Market Trends

💰 March 31, 2026: Booking Holdings held $8.2 billion in deferred merchant bookings, up from $6.9 billion the previous year. In Q1 2026, merchant revenue rose 26.7% to $3.70 billion, while agency revenue fell 2.3% to $1.53 billion. Merchant bookings grew by five percentage points over a year, now accounting for 72% of all bookings. Booking’s payout methods impact cash flow, with payouts occurring post-stay and varying by schedule and location.

🏠 The Willow Play Cafe in Toronto’s Junction district, designed by Denizens of Design and DS Studio, transforms a former dive bar into a family-friendly destination combining café atmosphere with play areas. London’s Everyman at the Whiteley, revamped by Fusion Design & Architecture, offers six auditoriums and vibrant bar spaces. Mason & Fifth in Westbourne Park, by AHMM and TiggColl, integrates wellness, coworking, and social spaces. Moments Tirol in Austria, by Büro Schmücking, merges café, bar, and store into a cultural hub.

📈 Q2 2026, Portsmouth, NH: The Latin America Construction Pipeline Trend Report highlights a slight YOY increase in hotel projects, reaching 759 projects and 111,340 rooms. As of mid-2026, 284 projects with 43,840 rooms are under construction. Additionally, 172 projects account for 27,149 rooms. This growth underscores the ongoing expansion of the hotel industry in the region.

🏨 Q2 2026, Lodging Econometrics reports 759 hotel projects and 111,340 rooms in Latin America's construction pipeline. By mid-2026, 284 projects and 43,840 rooms are under construction. Mexico leads with 234 projects and 33,131 rooms. City leaders include Mexico City (25 projects), Lima, and Georgetown. 35 new hotels opened, with 104 expected by year-end. Projections for 2027 include 114 new hotels, and 2028 forecasts 123 new hotels, expanding the region's supply significantly.

🏨 Despite economic pressures, the hotel industry thrives. Glenn Haussman interviews Bruce Ford, SVP at Lodging Econometrics. Business travel is weak, and construction faces cost and financing hurdles, yet hotels perform well. Consumers continue traveling, and hotel owners pursue deals. The industry remains resilient, contrasting with broader economic concerns.

📰 In a recent Hotel Moment podcast episode, Dylan Cole from Revinate and Lily Wecker of Aethos discussed evolving luxury trends in hospitality. Aethos recently opened a restaurant in London and targets experiential luxury, attracting mainly Gen Z and Millennials, with over half of their guests under 40. Their approach favors high emotional density over exclusivity, promoting connection and mindfulness. Aethos’ Milan property exemplifies this by encouraging guest interaction. The ultimate goal for Aethos is fostering a sense of belonging.

🏠 Vrbo's "Built to Stay Report" surveyed 1,758 vacation rental travelers across the U.S., Canada, Mexico, UK, France, Germany, and Australia in April 2026. 92% of Gen Z would pay more for quality listings, prioritizing cleanliness (78%), core amenities (78%), and responsiveness (79%). Trust signals, such as verified reviews (68%), are crucial, with 81% willing to pay more for them. Promotions influence 91% of bookings, highlighting the importance of transparency in pricing.

📈 July 2026, Stanford University: Working from home (WFH) has risen since the pandemic, stabilizing higher than pre-COVID levels. Employer WFH plans align with actual trends since 2022. The top three WFH benefits from workers include flexibility. A Remote Work Conference is scheduled for October 28-30, 2026. Latest WFH data is available in Excel and JSON formats, and the data is now part of the FRED Database. Monthly updates on WFH trends are accessible.

🔍 In the latest analysis, 29% of high-volume search demand is decreasing, yet an equivalent proportion is increasing. This shift highlights changing user interests rather than an overall decline in search traffic. Understanding these trends is crucial for businesses and marketers to adjust their strategies effectively and target emerging areas of interest.

🏨 In 2023, the Handwritten Collection will enter the UK with The Queen at Chester Hotel, reflecting the rise of collection brands. Accor’s collection brands include approximately 180 open hotels with over 115 in the pipeline. MGallery has 125 hotels globally, and Emblems opened its first hotel in the UK. Handwritten Collection expanded to 40 hotels in 20 countries. Collection brands offer individuality while leveraging global brand platforms, with a significant growth opportunity in the under-penetrated UK market.