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万豪国际与美团达成合作 助力中国文旅产业提质升级
Xin Hua Wang· 2025-05-28 06:10
原标题:万豪国际与美团达成合作 助力中国文旅产业提质升级 5月28日,万豪国际与美团宣布达成合作,将发布联合会员,为会员群体提供"住宿+"等一站式旅游 服务,打造涵盖酒店空间到本地生活等多元场景的全方位体验。在即将到来的端午、暑期出行旺季,双 方还将联合发放高达388元"吃喝玩乐住"新会员大礼包,满足消费者日益多元化、个性化的深度旅游需 求。 本次合作,双方将发布联合会员。美团、大众点评用户在平台内注册万豪酒店新会员,可根据平台 内的会员等级匹配相应等级的万豪旅享家会员,如美团黑钻或大众点评LV8会员将直接成为万豪金卡会 员,新会员在美团和大众点评App预订酒店可享受限时会员升级挑战,挑战期间可体验包括万豪旅享家 会员挑战价、入住房间数累积、积分累积等万豪旅享家会员同等权益。 基于本次合作,双方将为新会员发放价值高达388元的"吃喝玩乐住"大礼包。消费者通过美团、大 众点评App预订万豪国际旗下餐厅,可使用其中的58元万豪旅享家餐饮红包券、美团30元神券包;美 团、大众点评用户在首次入住万豪酒店时,可获得价值150元的万豪旅享家餐饮红包券,以及价值150元 的美团到店全品类券包,让住酒店也能享受到"吃喝玩乐" ...
3 Stocks Worth Watching in a Promising Hotels & Motels Industry
ZACKS· 2025-05-27 15:01
Industry Overview - The Zacks Hotels and Motels industry is experiencing growth due to increased occupancy, average daily rate (ADR), and revenue per available room (RevPAR) [1][3] - Demand has outpaced supply in the first quarter of 2025, leading to positive growth trends [1][3] Growth Strategies - Industry participants are focusing on growth strategies such as expanding portfolios, converting properties, forming partnerships, and enhancing loyalty programs [1][2] Performance Metrics - In Q1 2025, the hotel industry saw a 0.4% year-over-year increase in occupancy, a 1.9% increase in ADR, and a 2.2% improvement in RevPAR [3] - However, CBRE has revised its 2025 outlook for the U.S. hotel industry, now expecting a 1.3% year-over-year increase in RevPAR, down from an earlier projection of 2% [4] Digitalization and Customer Experience - Hotel owners are leveraging digital tools for mobile check-in, self-service bookings, and enhancing customer experience, which is expected to help capture additional market share [5] Cost Challenges - Rising labor costs due to salary increases and labor shortages are concerns for the industry, impacting service quality and operational capacity [6] Industry Ranking - The Zacks Hotels and Motels industry holds a Zacks Industry Rank of 88, placing it in the top 36% of 245 Zacks industries, indicating bright near-term prospects [8][9] Stock Performance - Over the past year, the industry has appreciated by 11.7%, outperforming the S&P 500's 9.3% increase but underperforming the sector's 18% rise [11] Valuation Metrics - The industry is currently trading at a trailing 12-month EV/EBITDA of 16.68X, compared to the S&P 500's 16.39X [13] Company Highlights - **Soho House**: Reported an 8% year-over-year increase in total revenues and significant growth in adjusted EBITDA, with a Zacks Rank of 1 (Strong Buy) [15][16] - **Marriott**: Benefits from robust leisure demand and global booking trends, with a projected year-over-year growth of 4.5% in top line and 8.3% in bottom line for 2025, holding a Zacks Rank of 3 (Hold) [19][20] - **Hilton**: Experienced solid RevPAR improvement driven by increased occupancy and ADR, with a projected EPS growth of 10.5% for 2025, also holding a Zacks Rank of 3 [22][25]
Marriott International Celebrates 50 Years as A Hospitality Leader in Europe, Middle East & Africa
Prnewswire· 2025-05-27 13:00
From one hotel in Amsterdam in 1975, to a portfolio of 1,300 properties in 80 countries and territories in 2025AMSTERDAM, May 27, 2025 /PRNewswire/ -- Marriott International, Inc. today celebrates the 50th anniversary of the Amsterdam Marriott Hotel, the company's first hotel in Europe and outside of North America.From a single Marriott Hotel in 1975, the company has grown tremendously in the Europe, Middle East and Africa (EMEA) region over the past 50 years. Today, Marriott has over 1,300 properties, 29 d ...
