Core Viewpoint - Marriott International is expanding its luxury presence in Latin America by introducing the St. Regis Hotels & Resorts brand in Costa Rica, marking the brand's debut in the country and enhancing the Gulf of Papagayo as a luxury destination [1][5][6] Group 1: Project Details - The new resort will span 20 hectares, begin construction in July 2025, and welcome guests by early 2027, located 25 minutes from Liberia International Airport [2] - The design will reflect Costa Rica's culture and oceanic scenery, featuring six dining options, a St. Regis Bar & Speakeasy, an exclusive beach club, a large spa, and multiple pools [3] - The resort will offer over 10,000 square feet of meeting and event space, catering to high-end corporate and social events, while emphasizing local craftsmanship and sustainability [4] Group 2: Market Positioning - Costa Rica's increasing appeal to affluent travelers makes it a strategic choice for Marriott, which currently operates six St. Regis properties in the Caribbean and Latin America [5] - This expansion aligns with Marriott's strategy to grow in upscale markets and leverage its global brand power, positioning the company to capture long-term value amid rising luxury travel demand in Central America [6] Group 3: Stock Performance - Marriott's stock has increased by 10.3% in the past month, outperforming the Zacks Hotels and Motels industry's growth of 10% [7] - The company has delivered a trailing four-quarter earnings surprise of 30.9% on average, with a year-to-date stock gain of 10.4% [9]

分组1 - H World Group reported quarterly earnings of $0.34 per share, missing the Zacks Consensus Estimate of $0.42 per share, and showing an increase from $0.29 per share a year ago, resulting in an earnings surprise of -19.05% [1] - The company posted revenues of $744 million for the quarter ended March 2025, which was 1.34% below the Zacks Consensus Estimate, but an increase from $731 million year-over-year [2] - H World Group shares have increased approximately 12.4% since the beginning of the year, outperforming the S&P 500's gain of 1.4% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.51 on revenues of $883.55 million, and for the current fiscal year, it is $1.89 on revenues of $3.47 billion [7] - The Hotels and Motels industry, to which H World Group belongs, is currently ranked in the top 33% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Core Viewpoint - Wyndham Hotels & Resorts, Inc. has signed an exclusive development agreement with Le Park Concord Company to expand its Super 8 brand in Saudi Arabia, planning to open 100 hotels over the next 10 years, reflecting a long-term focus on accessible and sustainable hospitality growth in the region [1][4]. Group 1: Expansion Plans - The agreement aims to address the growing need for affordable lodging in Saudi Arabia, which recorded 30 million international visitors in 2024, a 9.5% increase from the previous year, with expectations to reach 150 million annually by the end of the decade [2][3]. - The first Super 8 hotel is expected to open in 2026, with locations planned in Riyadh, Jeddah, Makkah, Madinah, and Al Khobar, focusing on modular construction methods and eco-conscious features [4]. Group 2: Company Growth Metrics - In the first quarter of 2025, Wyndham opened over 15,000 rooms globally, marking a 13% year-over-year growth, with a total of 907,200 rooms as of March 31, 2025, up 4% from the previous year [6]. - The global development pipeline consisted of nearly 2,140 hotels and approximately 254,000 rooms, showcasing a record high level and a 5% year-over-year increase, with about 58% of the pipeline being international [7]. Group 3: Market Performance - Shares of Wyndham Hotels have lost 20.8% in the past three months, compared to a 15.3% decline in the Zacks Hotels and Motels industry, indicating underperformance despite ongoing expansion initiatives likely to foster future growth [9].

Core Viewpoint - Marriott International, Inc. has increased its quarterly dividend, reflecting strong cash flow and earnings growth, while maintaining an incremental capital allocation strategy to enhance shareholder value [1][3]. Financial Performance - The board approved a quarterly dividend payout of 67 cents per share, a 6.3% increase from the previous 63 cents, translating to an annual payout of $2.68 per share [2]. - As of March 31, 2025, Marriott's cash and cash equivalents rose to $546 million from $448 million at the end of 2024, while short-term obligations decreased to $959 million from $1.31 billion [4]. - Year-to-date through April 29, 2025, the company returned $1.2 billion to shareholders through dividends and share repurchases, including the repurchase of 3.9 million shares worth $1 billion [5]. Strategic Initiatives - Marriott's dividend hike is supported by strong cash flow generation in Q1 2025, driven by increased travel demand and a fee-driven business model [3]. - The company expects to return approximately $4 billion to shareholders in 2025, after capital expenditures of $355 million for the citizenM acquisition [5]. - Moving forward, Marriott's strategic initiatives, diversified global portfolio, and loyalty program are anticipated to support growth amid macroeconomic uncertainties [8]. Stock Performance - Marriott's stock has gained 15.4% in the past month, outperforming the Zacks Hotels and Motels industry's growth of 13.6% [6].

