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Goldman Sachs Cuts Outlook For These Hotel And Lodging Stocks As Potential Recession Looms
CHHChoice Hotels(CHH) Benzinga·2025-04-15 03:38

Goldman Sachs analyst Lizzie Dove downgraded the outlook for U.S. Lodging C-Corps and Timeshares due to weaker consumer demand, geopolitical uncertainty, and negative impacts from U.S. airlines.As a result, 2025 RevPAR forecasts are being lowered by approximately 125 basis points. Key challenges include a decline in Canadian tourism and reduced government travel, which are expected to impact U.S. RevPAR negatively.Although a recession scenario isn't fully factored in, a 45% probability of a U.S. recession i ...