GMH Hotels: The Supply Gap That Could Change Hotel Pricing. Skift Skift 19.8K subscribers

On this week's Good Morning Hospitality, A Skift Podcast: Hotels Edition, Sarah Dandashy and Steve Turk break down a week where the infrastructure of hospitality is being rebuilt from every angle. They open with the news of Mews cutting 15% of its staff and pointing to AI and what that means for hotel operators who depend on its platform. From there the conversation digs into why extended-stay demand just hit a four-year high while the supply pipeline thins, a setup that could open real pricing power in 2027. They also unpack Hilton's new direct booking connection with Navan that bypasses GDS middlemen, and close with how British Airways, Delta, and Cathay Pacific are wiring loyalty programs into concert venues and theaters and what hotels should be taking notes on.