Wyndham Hotels & Resorts Azioni (NYSE: WH)

Ultime notizie per Wyndham Hotels & Resorts (NYSE:WH) Azioni

WYNDHAM HOTELS & RESORTS INC

Wyndham Hotels & Resorts

As of Dec. 31, 2024, Wyndham Hotels & Resorts operates 903,000 rooms across more than 20 brands predominantly in the economy and midscale segments. Super 8 is the largest brand, representing around 18% of all rooms, with Days Inn (13%) and Ramada (14%) the next two largest brands. During the past several years, the company has expanded its extended stay/lifestyle brands, which appeal to travelers seeking to experience the local culture of a given location. The company closed its La Quinta acquisition in the second quarter of 2018, adding around 90,000 rooms at the time the deal closed. Wyndham launched a new extended stay economy scale segment concept, ECHO, in the spring of 2022. The United States represents 56% of total rooms.

Wyndham Hotels & Resorts, Inc. Common Stock

Wyndham Hotels & Resorts Inc

WHALE

WhiteBIT Token - United States Dollar

WILLISTON HOLDING CO by Williston Holding Company, Inc.

Williston Holding Co

Cactus Inc

Waroona Energy Inc

WORLD HEALTH ENERGY HLDGS by World Health Energy Holdings, Inc.

World Health Energy Holdings Inc

WhiteHorse Finance, Inc. - Closed End Fund

WhiteHorse Finance Inc

WhiteHorse Finance, Inc. - 7.875% Notes due 2028

Westwood Holdings Group Inc

WH Group Ltd

White Gold Corp

WAREHOUSE GROUP ORD NEW by Warehouse Group (THE)

Warehouse Group Ltd (The)

Whiteheart

WHITEHAVEN COAL LTD by Whitehaven Coal Ltd,

Whitehaven Coal Ltd

WILHELMINA INTL INC by Wilhelmina International, Inc.

Wilhelmina International Inc

Wheeler Real Estate Investment Trust, Inc. - Common Stock

Wheeler Real Estate Investment Trust Inc

Wheeler Real Estate Investment Trust, Inc. - Series D Cumulative Preferred Stock

Wheeler Real Estate Investment Trust, Inc. - 7.00% Senior Subordinated Convertible Notes Due 2031

Wheeler Real Estate Investment Trust, Inc. - Series B Preferred Stock

CHASE PACKAGING CORP TEX by Chase Packaging Corp.

Chase Packaging Corp

Whirlpool Corp

WHARF REAL ESTATE U/ADR by Wharf Real Estate Investment Co Ltd.

WEARABLE HEALTH SOLUTIONS by Wearable Health Solutions, Inc

Wearable Health Solutions Inc

WH Smith PLC

Whispir Ltd Ordinary Shares

WASHTEC AG AUGSBURG by WashTec AG AUGSBURG

WashTec AG

WELL HEALTH TECH CORP ORD by Well Health Technologies Corp.

WELL Health Technologies Corp

WHITEMUD RES INC by Whitemud Res Inc.

MANGAZEYA MINING LTD ORD by Mangazeya Mining Ltd.

Volatility Shares Trust 2x Wheat ETF

Whitehawk Therapeutics, Inc. - Common Stock

Whitehawk Therapeutics Inc

World Houseware holdings

WEST HIGH YIELD RES LTD by West High Yield Resources Ltd.

West High Yield (W.H.Y.) Resources Ltd

Baird analyst Michael Bellisario maintains Wyndham Hotels &amp; Resorts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WH#NYSE">WH</a>) with a Outperform and lowers the price target from $107 to $99.

News

Price Target

Analyst Ratings

Baird Maintains Outperform on Wyndham Hotels & Resorts, Lowers Price Target to $99

Stifel analyst Simon Yarmak maintains Wyndham Hotels &amp; Resorts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WH#NYSE">WH</a>) with a Buy and lowers the price target from $121 to $102.75.

Stifel Maintains Buy on Wyndham Hotels & Resorts, Lowers Price Target to $102.75

Wyndham Hotels &amp; Resorts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WH#NYSE">WH</a>) lowers FY2025 Adj EPS guidance from $4.66-$4.78 to $4.57-$4.74 vs $4.78 analyst estimate..

