Marriott International Inc. reported second-quarter earnings that beat expectations as the company’s global footprint made up for softening US demand https://t.co/4ai0yJOdXD ...

NEWS Marriott International Reports Second Quarter 2025 Results For a summary of quarterly highlights, please visit: https://news.marriott.com/static- assets/component-resources/newscenter/earnings/2025/2025-q2-earnings-infographic.pdf BETHESDA, MD – August 5, 2025 - Marriott International, Inc. (Nasdaq: MAR) today reported second quarter 2025 results. Anthony Capuano, President and Chief Executive Officer, said, "Marriott delivered another solid quarter, highlighted by strong financial results and robust n ...

Group 1: Earnings Reports Overview - Palantir has secured a $10 billion Army contract and is expected to report strong quarterly results, with predictions of a "total blowout" due to strong business performance [2] - Berkshire Hathaway's upcoming earnings report is anticipated to be different under Greg Abel's leadership, with expectations of a potential stock price increase if results are favorable [1] - DuPont's breakup is on track, with expectations that the individual parts will be valued higher than the whole [3] Group 2: Sector Insights - Caterpillar is expected to post strong results, benefiting from domestic infrastructure and reshoring trends [3] - Eli Lilly's performance will be closely watched, especially in light of competitor Novo Nordisk's disappointing quarter, raising questions about market share dynamics in the GLP-1 drug sector [5] - Disney's shares have been climbing, with positive remarks on its streaming, theme park, and cruise line segments [4] Group 3: Other Companies to Watch - McDonald's is viewed as a buy due to recent improvements and new offerings [4] - Warner Bros Discovery is undergoing reorganization and debt reduction, with anticipation around its earnings report [6] - Pinterest is expected to deliver solid results, being recognized as a family-friendly advertising platform [6]

Core Insights - Marriott International, Inc. (MAR) is set to report its second-quarter 2025 results on August 5, with earnings expected to be $2.64 per share, reflecting a 5.6% increase from the previous year [1][2][10] Earnings Estimates - The Zacks Consensus Estimate for second-quarter earnings per share (EPS) is $2.64, indicating a growth of 5.6% from $2.50 reported in the same quarter last year [2] - Revenue is projected at nearly $6.7 billion, suggesting a rise of 3.5% from the year-ago quarter [2] Performance Drivers - The second-quarter performance is likely to benefit from strong group bookings, international RevPAR momentum, and growth in fee-based income [3] - Global demand, particularly in the APAC, EMEA, and CALA regions, is expected to bolster RevPAR, with notable growth in markets like India and Japan [4] - Marriott anticipates gross fee revenues to rise 3%-4% year over year, supported by steady RevPAR trends and increased co-branded credit card fees [5] Strategic Focus - The company's asset-light expansion strategy and conversions are expected to aid performance, with a focus on global signings and contributions from the citizenM acquisition [6] - The group travel segment is projected to be a key driver, with bookings increasing by 6% for 2025 and 7% for 2026 [6] Financial Projections - Adjusted EBITDA is projected to rise 3%-5% year over year, supported by international strength and disciplined cost control [7] - Total expenses are expected to increase by 5.4% year over year to $5.5 billion [11] Challenges - Persistent softness in the U.S. and Canada, particularly related to government travel and select-service demand, may negatively impact domestic RevPAR trends [8] - Renovation activities at select properties may exert pressure on incentive management fees, with a predicted decline of 60% year over year in residential branding fees [9] - Cost inflation and foreign exchange volatility may pose additional challenges [9]

Core Viewpoint - The market anticipates that Choice Hotels (CHH) will report a year-over-year increase in earnings despite a decline in revenues when it releases its quarterly results for June 2025 [1][3]. Earnings Expectations - The upcoming earnings report is expected to show earnings of $1.90 per share, reflecting a +3.3% change year-over-year, while revenues are projected to be $427.08 million, down 1.9% from the previous year [3]. - The earnings report is scheduled for release on August 6, and better-than-expected results could lead to a stock price increase, whereas disappointing results may cause a decline [2]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 0.38%, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Choice Hotels is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.32% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, with a strong predictive power for positive readings [9][10]. - Choice Hotels currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Choice Hotels was expected to post earnings of $1.38 per share but delivered only $1.34, resulting in a surprise of -2.90% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates two times [14]. Industry Comparison - Marriott International (MAR), another player in the hotel industry, is expected to report earnings of $2.64 per share for the same quarter, indicating a +5.6% year-over-year change, with revenues projected at $6.67 billion, up 3.5% [18][19].

