Filing Flows › Industries › Consumer Discretionary › Hotels & Motels
Hotels & Motels SIC 7011
22 companies filing with the SEC under SIC 7011. Median revenue growth +2% year on year in Q3 2026 (middle half -1% to +6%, 18 companies). The growth model expects the industry's combined revenue to grow +11% in Q3 2026. 7 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- VICI → MGM 38% of the supplier's revenue, $1.5B
- Vici Properties L.P. → MGM 38% of the supplier's revenue, $1.5B
- VICI → CZR 36% of the supplier's revenue, $1.4B
- Vici Properties L.P. → CZR 36% of the supplier's revenue, $1.4B
- AMZN → CZR
- AAPL → PENN
- GOOGL → PENN
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +11.2% | $34.4B | $25.0B – $43.8B |
| Q4 2026 | +16.4% | $37.3B | $25.6B – $48.9B |
| Q1 2027 | +19.4% | $37.4B | $25.2B – $49.6B |
| Q2 2027 | +20.8% | $39.2B | $26.2B – $52.1B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| MAR Marriott International | $7.0B | +8% | mature |
| MGM MGM Resorts International | $4.2B | -0.9% | mature |
| HLT Hilton Worldwide Holdings | $3.3B | +7% | mature |
| LVS Las Vegas Sands | $3.2B | -3% | mature |
| CZR Caesars Entertainment | $2.9B | +2% | mature |
| PENN Penn Entertainment | $1.8B | +7% | mature |
| H Hyatt Hotels | $1.7B | -2% | mature |
| WYNN Wynn Resorts | $1.7B | -8% | contraction |
| TNL Travel & Leisure | $1.1B | +5% | mature |
| BYD Boyd Gaming | $990M | -1% | mature |
| BALY Bally's | $792M | — | deceleration |
| PK Park Hotels & Resorts | $602M | -1% | mature |
| RRR Red Rock Resorts | $489M | +3% | mature |
| CHH Choice Hotels International | $458M | +2% | mature |
| WH Wyndham Hotels & Resorts | $410M | +7% | reacceleration |
| XHR Xenia Hotels & Resorts | $264M | +12% | transition |
| SHO Sunstone Hotel Investors | $234M | +2% | deceleration |
| CNTY Century Casinos | $152M | — | deceleration |
| MCRI Monarch Casino & Resort | $146M | +2% | mature |
| FLL Full House Resorts | $81.8M | +5% | mature |
| Bally's Chicago | $37.5M | — | mature |
| HIGR Hi-Great Group Holding | $7K | — | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.