Guidance

Wyndham Hotels & Resorts Lowers FY2025 Adj EPS Guidance from $4.66-$4.78 to $4.57-$4.74 vs $4.78 Est

Wyndham Hotels &amp; Resorts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WH#NYSE">WH</a>) reported quarterly earnings of $0.86 per share which beat the analyst consensus estimate of $0.82 by 4.88 percent. This is a 10.26 percent increase over earnings of $0.78 per share from the same period last year. The company reported quarterly sales of $316.00 million which missed the analyst consensus estimate of $318.28 million by 0.72 percent. This is a 3.61 percent increase over sales of $305.00 million the same period last year.

Earnings

Earnings Beats

Earnings Misses

Wyndham Hotels & Resorts Q1 Adj. EPS $0.86 Beats $0.82 Estimate, Sales $316.00M Miss $318.28M Estimate

AEIS

ALGN

ALKT

AMCR

ANSS

ARAY

ATNI

AWRE

BLCO

BLFY

BLKB

BXMT

CACC

CAKE

CDNA

CFLT

CGNX

CHEF

CHRW

CLMB

CMPR

CNMD

CNXN

COCO

COKE

CPSH

CSLR

CSTM

CTOS

CTSH

CVEO

CWAN

CWEN

DFIN

EBAY

ENVX

EQIX

EQNR

ETSY

EXTR

FCPT

FFWM

FINW

FMBH

FORM

FTAI

GEHC

GKOS

GNRC

GRBK

GRMN

GTES

Earnings Scheduled For April 30, 2025

Barclays analyst Brandt Montour maintains Wyndham Hotels &amp; Resorts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WH#NYSE">WH</a>) with a Overweight and lowers the price target from $121 to $100.

Barclays Maintains Overweight on Wyndham Hotels & Resorts, Lowers Price Target to $100

Morgan Stanley analyst Stephen Gengaro maintains Wyndham Hotels &amp; Resorts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WH#NYSE">WH</a>) with a Overweight and lowers the price target from $102 to $94.

Morgan Stanley Maintains Overweight on Wyndham Hotels & Resorts, Lowers Price Target to $94

Following Bank of America Securities&#8217; recent notes amid tariff-induced volatility, it also published some key data on questions <a target="_blank" href="https://www.benzinga.com/general/travel" rel="noreferrer noopener">it regularly receives.</a>
International inbound travel makes up only ~5% of U.S. room nights and 3% of arrivals. However, international travelers stay longer, spend more, and are mostly leisure travelers.
The largest source market is Canada (40% of international room nights and 28% of arrivals), followed by Europe and Mexico.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/travel/25/04/44592941/tariff-tensions-could-hurt-us-gdp-as-canadian-tourism-cools-goldman-sachs" rel="noreferrer noopener">Tariff Tensions Could Hurt US GDP As Canadian Tourism Cools: Goldman Sachs</a>
Las Vegas has 10% international visitors, and ~15% of gaming revenue is high-end baccarat, some of which is Asia-sourced.
BofA Securities noted that international inbound did not fully recover post-pandemic, given flight capacity and the dollar.
International revenue is 20-40% for Lodging C-Corps, and China accounts for 5-9% of fees for Marriott International (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAR#NASDAQ">MAR</a>), Hilton Worldwide Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLT#NYSE">HLT</a>), Hyatt Hotels Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>), and Wyndham Hotels &amp; Resorts, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WH#NYSE">WH</a>).
Other regions are evenly balanced across Europe, AsiaPac ex-China, Caribbean/LatAM and MidEast/Africa.
By far the most considerable China exposure in BofA Securities&#8217; coverage is Macau, which makes up 62%, 52%, and 20% of Las Vegas Sands Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LVS#NYSE">LVS</a>), Wynn Resorts (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WYNN#NASDAQ">WYNN</a>) and MGM Resorts International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MGM#NYSE">MGM</a>) revenue, respectively, while China makes up another ~20% of Singapore for Las Vegas Sands.
The top question BofA Securities received last week concerns the exposure of Lodging C-Corp room development to China. BofA Securities estimates China makes up 37%, 26%, 22%, and 18% of pipelines for Hyatt Hotels, Hilton Worldwide, Wyndham Hotels, and Marriott International overall, but this could overstate exposure as pipelines understate conversions, and China under-indexes on RevPAR given lower occupancy and rates.
Direct tariff impacts for GL&amp;L should be low as supplies/inventories make up ~10-15% of hotel operating expenditure. Developers could see supply chain issues/price spikes across their budgets, but most dollars are international (Japan, Singapore, Macau).
Government makes up ~3% of room nights, and slightly more if contractors are included.
Government per diems are low, reducing the exposure of full-service hotels. Pre-pandemic business travel made up ~30% of overall U.S. travel spending but closer to 70% of revenue for BofA Securities&#8217; companies, which overweight higher chain scales and urban markets.
Business travel is less elastic than leisure travel, but it is diversified by industry. It accounts for only 2-3% of overall corporate operating expenditure and never fully recovered post-COVID.
Lodging C-Corps are now trading below historical averages, while Lodging REITs are at historical trough levels reached at/near the Global Financial Crisis and during COVID.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/global/25/04/44796659/apple-tops-global-smartphone-sales-with-19-share-boosted-by-iphone-16e-emerging-market-growth" target="_blank" rel="noreferrer noopener">Apple Tops Global Smartphone Sales With 19% Share, Boosted By iPhone 16e, Emerging Market Growth</a></li>
</ul>
Photo via Shutterstock

