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Marriott to Report Q2 Earnings: What's in Store for the Stock?
ZACKS· 2025-08-01 14:46
Core Insights - Marriott International, Inc. (MAR) is set to report its second-quarter 2025 results on August 5, with earnings expected to be $2.64 per share, reflecting a 5.6% increase from the previous year [1][2][10] Earnings Estimates - The Zacks Consensus Estimate for second-quarter earnings per share (EPS) is $2.64, indicating a growth of 5.6% from $2.50 reported in the same quarter last year [2] - Revenue is projected at nearly $6.7 billion, suggesting a rise of 3.5% from the year-ago quarter [2] Performance Drivers - The second-quarter performance is likely to benefit from strong group bookings, international RevPAR momentum, and growth in fee-based income [3] - Global demand, particularly in the APAC, EMEA, and CALA regions, is expected to bolster RevPAR, with notable growth in markets like India and Japan [4] - Marriott anticipates gross fee revenues to rise 3%-4% year over year, supported by steady RevPAR trends and increased co-branded credit card fees [5] Strategic Focus - The company's asset-light expansion strategy and conversions are expected to aid performance, with a focus on global signings and contributions from the citizenM acquisition [6] - The group travel segment is projected to be a key driver, with bookings increasing by 6% for 2025 and 7% for 2026 [6] Financial Projections - Adjusted EBITDA is projected to rise 3%-5% year over year, supported by international strength and disciplined cost control [7] - Total expenses are expected to increase by 5.4% year over year to $5.5 billion [11] Challenges - Persistent softness in the U.S. and Canada, particularly related to government travel and select-service demand, may negatively impact domestic RevPAR trends [8] - Renovation activities at select properties may exert pressure on incentive management fees, with a predicted decline of 60% year over year in residential branding fees [9] - Cost inflation and foreign exchange volatility may pose additional challenges [9]
X @The Wall Street Journal
The Wall Street Journal· 2025-07-30 02:33
Workers in Las Vegas have a problem, and it is one that “no tax on tips” can’t fix: The tourism sector is struggling. 🔗 https://t.co/J7dTUcNY9y https://t.co/jsFXm2fFgn ...
The Money-Making Secrets Behind Hotel Design | WSJ Pro Perfected
The Wall Street Journal· 2025-07-29 14:00
- [Narrator] Vanishing wardrobes, disappearing minibars, sinks in the entryway, and even this, your hotel room has been shrinking. See, with the rise of Airbnb and plateauing hotel occupancy rates, operators are on the hunt for the most profitable design, and select-service hotels, which offer scale back amenities are outpacing full service hotels when it comes to profits. Take Marriott's mid-tier Moxy brand, its rooms are a little over half of the size of the average American guest room, and yet its rooms ...
X @The Wall Street Journal
The Wall Street Journal· 2025-07-29 13:56
Watch: From vanishing closets, to disappearing desks – your hotel room has been shrinking. WSJ speaks to a leading hotel designer to find out how some hotels are able to keep guests happy with smaller rooms. https://t.co/HLzbobMsgm ...
X @The Wall Street Journal
The Wall Street Journal· 2025-07-27 22:43
Workers in Las Vegas have a problem, and it’s one that “no tax on tips” can’t fix https://t.co/xHxNB2C8D3 ...
X @The Wall Street Journal
The Wall Street Journal· 2025-07-27 15:18
Workers in Las Vegas have a problem, and it’s one that “no tax on tips” can’t fix https://t.co/xdsZNLNoua ...
Mohawk's Q2 Earnings & Revenues Beat Estimates, Stock Up
ZACKS· 2025-07-25 17:51
Core Viewpoint - Mohawk Industries, Inc. reported second-quarter 2025 results with earnings and net sales exceeding Zacks Consensus Estimate, although the top line remained flat year-over-year and the bottom line decreased [1][10]. Financial Performance - Adjusted earnings per share (EPS) were $2.77, beating the Zacks Consensus Estimate of $2.62 by 5.7%, while the previous year's adjusted EPS was $3 [5]. - Net sales reached $2.8 billion, surpassing the consensus estimate of $2.79 billion by 0.4%, but remained flat year-over-year, with an adjusted decline of 0.8% [5]. - Adjusted gross margin contracted by 70 basis points to 26.4%, and adjusted operating margin decreased by 120 basis points to 8% [6]. Segment Performance - Global Ceramic segment sales totaled $1.12 billion, up 0.5% year-over-year, with adjusted operating income decreasing to $90.3 million [7]. - Flooring North America segment net sales were $946.8 million, down 1.2% year-over-year, with adjusted operating profit declining to $69.2 million [8]. - Flooring Rest of the World segment net sales increased by 1% year-over-year to $734.4 million, but adjusted operating income fell to $76.4 million [9]. Operational Strategies - The company is focusing on cost control, operational efficiency, and market development to navigate industry challenges, including inflation and weak consumer confidence [12]. - Mohawk is implementing productivity measures and restructuring efforts expected to yield about $100 million in savings this year [14]. - The company is enhancing its product mix with premium offerings and improving supply chain processes to offset pricing pressures [3][13]. Future Outlook - For Q3, Mohawk expects adjusted EPS in the range of $2.56-$2.66, compared to the previous year's figure of $2.9, not accounting for potential new tariffs [15].
X @Bloomberg
Bloomberg· 2025-07-25 15:27
A private island off the coast of Tanzania, costing guests around $50,000 a night, is the latest frontier in Africa’s booming luxury travel market.Jennifer Zabasajja explains why private capital is flooding into the continent's hospitality sector https://t.co/SGB5CNI17B https://t.co/JEAUhM4lrs ...