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万豪“鲸吞”瑰丽?
3 6 Ke· 2026-01-14 02:10
Core Viewpoint - The news discusses the potential acquisition of Rosewood Hotel Group by Marriott International, highlighting the financial pressures faced by Rosewood's parent company, New World Development, and the implications for both companies in the luxury hotel market [1][5][19]. Group 1: Acquisition Rumors - A leaked email suggests that Marriott is planning to acquire Rosewood Hotel Group, with the deal referred to as "Project Pegasus" [1]. - The acquisition is reportedly in the legal approval stage, requiring submission to the U.S. FTC and DOJ by February 28 [1]. - The rumors of the acquisition are linked to New World Development's liquidity crisis, as the company reported a loss of approximately HKD 17.126 billion for the fiscal year 2024 [5][6]. Group 2: Financial Context - New World Development's total debt reached HKD 146.488 billion, with HKD 32.21 billion due within 12 months, indicating significant financial pressure [5]. - The company's stock price has dropped nearly 90% from its peak in 2019, reflecting severe market concerns [6]. - New World Development aims to recover HKD 26 billion by selling off assets, including Rosewood, which is viewed as a "cash cow" due to its high valuation and cash flow [6][12]. Group 3: Historical Context - The relationship between Marriott and New World Development dates back to the 1980s, with various collaborations and acquisitions over the decades [7][8]. - Rosewood Hotel Group was acquired by New World Development in 2011 for approximately USD 229.5 million, marking a significant shift in the brand's ownership [11]. - The brand has since undergone substantial transformation under the leadership of CEO Sonia Cheng, focusing on unique local experiences and rapid expansion in Asia [10][13]. Group 4: Market Implications - If the acquisition proceeds, concerns arise about the preservation of Rosewood's unique brand identity within Marriott's extensive portfolio [17]. - Marriott's acquisition strategy has historically involved integrating brands into its centralized systems, which may dilute the distinctiveness of Rosewood [18]. - The potential acquisition could signify a shift in the competitive landscape of the global hotel industry, moving from a "brand era" to an "ecosystem era" [19].
Marriott International Announces Release Date For Fourth Quarter 2025 Earnings
Prnewswire· 2026-01-12 21:30
BETHESDA, Md., Jan. 12, 2026 /PRNewswire/ -- Marriott International, Inc. (Nasdaq: MAR) will report fourth quarter 2025 earnings results on Tuesday, February 10, 2026, at approximately 7:00 a.m. Eastern Time (ET). The company will hold a conference call for the investment community on Tuesday, February 10, 2026, at 8:30 a.m. (ET). Marriott International's President and Chief Executive Officer, Anthony Capuano, and Chief Financial Officer and Executive Vice President, Development, Leeny Oberg, will discuss t ...
Marriott appoints new executives as leadership shuffle continues
Yahoo Finance· 2026-01-12 09:46
This story was originally published on Hotel Dive. To receive daily news and insights, subscribe to our free daily Hotel Dive newsletter. Marriott International has appointed three executives “to drive the company’s continued expansion,” as two long-time leaders prepare to depart, the company announced Friday. Satya Anand, currently president of Marriott’s Europe, Middle East and Africa region, will become group president for the U.S., Canada and the Caribbean and Latin America region. Meanwhile, Neal J ...
富瑞将万豪国际目标价从315美元上调至357美元。
Xin Lang Cai Jing· 2026-01-12 05:02
富瑞将万豪国际目标价从315美元上调至357美元。 来源:滚动播报 ...
杰富瑞:上调万豪国际、希尔顿全球控股目标价
Ge Long Hui· 2026-01-12 04:59
杰富瑞:将万豪国际目标价从315美元上调至357美元;将希尔顿全球控股目标价从322美元上调至339美 元。 ...
Here's Why Marriott International (MAR) is a Strong Momentum Stock
ZACKS· 2026-01-09 15:51
Core Insights - Zacks Premium provides tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1] Zacks Style Scores - Zacks Style Scores are indicators that help investors select stocks likely to outperform the market in the next 30 days, rated from A to F based on value, growth, and momentum characteristics [2] - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E, PEG, and Price/Sales [3] - The Growth Score assesses a company's financial health and future outlook through projected earnings, sales, and cash flow [4] - The Momentum Score identifies stocks with upward or downward trends based on price changes and earnings estimates [5] - The VGM Score combines the three Style Scores to highlight stocks with attractive value, growth potential, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors in building successful portfolios [7] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +23.9%, significantly outperforming the S&P 500 [8] - Investors are encouraged to focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal returns [10] Stock Example: Marriott International - Marriott International is a leading hospitality company with a Zacks Rank of 3 (Hold) and a VGM Score of B [12] - The company has a Momentum Style Score of A, with shares increasing by 9.6% over the past four weeks [12] - Recent analyst revisions have raised Marriott's earnings estimate for fiscal 2025 by $0.04 to $10.05 per share, with an average earnings surprise of +2% [13]
Marriott International Announces Changes to its Continent Leadership and a Strategic Realignment Across Key Regions
Prnewswire· 2026-01-09 13:45
Brian King's three-decade career at Marriott has been defined by transformative growth and innovation. As President, Enterprise Transformation & CALA, King delivered record-breaking performance across Marriott's portfolio in the region, which now spans 37 countries and territories, accelerating Marriott's footprint and strengthening profitability in the region. He spearheaded Marriott's entry into the affordable midscale segment through the acquisition of the City Express brand, positioning the company to c ...
