Cost PressuresHigher wage growth on new union contracts is the biggest headwind with 2025 margins down.
Earnings ImpactHost is forecasting a -$15 million earnings impact in 4Q24 due to hurricane-related disruption, primarily at The Don CeSar in St. Pete Beach, FL.
Guidance And ExpectationsHST's 2025 outlook missed expectations, with EBITDA guidance below consensus.