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Hotel Stock Index Declines for the Third Time in Four Months

Hospitality Real Estate Investment Trusts Outperformed Brand Companies in July

Traders work on the floor of the New York Stock Exchange during afternoon trading on July 26 in New York City. (Getty Images)
Traders work on the floor of the New York Stock Exchange during afternoon trading on July 26 in New York City. (Getty Images)

Hotel stocks declined as industry executives reported on their companies' second-quarter performance and tempered expectations for the remainder of the year.

The Baird Hotel Stock Index — which comprises 20 of the largest hotel brand companies and real estate investment trusts publicly traded on a U.S. stock exchange by market capitalization — ended July down 2.9%.

The Hotel Stock Index has declined in three of the past four months. In June, the index increased by 4.4% but it fell 0.9% in May and dropped 7.1% in April.

The S&P 500 — an indicator of the health of the broader economy — rose 1.1% in July. The RMZ, or MSCI U.S. REIT Index — which is a gauge of the overall real estate investment market — rose 6.1%.

The hotel brand sub-index fell 3.4% in July, while the hotel REIT sub-index declined by just 0.4%. It was the first time this year the REIT sub-index outperformed the brand sub-index.

Month over month, Braemar Hotels & Resorts' stock rose 39.2%, far outpacing the next two highest-performing public hotel companies. Choice Hotels International — the only hotel brand in the top five month-to-month performers — and Ashford Hospitality Trust both saw their stock increase from June by 7.1%.

Marriott International, meanwhile, reported the sharpest decline in month-to-month stock performance, down 6%. IHG Hotels & Resorts followed, down 4.4%. Fellow brand company Hyatt Hotels Corp. saw its stock fall 3% from June to July. Hotel REITs Xenia Hotels & Resorts and Host Hotels & Resorts also experienced month-to-month stock declines.

“Hotel stocks underperformed in July as reduced full-year guidance from both the global hotel brands and hotel REITs weighed on absolute and relative performance,” said Michael Bellisario, senior hotel research analyst and director at Baird. “The slower growth outlooks reinforced investors' recently heightened concerns about the health of the consumer and moderating RevPAR growth trends — both domestically and internationally.”

On a year-over-year basis, Hilton's stock jumped 38.1%, followed by IHG, Park Hotels & Resorts, Hyatt and Marriott. Ashford Hospitality Trust reported the biggest year-over-year stock decline at 74%.

Year to date, the Baird Hotel Stock Index ended July still up 4.5%. Over the same period, the S&P 500 is up 15.8%, and the RMZ is up 3.7%.

For more information about the Hotel Stock Index, email hotelstockindex@rwbaird.com.

The Baird Hotel Stock Index and sub-indices are available exclusively on Hotel News Now. The indices were created by Robert W. Baird & Co. (Baird). The market-cap-weighted, price-only indices comprise 20 of the largest market-capitalization hotel companies publicly traded on a U.S. exchange and attempt to characterize the performance of hotel stocks. The Index and sub-indices are maintained by Baird and hosted on Hotel News Now, are not actively managed, and no direct investment can be made in them. As of 30 June 2021, the companies that comprised the Baird Hotel Stock Index included: Apple Hospitality REIT, Ashford Hospitality Trust, Chatham Lodging Trust, Choice Hotels International, DiamondRock Hospitality Company, Hersha Hospitality Trust, Hilton Inc., Host Hotels & Resorts, Hyatt Hotels, InterContinental Hotels Group, Marriott International, Park Hotels & Resorts, Inc., Pebblebrook Hotel Trust, RLJ Lodging Trust, Ryman Hospitality Properties, Service Properties Trust, Summit Hotel Properties, Sunstone Hotel Investors, Wyndham Hotels & Resorts, and Xenia Hotels & Resorts.

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