Analyst Color

Trading Ideas

WYNN

Which Gaming And Lodging Stocks Are Exposed To International inbound Travel And China?

Goldman Sachs analyst Lizzie Dove maintains Wyndham Hotels &amp; Resorts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WH#NYSE">WH</a>) with a Buy and lowers the price target from $124 to $108.

Goldman Sachs Maintains Buy on Wyndham Hotels & Resorts, Lowers Price Target to $108

AAL,ABNB,ALGT,ALK,BA,BKNG,CCL,CUK,DAL,EXPE,H,HGV,HLT,JBLU,JTAI,LUV,MESA,NCLH,RCL,RYAAY,SKYW,TH,UAL,WH
AAL,ABNB,ALGT,ALK,BA,BKNG,CCL,CUK,DAL,EXPE,H,HGV,HLT,JBLU,JTAI,LUV,MESA,NCLH,RCL,RYAAY,SKYW,TH,UAL,WH

WIIM

ABNB

ALGT

BKNG

EXPE

JBLU

MESA

NCLH

RYAAY

SKYW

SNCY

SRFM

ULCC

Shares of travel and tourism-related companies are trading lower as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

11 analysts have shared their evaluations of Wyndham Hotels &amp; Resorts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WH#NYSE">WH</a>) during the recent three months, expressing a mix of bullish and bearish perspectives.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">5</td>
<td align="right">5</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">2</td>
<td align="right">4</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
In the assessment of 12-month price targets, analysts unveil insights for Wyndham Hotels &amp; Resorts, presenting an average target of $116.0, a high estimate of $122.00, and a low estimate of $110.00. This current average reflects an increase of 6.13% from the previous average price target of $109.30. 
<img src="https://www.benzinga.com/files/images/story/2025/1744228830_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The perception of Wyndham Hotels &amp; Resorts by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;---------------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;David Katz &#x7C;Jefferies &#x7C;Lowers &#x7C;Buy &#x7C; $110.00&#x7C;$125.00 &#x7C; 
&#x7C;Alex Brignail &#x7C;Redburn Atlantic &#x7C;Announces &#x7C;Buy &#x7C; $115.00&#x7C;- &#x7C; 
&#x7C;Patrick Scholes &#x7C;Truist Securities &#x7C;Lowers &#x7C;Buy &#x7C; $119.00&#x7C;$122.00 &#x7C; 
&#x7C;Stephen Gengaro &#x7C;Morgan Stanley &#x7C;Raises &#x7C;Overweight &#x7C; $113.00&#x7C;$107.00 &#x7C; 
&#x7C;Christopher Stathoulopoulos&#x7C;Susquehanna &#x7C;Raises &#x7C;Neutral &#x7C; $110.00&#x7C;$80.00 &#x7C; 
&#x7C;Patrick Scholes &#x7C;Truist Securities &#x7C;Raises &#x7C;Buy &#x7C; $122.00&#x7C;$105.00 &#x7C; 
&#x7C;Michael Bellisario &#x7C;Baird &#x7C;Raises &#x7C;Outperform &#x7C; $115.00&#x7C;$108.00 &#x7C; 
&#x7C;Daniel Politzer &#x7C;Wells Fargo &#x7C;Raises &#x7C;Overweight &#x7C; $116.00&#x7C;$114.00 &#x7C; 
&#x7C;Brandt Montour &#x7C;Barclays &#x7C;Raises &#x7C;Overweight &#x7C; $121.00&#x7C;$116.00 &#x7C; 
&#x7C;Simon Yarmak &#x7C;Stifel &#x7C;Raises &#x7C;Buy &#x7C; $121.00&#x7C;$113.00 &#x7C; 
&#x7C;Daniel Politzer &#x7C;Wells Fargo &#x7C;Raises &#x7C;Overweight &#x7C; $114.00&#x7C;$103.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Wyndham Hotels &amp; Resorts. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Wyndham Hotels &amp; Resorts compared to the broader market.</li>
<li>Price Targets: Analysts explore the dynamics of price targets, providing estimates for the future value of Wyndham Hotels &amp; Resorts's stock. This examination reveals shifts in analysts' expectations over time.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Wyndham Hotels &amp; Resorts's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/WH/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Wyndham Hotels &amp; Resorts analyst ratings.</a>
<h2>Delving into Wyndham Hotels &amp; Resorts's Background</h2>
As of Dec. 31, 2024, Wyndham Hotels &amp; Resorts operates 903,000 rooms across more than 20 brands predominantly in the economy and midscale segments. Super 8 is the largest brand, representing around 18% of all rooms, with Days Inn (13%) and Ramada (14%) the next two largest brands. During the past several years, the company has expanded its extended stay/lifestyle brands, which appeal to travelers seeking to experience the local culture of a given location. The company closed its La Quinta acquisition in the second quarter of 2018, adding around 90,000 rooms at the time the deal closed. Wyndham launched a new extended stay economy scale segment concept, ECHO, in the spring of 2022. The United States represents 56% of total rooms.
