Core Insights - Choice Hotels International, Inc. (CHH) is expanding its Everhome Suites brand with six new hotel openings and three groundbreakings in key U.S. markets, reflecting a growing demand for midscale, purpose-built accommodations for longer stays [1][5] Expansion Plans - Currently, there are 14 Everhome Suites open, 19 under construction, and over 60 in the development pipeline, with a target of nearly 25 locations operating by year-end [2] - Texas is a primary focus for this growth, with recent openings in Bastrop, Waco, Brownsville, and El Paso, strategically located near major employers [3] - Additional expansions include a new property in Yuma, AZ, set to open in July, and a Salem, OR location under construction, aimed at serving government and healthcare guests [4] Market Positioning - The expansion of Everhome Suites highlights CHH's strategic positioning in a resilient and underserved market, capitalizing on demand and developer interest [5] - The company has experienced a 17.9% share price increase over the past year, slightly outperforming the industry growth of 17% [6] Financial Performance - CHH is benefiting from domestic RevPAR growth, unit expansion, and franchising efforts, with a 2.8% increase in total worldwide rooms in Q1 2025 [8] - The company has a trailing four-quarter earnings surprise of 30.9% on average, indicating strong financial performance [10]

Core Insights - The Everhome Suites brand is experiencing strong developer interest and demand for midscale extended stay accommodations across various states, indicating a positive market trend for this segment [1][2] - The collaboration between Choice Hotels and Highside Companies is focused on launching new properties that cater to specific market needs, enhancing the brand's operational model and guest experience [2] Development Overview - Everhome Suites is expanding its footprint with several new openings and constructions in Texas, Arizona, Oregon, and Ohio, targeting strategic locations to meet diverse traveler needs [4][5][7][8] - The properties are designed to support various demographics, including military, medical, and corporate travelers, with amenities that cater to long-term stays [4][5][8] Property Details - In Texas, multiple Everhome Suites locations are set to open between February 2025 and June 2025, with properties in Bastrop, Waco, Brownsville, El Paso, and Amarillo, each strategically located near key employers and attractions [5] - The Everhome Suites in Yuma, Arizona, is scheduled to open in July 2025, focusing on military and medical travelers due to its proximity to MCAS Yuma and Yuma Regional Medical Center [4] - The Salem, Oregon location is expected to open in Q3 2026, expanding the brand's presence in the Pacific Northwest and serving local healthcare and government sectors [7] - In Ohio, a new property in Dayton is set to break ground in June 2025, positioned to attract highway travelers and military personnel due to its location near major transport routes and facilities [8] Brand Features - Everhome Suites offers apartment-style suites with fully equipped kitchens, spa-like bathrooms, and modern amenities designed for extended stays, including fitness centers and self-service marketplaces [10] - The brand emphasizes a "Closer to Home" experience, allowing guests to maintain their routines while traveling [10] Company Background - Choice Hotels International is one of the largest lodging franchisors globally, with over 7,500 hotels and a diverse portfolio of 22 brands, catering to various traveler needs [11] - Highside Companies, founded in 2019, is a real estate firm with nearly $1 billion in active projects, focusing on investment and development solutions across multiple asset classes [12]

