Core Insights - Marriott International reported $6.74 billion in revenue for Q2 2025, a year-over-year increase of 4.7% and an EPS of $2.65 compared to $2.50 a year ago, exceeding the Zacks Consensus Estimate of $6.67 billion by 1.17% and delivering an EPS surprise of 0.38% [1] Financial Performance Metrics - Comparable Systemwide International Properties - Worldwide - REVPAR was reported at 136, slightly below the estimated 138 [4] - Comparable Systemwide International Properties - Worldwide - REVPAR Growth Rate was 1.5%, compared to the estimated 1.8% [4] - Franchised Rooms totaled 1,138,838, exceeding the average estimate of 1,127,367 [4] - Managed Rooms in the US & Canada were 213,382, below the average estimate of 217,370 [4] - Gross fee revenues reached $1.4 billion, surpassing the $1.39 billion estimate, reflecting a 4.2% year-over-year change [4] - Net fee revenues were $1.37 billion, slightly above the estimated $1.36 billion, also showing a 4.2% increase year-over-year [4] - Owned, leased, and other revenue was $441 million, exceeding the estimated $411.32 million, marking an 11.7% year-over-year increase [4] - Franchise fees amounted to $860 million, slightly above the estimated $858.35 million, with a 5.1% year-over-year increase [4] - Incentive management fees were reported at $200 million, exceeding the estimate of $190.56 million, reflecting a 2.6% year-over-year change [4] - Cost reimbursements totaled $4.93 billion, surpassing the estimated $4.89 billion, indicating a 4.3% year-over-year increase [4] - Base management fees were $340 million, slightly below the estimated $341.65 million, with a 3% year-over-year increase [4] Stock Performance - Marriott's shares have returned -6.9% over the past month, contrasting with the Zacks S&P 500 composite's +1% change, and the stock currently holds a Zacks Rank 4 (Sell) [3]

Analysts on Wall Street project that Hyatt Hotels (H) will announce quarterly earnings of $0.66 per share in its forthcoming report, representing a decline of 56.9% year over year. Revenues are projected to reach $1.74 billion, increasing 2.2% from the same quarter last year. Based on the collective assessment of analysts, 'ADR - Comparable systemwide hotels' should arrive at $206.96 . The estimate compares to the year-ago value of $204.73 . The consensus among analysts is that 'Occupancy - Comparable syste ...

Financial Data and Key Metrics Changes - Marriott reported strong second quarter financial results, with global RevPAR increasing by 1.5% and net rooms growing by 4.7% year over year [5][10] - Total gross fee revenue rose by 4% year over year to $1.4 billion, driven by rooms growth and higher RevPAR [18] - Adjusted EBITDA increased by 7% to $1.42 billion [19] Business Line Data and Key Metrics Changes - International RevPAR rose over 5%, with APAC experiencing a 9% increase and EMEA a 7% increase [6][7] - RevPAR in the US and Canada was flat year over year, with select service and extended stay RevPAR declining around 1.5% [9] - Luxury RevPAR grew by 4%, while RevPAR in Greater China declined by 0.5% due to a weaker macro environment [8][10] Market Data and Key Metrics Changes - RevPAR in the Middle East rose over 10%, while Europe saw a 4% increase [7] - Government room nights in the US and Canada were down 16% year over year, impacting overall demand [21] - Group revenues for 2026 are pacing up 8% in the US and Canada, indicating a positive outlook for future periods [21] Company Strategy and Development Direction - The company aims to enhance its technology infrastructure through a multi-year transformation project, focusing on loyalty, reservations, and property management systems [33][34] - Marriott is expanding its luxury portfolio and has launched new brands like Series by Marriott to attract value-conscious travelers [12][13] - The company is committed to maintaining its investment-grade rating while returning excess capital to shareholders through dividends and share repurchases [27] Management's Comments on Operating Environment and Future Outlook - Management expects full-year RevPAR growth to be in the lower end of the prior range, between 1.5% to 2.5% [10][20] - The luxury and full-service segments are anticipated to outperform lower-end chain scales, with a positive outlook for the fourth quarter due to holiday shifts and major events [20] - Economic uncertainty remains a concern, but management is optimistic about the long-term growth potential driven by strong demand in luxury and midscale segments [21][22] Other Important Information - The company announced the retirement of CFO Leeny Oberg, with a transition plan in place for her successors [15][16] - Marriott Media Network was introduced to connect brands with guests, leveraging insights into traveler behavior [14][58] Q&A Session Summary Question: Technology transformation project status and expected changes - The company is in the midst of a multi-year transformation of its main systems, with a focus on enhancing guest and owner experiences through new technology [33][34] Question: Implications of recent legislation on development and renovations - The passing of the legislation has reduced uncertainty, potentially driving renovation capital and development optimism among owners [42][43] Question: Group business outlook and lead volumes - Group revenues for 2026 are tracking positively, with no significant cancellations noted, indicating a stable outlook [48][49] Question: Marriott Media Network potential - Early interest from advertisers in the Marriott Media Network has exceeded expectations, indicating a promising future for this initiative [56][58] Question: Residential branding fees volatility - The company remains committed to its residential business, which is a smaller part of the overall fee stream but has high return potential [62][64] Question: Business transient trends and outlook - Business transient RevPAR was down 1% globally, excluding government demand, but corporates are returning to normal travel patterns [68][70]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential [1] - The popularity of insurance companies in the Philippines since 2014 indicates a shift in investment strategies among local investors [1] - The diversification of investment portfolios across various industries and market capitalizations is becoming a common practice among investors [1] Investment Trends - There is a notable trend of investing in blue-chip companies initially, followed by a broader investment strategy that includes different sectors such as banking, telecommunications, and retail [1] - The entry into the US market has been facilitated by platforms like Seeking Alpha, which provide valuable analyses for comparison with local markets [1] - The focus on retirement investments alongside trading profits reflects a dual strategy in investment approaches [1] Market Engagement - The logistics and shipping industries are gaining traction in both the ASEAN and US markets, indicating a robust interest from investors [1] - The experience of acting as a personal broker for a relative has enhanced awareness and understanding of the US market dynamics [1] - The continuous use of analytical tools and resources from platforms like Seeking Alpha demonstrates the importance of informed decision-making in stock trading [1]

