最近，我在飞客上刷到一条帖子。 有网友在"万豪旅享家"板块发帖说："彦祖们，厦门威斯汀摘牌了，定了月底的房间，酒店或者集团会有什么赔偿吗？" 今年 6 月 20 日，被戏称为凯悦最惨的一天。 原本分属苏宁集团的镇江、无锡、徐州三家凯悦酒店，集体摘牌，退出凯悦体系，全部换成了苏宁银河国际酒店自营。 有人回复："估计够呛。" 也有人调侃："给你转去艾美，你一定不乐意。" 更理智的声音则表示："会给点积分吧。" 值得关注的是，无论是否会给预订住客赔偿，厦门威斯汀此次摘牌，尚未有任何正式公告，更没有缓冲期。 这家岛内颇具人气的万豪系酒店未来何去何从，颇为值得关注。 类似的戏码，并非厦门独有。 更有意思的是，这三家酒店不仅品牌一致，而且都是所在城市的地标级高楼： 镇江苏宁凯悦酒店，位于341米高楼之巅，是全球最高的凯悦； 无锡苏宁凯悦，328 米高，坐落人民中路商圈； 一 一石激起千层浪，评论区立刻炸开了锅： 徐州苏宁凯悦，俯瞰云龙湖，地处城市主广场核心位置。 这三家酒店曾被不少旅客视作凯悦在江苏的看板，而现在，凯悦官网已无法预订它们，OTA 上显示的新品牌已全面替换，被苏宁全线收回自营。 南昌也几乎在同一时间段，悄悄 ...

洲际酒店集团大中华区首席执行官爱默尔（Daniel Aylmer）先生表示："洲际酒店集团始终密切关 注行业发展与消费者趋势。我们看到，当前消费者对于旅行正从'目的地打卡'向'生活目的地'转变；越 来越多年轻旅客更加注重与城市的深度链接，期待寻求真实、舒适且富有个性的生活场域。此次全新推 出的Atwell筑格酒店精准回应双重需求。我们希望通过这一品牌，为热爱生活的体验家打造融合生活美 学与归属感的旅居空间，同时进一步拓展洲际酒店集团多元化品牌矩阵，彰显深耕大中华区的长远信心 与坚定承诺。" 诠释"属地新家"，筑就精致的格调生活方式 Atwell筑格酒店秉持"品生活美学，集属地灵感"的品牌主张，将"格调生活"理念融入旅居体验：其 中，"筑"寓意精心构建松弛而个性的生活场域；"格"代表风格与品味，在细节中体现美学与质感。 Atwell筑格酒店 品牌以"家般"自在舒心为基调，通过温馨舒适的空间、高品质备品，以及激发灵感的杂志角等细 节，营造居家节奏与归属感。同时，品牌以格调生活"美学"为表达，将属地文化与现代设计语言相融 合，通过艺术化的空间与视觉呈现，使每一次停留都能成为对生活美学的感知与发现。 畅享"智慧"家居 ...

携手特邀文化解读者李艾共启感官盛宴，演绎在地文化精髓 2025年8月26日，上海 - 值此盛夏，洲际酒店及度假村凭借对目的地文化的敏锐洞察与细致入微的服务，持续为旅行者缔造旅途中值得铭记的非凡体验。品 牌特别邀请知名模特、演员、主持人李艾女士担任洲际酒店特邀文化解读者，以"绽若夏花 当燃尽兴"为主题，联袂城市解味人共同呈献一场融合味觉、文化 与情感的灵感盛宴，让"非凡时刻"真实融入每一段旅程之中。 洲际酒店及度假村以"绽若夏花 当燃尽兴"缔造旅途中的非凡时刻 洲际酒店及度假村"绽若夏花 当燃尽兴"主题晚宴 自1946年诞生以来，洲际酒店及度假村始终以卓越品质与深厚文化积淀，为全球宾客打造意义非凡的旅行记忆。此次策划的"绽若夏花 当燃尽兴"活动，特 别邀请李艾女士担任特邀文化解读者，于8月26日在西安高新洲际酒店，以独到视角诠释千年古都的人文韵味，并与城市解味人共同呈现一场融合地域特色 与味觉记忆的晚宴。 晚宴汇聚来自大中华区的十位洲际行家主厨及调酒师，以"启、承、景、恰、新、梦、转、沸、享、熔、合"为脉络，匠心打造多道融合地方风味与城市文化 的珍馐美馔，串联起一段非凡的味觉之旅。宾客从长安启程，荔枝干扇贝与姜 ...