<h3>Key Indicators: Wyndham Hotels &amp; Resorts's Financial Health</h3>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
Revenue Growth: Wyndham Hotels &amp; Resorts displayed positive results in 3M. As of 31 December, 2024, the company achieved a solid revenue growth rate of approximately 6.23%. This indicates a notable increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Consumer Discretionary sector.
Net Margin: Wyndham Hotels &amp; Resorts's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 24.93%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Wyndham Hotels &amp; Resorts's ROE stands out, surpassing industry averages. With an impressive ROE of 13.79%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 2.03%, the company showcases effective utilization of assets.
Debt Management: Wyndham Hotels &amp; Resorts's debt-to-equity ratio stands notably higher than the industry average, reaching 3.79. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
<h2>How Are Analyst Ratings Determined?</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Expectations For Wyndham Hotels & Resorts's Future

JTAI

Shares of travel and tourism-related companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

BofA Securities analyzes the extent of tariffs and the macroeconomic situation&#8217;s effect on the earnings of gaming and lodging companies.
Since BofA&#8217;s previous report on April 1, stocks in the lodging and gaming sector have dropped 11% % -25 %, underperforming the S&amp;P 500's 16% decline.
Rising tariffs have significantly increased recession risks, with the sector now pricing in an 85% % -100 % chance of a downturn.
Investor concerns have escalated from market correction to a potential full-scale recession. A tariff-driven slowdown could cut sector revenues by 2%–4% and EBITDA by 3%–8%.
Recessions differ in nature, but the past three saw average peak-to-trough GDP drops of 5.1% and 10% in RevPAR.
According to the analyst, sub-sector sensitivity varies, with regional gaming and skiing less affected, while hotels and timeshares are more exposed. 
Also Read: <a href="https://www.benzinga.com/news/25/04/44698868/tariffs-recession-fears-could-derail-wayfair-rh-and-etsy-says-analyst">Tariffs, Recession Fears Could Derail Wayfair, RH And Etsy, Says Analyst</a>
Earnings risk is highest for gaming operators and lodging REITs due to their high operating leverage. COVID and GFC downturns lasted about 67 days; current declines are 55 days in, said the analyst.
A 1% GDP decline could reduce hotel RevPAR by 2%–4%, broader sector revenue by 2%–4%, and EBITDA by 3%–8%.
Tariffs are projected to impact GDP by 1%–1.5%, amplifying pressure on hospitality earnings.
Early data from Apple Hospitality REIT Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APLE#NYSE">APLE</a>) signals underperformance, with potential RevPAR guidance cuts of 2% to 3% and flat growth for the U.S. in 2025.
Domestic gaming stocks are currently trading at notably low valuations, with 2025 EBITDA multiples at 6.5x and free cash flow yields at 15%, while operating companies are at 6.3x and 20%, respectively, said the analyst.
These figures sit one standard deviation below long-term averages, hitting levels last seen in 2022 and even lower than in 2016 and 2018. 
Lodging C-Corps are also below historical norms, except for Hilton Hotels Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLT#NYSE">HLT</a>), which still trades at a premium.
Lodging REITs have dropped to valuation lows only previously observed during the COVID-19 and Global Financial crises.
Meanwhile, timeshare valuations are also depressed, and Vail Resorts Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTN#NYSE">MTN</a>) is now trading at its lowest multiple since 2011.
Read Next: <a href="https://www.benzinga.com/25/04/44717332/why-is-ev-maker-mullen-automotive-stock-tanking-today">Why Is EV Maker Mullen Automotive Stock Tanking Today?</a>
Photo: Shutterstock

