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Xenia Hotels outlines $3M–$5M EBITDA boost from new W. Nashville F&B partnership, projects 4% RevPAR growth for full year 2025 Oct. 31, 2025 2:47 PM ETXenia Hotels & Resorts, Inc. (XHR) StockAI-Generated Earnings Calls Insights Comments Earnings Call Insights: Xenia Hotels & Resorts (XHR) Q3 2025 Management View Marcel Verbaas, Chairman and CEO, stated that "our third quarter performance generally met the expectations we outlined during our second quarter earnings call," highlighting the ongoing challenges in leisure demand but emphasizing Seeking Alpha's Disclaimer: The earnings call insights are compilations of earnings call transcripts and other content available on the Seeking Alpha website. The insights are generated by an AI tool and have not been curated or reviewed by editors. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of the earnings call insights cannot be guaranteed. Please see full earnings call transcripts here. The earnings call insights are intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Quick Insights Management expects the partnership to eventually add $3–$5 million to W. Nashville's EBITDA upon stabilization, with a goal for the property to generate $20 million+ in hotel EBITDA. The company views this partnership as a key driver for future incremental growth. Robust group demand—especially for 2026—remains a bright spot, with substantial group room revenues already booked. However, headwinds persist for leisure demand due to macroeconomic normalization, while business transient is stabilizing in some markets like Northern California. Downsides include ongoing macroeconomic uncertainty and further leisure softness. Management reduced full year adjusted EBITDAre and RevPAR guidance slightly; their tone has turned more cautious, particularly about leisure softness and timelines for recovery. Analysts' sentiment has also become more guarded, focusing on risks to pacing, normalization, and the timeline for new initiatives to translate into financial gains. Recommended For You More Trending News
