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Analyst
Chris Woronka
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 6).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 6with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 6 of 6 questions from 1 company
HSTHost Hotels & Resorts6 questions · 6 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
where do you think we are on kind of the group pricing? I do not wanna call it reset, but pricing acceleration
Show response
Jim reaffirmed group strength with total group revenue pace up 5%; Sourav added Q3 group pace moved to positive low single digits and Q4 close to 10%. Direct.
Calendar 2026 Q1
I guess if you break those two apart, which one do you think is more sustainable?
Show response
Jim described an accelerating San Francisco recovery driven by AI office demand benefiting both city-center and airport assets; direct.
Calendar 2025 Q3
Can you maybe talk a little bit about what's driving that and how much visibility you have into that and what it's comprised of
Show response
Ghosh attributed out-of-room spend growth to increased consumer spending on spa, golf, destination fees, and repositioned outlets (View at Marriott Marquis, Aviv at 1 Hotel South Beach). Cautioned that ~1 point RevPAR-to-total-RevPAR delta will likely shrink in 2026 on tougher comps.
Calendar 2025 Q2
Can you maybe shed a little bit of light on what you're seeing within your portfolio and how confident you feel about that for the back half of the year and maybe any early thoughts on '26
Show response
Risoleo provided comprehensive Maui update: EBITDA projection raised from $100M to $110M, 19% RevPAR growth matched by 19% out-of-room spend growth. Airline capacity still 20% below pre-fire levels. Group recovery expected to accelerate in 2026 as incentive bookings require 6-12 month lead times.
Calendar 2025 Q1
do you think all the uncertainty in the world that we're all talking about, does that, in your mind, create more opportunities on the acquisition front
Show response
Risoleo said transaction market is in wait-and-see mode due to uncertainty. Emphasized internal reinvestment yields (8.9 point yield index gain) and balance sheet optionality at 2.8x leverage.
Calendar 2024 Q4
is it fair to say both of those were better and you're starting from a fairly conservative point on those
Show response
Risoleo confirmed optimism on both BT and group, noting consulting and tech companies returning to travel and strong group booking pace ahead of prior year.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| HST Host Hotels & Resorts | 6 | 0%none of 6 questions |
- HSTHost Hotels & Resorts · 6 questions0%none of 6 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand5
- Pricing2
- Cloud & AI1
- Revenue Growth1
- M&A1
- Macroeconomic1
- Guidance Reliability1