Core Insights - The international hotel groups are experiencing robust global growth, but the Greater China region is showing a decline in performance [1][13]. Group 1: Marriott International - In Q2 2025, Marriott's global hotel revenue increased by 5% to $6.74 billion, with RevPAR at $136, up 1.5% year-over-year [2][4]. - In Greater China, RevPAR decreased by 0.5% to $80.06, while occupancy rose by 0.5 percentage points to 68.6% [3][4]. Group 2: InterContinental Hotels Group (IHG) - IHG's global RevPAR was $91.45, a 0.3% increase, with occupancy at 69.7%, down 0.2 percentage points [4]. - In Greater China, all key metrics declined: RevPAR fell by 3% to $40.49, occupancy decreased to 60%, and ADR dropped by 2.9% to $67.51 [4][5]. Group 3: Hilton Worldwide - Hilton reported a global revenue of $3.14 billion, a 6% increase, with RevPAR at $121.79, down 0.5% [5][6]. - The Asia Pacific region showed a slow recovery, with China underperforming compared to Southeast Asia [6][20]. Group 4: Hyatt Hotels - Hyatt's global RevPAR was $151, up 1.6%, with occupancy at 73.1%, an increase of 0.5 percentage points [7][9]. - In Greater China, RevPAR increased by 2.1% to $85, while ADR decreased by 3.1% to $117 [9]. Group 5: Wyndham Hotels & Resorts - Wyndham's net income reached $87 million, a 1% increase, with global RevPAR at $47.55, down 3% year-over-year [10][11]. - The Chinese market faced challenges, with RevPAR declining by 8% [11][12]. Group 6: Market Challenges in Greater China - The decline in performance for international hotel brands in China is attributed to external factors such as tightened government budgets and increased competition from domestic hotels [15][16]. - Domestic hotels are enhancing service quality and competitive pricing, impacting international brands' market share [17][18]. Group 7: Strategies for Recovery - International hotel groups are focusing on expanding their presence in China and adapting to local market preferences [19][20]. - Strategies include leveraging social media for marketing, enhancing customer engagement through localized loyalty programs, and integrating local cultural elements into service offerings [20].

Core Viewpoint - The ongoing conflict between hotels and food delivery services highlights the growing demand for food delivery options among hotel guests, driven by the expanding food delivery market in China [9][10][12]. Group 1: Industry Growth and Trends - The food delivery market in China is projected to reach 1.5 trillion RMB by 2024, a 129% increase from 653.5 billion RMB in 2019, with a daily order volume of approximately 46 million [9]. - The penetration rate of food delivery in the overall restaurant industry has risen to 26%, with food delivery users reaching 592 million, accounting for 53% of internet users in China [9]. - The hotel industry is adapting to this trend, with an increasing number of guests expecting the freedom to order food delivery [10][12]. Group 2: Hotel Industry Dynamics - By the end of 2024, the number of hotel establishments in China is expected to reach 348,700, with a total of 17.64 million rooms, surpassing the peak levels of 2018-2019 [17]. - The number of mid-range hotels has increased from 31,000 in 2019 to 51,000 in 2024, a growth of approximately 64%, capturing nearly 15% of the national hotel market share [18]. - The competitive landscape for mid-range hotels has intensified, with the RevPAR (Revenue per Available Room) for mid-range hotels in 2024 declining by about 10% compared to 2019 [19]. Group 3: Delivery Methods and Challenges - Various delivery methods are employed in hotels, including delivery by external couriers, hotel staff, robots, or storage in delivery cabinets for guests to pick up [26]. - The increasing volume of food deliveries can lead to delays, prompting hotels to develop contingency plans to manage guest expectations [28]. - The integration of robots for food delivery in hotels is becoming common, with companies like Yunji Technology reporting that hotel scenarios contributed 70.1% to 83% of their revenue from 2022 to 2024 [25]. Group 4: Guest Expectations and Service Quality - Guests increasingly view food delivery as a standard service in hotels, leading to dissatisfaction when delivery is not facilitated by the hotel [31]. - The perception of service quality varies, with some guests expecting high-end hotels to provide seamless food delivery, while others express frustration over the lack of such services [38]. - The hotel industry is urged to understand their target customer profiles and adapt their services, including food delivery, to enhance guest experiences [39].