金陵饭店公告，2025年上半年营业收入8.51亿元，同比下降7.03%。净利润2325.1万元，同比下降 3.74%。 ...

Atour Lifestyle Holdings (ATAT) Q2 2025 Earnings Call August 26, 2025 07:00 AM ET Company ParticipantsLuke Hu - Senior Manager - Investor RelationsJianfeng Wu - EVP, Co-CFO & DirectorLydia Ling - Director - Equity ResearchDan Chee - VP - Equity ResearchSimon Cheung - Managing DirectorConference Call ParticipantsXing Chen - Investment Banking AnalystSijie Lin - AnalystOperatorHello, ladies and gentlemen. Thank you for standing by, and welcome to Ator Lifestyle Holdings Second Quarter twenty twenty five Earni ...

Business Performance - 2Q25 RevPAR was 95.7% of 2024's level for the same period[11] - 2Q25 Same-Hotel RevPAR was 94.4% of 2024's level for the same period[14] - The number of new hotel openings in 2Q25 was 118[18] - The number of hotels in operation reached 1,824 as of June 30, 2025[19] - The number of hotels in the pipeline reached 816 as of June 30, 2025[19] Retail Business - Retail GMV increased by 84.6% from RMB 620 million in 2Q24 to RMB 1,144 million in 2Q25[43] - 618 Shopping Festival GMV increased by 86.1% from RMB 310 million in 2024 to RMB 578 million in 2025[43] - The company ranked No 1 in sales in the pillow category on major third-party platforms[47] Membership - The number of registered individual members increased by 34.7% from 76.2 million in 2Q24 to 102.6 million in 2Q25[55] - Core CRS channel accounted for 61.5% of total room-nights sold[57] - Corporate members' contribution accounted for 20.0% of total room nights sold[57] Financial Performance - Net revenues increased by 37.4% YoY from RMB 1,797,047 thousand in 2Q24 to RMB 2,468,549 thousand in 2Q25[66] - Adjusted net income increased by 30.2% from RMB 328 million in 2Q24 to RMB 427 million in 2Q25[79] - Adjusted EBITDA increased by 37.7% from RMB 443 million in 2Q24 to RMB 610 million in 2Q25[82] Outlook - The company expects a total net revenues growth rate of 30% YoY for full year 2025[87]

Core Viewpoint - Atour Lifestyle Holdings Limited reported strong financial results for the second quarter of 2025, with significant year-over-year growth in revenues, net income, and operational metrics, despite a competitive landscape in the hospitality industry. Financial Performance - Net revenues for Q2 2025 increased by 37.4% year-over-year to RMB2,469 million (US$345 million) from RMB1,797 million in Q2 2024 [8] - Net income for Q2 2025 rose by 39.8% year-over-year to RMB425 million (US$59 million) compared to RMB304 million in Q2 2024 [15] - Adjusted net income (non-GAAP) for Q2 2025 increased by 30.2% year-over-year to RMB427 million (US$60 million) from RMB328 million in Q2 2024 [16] - EBITDA (non-GAAP) for Q2 2025 grew by 45.1% year-over-year to RMB608 million (US$85 million) from RMB419 million in Q2 2024 [17] - Adjusted EBITDA (non-GAAP) for Q2 2025 increased by 37.7% year-over-year to RMB610 million (US$85 million) from RMB443 million in Q2 2024 [17] Operational Highlights - As of June 30, 2025, Atour operated 1,824 hotels with a total of 204,784 hotel rooms, reflecting year-over-year increases of 29.2% in the number of hotels and 26.7% in hotel rooms [2] - The average daily room rate (ADR) for Q2 2025 was RMB433, a slight decrease from RMB441 in Q2 2024 [3] - The occupancy rate for Q2 2025 was 76.4%, down from 78.4% in Q2 2024 [3] - Revenue per available room (RevPAR) was RMB343 for Q2 2025, compared to RMB359 in Q2 2024 [6] Business Segments - Revenues from manachised hotels for Q2 2025 increased by 26.5% to RMB1,299 million (US$181 million) from RMB1,027 million in Q2 2024, driven by ongoing hotel network expansion [10] - Revenues from retail for Q2 2025 surged by 79.8% to RMB965 million (US$135 million) from RMB537 million in Q2 2024, attributed to growing brand recognition and effective product innovation [12] - Revenues from leased hotels decreased by 17.0% to RMB150 million (US$21 million) in Q2 2025, primarily due to a reduction in the number of leased hotels [12] Cash Flow and Debt - Operating cash inflow for Q2 2025 was RMB767 million (US$107 million) [18] - As of June 30, 2025, the company had total outstanding borrowings of RMB67 million (US$9 million) [19] Outlook - For the full year of 2025, the company expects total net revenues to increase by 30% compared to full-year 2024 [20]

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. ...

