Hotels & Accommodations
Host Hotels & Resorts (HST) Lifts 2025 Outlook After Buyback and Revenue Growth – What’s Changed

- Host Hotels & Resorts recently raised its full-year 2025 earnings guidance, projecting GAAP revenue of US$6.05 billion to US$6.11 billion, and net income of US$601 million to US$631 million, following second quarter results that showed growth in both sales and revenue year-over-year.
- This updated guidance follows the completion of a substantial share buyback program and a period in which the company flagged that business transient revenue would remain flat due to an uncertain macroeconomic environment.
- We’ll review how the improved 2025 earnings outlook, supported by increased revenue forecasts, could shape Host Hotels & Resorts’ investment narrative.
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Host Hotels & Resorts Investment Narrative Recap
To be a shareholder in Host Hotels & Resorts, one would need to believe in the company’s ability to sustain revenue growth through recovery in leisure demand, property reinvestment, and efficient capital allocation like share buybacks. The recent increase in 2025 earnings guidance and revenue targets may strengthen confidence in these catalysts; however, it does not materially alter the key short-term risk, which remains the potential for weakening lodging fundamentals if broader demand trends deteriorate.
Among the latest announcements, the completion of a substantial share buyback program stands out. By reducing the share count by 9.6% since 2017, this move can amplify earnings per share and potentially support shareholder value, but its effect hinges on ongoing revenue momentum and the company’s ability to withstand continued wage and capital expenditure pressures.
But despite this improved guidance, investors should be alert to the possibility that revenue boosts driven by special events may not…
Read the full narrative on Host Hotels & Resorts (it’s free!)
Host Hotels & Resorts is projected to generate $6.2 billion in revenue and $658.9 million in earnings by 2028. This outlook assumes a 2.4% annual revenue growth rate, but earnings are expected to decrease by $18.1 million from the current level of $677.0 million.
Uncover how Host Hotels & Resorts’ forecasts yield a $18.06 fair value, a 17% upside to its current price.
Exploring Other Perspectives
Private investors in the Simply Wall St Community set fair value estimates for Host Hotels & Resorts between US$18.06 and US$27.14, reflecting two sharply different outlooks. While many are focused on the company’s upgraded earnings guidance, you may want to consider how much of future growth is tied to unpredictable event-driven demand.
Explore 2 other fair value estimates on Host Hotels & Resorts – why the stock might be worth as much as 76% more than the current price!
Build Your Own Host Hotels & Resorts Narrative
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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
Valuation is complex, but we’re here to simplify it.
Discover if Host Hotels & Resorts might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.
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Hotels & Accommodations
Madras HC allows TTDC’s appeal and eviction of SRM Hotels

It was agreed that the annual lease amount would be revised every three years at 7% of the market value and should be paid in advance 10 days prior to the commencement of each year, adding that default of payment for two consecutive years would result in termination of the lease.
However, expressing grievances with regard to the lease period and lack of profit, SRM Hotels made several requests seeking extension of lease period. But TTDC rejected the requests and issued a letter to SRM Hotels in June 2024, demanding to settle the outstanding lease amount of Rs 38.85 crore from 2003 to 2024 and also to handover the property citing expiry of the lease period. Challenging this, SRM Hotels had moved the high court, which were allowed by the single judge.
On Wednesday, the division bench observed that as per the contract, renewal is at the government’s discretion. Though TTDC’s rejection order was delayed due to administrative reasons, it cannot be treated as implied consent. SRM Hotels is bound to pay the enhanced lease amount but instead of doing it, has attempted to protract the issue and squat on the property by filing litigations both before the civil court and the high court, the judges criticised and set aside the orders passed by the single judge.
Hotels & Accommodations
IHG and LCK Hospitality Partner to Open a New Luxury Vignette Collection Hotel in Ho Chi Minh City, Enhancing Vietnam’s Tourism Offerings