Core Insights - Choice Hotels reported quarterly earnings of $1.34 per share, missing the Zacks Consensus Estimate of $1.38 per share, but showing an increase from $1.28 per share a year ago, resulting in an earnings surprise of -2.90% [1] - The company posted revenues of $332.86 million for the quarter, missing the Zacks Consensus Estimate by 4.11%, and showing a slight increase from $331.95 million year-over-year [2] - The stock has underperformed, losing about 11.4% since the beginning of the year compared to the S&P 500's decline of -4.3% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.86 on revenues of $450.8 million, and for the current fiscal year, it is $6.84 on revenues of $1.64 billion [7] - The estimate revisions trend for Choice Hotels is mixed, leading to a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Hotels and Motels industry is currently in the bottom 41% of over 250 Zacks industries, suggesting that the outlook for the industry can significantly impact stock performance [8] - H World Group, another company in the same industry, is expected to report quarterly earnings of $0.42 per share, reflecting a year-over-year change of +44.8% [9]

Core Insights - Marriott International reported quarterly earnings of $2.32 per share, exceeding the Zacks Consensus Estimate of $2.27 per share, and showing an increase from $2.13 per share a year ago, representing an earnings surprise of 2.20% [1] - The company posted revenues of $6.26 billion for the quarter ended March 2025, slightly missing the Zacks Consensus Estimate by 0.18%, but up from $5.98 billion year-over-year [2] - The stock has underperformed the market, losing about 11.4% since the beginning of the year compared to the S&P 500's decline of 3.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.72 on revenues of $6.75 billion, and for the current fiscal year, it is $10.12 on revenues of $26.42 billion [7] - The estimate revisions trend for Marriott is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Hotels and Motels industry is currently ranked in the top 37% of over 250 Zacks industries, suggesting that companies in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8] - Choice Hotels, a competitor in the same industry, is expected to report quarterly earnings of $1.38 per share, reflecting a year-over-year increase of 7.8% [9]

Core Insights - Playa Hotels & Resorts reported quarterly earnings of $0.37 per share, missing the Zacks Consensus Estimate of $0.41 per share, and down from $0.40 per share a year ago [1] - The company posted revenues of $267.29 million for the quarter, surpassing the Zacks Consensus Estimate by 0.84%, but down from $300.64 million year-over-year [3] Earnings Performance - The earnings surprise for the quarter was -9.76%, while the previous quarter saw a positive surprise of 100% [2] - Over the last four quarters, Playa Hotels has surpassed consensus EPS estimates three times [2] Revenue Insights - The company has topped consensus revenue estimates four times over the last four quarters [3] - Current consensus EPS estimate for the upcoming quarter is $0.12 on revenues of $222.13 million, and for the current fiscal year, it is $0.49 on revenues of $868.35 million [8] Market Performance - Playa Hotels shares have increased by approximately 6.2% since the beginning of the year, contrasting with the S&P 500's decline of -3.3% [4] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [7] Industry Context - The Hotels and Motels industry is currently in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [9] - H World Group, another company in the same industry, is expected to report quarterly earnings of $0.42 per share, reflecting a year-over-year increase of +44.8% [10]

Company Performance - Hilton Grand Vacations (HGV) reported quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.49 per share, and down from $0.95 per share a year ago, representing an earnings surprise of -81.63% [1] - The company posted revenues of $1.15 billion for the quarter ended March 2025, missing the Zacks Consensus Estimate by 7.47%, and down from $1.16 billion year-over-year [2] - Over the last four quarters, Hilton Grand Vacations has not surpassed consensus EPS estimates and has topped consensus revenue estimates only once [2] Stock Performance - Hilton Grand Vacations shares have declined approximately 13.7% since the beginning of the year, compared to a decline of -5.3% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $0.86 on revenues of $1.35 billion, and for the current fiscal year, it is $3.42 on revenues of $5.4 billion [7] Industry Outlook - The Hotels and Motels industry, to which Hilton Grand Vacations belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that tracking these revisions can be beneficial for investors [5]

Core Insights - Hyatt Hotels reported quarterly earnings of $0.46 per share, exceeding the Zacks Consensus Estimate of $0.30 per share, but down from $0.71 per share a year ago, indicating an earnings surprise of 53.33% [1] - The company generated revenues of $1.72 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.93% and slightly up from $1.71 billion year-over-year [2] - The stock has underperformed, losing approximately 28.2% since the beginning of the year compared to the S&P 500's decline of 5.3% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.83 on revenues of $1.75 billion, and for the current fiscal year, it is $2.59 on revenues of $6.85 billion [7] - The estimate revisions trend for Hyatt Hotels is mixed, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] Industry Context - The Hotels and Motels industry is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Wyndham Hotels (WH) came out with quarterly earnings of $0.86 per share, beating the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $0.78 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.88%. A quarter ago, it was expected that this hotel and resort chain would post earnings of $1 per share when it actually produced earnings of $1.04, delivering a surprise of 4%.Over the last four quarters, the comp ...