文｜迈点 最近，各大国际酒店集团2025年第二季度财报纷纷发布，迈点观察到，头部国际酒店集团全球维度发展稳健，然而，大中华区财报数据依然呈现下降之 势。 1、Q2国际酒店成绩单：全球稳跑，大中华区"慢半拍" 万豪国际集团：全球稳健增长，大中华区呈结构性分化 二季度，万豪全球范围内酒店营收同比增长5%至67.4亿美元。RevPAR（每间可供出租客房收入）为136美元，同比增长1.5%；入住率为72.2%，同比下降 0.3个百分点；ADR（平均每日房价）为188.25美元，同比增长1.9%。 | | | | | Three Months Ended June 30, 2025 and Change vs. Three Months Ended June 30, 2024 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | RevPAR | | Occupancy | | | Average Daily Rate | | | | | 2025 | vs. 2024 | 2025 | vs. 2024 | | 2025 | v ...

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北京商报讯(记者吴其芸)8月8日，洲际酒店集团公布2025年上半年业绩，报告期内，洲际酒店集团实现 总收入25.19亿美元，同比增长8%；经营利润6.23亿美元，同比增长19%。 财报显示，报告期内，洲际酒店集团全球每间可售客房收入(RevPAR)增长1.8%，美洲市场增长1.4%， 欧洲、中东、亚太及非洲市场(EMEAA)增长4.1%。同时，集团全球平均每日房价增长1.4%，入住率增 长0.3个百分点。 酒店数量方面，财报显示，2025年上半年，洲际酒店集团新增开业客房3.14万间(207家酒店)，创历史新 高，同比增长75%。截至6月30日，全球酒店客房总数达99.9万间(6760家酒店)。 ...

Core Viewpoint - InterContinental Hotels Group (IHG) held its Q2 2025 earnings conference call, discussing financial performance and strategic initiatives for the first half of the year [1][2]. Group 1: Company Overview - The conference call featured key executives including CEO Elie Maalouf, CFO Michael Glover, and Senior VP Stuart Ford, who led the discussion on the company's performance [3]. Group 2: Financial Performance - The company may provide forward-looking statements regarding its financial outlook, which are subject to various risks and uncertainties [4]. - IHG may also refer to non-GAAP financial measures during the call, with reconciliations available in the accompanying results announcement and SEC filings [5].

Group 1 - The company reported strong financial performance in the first half of 2025, highlighting excellent execution against its strategic framework [4] - The presentation included participation from key executives, including the CEO, CFO, and Chief Product and Technology Officer, indicating a collaborative approach to the results presentation [1] - The results announcement and supplementary data are available for download on the company's investor relations website, providing transparency and access to detailed financial information [3] Group 2 - The CEO emphasized the importance of the first half of 2025, suggesting that the period was significant for the company's growth and strategic initiatives [4] - The CFO is expected to provide detailed financial insights, indicating a structured approach to communicating financial results [4] - The company may make forward-looking statements, which are subject to various factors that could affect actual results, underscoring the dynamic nature of the hospitality industry [2]

