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Good Morning Hospitality - GMH Hotels: Tariff Risk, Vegas Decline & Kettle Chaos
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GMH Hotels: Tariff Risk, Vegas Decline & Kettle Chaos

Good Morning Hospitality

02/25/26

32m

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On this week’s Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk unpack mounting industry pressure — from hoteliers navigating U.S. tariff risk and airlines suspending flights to Puerto Vallarta, to TSA PreCheck stability and a sharp dip in Las Vegas tourism.

They also examine broader structural strain across hospitality before closing with a viral video of a traveler slammed online for boiling her underwear in a hotel kettle, sparking a debate over travel hacks and guest etiquette.

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Previous Episode

On Monday's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane dig into the latest headlines shaping online travel, short-term rentals, and platform strategy.

Otamiser has secured $2M in fresh capital to scale its AI-driven revenue platform for hotels and STR operators, highlighting continued investor interest in tech that boosts OTA visibility and revenue.

Airbnb is testing loyalty benefits — exploring non-traditional perks and potential paid-member mechanics that CEO Brian Chesky says could be a “massive accelerant” for repeat stays.

The team also breaks down how Airbnb’s hotel strategy is expanding far beyond pilot programs into broader markets, revisiting its competitive stance versus OTAs like Booking.com and others.

Tripadvisor CEO Matt Goldberg acknowledged in a confidential memo that recent share price volatility and investor frustration with slow AI progress are weighing on the business, while Sabre Corporation announced layoffs and leadership reshuffles as it pivots toward becoming an “AI-native” tech provider.

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Next Episode

On today’s Good Morning Hospitality, A Skift Podcast, Michael Goldin, Brandreth Canaley, Jamie Lane and Wil Slickers revisit Vrbo’s weather refund product now officially rolling out after earlier tests, and they unpack Airbnb’s airport-pickup experiment, a sign of the company pushing into broader travel services beyond stays.

They also look at why analysts say the industry needs a new way to read OTA results as traditional metrics fail to capture how distribution, search, and AI are reshaping performance.

The conversation then turns to unrest in Mexico, where violence following the killing of a cartel leader has led major airlines — including American Airlines, United Airlines, Southwest Airlines, and Air Canada — to cancel or suspend flights to high-traffic leisure hubs like Puerto Vallarta, forcing waivers, rebookings, and travel flexibility as cancellations pile up.

The episode wraps with a broader look at how product innovation, shifting performance metrics, and sudden geopolitical shocks are making travel planning and forecasting more complex for operators and consumers alike

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