General

APLE

CHDN

PENN

BofA Flags Rising Risks For Gaming And Lodging Firms As Valuations Tumble

Jefferies analyst David Katz maintains Wyndham Hotels &amp; Resorts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WH#NYSE">WH</a>) with a Buy and lowers the price target from $125 to $110.

Jefferies Maintains Buy on Wyndham Hotels & Resorts, Lowers Price Target to $110

Shares of travel and tourism-related companies are trading lower as global markets continue to decline following President Trump's announcement of sweeping tariffs.

AAL, ALGT, ALK, BA, BKNG, CCL, CUK, DAL, EXPE, H, HGV, HLT, JBLU, JTAI, LUV, MESA, NCLH, RCL, RYAAY, SKYW, TH, UAL, VLRS, WH
AAL, ALGT, ALK, BA, BKNG, CCL, CUK, DAL, EXPE, H, HGV, HLT, JBLU, JTAI, LUV, MESA, NCLH, RCL, RYAAY, SKYW, TH, UAL, VLRS, WH

Shares of travel and tourism-related companies are trading lower amid heavy selling pressure as markets react to President Trump's announcement of sweeping reciprocal tariffs.

A 10% decline in Canadian travel may result in 2 million fewer visits and $2.1 billion in <a href="https://www.benzinga.com/general/travel">lost spending to the U.S.</a> 
That&#8217;s according to Goldman Sachs analyst Lizzie Dove, citing <a href="https://www.ustravel.org/press/potential-results-decline-canadian-travel-united-states">data</a> from the U.S. Travel Association. Dove recently conducted a deep dive into Canadian tourist exposure for airlines, cruises, lodging, and theme parks.
Canada, she notes, accounts for 26% of U.S. international tourism. In March — three months after President Donald Trump dissed then-Canadian Prime Minister Justin Trudeau by calling him "governor" and Canada as "the 51st state" — there was an 11% year-over-year decline in tourism. 
A &#8220;pullback in Canadian tourism is the most likely channel to create a modest drag on US GDP,&#8221; Dove wrote. 
In 2024, approximately 20.24 million Canadian tourists visited the U.S., making up over a quarter of international air travel. Mexico followed with around 17 million visitors. 
U.S. airlines have limited exposure to Canadian transborder markets, with United Airlines Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>) having the highest at 1.4% of total flights. 
Carriers like Allegiant Travel Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALGT#NASDAQ">ALGT</a>), Frontier, Southwest, and Spirit do not operate direct routes to Canada but may still feel demand softness in border cities, said the analyst. 
Also Read: <a href="https://www.benzinga.com/25/04/44589543/ford-trucks-hit-20-year-sales-high-as-ev-demand-climbs">Ford Q1 US Auto Sales Dip 1.3%: Details</a>
Allegiant, for instance, serves U.S. border cities that rely on Canadian travelers, with these routes comprising 1.6% of its 2024 flights.
Florida, California, Nevada, New York, and Texas are top destinations for Canadian tourists, meaning airlines operating heavily in these states could see an impact. 
JetBlue Airways Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) has 58% of its capacity in key Canadian tourist cities, though a large portion of this is tied to New York, which only accounts for 13% of Canadian visits.
United and Allegiant have recently reported weaker demand from Canadian travelers. In response, United accelerated the retirement of 21 aircraft. 
The overall U.S.-Canada air travel market has seen route cuts at twice the rate of non-Canada flights, with 210 basis points of Canadian growth being slashed since January. 