Financial Data and Key Metrics Changes - RevPAR grew by 1.8%, indicating strong performance across geographic regions and brand depth [7] - Gross system growth was 7.7% and net system growth was 5.4%, driven by significant development activity and record openings [7] - EBIT increased by 13% and adjusted EPS grew by 19% [8] - The company has completed 47% of its $900 million share buyback program, with total returns to shareholders exceeding $1.1 billion this year [8] Business Line Data and Key Metrics Changes - The Americas fee revenues decreased by approximately 1% despite a 1.5% RevPAR growth and 1.5% adjusted net unit growth [11] - Openings in the Americas increased by 40% year-over-year, contributing to future fee growth [25] Market Data and Key Metrics Changes - The company reported a constructive outlook for US demand and growth, with stable inflation and interest rates [15] - In China, the economy is believed to be bottoming out, with GDP growth of about 5% in Q2 and improved RevPAR trends expected in the back half of the year [67][69] Company Strategy and Development Direction - The company is focused on expanding its luxury and lifestyle collection, with significant growth in branded residential properties [32] - Investments in technology and operational efficiencies are ongoing, with a focus on AI and shared services to enhance scalability and cost management [54][96] - The company aims to continue growing both new builds and conversions, with a strong pipeline of openings and signings [110] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year profit and EPS consensus, despite uncertainties in the short term [15][87] - The outlook for the US hospitality market remains positive, with expectations of continued demand growth [15] - The company is optimistic about the long-term prospects in China, anticipating a recovery in RevPAR trends [67][69] Other Important Information - The company has seen a significant increase in loyalty program enrollments, which is expected to drive future revenue growth [108] Q&A Session Summary Question: Current trading outlook for Q3 and Q4 - Management noted that uncertainties from earlier in the year are subsiding, and they are comfortable with full-year profit and EPS consensus [15][16] Question: Explanation for the decline in Americas fee revenues - Management attributed the decline to high-fee hotels exiting the system and ongoing renovations, but expressed confidence in future fee growth as new hotels ramp up [21][22][25] Question: Insights on branded residential contributions - Management highlighted the growth trajectory in branded residential, with significant demand and early cash flow from sales [32] Question: Technology investment focus - Management emphasized ongoing investments in technology, particularly in PMS and RMS systems, to enhance operational efficiency [35][39] Question: Update on the Garner brand - Management reported strong progress with the Garner brand, with 51 hotels open and a robust pipeline for future growth [80] Question: On the Books revenue visibility - Management indicated that short booking windows make it challenging to provide long-term visibility, but they remain comfortable with current consensus expectations [86][87] Question: Cost savings and margin performance - Management confirmed disciplined cost management practices and expected continued margin expansion through cost savings and ancillary revenue growth [98][99]

Financial Data and Key Metrics Changes - RevPAR grew by 1.8%, reflecting the company's geographic footprint and brand depth [6] - Gross system growth was 7.7% and net system growth was 5.4%, driven by development activity and record openings [6] - EBIT increased by 13% and adjusted EPS grew by 19% [6] - The company completed 47% of its $900 million share buyback program, returning over $1.1 billion to shareholders this year [6] Business Line Data and Key Metrics Changes - The Americas fee revenues were down about 1% despite a 1.5% RevPAR growth and around 1.5% adjusted net unit growth [10] - The company signed over 51,000 rooms across 324 hotels, a 15% increase over 2024 [6][20] - Openings in The Americas were up 40% year over year, contributing to future fee growth [24] Market Data and Key Metrics Changes - The company reported a constructive outlook for US demand and hospitality performance, with stable inflation and interest rates [14][15] - In China, the company sees the economy bottoming out, with GDP growth of about 5% in Q2 and expectations for improved RevPAR trends in the back half of the year [66][68] Company Strategy and Development Direction - The company is focused on high-growth opportunities, including investments in technology and expanding its luxury and lifestyle brands [52][54] - The company aims to grow both new builds and conversions, with a strong pipeline of openings and signings [63][110] - The branded residential segment is expected to contribute consistently to fee growth, with 30 properties currently open and more in development [33] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year profit and EPS consensus, despite uncertainties in the short term [15][85] - The company noted that the fundamentals for US hospitality remain strong, with job growth and corporate capital investment driving demand [14][15] - Management is optimistic about the long-term growth potential in China, despite current challenges [66][68] Other Important Information - The company has been investing in technology and process improvements to enhance operational efficiency and scalability [94] - The company expects to see continued margin growth driven by cost savings and ancillary revenue streams [95] Q&A Session Summary Question: Current trading outlook for Q3 and Q4 RevPAR in the U.S. - Management does not provide guidance but feels comfortable with full-year profit and EPS consensus, indicating a stable outlook for U.S. demand [12][15] Question: Explanation for the decline in Americas fee revenues despite RevPAR growth - Management attributed the decline to high-fee hotels exiting and renovations impacting available rooms, but does not see it as a long-term issue [20][22] Question: Insights on branded residential contribution to profitability - Management is excited about the growth trajectory in branded residential, which is expected to contribute consistently to fees [31][33] Question: Investment focus among technology pillars - Management emphasized ongoing investments in technology, particularly in PMS and RMS systems, to ensure competitiveness [34][38] Question: Update on the performance of the Garner brand - Management reported strong progress with 51 open Garners and a robust pipeline, indicating significant international demand [78][79]