Core Insights - Hilton Worldwide Holdings Inc. (HLT) is a leading hospitality company with a market cap of $73 billion, operating a diverse portfolio of hotel and resort brands across various segments [1] - HLT stock has outperformed the broader market, gaining 21% over the past year compared to the S&P 500 Index's 14.4% returns [2] - The company's asset-light, fee-based structure contributes to stable, high-margin revenue, enhancing investor confidence and driving demand [5] Financial Performance - For FY2025, analysts project an adjusted EPS of $8.03 for HLT, reflecting a 12.8% year-over-year increase [6] - HLT has consistently surpassed earnings estimates in the past four quarters, indicating strong financial performance [6] Analyst Ratings - The consensus rating among 24 analysts covering HLT is a "Moderate Buy," with ten "Strong Buys," three "Moderate Buys," and eleven "Holds" [6] - Recent upgrades include JPMorgan Chase raising its price target on HLT to $318 from $288, maintaining an "Overweight" rating [7]

Core Viewpoint - Marriott International's shares have performed well, increasing approximately 18% over the past year, and the company provided a strong outlook for 2026, leading to a new 52-week high for its shares despite challenging market conditions [1] Group 1 - The company has gained about 18% in share value over the past year [1] - A solid outlook for 2026 was provided, positively impacting investor sentiment [1] - Shares reached a new 52-week high following the positive outlook announcement [1]

Core Viewpoint - Marriott International's shares have performed well, increasing approximately 18% over the past year, and the company provided a strong outlook for 2026, leading to a new 52-week high for its stock [1] Group 1: Company Performance - The stock of Marriott International has gained about 18% in the past year [1] - The company announced a solid outlook for 2026, which positively impacted its stock price [1] - The shares reached a new 52-week high following the announcement [1] Group 2: Market Environment - The company has managed to perform well despite a challenging market environment [1]

Company Overview - Compass is a leading global contract caterer, serving 5.5 billion meals annually across more than 25 countries, and is recognized as a well-managed business [2] - The company derives approximately 75% of its revenues in U.S. dollars, highlighting its international operations [4] Currency Change Announcement - Compass announced it will change the currency of its share trading from sterling to U.S. dollars effective April 1, 2024, to align its trading currency with its reporting currency, thereby reducing foreign exchange volatility [1] - This move is part of a broader trend among British companies, with many now reporting in currencies other than sterling [8] Industry Context - The change in trading currency follows a recent adjustment in FTSE Russell's membership rules, allowing companies trading in dollars or euros to be considered for inclusion in the FTSE U.K. Index Series [5] - Other major companies, such as InterContinental Hotels Group, have also adopted this practice, indicating a shift in how British firms operate in global markets [6] Historical Perspective - The trend of companies reporting in foreign currencies is not new, with major firms like HSBC, AstraZeneca, and Shell having transitioned to dollar reporting in recent years [8][11] - Historically, Avis Europe was an early adopter of non-sterling reporting, having faced challenges in the past when attempting to report in the European Currency Unit [9][10] Market Reactions - The announcement from Compass has sparked discussions about the potential for more U.K. companies to follow suit and possibly list on the New York Stock Exchange, reflecting a growing trend of British firms seeking to align with global financial practices [4][13]

The Sonder fiasco cost Marriott millions. On a Tuesday earnings call, Marriott's outgoing finance chief, Leeny Oberg, said Marriott incurred a $23 million loss from terminating its contract with the luxury short-term rental company Sonder in November.A Tuesday earnings report said the $23 million in charges came from termination expenses and the write-down of Marriott's licensing agreement with Sonder. Oberg added that it was a one-time expense. There were no other mentions in the earnings call of any fal ...

Core Insights - Marriott International Inc continues to outperform in the competitive hotel industry, maintaining a strong position against competitors like Hilton and Hyatt [1] - BMO Capital has reaffirmed its "Outperform" rating for Marriott, raising the price target from $370 to $400 [1] Financial Performance - Marriott reported revenue of $6.69 billion for Q4 2025, slightly above analysts' expectations of $6.67 billion, leading to an 8.5% stock surge to $359.35 [2][6] - The adjusted earnings per share (EPS) were $2.58, slightly below the consensus of $2.61, while worldwide revenue per available room (RevPAR) increased by 1.9% [3][6] - International RevPAR growth was 6.1%, which helped offset flat performance in the US and Canada [3] Future Projections - For Q1, Marriott projects adjusted EPS between $2.50 and $2.55, aligning with Wall Street expectations, and anticipates worldwide RevPAR growth of 1% to 2% [4] - For the full year, adjusted EPS is expected to range from $11.32 to $11.57, with RevPAR growth projected between 1.5% and 2.5% [4] Growth Strategy - Marriott aims for net room growth of 4.5% to 5% and plans for capital returns exceeding $4.3 billion [5] - The stock has fluctuated between a low of $347.36 and a high of $363.54, with a market capitalization of approximately $96.43 billion [5]

February 10, 2026 07:46 PM GMT Investor Presentation | Asia Pacific China Domestic Travel and Hotels In this presentation, we examine China's travel recovery and its implications for the hotel segment. As travel shifts from volume recovery to monetization, slowing hotel supply and improving demand have driven a RevPAR inflection. We expect this to translate into accelerating hotel earnings. Related research – China's Emerging Frontiers: China's Travel: Turning Up the Joy Dial (8 Feb 2026) Hong Kong/China Le ...

Core Insights - Qianwen APP has partnered with over 40 global travel brands to offer exclusive discounts, termed "Qianwen Price," for users purchasing flights and hotel tickets through the platform, with discounts up to 300 yuan per order [1] Group 1: Partnerships and Offers - Initial AI partners include major airlines such as China Eastern Airlines, China Southern Airlines, Emirates, and United Airlines, as well as well-known hotel brands like Wanda Hotels and Resorts, Huazhu, and Kaiyuan Senbo [1] - Users will receive exclusive subsidies and benefits, including discounted prices, large coupons, hotel breakfasts, and late check-out options, with a maximum discount of 300 yuan per order [1] Group 2: Technological Integration - In January, Qianwen APP fully integrated with Alibaba's core businesses, including Fliggy and Taobao, achieving a global first in AI shopping functionalities for booking flights, ordering takeout, and purchasing goods [1] - The recent launch of the "30 Billion Yuan Spring Festival Free Order" campaign has generated significant online engagement, marking a new milestone in global AI shopping [1]

It’s not the destination, it’s the journey — and in this economy, Americans are taking very different ones. Marriott’s fourth-quarter earnings report shows that well-heeled travelers are still shelling out for top-tier accommodations while budget and middle-income travelers are pulling back. A key industry metric, revenue per available room, jumped more than 6% for global luxury hotels in the fourth quarter. The hotel giant’s overseas travel business also helped boost the company’s results, with 6.1% grow ...

Thailand Research Hotel 2H 2025 An overview review of Hotel market in 2H 2025 by Knight Frank Thailand knightfrank.co.th/research Thailand's tourism and hotel markets entered a phase of normalisation in 2025, with demand stabilising below prior peak levels amid continued supply growth and shifting traveller behaviour. While domestic travel provided an important demand buffer, softer international arrivals and limited pricing power placed pressure on hotel performance, particularly outside peak periods. Look ...