Choice Hotels International, Inc. Q4 2025 Earnings Call Summary

Performance was driven by a deliberate shift toward higher-revenue brands and an accelerating earnings contribution from the international portfolio, which saw 37% revenue growth. Management attributed the 2025 U.S. net room growth decline to a strategic, 'value-accretive' acceleration of exits for underperforming hotels that exited the system generated U.S. RevPAR more than 20% below the company average. The 'conversion-led' development model remains a core differentiator, allowing hotels to open app ...