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Accor SA (ACCYY) Q3 2025 Sales Call Transcript
Seeking Alpha· 2025-10-23 19:07
Core Insights - Accor has made significant progress in network growth and mitigating foreign exchange impacts, leading to a 2-point upgrade in EBITDA guidance [1] - Q3 RevPAR (Revenue per Available Room) showed a positive growth of 0.8% year-on-year, driven by both price and occupancy, despite challenges in the ENA region [1] - A rebound in September was noted with a 3% growth in RevPAR, particularly in the ENA region, which returned to positive growth [1] Financial Performance - The company reported a 2.5% acceleration in Net Unit Growth (NUG) on a Last Twelve Months (LTM) basis, indicating a healthy pipeline for future growth [2]