Thinking through hotels really quick, particularly the big three C-Corps. We all agree that franchisor business models, and these ones in particular, are amazing - capital light, big ability to reinvest at high rates of return, international expansion, etc.
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Forget who tweeted it (maybe
@LAForeverHall?) but a franchisor's business is only as good as the underlying economics for the franchisee. So despite how great Marriott's business is if the Marriott hotel owners aren't making money this is moot. Very relevant!2 replies 0 retweets 26 likesShow this thread
Replying to @PinkPoloShorts
Liz Retweeted Liz
Yep. Thank you for the shout out. :)https://twitter.com/LAForeverHall/status/1205986718836346880 …
Liz added,
Liz @LAForeverHall
4. When a biz has a layered claim on another, such as $MCD and its franchisees or $MAR and its hoteliers, it’s critical to think about the economics of the sharecropper business.
If the sharecropper doesn’t have good economics, eventually the parasitic parent won’t either.
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10:54 PM - 31 Mar 2020
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