Allegiant, despite not flying to Canada, reduced flights from Plattsburgh by 20 percentage points due to weaker demand from Canadian travelers, significantly more than the 4.4-point cut to its broader network. However, reductions were smaller in Bellingham and Niagara Falls, at 1.7 and 2.0 points, respectively.
U.S. hotel corporations have minimal exposure to Canadian tourism, despite the high volume of Canadian visitors. Hyatt Hotels Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>) has the highest exposure among major hotel chains, while Wyndham Hotels &amp; Resorts Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WH#NYSE">WH</a>) and Choice Hotels International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>) are the least affected due to their reliance on drive-to bookings.
Wyndham sees only 1% of its U.S. room bookings from Canadian travelers. Over 90% of guests drive to its hotels. Similarly, Marriott International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAR#NASDAQ">MAR</a>) estimates just 1% of U.S. room nights come from Canada. Some 96% of its bookings originate from domestic travelers.
Hyatt, with a stronger focus on luxury and resort properties, derives approximately 2% of its U.S. bookings from Canadian visitors. Hilton Worldwide Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLT#NYSE">HLT</a>) also sees 1-1.5% of its U.S. room nights booked by Canadians, with 2% of its total rooms located in Canada.
Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>) has the highest exposure to Canadian tourism among cruise operators, though overall reliance remains low. 
An estimated 5% of NCLH's revenue comes from Canadian travelers, followed by Royal Caribbean Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>) at 4% and Carnival Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCL#NYSE">CCL</a>) at 3.5%.
Hotel companies rely more heavily on domestic and business travelers, while cruise lines see slightly higher engagement from Canadian tourists.
Florida saw approximately 6 million international visitors in 2023, with around 1.3 million coming from Canada. Theme parks with high international attendance could feel the impact of a decline in Canadian visitors.
Comcast Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) Universal theme parks are the most exposed, with around 30% of attendance coming from international tourists. 
Walt Disney Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) typically sees international visitors comprise between the high teens to low 20% of total guests, while United Parks &amp; Resorts Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PRKS#NYSE">PRKS</a>) has lower exposure at around 7%, down from pre-pandemic double-digit levels.
The financial impact extends beyond ticket sales. International visitors tend to spend more on park-related purchases, including hotel stays and in-park amenities, Dove said.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/earnings/25/04/44582695/why-is-ev-battery-tech-provider-microvast-stock-surging-today">Why Is EV Battery Tech Provider Microvast Stock Surging Today?</a></li>
</ul>
Image: Shutterstock

Travel

CMCSA

PRKS

Tariff Tensions Could Hurt US GDP As Canadian Tourism Cools: Goldman Sachs

Redburn Atlantic analyst Alex Brignail upgrades Wyndham Hotels &amp; Resorts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WH#NYSE">WH</a>) from Neutral to Buy and announces $115 price target.

Upgrades

Redburn Atlantic Upgrades Wyndham Hotels & Resorts to Buy, Announces $115 Price Target

