Morning Hospitality, A Skift Podcast, Sarah Dandashy and Steve Turk break down Marriott International’s credit card surge and what it signals for loyalty-driven revenue.
They also examine MGM Resorts International powering its Las Vegas Strip properties with solar energy, and why the 2026 Winter Olympics are shaping up to be a logistical stress test for travelers and hotels alike.
Plus, can Bad Bunny’s cultural moment in Puerto Rico convert into real bookings?
And in the unhinged story of the week, a 71-year-old mom goes viral for assembling deli-style sandwiches mid-flight — sparking a debate over airplane etiquette at 30,000 feet.
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Previous Episode
Home Swapping Heats Up, World Cup Costs & OTA AI Anxiety
February 9
•31m
On Monday's Good Morning Hospitality, a Skift Podcast, Michael Goldin, Brandreth Canaley, Jamie Lane, and Wil Slickers break down the latest headlines shaping short-term rentals and online travel — from new funding bets to investor jitters around AI.
They start with Kindred’s $125 million funding round, unpacking why investors are backing home swapping as a lower-cost, lower-friction alternative to traditional short-term rentals and hotels.
The conversation then turns to the FIFA World Cup 2026TM - Canada, Mexico and the United States, and how host cities are bracing for rising prices, tighter regulations, and growing scrutiny of Airbnb as mega-events collide with local housing markets.
The episode also checks in on OTA stocks, where analysts say recent sell-offs in Booking Holdings (NASDAQ: BKNG) and Expedia Group reflect AI anxiety more than weakening travel demand. Both Mizuho and Baird argue fundamentals remain strong, with OTAs likely to stay powerful distribution players even as AI reshapes search.
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Subscribe to @SkiftNews and never miss an update from the travel industry.
Next Episode
Airbnb AI Flex, STR Demand Data & Casago Shakeup
February 16
•38m
On this episode of Good Morning Hospitality, A Skift Podcast, Wil Slickers, Jamie Lane, Brandreth Canaley, and Michael Goldin dive into the latest shifts across short-term rentals and online travel.
They start with Brian Chesky dismissing rivals’ chatbots and arguing that Airbnb’s AI advantage is rooted in its marketplace and community data, then unpack Airbnb’s new report positioning STRs as a critical pressure valve for lodging demand during peak travel periods.
The conversation then turns to Expedia Group’s Q4 2025 earnings, where stronger B2B results helped offset softer consumer trends, before closing on leadership tension at Casago as franchisees react to shifting power dynamics. The episode wraps with a broader look at AI strategy, consolidation, and who really controls distribution in today’s STR ecosystem.
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.
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