NEW YORK, Aug. 05, 2025 (GLOBE NEWSWIRE) -- via InvestorWire — Nightfood Holdings Inc. (NGTF) today announces its placement in an editorial published by NetworkNewsWire ("NNW"), one of 70+ brands within the Dynamic Brand Portfolio@IBN (InvestorBrandNetwork), a specialized communications platform with a focus on financial news and content distribution for private and public companies and the investment community. To view the full publication, "Hospitality Gets High-Tech: The Future of Hotel Investment Is AI ...

Second Quarter 2025 Results For a summary of quarterly highlights, please visit: https://news.marriott.com/static-assets/component- resources/newscenter/earnings/2025/2025-q2-earnings-infographic.pdf. BETHESDA, Md., Aug. 5, 2025 /PRNewswire/ -- Marriott International, Inc. (Nasdaq: MAR) today reported second quarter 2025 results. Anthony Capuano, President and Chief Executive Officer, said, "Marriott delivered another solid quarter, highlighted by strong financial results and robust net rooms growth despite ...

Strategic Transformation - SVC is transforming into a majority net lease REIT by selling a significant portion of its hotel portfolio[10, 18] - Anticipated gross proceeds from hotel sales in 2025 are $966 million[21] - Net lease assets will represent 71% of pro forma Adjusted EBITDAre for LTM 2Q25 after the hotel sales[21] - 114 hotels (14,925 keys) are earmarked for sale in 2H25, with $900 million under binding agreement[21] Financial Highlights - SVC's LTM Adjusted EBITDAre is $565.238 million[147] - Pro Forma Net Debt / LTM Adjusted EBITDAre is expected to be 93x after hotel dispositions[40] - SVC has $60 billion of unencumbered assets pro forma for anticipated hotel dispositions[45] Net Lease Portfolio - The net lease portfolio has 742 properties with $3865 million in annualized minimum rent[13] - TravelCenters of America (TA) accounts for 68% of annualized minimum net lease rents as of 2Q25[21] - Approximately 97% of net leases have embedded growth through contractual rent escalators[21] Hotel Portfolio - The pro forma hotel portfolio will consist of 84 hotels with 19,942 keys[23, 29] - The pro forma hotel portfolio is expected to generate $144 million in EBITDA[29] - The ADR for the pro forma hotel portfolio is expected to be $17180 and RevPAR is expected to be $10840[29]

Group 1 - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, with a focus on banks, telecommunications, logistics, and hotels [1] - The popularity of insurance companies in the Philippines has influenced investment strategies, leading to diversification beyond traditional savings in banks and properties [1] - The investment approach has evolved from initial investments in blue-chip companies to a diversified portfolio across various industries and market capitalizations [1] Group 2 - The entry into the US market occurred in 2020, following a period of learning and analysis through platforms like Seeking Alpha [1] - The investor has holdings in US banks, hotels, shipping, and logistics companies, reflecting a strategy similar to that in the ASEAN market [1] - The use of comparative analyses between the US and Philippine markets has enhanced investment decision-making [1]

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables. Let's have a look at how Benzinga's most-accurate analysts have rated the company in the recent period. Considering buying MAR stock? Here's what analysts think: Marriott International, Inc. MAR will release earnings results for the second quarter before the opening bell on Tuesday, Aug. 5. Analysts expect the Bethesda, Mary ...

Core Insights - Marriott Vacations Worldwide reported $1.25 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 9.3% and an EPS of $1.96 compared to $1.10 a year ago, with revenue exceeding Zacks Consensus Estimate by 1.85% [1] - The company’s EPS also surpassed the consensus estimate of $1.72 by 13.95% [1] Revenue Breakdown - Cost reimbursements revenue was $407 million, exceeding the average estimate of $391.55 million by analysts, representing a year-over-year change of +7.7% [4] - Rental revenue reached $160 million, slightly above the average estimate of $157.54 million, with a year-over-year increase of +4.6% [4] - Management and exchange revenue was reported at $219 million, in line with the average estimate of $218.79 million, reflecting a +1.9% year-over-year change [4] - Sales of vacation ownership products generated $370 million, surpassing the estimated $360.33 million, with a significant year-over-year increase of +19.7% [4] - Financing revenue amounted to $90 million, exceeding the average estimate of $88.4 million, with a year-over-year change of +5.9% [4] Stock Performance - Shares of Marriott Vacations Worldwide have returned -8.3% over the past month, contrasting with the Zacks S&P 500 composite's +0.6% change, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3]