Marriott Vacations: I'm Struggling To See Future Upside
Seeking Alpha· 2025-05-27 10:50
Group 1 - Marriott Vacations is a significant player in the timeshare industry, competing with Hilton Grand Vacations and Travel + Leisure [1] - Unlike its competitors, Marriott Vacations has experienced a notable boom in its business [1]
连锁酒店的下沉战火,已经蔓延至县城咖啡
3 6 Ke· 2025-05-26 02:22
*封面图片系AI生成 入住高效、高性价比、还能24小时随时享用一杯有格调的品质咖啡,是如今不少年轻商旅客选择酒店的基本要求。 伴随着国民咖啡消费习惯的养成,咖啡市场进一步下沉,也使不少连锁酒店开始关注下沉咖啡市场。 近日,尚美数智酒店集团旗下中端酒店品牌尚客优悦2.0版本的全国首家门店在温州市平阳县落地。 据悉,尚客优悦围绕核心品牌文化"咖啡生活方式",进行了新场景、新住宿、新空间及新体验四大维度的2.0产品升级,旨在进一步抢下沉市场。 01 是酒店更是咖啡馆 是酒店,更是咖啡馆,这是尚客优悦2.0的产品理念。 据了解,尚客优悦2.0打破了传统酒店大堂布局,以沉浸式咖啡场景贯穿整个公共区域,既是酒店大堂,也是社交的咖啡空间。 此外,店招核心色融合了中国红与咖啡原色,前台也从传统模式转为给住客提供从入住办理到咖啡制作的一站式服务。 值得一提的是,尚客优悦2.0在服务品质上进行了全面升级,打造了一个24小时不打烊的咖啡馆,为住客提供全天候的咖啡服务。 业内人士认为,这种场景整合策略实现了"一店多卖"的商业效果,把酒店从功能单一的住宿空间转变为一个可以自由流动、任意切换的多元生活空间,开 辟了多元盈利渠道。 尚客优 ...
Marriott International Signs Agreement to Debut St. Regis Hotels & Resorts Brand in Costa Rica
Prnewswire· 2025-05-22 14:00
Combining timeless glamour and vanguard spirit, the property is anticipated to offer exquisite experiences in one of the world's finest addresses starting in early 2027.PLANTATION, Fla., May 22, 2025 /PRNewswire/ -- Marriott International, Inc. (Nasdaq: MAR) announced today a signed agreement with Solana PA, S.R.L. to debut the iconic St. Regis Hotels & Resorts brand in Costa Rica. The development of this visionary project, which will span 20 hectares on the Gulf of Papagayo in the Guanacaste region, is exp ...
外资酒店集团是如何失去中国市场的?
3 6 Ke· 2025-05-13 10:13
01 先上数据: 万豪国际集团全球RevPAR同比增长4.1%,大中华区RevPAR(每间可供租出客房产生的平均实际营业收入)同比下降2%; 这两天,我刷了一圈外资酒店集团的2025年第一季度财报,发现数据清晰地呈现出一个尴尬趋势: 中国市场正成为国际酒店集团们的滑铁卢。 希尔顿集团全球RevPAR同比增长2.5%,中国区RevPAR同比下降3.1%; 洲际酒店集团全球RevPAR同比增长 3.3%,唯独大中华区下降了3.5%。 这三组数字不需要任何渲染,已经足够直观,曾经被誉为最具潜力酒店市场的中国,如今在外资酒店全球版图里却像一块越来越沉的石头,拖累了他们的 业绩表现。 数据掉了,高管们的解释也很苍白敷衍。 比如,万豪CEO卡普埃诺在财报会上提到:"中国市场表现不佳,主要受宏观经济疲软以及去年同期基数较高的影响,但尽管如此,整体业绩还是好于我 们此前的预期。" 这话翻译一下:中国经济不好加去年太赚,所以今年这样也不算太差,听上去好像说得通,但仔细一琢磨又好像在骂人:我们万豪预见你们中国市场会下 降,少降当赢啦。 然后,轮到希尔顿CFO Jacobs登场时,老哥也在财报会上把业绩下降归结为"去年基数高"和" ...
