Core Viewpoint - Hilton Worldwide Holdings Inc. (HLT) shares experienced a 3.1% increase, reflecting strong demand in the hospitality sector and positive investor sentiment driven by earnings growth expectations [1][2]. Company Performance - HLT shares closed at $265.5, with a notable trading volume that exceeded the average [1]. - The stock has gained 3.7% over the past four weeks, indicating a positive trend [1]. Revenue and Earnings Expectations - The company is projected to report quarterly earnings of $2.01 per share, representing a year-over-year increase of 5.2% [3]. - Expected revenues for the upcoming quarter are $3.07 billion, which is a 3.9% increase compared to the same quarter last year [3]. Analyst Sentiment - Analysts have slightly revised the consensus EPS estimate higher over the last 30 days, which typically correlates with stock price appreciation [4]. - Positive trends in earnings estimate revisions are expected to support further price strength for HLT [4]. Industry Context - Hilton Worldwide is part of the Zacks Hotels and Motels industry, which is currently experiencing strong demand across leisure, business, and group travel segments [2]. - Another company in the same industry, Choice Hotels (CHH), also showed a positive performance, closing 0.7% higher [5].

Group 1 - PLBY Group, Inc. is part of the Consumer Discretionary sector, which includes 255 companies and ranks 9 in the Zacks Sector Rank [2] - The Zacks Rank model indicates that PLBY Group, Inc. has a Zacks Rank of 2 (Buy), suggesting a favorable outlook for the stock [3] - The Zacks Consensus Estimate for PLBY's full-year earnings has increased by 8.8% in the past quarter, indicating improved analyst sentiment [4] Group 2 - PLBY Group, Inc. has returned approximately 7.5% year-to-date, outperforming the average return of 5.6% for the Consumer Discretionary sector [4] - PLBY is categorized under the Leisure and Recreation Products industry, which consists of 23 companies and currently ranks 183 in the Zacks Industry Rank [6] - The Leisure and Recreation Products industry has an average gain of 9.7% this year, indicating that PLBY is slightly underperforming its industry [6] Group 3 - Playa Hotels & Resorts, another Consumer Discretionary stock, has also outperformed the sector with a year-to-date increase of 6.6% [5] - The Hotels and Motels industry, which includes Playa Hotels & Resorts, has a Zacks Industry Rank of 69 and has declined by 5.5% since the beginning of the year [7]

Core Viewpoint - Marriott International's shares have increased by approximately 2.3% over the past month, underperforming the S&P 500, raising questions about the sustainability of this trend leading up to the next earnings release [1]. Estimates Movement - Estimates for Marriott have trended downward over the past month, indicating a negative shift in expectations [2]. VGM Scores - Marriott has an average Growth Score of C, a Momentum Score of D, and a Value Score of C, placing it in the middle 20% for the investment strategy. The overall aggregate VGM Score is C, which is relevant for investors not focused on a single strategy [3]. Outlook - The downward trend in estimates suggests a negative outlook for Marriott, with a Zacks Rank of 3 (Hold), indicating expectations for an in-line return in the coming months [4]. Industry Performance - Within the Zacks Hotels and Motels industry, Hilton Worldwide Holdings Inc. has seen a 3.2% increase in its stock over the past month. Hilton reported revenues of $2.7 billion for the last quarter, reflecting a year-over-year increase of 4.7%, with EPS rising from $1.53 to $1.72 [5]. Hilton's Current Quarter Expectations - For the current quarter, Hilton is expected to report earnings of $2.01 per share, representing a 5.2% increase from the previous year. The Zacks Consensus Estimate for Hilton has decreased by 0.5% over the last 30 days, resulting in a Zacks Rank of 3 (Hold) and a VGM Score of D [6].

Core Insights - Marriott International, Inc. has launched its midscale extended stay segment with the opening of the first StudioRes hotel in Fort Myers, Florida, paving the way for over 40 additional properties expected to open by the end of 2027 [1][7]. Group 1: StudioRes Launch - The StudioRes concept, developed two years ago, targets a diverse range of travelers, including those on long-term work assignments and relocations [2]. - The StudioRes Fort Myers features 124 studio-style rooms with nightly rates around $100, offering amenities such as a kitchen, lounging area, and communal spaces [3]. - The property is strategically located near tourist attractions and will be integrated into Marriott's loyalty program, Marriott Bonvoy, allowing members to earn and redeem points [4]. Group 2: Marriott's Portfolio and Growth - Marriott is a leader in the luxury and lifestyle hotel sector, with over 30 brands and nearly 9,500 properties across 144 countries as of March 2025, enabling it to command premium room rates [5]. - The company is expanding its presence internationally, particularly in Asia, Latin America, the Middle East, and Africa, with a development pipeline of 3,808 hotels and approximately 587,000 rooms, including over 244,000 rooms under construction [6]. - In the past month, Marriott's stock has increased by 5.6%, outperforming the industry growth of 3.7%, indicating positive market sentiment [7][8].

Industry Overview - The Zacks Hotels and Motels industry is experiencing growth due to increased occupancy, average daily rate (ADR), and revenue per available room (RevPAR) [1][3] - Demand has outpaced supply in the first quarter of 2025, leading to positive growth trends [1][3] Growth Strategies - Industry participants are focusing on growth strategies such as expanding portfolios, converting properties, forming partnerships, and enhancing loyalty programs [1][2] Performance Metrics - In Q1 2025, the hotel industry saw a 0.4% year-over-year increase in occupancy, a 1.9% increase in ADR, and a 2.2% improvement in RevPAR [3] - However, CBRE has revised its 2025 outlook for the U.S. hotel industry, now expecting a 1.3% year-over-year increase in RevPAR, down from an earlier projection of 2% [4] Digitalization and Customer Experience - Hotel owners are leveraging digital tools for mobile check-in, self-service bookings, and enhancing customer experience, which is expected to help capture additional market share [5] Cost Challenges - Rising labor costs due to salary increases and labor shortages are concerns for the industry, impacting service quality and operational capacity [6] Industry Ranking - The Zacks Hotels and Motels industry holds a Zacks Industry Rank of 88, placing it in the top 36% of 245 Zacks industries, indicating bright near-term prospects [8][9] Stock Performance - Over the past year, the industry has appreciated by 11.7%, outperforming the S&P 500's 9.3% increase but underperforming the sector's 18% rise [11] Valuation Metrics - The industry is currently trading at a trailing 12-month EV/EBITDA of 16.68X, compared to the S&P 500's 16.39X [13] Company Highlights - **Soho House**: Reported an 8% year-over-year increase in total revenues and significant growth in adjusted EBITDA, with a Zacks Rank of 1 (Strong Buy) [15][16] - **Marriott**: Benefits from robust leisure demand and global booking trends, with a projected year-over-year growth of 4.5% in top line and 8.3% in bottom line for 2025, holding a Zacks Rank of 3 (Hold) [19][20] - **Hilton**: Experienced solid RevPAR improvement driven by increased occupancy and ADR, with a projected EPS growth of 10.5% for 2025, also holding a Zacks Rank of 3 [22][25]

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]