Hyatt Hotels (H) reported a fourth quarter net loss to company of $20 million compared to a loss of $56 million, a year ago. Loss per share was $0.21 compared to a loss of $0.58. Adjusted EBITDA increased to $292 million from $255 million. Adjusted earnings per share increased to $1.33 from $0.42. Total revenues increased to $1.79 billion from $1.60 billion, prior year. Comparable system-wide hotels RevPAR growth was 4.0% in the fourth quarter. For 2026, the company expects net income attributable to Hyatt ...

The used-car retailer names IHG Hotels & Resorts veteran Keith Barr as its next CEO. ...

Core Viewpoint - Keith Barr, the former CEO of IHG Hotels & Resorts, is expected to leverage his digital expertise in the used-car retail sector [1] Group 1 - Keith Barr's appointment is anticipated to enhance the digital capabilities of the used-car retailer [1] - The company aims to improve customer experience through digital transformation initiatives under Barr's leadership [1]

Woth thousands of delegates descending on Delhi for next week's summit, hotel room rates have soared to peak levels https://t.co/v2AAju0vYv ...

The Waldorf Astoria hotel on Manhattan’s Park Avenue is coming up for sale following an extensive renovation https://t.co/gPY815a0oP ...

Exclusive: The Waldorf Astoria's Chinese owners plan to sell their NYC hotel just months after a multibillion-dollar makeover https://t.co/CPy8wSq4oB ...

Core Viewpoint - Marriott International Inc. has shown strong stock performance with a 12.22% increase over the past month and a 24.46% increase over the past year, leading to optimism among long-term shareholders, although concerns about potential overvaluation based on the price-to-earnings (P/E) ratio may arise [1]. Group 1: Stock Performance - The current trading price of Marriott International Inc. is $358.90, reflecting a 0.04% increase [1]. - Over the past month, the stock has increased by 12.22% and by 24.46% over the past year [1]. Group 2: P/E Ratio Analysis - The P/E ratio is a critical metric for long-term shareholders to evaluate the company's market performance relative to historical earnings and industry standards [2]. - Marriott International Inc. has a P/E ratio of 37.79, which is lower than the industry average P/E ratio of 57.28 in the Hotels, Restaurants & Leisure sector [3]. - A lower P/E ratio may suggest that shareholders expect the stock to perform worse than its peers or that the stock is undervalued [3]. Group 3: Limitations of P/E Ratio - While the P/E ratio is useful for market performance analysis, it has limitations and should not be used in isolation [4]. - A lower P/E can indicate undervaluation but may also reflect a lack of expected future growth [4]. - Investors are advised to consider the P/E ratio alongside other financial metrics and qualitative factors for informed investment decisions [4].

Core Insights - Hilton Worldwide Holdings Inc. reported fourth-quarter earnings that exceeded Wall Street estimates, with adjusted earnings per share of $2.08 surpassing the consensus of $2.02 and revenue of $3.09 billion exceeding forecasts of $2.99 billion [1] Financial Performance - The company posted fourth-quarter net income of $298 million and adjusted EBITDA of $946 million, compared to $505 million and $858 million in the same period a year earlier [2] - System-wide comparable revenue per available room (RevPAR) increased by 0.5% year over year on a currency-neutral basis in the fourth quarter, supported by higher average daily rates despite modest declines in occupancy [2] - For the full year 2025, comparable RevPAR rose 0.4% compared to 2024 [2] Growth and Development - Hilton continued to expand its global footprint, adding 26,000 rooms during the quarter, contributing to a net unit growth of 6.7% compared to December 2024 [3] - The development pipeline reached a record 520,500 rooms as of December 31, 2025 [3] - For 2026, Hilton forecasts comparable, currency-neutral RevPAR growth of 1.0% to 2.0% and projects full-year adjusted EPS of $8.65 to $8.77, below the analyst consensus of $9.15, with net unit growth of 6.0% to 7.0% [3]

Core Viewpoint - Hilton Worldwide Holdings (HLT) has shown strong performance over the past year, with a 20% increase in share value despite sluggish travel spending in the United States [1] Company Performance - The company's capital-light business model has effectively generated solid cash flow, contributing to its stock performance [1]

Core Insights - Hilton's fourth-quarter comparable U.S. RevPAR declined by 1.6%, primarily due to the prolonged U.S. government shutdown, while international regions showed stronger growth [1][2] - System-wide RevPAR growth for Hilton was reported at 0.5% year over year on a comparable and currency-neutral basis, with international strength partially offsetting weaker U.S. demand [2][6] - The company is optimistic about improving trends into early 2026, supported by a strong development pipeline and international performance [3][4] Financial Performance - Adjusted EBITDA for Q4 rose approximately 10% to around $946 million, with full-year adjusted EBITDA reaching $3.7 billion, marking a 9% year-over-year increase [5][7] - Hilton returned a record $3.3 billion to shareholders in 2025 and anticipates returning about $3.5 billion in 2026 [5][8] - Diluted EPS adjusted for special items was reported at $2.08 for Q4, with guidance for 2026 EPS adjusted for special items expected to be between $8.65 and $8.77 [7][10] Development and Growth - Hilton opened nearly 200 hotels (approximately 26,000 rooms) in Q4, achieving a net unit growth of 6.7% for 2025, with a development pipeline exceeding 520,000 rooms [4][12][13] - Conversions accounted for about 40% of 2025 room openings, with expectations for conversions to remain a significant growth contributor [13][14] - The company launched new brands, including the Apartment Collection by Hilton, aimed at expanding its market presence [15][17] Market Outlook - For 2026, Hilton expects system-wide RevPAR growth of 1% to 2%, with positive trends anticipated from group demand and leisure travel [9][10] - The company highlighted macroeconomic factors such as easing inflation and a favorable regulatory environment that could support stronger performance in 2026 compared to 2025 [11] - Group demand is expected to outperform, with stable booking windows and a mid-single-digit increase in group position system-wide [20]