Marriott Boosts Investors' Sentiments With a 6% Dividend Hike
ZACKS· 2025-05-12 17:46
Core Viewpoint - Marriott International, Inc. has increased its quarterly dividend, reflecting strong cash flow and earnings growth, while maintaining an incremental capital allocation strategy to enhance shareholder value [1][3]. Financial Performance - The board approved a quarterly dividend payout of 67 cents per share, a 6.3% increase from the previous 63 cents, translating to an annual payout of $2.68 per share [2]. - As of March 31, 2025, Marriott's cash and cash equivalents rose to $546 million from $448 million at the end of 2024, while short-term obligations decreased to $959 million from $1.31 billion [4]. - Year-to-date through April 29, 2025, the company returned $1.2 billion to shareholders through dividends and share repurchases, including the repurchase of 3.9 million shares worth $1 billion [5]. Strategic Initiatives - Marriott's dividend hike is supported by strong cash flow generation in Q1 2025, driven by increased travel demand and a fee-driven business model [3]. - The company expects to return approximately $4 billion to shareholders in 2025, after capital expenditures of $355 million for the citizenM acquisition [5]. - Moving forward, Marriott's strategic initiatives, diversified global portfolio, and loyalty program are anticipated to support growth amid macroeconomic uncertainties [8]. Stock Performance - Marriott's stock has gained 15.4% in the past month, outperforming the Zacks Hotels and Motels industry's growth of 13.6% [6].
Marriott International Declares an Increase in Quarterly Cash Dividend
Prnewswire· 2025-05-09 20:00
Core Points - Marriott International, Inc. declared a quarterly cash dividend of 67 cents per share, reflecting earnings growth and strong cash generation [1] - The dividend is payable on June 30, 2025, to shareholders of record as of May 23, 2025 [1] Company Overview - Marriott International is based in Bethesda, Maryland, and operates nearly 9,500 properties across more than 30 brands in 144 countries and territories [2] - The company engages in operating, franchising, and licensing various lodging properties, including hotels, residential, and timeshare [2] - Marriott offers the Marriott Bonvoy® travel platform, which is highly awarded [2]
Marriott International(MAR) - 2025 FY - Earnings Call Transcript
2025-05-09 13:30
Financial Data and Key Metrics Changes - The company reported its first quarter 2025 earnings recently, indicating ongoing positive trends in financial performance [9]. Business Line Data and Key Metrics Changes - Specific business line performance metrics were not detailed in the provided content, but the company emphasized the integration of AI to enhance operations and guest experiences, which may impact various business lines positively [12]. Market Data and Key Metrics Changes - No specific market data or key metrics changes were mentioned in the provided content. Company Strategy and Development Direction and Industry Competition - The company is focused on leveraging AI to improve operational efficiency and guest personalization while maintaining a high-touch service model [12][13]. - The board is actively overseeing technology trends, including AI, to align with strategic plans and address emerging opportunities and risks [11]. Management's Comments on Operating Environment and Future Outlook - Management highlighted the importance of geopolitical and economic stability for business operations, emphasizing a commitment to working with government leaders for positive outcomes [14]. - The company is dedicated to combating human trafficking and has implemented extensive training programs for associates, showcasing a commitment to social responsibility [15][16]. Other Important Information - The company has not transitioned to a cashless model across its portfolio, continuing to accept various payment methods [18]. Q&A Session Summary Question: What are the board's plans for profits downstream of AI? - The board is focused on overseeing technology trends, including AI, and is optimistic about its potential to enhance business operations [11]. Question: Is democracy good for business? - Management stated that geopolitical and economic stability is beneficial for economies and the company's operations [14]. Question: What practical steps is Marriott taking to combat human trafficking? - The company has trained over 1,500,000 associates to recognize signs of human trafficking and has implemented policies for responsible sourcing [15][16]. Question: Why did Marriott go cashless? - The company clarified that it has not gone cashless and continues to accept various payment methods [18]. No further questions were submitted [19].