Reading WH? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track WH free→Reading WH? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track WH free→NYSEConsumer DiscretionaryLodgingSnapshot 2026-06-15
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is neutral, and earnings quality is also neutral, indicating that profits are not strongly backed by cash. Management's recent track record has been fairly steady, while risk is moderate and the sector backdrop presents a headwind. Compared with sector peers, WH is above typical. Peer multiples imply a price about 17% below where it trades (it looks expensive on this basis); the read is fair. This assessment is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 7 valuation methods, at three horizons. Current price $81.31. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $81 WH trades at 18× p/e, in line with its 15× p/e peer median. Our $70 fair value reflects that, medium confidence. Analysts: $87–$108. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 17% near-term growth, ahead of our forecast of about 0%. This describes what's priced in, not a forecast of the move.
No fragility gates fired.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 48% of the time over the next year (vs 64% for the rest of the cohort, n=3804).
Over the trailing year it converted 1.81x of net income into operating cash flow. Historically, Consumer Discretionary names rated neutral grew net income 52% of the time over the next year (vs 55% for the rest of the cohort, n=3229).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $1.38 → $1.39 (+1.4% / 30d). 10 raised, 4 cut, 14 covering analysts.
0 upgrades, 0 downgrades / 30d. 82% of analysts rate Buy.
0 positive, 0 negative / 30d.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$140.
How much price usually moves either way.
On a bad day, this stock has moved -$306.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $2,430.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Positive RevPAR growth would signal recovery in the U.S. economy and hotel demand.
Confirms:U.S. RevPAR growth in Q2 exceeds 0% year-over-year.
Disproves:U.S. RevPAR continues to decline year-over-year.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for WH yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On July 31, 2026 (the “Effective Date”), Nicola Rossi, Chief Accounting Officer of Wyndham Hotels & Resorts, Inc. (the “Company”), will depart from the Company. The Company and Mr. Rossi agreed to the final date of his departure on May 13, 2026. To facilitate a smooth transition, Mr. Rossi will continue in his role as Chief Accounting Officer until…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
$87.00 – $108.00 (median $98.00) · 9 analysts · as of 2026-05-04
Looks more expensive than peers.
Around its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Hotels, Resorts & Cruise Lines.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
WH Wyndham Hotels & Resorts | Above typical Show detailsSector percentile: 72 of 100 | full | moderate |
BKNG Booking Holdings | Typical Show detailsSector percentile: 69 of 100 | fair | moderate |
MAR Marriott International | Typical Show detailsSector percentile: 50 of 100 | expensive | moderate |
RCL Royal Caribbean Group | Above typical Show detailsSector percentile: 73 of 100 | full | moderate |
HLT Hilton Worldwide | Typical Show detailsSector percentile: 36 of 100 | expensive | moderate |
7 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated neutral grew net income 54% of the time over the next year (vs 57% for the rest of the cohort, n=646).
Not investment advice. As of 2026-06-15.
via XLY
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-15.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to grow the development pipeline, reaching a record of over 259,000 rooms and over 2,200 hotels.
Focus on growing ancillary revenues, which increased 21% year-over-year in 2026-Q1.
Focus on maintaining stable operating income, which remained at $114 million in 2026-Q1.
Continue to increase the dividend per share as part of capital allocation strategy.
Improve cash flow from operating activities to support business operations.
Why it matters: An increase in dividends would signal strong cash flow and investor confidence in Wyndham's future.
Confirms:Wyndham announces an increase in dividend per share.
Disproves:Wyndham does not increase the dividend despite strong cash flow.
Why it matters: Growth in the development pipeline shows strong future expansion and franchisee trust.
Confirms:The development pipeline grows over 3% compared to last year in Q2.
Disproves:The development pipeline growth is below 3% compared to last year in Q2.
Why it matters: A higher dividend shows strong cash flow and a commitment to shareholders.
Confirms:Company announces an increase in dividend per share from $0.43.
Disproves:Company keeps or lowers dividend per share.
Why it matters: Changes in leadership can affect how a company reports money. Smooth changes help keep stability.
Confirms one read:The transition is going well. There is no negative effect on financial reporting.
Confirms the other:The transition leads to delays or issues in financial reporting.
Why it matters: Improving cash flow is vital for Wyndham's growth. A decline indicates financial strain.
Confirms:Cash from operating activities for Q2 shows an increase from $42M.
Disproves:Cash from operating activities for Q2 is below $42M.
Why it matters: Stable operating income is key for Wyndham's financial health. It shows how well the company manages costs.
Confirms:Operating income for Q2 is reported above $114M.
Disproves:Operating income for Q2 falls below $112M.
Why it matters: Higher ancillary revenues show Wyndham can make more money beyond room sales.
Confirms:Ancillary revenues rise over 21% compared to last year in Q2.
Disproves:Ancillary revenues increase less than 21% compared to last year in Q2.
Why it matters: Consumer spending affects hotel bookings. A shift could impact Wyndham's revenue and growth.
Confirms one read:Consumer spending increases by more than 2% in the retail trade report.
Confirms the other:Consumer spending decreases by more than 1% in the retail trade report.
Why it matters: Stable operating income is key for Wyndham's financial health. It shows how well the company manages costs.
Confirms:Q2 operating income remains stable or grows year over year.
Disproves:Q2 operating income is down compared to last year.
Results of Operations and Financial Condition. Wyndham Hotels & Resorts, Inc. (the “Company”) today issued a press release reporting financial results for the quarter ended March 31, 2026. A copy of the Company’s press release is furnished as Exhibit 99.1 and is incorporated by reference. The information included in this Item 2.02,
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On March 3, 2026, Wyndham Hotels & Resorts, Inc. (the “Company”) announced the appointment of Amit Sripathi, age 41, as Chief Financial Officer, effective as of March 3, 2026 (the “Effective Date”). As of the Effective Date, Kurt Albert will cease to serve as the Company’s Interim Chief Financial Officer. Prior to his appointment as Chief Financial…
Entry into a Material Definitive Agreement. Overview On February 27, 2026, Wyndham Hotels & Resorts, Inc. (the “Company”), the guarantors party thereto and U.S. Bank Trust Company, National Association, as trustee (the “Trustee”), entered into the Seventh Supplemental Indenture (the “Seventh Supplemental Indenture”) to the Indenture, dated April 13, 2018 (the “Base Indenture” and, together with the Seventh Supplemental Indenture, the “Indenture”), in connection with the issuance and sale of $…
Results of Operations and Financial Condition. Wyndham Hotels & Resorts, Inc. (the “Company”) today issued a press release reporting financial results for the quarter and fiscal year ended December 31, 2025. A copy of the Company’s press release is furnished as Exhibit 99.1 and is incorporated by reference. The information included in this Item 2.02,