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Good Morning Hospitality - Hopper Heads to Capital One, Apple & Delta Tracking, CitizenM’s Big Loan
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Hopper Heads to Capital One, Apple & Delta Tracking, CitizenM’s Big Loan

Good Morning Hospitality

11/26/25

45m

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On this episode of GMH Hotels, Wil Slickers and Sarah Dandashy are joined by guest-host Dennis Schaal, Founding Editor at Skift, for an exclusive 10-minute segment on the newly announced deal: Capital One’s planned acquisition of Hopper. They’ll dive into the implications for hotel tech, travel finance, and how key engineering and hotel talent will shift with the deal.

Then, Sarah and Wil break down two other major developments reshaping hospitality: First, the partnership between Apple and Delta Air Lines to extend bag-tracking and item-location services across travel, offering new guest-experience opportunities.

Next, they explore how citizenM hotels CEO is positioning the brand after securing a $685 million loan post-sale by Marriott International, signaling what’s next for one of the fastest-growing lifestyle hotel players.

Tune in for a mix of tech, finance, and brand strategy signals that suggest hospitality is entering a new phase of consolidation, guest empowerment, and capital repositioning.

Presented by ⁠⁠⁠⁠⁠⁠Lodgify⁠⁠⁠⁠⁠⁠

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Wil Slickers - LinkedIn

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Previous Episode

On today’s Good Morning Hospitality, Wil Slickers, Jamie Lane, Brandreth Canaley, and Michael Goldin break down Google’s latest step into agentic travel planning. This system can build, price, and coordinate full itineraries, yet insists it has "no intention" of becoming an OTA. The crew explores what this means for hotels, short-term rentals, platforms, and anyone competing for consumer discovery and booking flows.

Jamie also unveils brand-new data tracking World Cup demand across short-term rentals, including early signals on ADRs, booking pace, and which cities are heating up faster than expected. As the biggest travel event of 2026 approaches, the team looks at how STR markets are shifting in real time and what operators should be preparing for now.

Plus, quick shoutouts to two recent fundraises from BoomPop and Localbird before diving into the week’s biggest trends shaping hospitality and travel.

Presented by ⁠⁠⁠⁠⁠Lodgify⁠⁠⁠⁠⁠

Follow the Hosts: Brandy Canaley – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Jamie Lane – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Goldin – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Next Episode

On this episode of Good Morning Hospitality, A Skift Podcast, Wil Slickers, Jamie Lane, Brandreth Canaley, and Michael Goldin dive into some of the biggest moves in short-term rentals and travel.

First, they unpack the recent deal where Evolve acquired 1,000 owner contracts from Casago, a bold consolidation that could reshape supply and operator models.

Then they explore why Luxury Escapes is doubling down on brick-and-mortar travel experiences, betting that traditional hospitality’s strengths give it an edge as travel behavior evolves.

The discussion expands with insights from industry trends in vacation rentals, including lessons from the recent Phocuswright Conference on where rentals are headed next.

Jamie also drops a new “Stat of the Week” that underlines shifts in demand and booking behavior.

From consolidation to experiential travel and evolving guest expectations, this episode maps where hospitality — hotels and rentals alike — is going next.

This episode is brought to you by ⁠Amazon!⁠ To learn more, go to ⁠advertising.amazon.com

Follow the Hosts: Brandy Canaley – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Jamie Lane – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Goldin – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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