Financial Data and Key Metrics Changes - Choice Hotels reported a record adjusted EBITDA of $604.1 million, representing a 12% year-over-year growth [24] - Adjusted EPS increased by 13% year-over-year to $6.88, exceeding the top end of earnings guidance [24] Business Line Data and Key Metrics Changes - The global upscale and above portfolio grew by 44% year-over-year, reaching over 110,000 rooms, which constitutes 17% of the overall system [25] - The company opened its 515th extended stay property, reinforcing its leadership in the fast-growing segment [25] Market Data and Key Metrics Changes - International business grew by 4.4% year-over-year, totaling over 142,000 rooms [31] - The new construction rooms pipeline outside the U.S. increased by 14% year-over-year, indicating significant growth potential in international markets [31] Company Strategy and Development Direction - The company relaunched four brands, repositioning Radisson Individuals and Park Inn by Radisson to enhance market presence [25] - The focus remains on revenue-intensive brands, with 98% of the rooms in the global hotel pipeline within these brands, positioning the company for future growth [26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the continued growth of hotel demand outpacing supply through 2026, positioning the company favorably for future expansion [26] - The company highlighted the success of its franchisee success system and hotel conversion capabilities as key drivers of growth [24] Other Important Information - The company celebrated the 85th anniversary of its founding brand, Quality Inn, which expanded to nearly 150,000 global rooms [25] - The loyalty program, Choice Privileges, grew to over 70 million members, with a significant portion of active members having high household incomes [28] Q&A Session Summary Question: What changes have you seen in Choice's customer base in the context of the revenue intense growth strategy? - Management noted that business travelers now represent 40% of the overall guest mix, and the loyalty program has attracted higher value customers with significant household incomes [28] Question: Can you expand on the increase in Choice's international footprint? - Management reported a 4.4% year-over-year growth in international business and a 14% increase in the new construction rooms pipeline outside the U.S., indicating strong potential for future growth [31]

Choice Hotels International, Inc. (CHH) delivered first-quarter 2025 results, with earnings and revenues missing the Zacks Consensus Estimate. However, both metrics increased on a year-over-year basis.The company also trimmed its outlook for 2025. Shares of the company declined 3.6% during yesterday’s trading session, post the earnings release.According to president and CEO Patrick Pacious, the company’s distinctive market position has helped it outperform competitors, capture greater market share and remai ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________________________________ FORM 10-Q _____________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2025 OR Delaware 52-1209792 (State or Other Jurisdiction of Incorporation or Organization) 915 Meeting Street Suite 600 20852 COMMISSION FILE NO. 001-13393 _________________________________ ...

Choice Hotels International (CHH) Q1 2025 Earnings Call May 08, 2025 10:00 AM ET Company Participants Allie Summers - Senior Director - Investor RelationsPatrick Pacious - President & Chief Executive OfficerScott Oaksmith - Chief Financial OfficerC. Patrick Scholes - Managing Director - Lodging & Leisure Equity ResearchRobin Farley - Managing Director Conference Call Participants Shaun Kelley - Senior Research Analyst & MD - Gaming, Lodging & Leisure EquitiesMichael Bellisario - Senior Research AnalystMered ...

Choice Hotels International (CHH) Q1 2025 Earnings Call May 08, 2025 10:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by. Welcome to Choice Hotels International's First Quarter twenty twenty five Earnings Call. At this time, all lines are in a listen only mode. I'll now turn the conference over to Ali Summers, Investor Relations Senior Director for Choice Hotels. Speaker1 Good morning and thank you for joining us today. Before we begin, we would like to remind you that during this conferenc ...

For the quarter ended March 2025, Choice Hotels (CHH) reported revenue of $332.86 million, up 0.3% over the same period last year. EPS came in at $1.34, compared to $1.28 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $347.14 million, representing a surprise of -4.11%. The company delivered an EPS surprise of -2.90%, with the consensus EPS estimate being $1.38.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stree ...

Choice Hotels (CHH) came out with quarterly earnings of $1.34 per share, missing the Zacks Consensus Estimate of $1.38 per share. This compares to earnings of $1.28 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -2.90%. A quarter ago, it was expected that this hotel franchiser would post earnings of $1.50 per share when it actually produced earnings of $1.55, delivering a surprise of 3.33%.Over the last four quarters, the com ...

CHOICE HOTELS INTERNATIONAL REPORTS FIRST QUARTER 2025 RESULTS Drives Domestic RevPAR Growth of 2.3% Year-over-Year, Outperforming its Chain Scales Grows Global Net Rooms System Size by 2.8%, Including 3.9% Growth for More Revenue-Intense Portfolio NORTH BETHESDA, Md., May 8, 2025 – Choice Hotels International, Inc. (NYSE: CHH), a leading global lodging franchisor, today reported its first quarter 2025 results. Highlights include: • Net income increased 44% to $44.5 million for first quarter 2025, represent ...