Originally Posted by
SHLTP
What amazes me is how frustrated so many lifetime Titaniums and annual Titaniums are frustrated w Marriott yet their #s are OK. Does this mean Marriott's spread and corporate contracts mean loyalty and satisfaction doesn't matter and they'll keep making money or does it mean Marriott will get smacked once covid is over?
I'm asking as a potential investor. I'm bullish on hospitality but perhaps it's time to think about a short on stock... Or maybe go long as customer satisfaction can't get worse
If SPG had the better business model from an investor perspective, they would have bought out Mariott, not the other way around.
In fact, if I was an investor and was told our hotels are so popular that we don't have to give away free upgrades to attract people, chances are, business is good. What business thrives based off of freebies?