Thursday, August 7, 2025
Author: TTW News Desk
IHG Hotels & Resorts has partnered with LCK Hospitality Company Limited to develop a novel new Vignet Collection Hotel located in Ho Chi Minh City, Vietnam, boosting the region’s hospitality sector. This is a landmark hotel both for the grouping of IHG and LCK, as it is Vietnam’s first Vignette Collection Hotel, strengthening IHG’s strategic goals of expansion into the luxury hospitality market in Southeast Asia. IHG customers, both domestic and international, will experience Vietnam’s abundant culture and history while receiving premier hospitality.
Strengthening IHG’s Presence in Vietnam
With IHG’s new hotel opening in Ho Chi Minh City, the company seeks to take advantage of the booming Vietnamese tourism industry. IHG already has 20 hotels operating in the country, with an additional 22 under development, enabling IHG to rapidly increase its luxury offerings to cater to the Vietnamese high-end tourism market. The Vignette Collection is perfect for The Vignette Collection. It is a diverse country with a rich culture and a lot of places to visit. The luxury boutique hotel caters to high class tourists and offers a blend of rich culture with soothing lodgings.
Collaboration with LCK Hospitality, a well-known family firm with deep-rooted knowledge in Vietnam’s culture and hospitality, propels IHG to design a hotel that combines the company’s global expertise with local elements. LCK’s reputation in curating hotels ensures that the newly proposed Vignette Collection hotel in Ho Chi Minh City will celebrate the culture of the area. Thus, the hotel will provide a lavish, local experience for tourists.
Key Advantages of the Partnership
This partnership creates multiple strategic advantages for both parties. With IHG, the partnership with LCK Hospitality allows the company to gain local know-how and market intelligence from the LCK side. LCK’s strong presence in Vietnam gives the company an advantage in executing culturally relevant design concepts. With LCK Hospitality, this partnership facilitates the company to gain tremendous value from IHG’s global network and resources, thereby significantly enhancing the ability to provide world-class hospitality while retaining local uniqueness to each hotel.
Experience with art dealerships allows LCK to design the new Vignette Collection hotel with an outstanding local artistic style. Concentrating on art and culture allows the hotel to compete strongly in the overpopulated hotel market and allows guests to enjoy something that cannot be found anywhere else.
A Look at the Hotel’s Location and Amenities
The Vignette Collection hotel will be uniquely placed within the central precinct of Ho Chi Minh City, providing easy access for visitors interested in navigating the city’s popular attractions. The hotel is only a short drive from Tan Son Nhat International Airport and will be a short walk away from the main cultural sites which include the Saigon Notre-Dame Basilica, Ben Thanh Market, Independence Palace, and the Saigon Opera House. The listed attractions are some of the most visited in the city and will grant visitors easy access to the entirety of what Ho Chi Minh City has to offer.
As for the hotel’s amenities, while specific details have yet to be disclosed, properties within the Vignette Collection typically offer a range of luxury services, including:
- Exclusive Accommodations: Guests can expect 52 elegantly designed rooms, combining modern comforts with local cultural elements to provide a unique and immersive stay.
- Dining Options: The hotel will likely feature upscale dining venues offering both international and local cuisines, providing guests with a diverse culinary experience.
- Wellness Facilities: A fitness center, spa, and other wellness services will be available to guests, allowing them to relax and rejuvenate after a day of sightseeing or business meetings.
- Event Spaces: The hotel will include flexible meeting and event spaces, catering to corporate guests and those planning special occasions such as weddings or private events.
- Cultural Experiences: Given the focus on art and culture, the hotel will offer curated experiences that showcase the rich heritage of Ho Chi Minh City, allowing guests to engage with the local art scene.
Luxury Focus for Discerning Travelers
The Vignette Collection brand truly enhances hospitality with the luxury of place, truly immersing travelers in the experience. Both leisure and business travelers will be taken care of with local sophistication and flavors of Ho Chi Minh City. Vignette Collection Hotel guests will enjoy meticulously crafted luxury and attention to detail during business and leisure meetings.
Every detail of the hotel contributes to the luxury experience, and each part of the hotel contributes to it. IHG’s service excellence paradigm is furthered with personalized attention during the entire stay. Through bespoke concierge, specially tailored cultural programs, and more, The Vignette Collection will hospitality guests wishing to admire the unexpected charms of Vietnam’s largest city.
Expected Opening Date and Future Impact
While the specific date for the launch of the hotel remains unknown, it is expected to commence operations during the peak tourist season towards the year’s end. Given the swiftly advancing tourism industry of Vietnam, the expectant hotel’s launch will greatly contribute in meeting the mounting demand for more lavish accommodations in the capital, Ho Chi Minh City. This property will represent yet another key investment in the ever-expanding IHG portfolio, which also strengthens the city’s reputation as a hub for high-end travelers.
As part of the new Vignette collection, the hotel is to be designed with international standards in mind, assimilating local inspiration aimed towards promoting domestic tourism. As a franchise of IHG, the hotel is expected to bolster international perceptions of Vietnam’s tourism industry by diversifying offerings, thus, solidifying the region’s stature as a luxury travel hub. This alliance between IHG and LCK Hospitality marks the initial steps towards the projected visions of these companies to position Vietnam as a distinguished luxury travel destination within Southeast Asia.
Conclusion
The recently opened Vignette Collection hotel in Ho Chi Minh City marks an important milestone in the growth of Vietnam’s luxury hospitality industry. With the collaboration of IHG and LCK Hospitality, this hotel is set to become Vietnam’s very first luxury hotel that is fully equipped with global-standard facilities alongside a fully authentic local experience. Be it a corporate guest wishing to utilize the business facilities or a tourist wishing to relish the attractions of Vietnam’s cultural core, this hotel boldly and unapologetically promises an unparalleled and exquisite luxury experience.
Hotels & Accommodations
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