AH Feb 2025

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09

News

www.asianhospitality.com

February 2025 | Issue 233

oStar and Tourism Economics

made minimal adjustments to

their growth forecast in the

first 2025 U.S. hotel forecast, with ADR

and RevPAR gains unchanged at 1.6

percent and 1.8 percent, respectively.

Occupancy for the year was raised by

0.1 ppt to 63.1 percent.

The CoStar and TE joint study was

released at the Americas Lodging

Investment Summit in Los Angeles.

“While business optimism is on the

rise, economic data has not changed

significantly from our previous

forecast,” said Amanda Hite, STR

president. “The stronger performance

seen in the fourth quarter was driven

by one-time factors, including holiday

travel compression and weather-

related events, and does not constitute

a change in trend. Additionally, the

impact of the new administration has

not been factored into the forecast,

as significant policy changes have

yet to be implemented, and any

projected effect of those changes

remains unclear. Thus, our forecast

is relatively unchanged overall with

minor tweaks among the chain

scales. Based on current economic

conditions, we expect higher-end

hotels to continue to drive industry

performance.”

Aran Ryan, TE's director of industry

studies, said 2025 economic conditions

are expected to support travel activity,

including some actions by President

Trump.

“Unemployment is low, inflation is

slowing, consumers are spending -

particularly those in higher income

households, and business investment

activity is solid," Ryan said. "Trump

administration trade and immigration

policy priorities present downside

risks, particularly to inbound travel

(e.g., through trade war responses,

visa impediments, charged rhetoric

and general border and policy

uncertainty)."

Hite said normalized expense

growth and a slight increase in

TRevPAR are expected to drive profits

in 2025.

“Labor costs are forecasted to

stabilize in 2025 as hotels have

adjusted operations to current

labor trends, and these lower labor

margins will allow for slightly better

GOP margins,” she said. “With

continued growth in groups and

business travel, F&B departments

are expected to report some of the

highest growth rates this year. Rooms

and undistributed operating expense

growth will moderate, though utilities

departments will almost certainly see

increases.”

In November, CoStar’s STR and TE

downgraded their 2024 growth rate

forecast for the U.S. hotel industry.

In January, CoStar also reported

that the U.S. hotel industry achieved

record-high ADR and RevPAR in 2024

compared to the previous year, but

growth slowed to its lowest rate since

2020. New York City led the top 25

markets with occupancy up 3.3 percent

to 84.3 percent, according to CoStar's

year-end data.

Occupancy remained flat at 63

percent in 2024 compared to the

previous year, while ADR rose to

$158.67, a modest 1.7 percent increase

from 2023. RevPAR came in at $99.94,

reflecting a 1.8 percent increase over

the prior year.

Markets with the lowest occupancy

in 2024 included St. Louis at 58.1

percent, Minneapolis at 58.7 percent,

and Detroit at 59.1 percent. The top 25

markets recorded higher occupancy

and ADR compared to all other

markets, while markets outside the top

25 experienced a 0.5 percent decline in

occupancy.

CoStar, TE maintain growth

forecast for 2025

Occupancy was increased by 0.1 ppt to 63.1 percent

CoStar and Tourism Economics made minimal adjustments to their 2025 U.S. hotel forecast, with ADR and

RevPAR gains unchanged at 1.6 percent and 1.8 percent, respectively, while occupancy rose by 0.1 ppt to 63.1

percent.

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