Marriott to Post Q1 Earnings: What's in the Offing for the Stock?

Core Viewpoint - Marriott International, Inc. is expected to report first-quarter 2025 results on May 6, with earnings anticipated to grow 6.6% year over year, despite recent downward revisions in earnings estimates [1][2]. Financial Performance Expectations - The Zacks Consensus Estimate for earnings is $2.27, up from $2.13 in the same quarter last year [2]. - Revenue is projected at $6.27 billion, reflecting a 5% increase compared to the prior-year quarter [2]. - Total expenses are expected to reach $5.32 billion, marking a 4.3% year-over-year increase [8]. Key Growth Drivers - Revenue per available room (RevPAR) and average daily rate (ADR) are anticipated to increase, supported by strong global travel demand and expansion efforts [4][5]. - Gross fee revenues are predicted to be $1.25 billion, up 3.6% year over year [6]. - RevPAR is expected to grow 3.8% globally to $122.58 and 6% in international markets to $121.76 [6]. Digital Transformation and Customer Engagement - The company is making significant progress in its digital and technology transformation, enhancing operational efficiency and customer experience [7]. - Marriott Bonvoy app downloads increased nearly 30% year over year in 2024, indicating a growing reliance on mobile platforms [7]. Earnings Prediction - The model predicts an earnings beat for Marriott, supported by a positive Earnings ESP of +0.88% and a Zacks Rank of 3 (Hold) [9].