GMH Hotels: Airbnb and Ennismore May Be Each Other's Best Deal.

On this week's Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk break down who controls hotel demand and what it costs.Skift's Rafat Ali lays out the deal thesis nobody has written yet: why an Airbnb and Ennismore partnership could close the $2 billion gap in Ennismore's IPO valuation.

From there, they get into Accor and H World International's plan to link 430 million loyalty members, what the official government data says about FIFA World Cup 2026™ - Canada, Mexico and the United States inbound tourism, and the one earnings metric that will tell operators whether hotel profits are truly broadening when Marriott International, Hilton, and Hyatt report Q2 this week.

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