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October 15, 2025

64 posts
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  • 11 min

Agentic Commerce is a Collective Hallucination

🛒 Retailers face the agentic commerce hype, fearing commoditization and disrupted retail media. Despite headlines predicting an AI-driven shopping revolution, skepticism remains. Agentic commerce, where AI handles complete purchases, lacks retailer support and consumer evidence. With Amazon and Shopify controlling over 50% of US eCommerce, agentic commerce's impact is questionable. Previous trends like metaverse commerce, voice commerce, and shoppable TV failed to thrive, casting doubt on agentic commerce's potential.
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  • 2 min

Successfull Brand Reframing

📈 September 2025, Nike launched a new campaign, reintroducing their iconic slogan as "Why Do It?" after nearly 40 years. The campaign emphasizes brand clarity by reframing success as a choice, engaging Gen Z with Tyler, the Creator as narrator. Clarity in brand reframing offers focused decision-making, resource efficiency, and market differentiation. Key areas include value proposition, audience, brand promise, and differentiation clarity. Nike’s approach aims to maintain their performance heritage while targeting a new generation.
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Choice Hotels APAC brings Mainstay Suites to Australia

🏨 Choice Hotels Asia-Pac partners with Extended STAY Australasia to introduce MainStay Suites in Australia, launching seven properties. The extended-stay hotels cater to corporate, government travelers, and workers, offering apartment-style living with kitchens and workspaces. CEO Trent Fraser highlights growth strategy alignment, while Paul Constantinou emphasizes comfort for long-stay guests. MainStay Suites enhances Choice Hotels' portfolio, engaging with its loyalty program across 7,100 locations globally. Investors have opportunities for expansion in regional hubs.
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With M Social New York Downtown opening, Millennium Hotels paddles further into the blue ocean

🏨 On Wednesday, in New York, Millennium Hotels & Resorts opened the 569-room M Social Hotel New York Downtown, a $60-million renovation of the Millennium Downtown New York. The rebranded hotel, operated by Highgate Hotels, features a new restaurant, Beast & Butterflies. The hotel is trading at a 20% higher ADR compared to its previous branding. M Social's lifestyle vertical includes locations in Singapore, Paris, and Dubai, with a new location planned in Sunnyvale, California, in 2026.
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Leela Palaces moves outside India with Dubai investment

🏨 Leela Palaces, Hotels, and Resorts is expanding to Dubai, marking its first project outside India. By Q3 2026, they will acquire a 25% stake in a 23-acre beachfront resort on Palm Jumeirah, with Brookfield managing the remaining 75%. The resort includes 546 keys, comprising a hotel, residences, and villas, with a purchase price of $504 million. Dubai, a top tourism destination, attracted over 19 million visitors in 2024. The investment uses non-recourse debt and aims for returns within 2–3 years.
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Dallas Proper Hotel Residences set to open 2029

🏨 Proper Hospitality, in partnership with Lincoln Property Company, is developing the Dallas Proper Hotel and Residences, a 34-story tower in Uptown Dallas set to open in 2029. Located at 2500 Cedar Springs Road, it will feature 200 guestrooms and suites, 80 branded residences, and amenities like a 15,000-square-foot Wellness Center and a 6,000-square-foot Proper Club. Designed by Skidmore, Owings & Merrill and Kelly Wearstler, it includes three restaurants and a rooftop pool deck.
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Residence Inn Reno South opens under Azul Hospitality

🏨 Azul Hospitality announced the opening of the 128-room Residence Inn by Marriott Reno South in Reno, Nevada. Owned by the Pegram and Carano families, the hotel offers kitchenettes with full-size appliances and complimentary Wi-Fi. Amenities include a fitness center with Peloton and Life Fitness equipment, an outdoor pool, a 528-square-foot meeting room, and flexible outdoor spaces. The location is near Tamarack Casino, Mt. Rose Ski Tahoe Resort, and a 10-minute drive from major casinos and the Reno-Sparks Convention Center.
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JW Marriott Miami Turnberry Resort & Spa names VP & managing director

📈 Raj Mohan has been appointed as VP & managing director of JW Marriott Miami Turnberry Resort & Spa, South Florida, owned by Fontainebleau Development. With 20 years in luxury hospitality across Asia, the Middle East, Africa, and North America, Mohan's new role will focus on resort growth and guest experience. Previously, he managed Saddlebrook Resort in Tampa, and held leadership roles at Ritz Carlton and Penn Entertainment’s Ameristar Resort & Casino in Colorado.
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Delano expands internationally

🏨 Ennismore partners with Cain in 2024, acquiring a minority stake to expand Delano hotels. Delano Miami Beach reopens in early 2026 with 171 rooms. Delano SoHo New York opens with 390 rooms, while Delano London debuts in late 2026 with 67 rooms. Locations include Hudson Square, Kensington Gardens, and Hyde Park. Delano's expansions in Paris (2023) and Dubai (2024) align with its luxury and cultural brand identity.
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  • 2 min

Surya Hotels begins first phase of £25m Theobalds Estate refurb

🏨 UK hotel group Surya Hotels is renovating Theobalds Estate near Waltham Cross, previously owned by Birch, which closed in November 2023. The £12.5m acquisition includes plans for 140 bedrooms, three restaurants, a bar, and 11 conference rooms. The completed Ridings Restaurant and Rooms is now open. Oliver Brown leads the project, which will feature a wellness club and restored outdoor Lido. Surya owns 13 UK hotels, expanding rapidly since 2009.
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