As food costs rise, chefs turn to trash for $160 tasting menus
The Economic Times· 2026-01-09 04:57
Justice spooned the cooked grits over a mousse featuring leftover truffle bits, then topped the plate with chestnut and maitake mushrooms grown nearby with help from the restaurant’s compost. Nearly every component of the dish incorporated ingredients that might otherwise have been tossed — though customers would hardly know it from the price of the multicourse menu, which can run up to $160 for an “omnivore” version that includes wagyu short rib and scallops courses.Everything on HAGS’ menu aims to be zer ...
This Is My Absolute Best Dividend Stock Idea Right Now
The Motley Fool· 2026-01-09 01:32
Core Viewpoint - Marriott International is positioned as a strong dividend stock despite a modest yield of approximately 0.8%, supported by a robust business model that emphasizes steady growth and significant cash returns to shareholders through share repurchases [4][15]. Business Model and Financial Performance - Marriott operates on an "asset light" business model, primarily acting as a platform operator for hotels owned by other companies, which allows for strong cash flow without heavy capital investment in real estate [6][7]. - In Q3, Marriott's total revenue increased by 4% year-over-year to about $6.5 billion, with base management and franchise fees rising nearly 6% to approximately $1.2 billion, while net income surged by 25% year-over-year [8]. - The company returned a total of $3.1 billion to shareholders over the past three quarters, with expectations to return about $4 billion for the full year, reflecting a solid return for a company with a market capitalization of around $88 billion [9]. Growth Opportunities - Marriott's growth is expected to continue, driven by an increase in hotel openings, room additions, and enhanced customer loyalty engagement, with 17,900 net rooms added in Q3, marking a 4.7% year-over-year increase [10]. - The development pipeline reached a record of approximately 3,900 properties and over 596,000 rooms, which is anticipated to drive fee growth and customer acquisition [10]. - The Marriott Bonvoy loyalty program added 12 million members in Q3, bringing total membership to nearly 260 million, which supports pricing power and enhances brand value for hotel owners [12]. Market Position and Valuation - Marriott's stock trades at a price-to-earnings ratio of 34 and a forward price-to-earnings ratio of 27, indicating that investors are willing to pay a premium for its growth story [15]. - The company’s dividend is underpinned by a fee-based model, a strong loyalty platform, and consistent room growth, which are expected to contribute to both share price appreciation and dividend growth over the long term [15].
厦门南洋万怡酒店燃情揭幕
Xin Lang Cai Jing· 2026-01-04 06:37
来源:美通社 新酒店打造丰富多元的餐饮体验。位于酒店一层的原味坊(Substance)全日餐厅甄选新鲜食材,供应 亚洲风味、西式经典及本地特色美食。餐厅设有室外用餐区,让宾客尽情享受悠闲时光。大堂酒廊 (The Lounge)呈现轻松静谧的海岛氛围,提供精致下午茶、醇香咖啡、特色鸡尾酒及环球佳饮,是悠 闲社交、私享小酌的理想场所。 厦门2026年1月4日/美通社/ -- 万豪旅享家旗下超30个卓越品牌之一的万怡酒店近日宣布,厦门南洋万怡 酒店燃情启幕。新酒店坐落于厦门翔安区商务核心地段,毗邻厦门国际博览中心,将秉承"燃情并进"的 品牌理念,以现代简约的设计及周到细致的服务,为宾客打造舒适高效、热忱与活力的居停体验。 位于酒店二层的健身中心24小时开放,配备高端有氧与力量训练器械;室外游泳池拥有广阔的海景视 野,让宾客在畅游之余尽览迷人海岸景致,放松身心。 从左到右:厦门南洋万怡酒店外观、原味坊全日餐厅、海景客房 南洋万怡酒店总经理张天民先生表示:"厦门南洋万怡酒店的开业,使我们得以将这座城市的海洋文化 与历史底蕴融入'燃情并进'的品牌精神中。我们期待通过本地化的设计、细致的服务与高效的设施,助 力宾客在这里收 ...