10 analysts have shared their evaluations of Wyndham Hotels &amp; Resorts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WH#NYSE">WH</a>) during the recent three months, expressing a mix of bullish and bearish perspectives.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">5</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $117.1, with a high estimate of $122.00 and a low estimate of $110.00. Surpassing the previous average price target of $107.50, the current average has increased by 8.93%.
<img src="https://www.benzinga.com/files/images/story/2025/1742565646_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive Wyndham Hotels &amp; Resorts. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Patrick Scholes</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$119.00</td>
<td>$122.00</td>
</tr>
<tr>
<td>Stephen Gengaro</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$113.00</td>
<td>$107.00</td>
</tr>
<tr>
<td>Christopher Stathoulopoulos</td>
<td>Susquehanna</td>
<td>Raises</td>
<td>Neutral</td>
<td>$110.00</td>
<td>$80.00</td>
</tr>
<tr>
<td>Patrick Scholes</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$122.00</td>
<td>$105.00</td>
</tr>
<tr>
<td>Michael Bellisario</td>
<td>Baird</td>
<td>Raises</td>
<td>Outperform</td>
<td>$115.00</td>
<td>$108.00</td>
</tr>
<tr>
<td>Daniel Politzer</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$116.00</td>
<td>$114.00</td>
</tr>
<tr>
<td>Brandt Montour</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$121.00</td>
<td>$116.00</td>
</tr>
<tr>
<td>Simon Yarmak</td>
<td>Stifel</td>
<td>Raises</td>
<td>Buy</td>
<td>$121.00</td>
<td>$113.00</td>
</tr>
<tr>
<td>Daniel Politzer</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$114.00</td>
<td>$103.00</td>
</tr>
<tr>
<td>David Katz</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Buy</td>
<td>$120.00</td>
<td>$107.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Wyndham Hotels &amp; Resorts. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Wyndham Hotels &amp; Resorts compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Wyndham Hotels &amp; Resorts's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Wyndham Hotels &amp; Resorts's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/WH/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Wyndham Hotels &amp; Resorts analyst ratings.</a>
<h2>Delving into Wyndham Hotels &amp; Resorts's Background</h2>
As of Dec. 31, 2024, Wyndham Hotels &amp; Resorts operates 903,000 rooms across more than 20 brands predominantly in the economy and midscale segments. Super 8 is the largest brand, representing around 18% of all rooms, with Days Inn (13%) and Ramada (14%) the next two largest brands. During the past several years, the company has expanded its extended stay/lifestyle brands, which appeal to travelers seeking to experience the local culture of a given location. The company closed its La Quinta acquisition in the second quarter of 2018, adding around 90,000 rooms at the time the deal closed. Wyndham launched a new extended stay economy scale segment concept, ECHO, in the spring of 2022. The United States represents 56% of total rooms.
<h3>Wyndham Hotels &amp; Resorts: Delving into Financials</h3>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
Revenue Growth: Wyndham Hotels &amp; Resorts's revenue growth over a period of 3 months has been noteworthy. As of 31 December, 2024, the company achieved a revenue growth rate of approximately 6.23%. This indicates a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Consumer Discretionary sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 24.93%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Wyndham Hotels &amp; Resorts's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 13.79% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): Wyndham Hotels &amp; Resorts's ROA excels beyond industry benchmarks, reaching 2.03%. This signifies efficient management of assets and strong financial health.
Debt Management: The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of 3.79, caution is advised due to increased financial risk.
<h2>Analyst Ratings: What Are They?</h2>
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Breaking Down Wyndham Hotels & Resorts: 10 Analysts Share Their Views

Truist Securities analyst Patrick Scholes maintains Wyndham Hotels &amp; Resorts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WH#NYSE">WH</a>) with a Buy and lowers the price target from $122 to $119.

Truist Securities Maintains Buy on Wyndham Hotels & Resorts, Lowers Price Target to $119

Press Releases

Set Sail for Fun: Wyndham Rewards Now Offers Points and Special Discounts on Carnival Cruise Line Bookings

Big Rigs, Bigger Rewards: Wyndham Helps Truckers Recharge with Extra Points and Perks

WYNDHAM HOTELS & RESORTS TO REPORT FIRST QUARTER 2025 EARNINGS ON APRIL 30, 2025

Franchisee Choice, Five Years Strong: Canadian Franchise Association Honours Days Inns - Canada with Top Distinction

Wyndham and Soliteight Unveil Plans to Bring Super 8 Brand to Spain and Portugal with 40 New Hotels Over 10 Years

La Quinta by Wyndham Opens its Doors in Beautiful Batumi, Georgia

Yieldstreet and Upgrade Partner to Expand Access to Consumer Credit Investing

WYNDHAM HOTELS & RESORTS REPORTS STRONG FIRST QUARTER RESULTS

Gearing Up for Game Time: Days Inns - Canada Teams Up with XMC and The Canadian Hockey League for Fan-Focused Activation at the 2025 Memorial Cup

Calling All Golf Fans: Score Behind-the-Scenes Access and $10,000 with New Wyndham Championship Gig

Airbnb

Atour Lifestyle Holdings Limited - American Depositary Shares

Atour Lifestyle Holdings

Booking Holdings

Choice Hotels International, Inc. Common Stock

Choice Hotels Intl

Despegar.com

Expedia Group

Global Business Travel Group, Inc. Class A Common Stock

Global Business Travel

GreenTree Hospitality Group Ltd. American depositary shares, each representing one Class A ordinary share

GreenTree Hospitality Gr

Hyatt Hotels Corporation Class A Common Stock

Comments

Wyndham Hotels & Resorts

Notizie

Ultime notizie per Wyndham Hotels & Resorts (NYSE:WH) Azioni

Le persone guardano anche

Notizie

PARTNER/COLLABORATORE

BENZINGA NEL MONDO