India’s tourism and hotel industries have seen continuing demand after pandemic lockdowns. What could slow their growth? https://t.co/OJebp5KaCa ...

Wyndham Hotels (WH) came out with quarterly earnings of $1.33 per share, beating the Zacks Consensus Estimate of $1.16 per share. This compares to earnings of $1.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +14.66%. A quarter ago, it was expected that this hotel and resort chain would post earnings of $0.82 per share when it actually produced earnings of $0.86, delivering a surprise of +4.88%.Over the last four quarters, ...

Company Raises Full-Year 2025 EPS OutlookGrows Development Pipeline by 5% and System Size by 4%PARSIPPANY, N.J., July 23, 2025 /PRNewswire/ -- Wyndham Hotels & Resorts (NYSE: WH) today announced results for the three months ended June 30, 2025.  Highlights include: System-wide rooms grew 4% year-over-year. Awarded 229 development contracts globally, an increase of 40% year-over-year. Development pipeline grew 1% sequentially and 5% year-over-year to a record 255,000 rooms. Ancillary revenues increased 19% ...

Transaction Expands Company's Global Lifestyle OfferingsBETHESDA, Md., July 23, 2025 /PRNewswire/ -- Today, Marriott International (Nasdaq: MAR) has completed its acquisition of the innovative lifestyle brand citizenM. As Marriott focuses on further growing the company's select-service portfolio globally, this transaction provides even more lodging offerings for guests and Marriott Bonvoy members in exciting destinations around the world. citizenM Miami South Beach Hotel The current citizenM global por ...

Hilton Worldwide (HLT) Q2 2025 Earnings Call July 23, 2025 09:00 AM ET Company ParticipantsJill Chapman - SVP, Head of Development Finance & Operations & Investor RelationsChristopher Nassetta - President, CEO & DirectorKevin Jacobs - EVP & CFODaniel Politzer - Executive Director, Equity Research - Gaming and LodgingDavid Katz - Managing DirectorElizabeth Dove - VP - Equity ResearchElizabeth Dove - VP - Equity ResearchMichael Bellisario - Managing DirectorSmedes Rose - DirectorConference Call ParticipantsSh ...

Financial Data and Key Metrics Changes - Adjusted EBITDA for the quarter exceeded $1,000,000,000, significantly beating expectations, despite a modestly negative system-wide RevPAR [5][19] - Adjusted EPS also exceeded expectations, with diluted earnings per share adjusted for special items at $2.20 [20] - Year-to-date, the company returned $1,700,000,000 to shareholders through buybacks and dividends, on track to return approximately $3,300,000,000 for the full year [6][25] Business Line Data and Key Metrics Changes - System-wide RevPAR decreased by 50 basis points year-over-year, driven by declines in occupancy and modest rate growth [19][20] - Leisure transient RevPAR grew by 1%, while business transient RevPAR decreased by 2% due to various factors including government spending declines and broader economic uncertainty [7][19] - Group RevPAR was roughly flat, with positive trends in company meetings offset by soft convention business [8][19] Market Data and Key Metrics Changes - U.S. RevPAR decreased by 1.5%, largely due to pressure across business transient and group segments [20] - In the Americas outside the U.S., RevPAR increased by 3.8%, driven by strength in the luxury and lifestyle portfolio [21] - The Middle East and Africa region saw a 10.3% increase in RevPAR, while Asia Pacific's RevPAR was up 0.3%, with a 5.2% increase in APAC ex China [22][23] Company Strategy and Development Direction - The company opened 221 hotels totaling over 26,000 rooms, representing a 52% year-over-year increase, achieving net unit growth of 7.5% [11][24] - Plans to welcome three new luxury and lifestyle hotels per week in 2025 were announced, with a focus on expanding in strategic markets [12][15] - The company aims for net unit growth solidly within the 6% to 7% range for the full year, supported by a robust development pipeline of over 510,000 rooms [15][24] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the intermediate-term outlook, citing a favorable regulatory environment and expected economic growth driven by significant investments across various industries [10][41] - The company anticipates RevPAR growth of flat to up 2% for the full year, with improving trends expected in the fourth quarter [9][25] - Management noted that the current operating environment is characterized by a thawing of the "wait and see" attitude among corporate clients, indicating potential for increased demand [32][106] Other Important Information - Hilton Honors membership grew to over 226 million, up 16% year-over-year, reflecting the strength of the company's global reach [16] - The company was named the most valuable hotel brand for the tenth consecutive year, highlighting its competitive positioning [17] - The company continues to focus on conversion-friendly brands, which accounted for over a third of openings in the quarter [13][75] Q&A Session Summary Question: Insights on different segments (leisure, business, group) - Management noted relative strength in leisure and weakness in business transient and group segments, with expectations for a more normalized fourth quarter [28][31] Question: Development trends in China amidst RevPAR declines - Management expects modest declines in China but remains optimistic about long-term growth due to undersupply in the market [46][50] Question: Confidence in net unit growth - Management reinforced confidence in achieving 6% to 7% net unit growth, driven by strong conversion activity and a robust development pipeline [57][60] Question: Momentum in luxury segment and its implications - Management emphasized the importance of luxury and lifestyle brands for overall network effect and customer loyalty, while not being the primary source of profitability [64][70] Question: Current environment for conversions and key money usage - Management reported that 33% of deals in the quarter were conversions, with a disciplined approach to key money usage [74][78] Question: Timing of non-RevPAR fees - Management clarified that the timing of non-RevPAR fees was largely built into guidance, with some fees coming in earlier than expected [80][82]

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

Company Performance - Hilton Worldwide Holdings Inc. reported quarterly earnings of $2.2 per share, exceeding the Zacks Consensus Estimate of $2.04 per share, and up from $1.91 per share a year ago, representing an earnings surprise of +7.84% [1] - The company posted revenues of $3.14 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.99% and increasing from $2.95 billion year-over-year [2] - Over the last four quarters, Hilton has consistently surpassed consensus EPS estimates and revenue estimates [2] Stock Movement and Outlook - Hilton Worldwide shares have increased approximately 10.8% since the beginning of the year, outperforming the S&P 500's gain of 7.3% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the earnings outlook [3][4] - The current consensus EPS estimate for the upcoming quarter is $2.14 on revenues of $3.06 billion, and for the current fiscal year, it is $7.92 on revenues of $11.85 billion [7] Industry Context - The Hotels and Motels industry, to which Hilton belongs, is currently ranked in the bottom 20% of over 250 Zacks industries, which may impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that investors should monitor these revisions closely [5][6]

BETHESDA, Md., July 23, 2025 /PRNewswire/ -- DiamondRock Hospitality Company (the "Company") (NYSE: DRH) today announced it successfully refinanced, upsized, and extended the maturities under its senior unsecured credit facility (the "Credit Facility"), further enhancing the strength and flexibility of its conservative balance sheet. The Company entered into an amendment and restatement of its existing $1.2 billion facility, increasing the size to $1.5 billion and extending the Company's maturity schedule. ...

India’s tourism and hotel industries have seen continuing demand after pandemic lockdowns. What could slow their growth? https://t.co/JP4z1dvVO2 ...