Marriott International(US:MAR) 新浪财经·2025-09-22 09:54Core Viewpoint - The recent controversy surrounding the reuse of disposable slippers at the Changzhou Marriott Hotel raises significant hygiene concerns, reflecting broader operational challenges within the Marriott brand in the Greater China region [2][4][14]. Financial Performance - In Q2 2025, Marriott reported total revenue of approximately $6.744 billion, a year-on-year increase of 4.73%, while net profit was about $763 million, a decrease of 1.17% [3][11]. - The average daily room rate (ADR) in the Greater China region decreased by 0.9% to $110.29, while the global ADR increased by 1.9% to $188.25 [12]. - The revenue per available room (RevPAR) in the Greater China region saw a decline of 0.5%, indicating performance pressure in this key market [12][13]. Operational Issues - The Changzhou Marriott Hotel has been accused of reusing slippers, which the hotel staff initially confirmed, stating that slippers are typically used two to three times and undergo cleaning and disinfection [7][10]. - The local health authorities have intervened, emphasizing that if slippers are labeled as disposable, their reuse is prohibited, highlighting potential regulatory compliance issues [7][10]. - Customer reviews indicate dissatisfaction with cleanliness and service quality, suggesting that the hotel may not meet the standards expected of a five-star establishment [10][14]. Market Context - The performance decline in the Greater China region is part of a broader trend, with Marriott's RevPAR in this area dropping by 2.3% in 2024, indicating ongoing challenges in maintaining profitability [13][14]. - Comparatively, other international markets such as the Middle East and Africa have shown significant RevPAR growth, suggesting that Marriott's issues may be more pronounced in the Greater China market [12].