Hilton CEO predicts C-shaped economy emerging in the US

7 articles · Updated · Business Insider · Apr 29

Christopher Nassetta said lower-income consumers are increasing spending, citing falling inflation, expected lower interest rates, and AI investment as key drivers during Hilton's Q1 2026 earnings call.
Hilton reported a 3.6% year-on-year increase in RevPAR for Q1 2026, with Nassetta forecasting improved performance in lower and mid-tier hotel segments for the rest of the year.
Nassetta's outlook contrasts with other executives who warn of a divided K-shaped economy, while companies like PepsiCo and McDonald's target value-conscious consumers and Visa reports strong overall US payment volume growth.

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