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:Atour Lifestyle Holdings Limited (ATAT) is a China-based lifestyle brands and hotel company. The Zacks Consensus Estimate for its current year earnings has been revised 1.9% downward over the last 60 days.La-Z-Boy Incorporated (LZB) is a furniture company. The Zacks Consensus Estimate for its current year earnings has been revised 10.6% downward over the last 60 days.Primo Brands Corporation (PRMB) is a beverage company. The Zacks Con ...

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Core Viewpoint - Hilton Worldwide Holdings Inc. reported strong second-quarter earnings and revenues that surpassed estimates, indicating resilience in its business model despite facing some temporary headwinds [2][3]. Financial Performance - Adjusted earnings per share (EPS) for Q2 2025 were $2.20, exceeding the Zacks Consensus Estimate of $2.04, and up from $1.91 in the same quarter last year [4]. - Total revenues reached $3.14 billion, beating the consensus mark of $3.08 billion, and reflecting a year-over-year increase of 6.3% [4]. - System-wide comparable Revenue Per Available Room (RevPAR) declined by 0.5% year over year on a currency-neutral basis due to occupancy declines [6]. - Adjusted EBITDA was $1 billion, representing a 9.9% increase year over year, surpassing the estimate of $958.7 million [6]. Balance Sheet and Cash Flow - As of June 30, 2025, total cash and cash equivalents were $448 million, down from $807 million as of March 31, 2025 [7]. - Long-term debt outstanding was $10.9 billion, a decrease from $11.15 billion as of December 31, 2024 [7]. - The company repurchased 3.2 million shares at $235.36 per share and paid dividends totaling $36 million during the quarter [7][8]. Business Expansion - Hilton added 221 hotels, comprising 26,100 rooms, achieving a net room growth of 22,600 in Q2 2025 [9]. - The company expanded its luxury and lifestyle brand portfolio with key openings and new signings, including the debut of LXR Hotels & Resorts in central Paris [9][10]. - As of June 30, 2025, Hilton's development pipeline included 3,636 hotels representing 510,600 rooms across 128 countries, with an expected net unit growth of 6-7% for 2025 [11]. Future Outlook - For Q3 2025, Hilton anticipates net income between $453 million and $467 million, with adjusted EBITDA expected to be between $935 million and $955 million [12]. - The company predicts adjusted EPS for Q3 to be between $1.98 and $2.04, and expects system-wide RevPAR to remain flat year over year [12]. - For the full year 2025, net income is estimated to be in the range of $1.64 billion to $1.68 billion, with adjusted EBITDA expected between $3.65 billion and $3.71 billion [13].

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 Overview - Comfort Hotels has been a trusted travel companion for over 40 years, operating more than 2,100 hotels worldwide, providing reliable stays with amenities such as free hot breakfast and Wi-Fi [7][12] - The brand has undergone a multiyear transformation, updating guest rooms and public spaces, and now features a new modern logo [12] Industry Insights - A recent survey indicates that 74% of U.S. travelers consider a relaxing breakfast essential for a great vacation, with 66% ranking breakfast among their favorite family travel memories [1] - The survey also reveals that 78% of respondents enjoy sharing food as a way to connect with others, and 57% associate waffles with cozy, relaxing mornings [2] Consumer Preferences - When it comes to waffles, 41% of respondents prefer crispy waffles, while the remaining 59% favor a softer, fluffier texture [4] - Despite the trend of mini-sized products, 67% of consumers prefer full-size waffles, indicating a strong preference for traditional offerings [5] Marketing and Promotions - Comfort Hotels is celebrating National Waffle Day on August 24, inviting guests to participate in festivities and highlighting the emotional connection breakfast, particularly waffles, has with hotel stays [6] - The company is running a national sweepstakes from August 21 to August 25, where guests can win a one-night stay at participating hotels by engaging on social media [10] Brand Positioning - Comfort Hotels emphasizes the importance of breakfast in creating memorable travel experiences, with over 30 million waffles made annually at its properties [3] - The brand aims to deliver a perfect start to the day for all guests, regardless of their waffle preferences, reinforcing its commitment to customer satisfaction [6]