Group 1 - The Shanghai International Film Festival has led to the opening of the Shanghai CHAO Hotel, which features 72 artistically designed rooms and a 5000 square meter art space, emphasizing a creative cultural lifestyle [1] - MGM International Hotel Group has launched a brand promotional video for MGM Huafu, showcasing contemporary Chinese culture [3][4] - Marriott Bonvoy has introduced a summer family package called "Opening Up," offering experiences across nearly 450 hotels in Greater China, including partnerships with local attractions [6] Group 2 - W Hotels has collaborated with MondaySleepingClub to create a new lifestyle experience that balances energy and relaxation, featuring limited edition fashion items [4][7] - Hyatt Hotels plans to add nearly 90 luxury and lifestyle hotels in the Asia-Pacific region over the next five years, including the debut of the Tongsen brand in Shanghai [10] - Bulgari Hotels and Resorts has unveiled its first residential project in Turkey, featuring 101 villas with sea views and access to resort amenities [11] Group 3 - The Leading Hotels of the World has announced the addition of 18 new member hotels, including the Shanghai Himalayas Hotel, which combines modern style with Chinese cultural elements [13] - Small Luxury Hotels of the World has launched a selection of properties redefining water travel, including customized cruise experiences in various countries [15] - The sustainable hotel brand BREEZE has initiated a "Plastic-Free July" campaign, eliminating single-use plastic bottles across its member hotels [17] Group 4 - MSC Cruises' flagship MSC Lirica has returned to Shanghai, offering a series of themed activities and 13 summer voyages to popular destinations in Japan and South Korea [19] - Sweden has established its first marine national park, Namdo Islands National Park, focusing on marine ecology and biodiversity [21] - Delta Air Lines reported record revenue for Q2 2025 and projected a stable revenue outlook for Q3, with expected earnings per share between $5.25 and $6.25 [23]

Core Insights - Marriott International has completed the acquisition of citizenM, enhancing its global lifestyle offerings and expanding its select-service portfolio [1][2] - The citizenM brand includes 37 hotels with a total of 8,789 rooms across over 20 cities in the U.S., Europe, and Asia Pacific, with an additional pipeline of two hotels totaling over 300 rooms [1][3] - The integration of citizenM into Marriott's systems will begin, with citizenM properties remaining bookable on their own digital channels until full integration later this year [2][3] Company Strategy - The acquisition aligns with Marriott's strategy to grow its select-service lifestyle offerings, leveraging its proven success with brands like AC, Moxy, and Aloft [2][3] - Marriott aims to accelerate citizenM's global reach, enhancing value for Marriott Bonvoy members through the integration of citizenM into the loyalty program [2][3] Brand Characteristics - citizenM is recognized for its tech-savvy in-hotel experience, efficient use of space, and focus on art and design, catering to value-conscious travelers [3] - The brand offers features such as smart in-room design, collaborative workspaces, and vibrant common areas, appealing to modern travelers seeking innovative accommodations [3]

Group 1 - Blue Chip Portfolios is an investment publication company that focuses on providing insights on single stocks, ETFs, and CEFs [1] - The company publishes the Blue Chip Portfolio's Newsletter on Beehiiv [1] Group 2 - The article expresses the author's personal opinions and indicates a beneficial long position in HLT shares [1]

Core Insights - Marriott International ranks first in the "2024 Global Hotel Group 205" list with 1,667,331 rooms, followed by Jin Jiang International (1,454,355 rooms) and Hilton (1,268,206 rooms) [2][3] Company Performance - Marriott International's revenue reached $25.1 billion, a year-on-year increase of 5.85%, while net profit was $2.375 billion, a decrease of 22.96% [7] - Comparable hotel RevPAR (Revenue per Available Room) increased by 4.3% to $128.23, with an average occupancy rate of 69.8%, up by 1 percentage point [7] - Average Daily Rate (ADR) was $183.58, reflecting a year-on-year growth of 2.8% [7] Market Position - In China, Marriott has over 90,000 employees, with 98% being local hires, and 83% of general managers being local talent [10] - The Greater China region is Marriott's second-largest market globally, with 30+ brands across 120+ cities [10] - Despite a decline in RevPAR and ADR in the Greater China region, Marriott signed 161 projects, adding nearly 31,000 rooms, marking a 73% year-on-year increase in signings [10]

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