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 ...

Group 1 - Civeo reported a quarterly loss of $0.72 per share, which was better than the Zacks Consensus Estimate of a loss of $0.78, but worse than a loss of $0.26 per share a year ago, indicating an earnings surprise of 7.69% [1] - The company posted revenues of $144.04 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 1.91%, and down from $166.12 million in the same quarter last year [2] - Civeo shares have declined approximately 11.6% since the beginning of the year, compared to a decline of 5.5% for the S&P 500 [3] Group 2 - The earnings outlook for Civeo is mixed, with the current consensus EPS estimate for the coming quarter at $0.24 on revenues of $166.34 million, and for the current fiscal year at -$0.25 on revenues of $652.81 million [7] - The Hotels and Motels industry, to which Civeo belongs, is currently ranked in the top 33% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Core Viewpoint - Hilton Worldwide Holdings Inc. reported quarterly earnings of $1.72 per share, exceeding the Zacks Consensus Estimate of $1.61 per share, and showing an increase from $1.53 per share a year ago, indicating a positive earnings surprise of 6.83% [1] Financial Performance - The company posted revenues of $2.7 billion for the quarter ended March 2025, slightly missing the Zacks Consensus Estimate by 0.45%, but up from $2.57 billion year-over-year [2] - Over the last four quarters, Hilton has surpassed consensus EPS estimates four times and topped revenue estimates twice [2] Stock Performance - Hilton Worldwide shares have declined approximately 10.3% since the beginning of the year, compared to a 6% decline in the S&P 500 [3] - The current Zacks Rank for Hilton is 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $2.13 on revenues of $3.19 billion, and for the current fiscal year, it is $7.86 on revenues of $12.09 billion [7] - The estimate revisions trend for Hilton Worldwide is mixed, which may change following the recent earnings report [6] Industry Context - The Hotels and Motels industry is currently ranked in the top 31% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Company Performance - Oriental Land (OLCLY) has returned approximately 3% year-to-date, outperforming the average loss of 11.1% in the Consumer Discretionary sector [4] - The Zacks Consensus Estimate for OLCLY's full-year earnings has increased by 16.3% over the past quarter, indicating improving analyst sentiment [3] - Oriental Land is currently ranked 2 (Buy) in the Zacks Rank system, which emphasizes earnings estimates and revisions [3] Industry Context - Oriental Land belongs to the Hotels and Motels industry, which includes 13 individual stocks and is currently ranked 152 in the Zacks Industry Rank [5] - The average performance of stocks in the Hotels and Motels industry has seen a decline of 19.8% this year, highlighting Oriental Land's relative strength [5] - In comparison, Sportradar Group AG, another outperforming stock in the Consumer Discretionary sector, is part of the Leisure and Recreation Products industry, which is ranked 181 and has declined by 8.1% this year [6]

Core Viewpoint - Choice Hotels International, Inc. (CHH) is experiencing growth driven by steady unit expansion, a strong global pipeline, and rising demand across its portfolio, although concerns about the macroeconomic environment persist [1] Growth Catalysts for CHH Stock - Solid business travel demand is evident, with business travel accounting for approximately 40% of total revenues in 2024 and a 14% growth in the business transient segment in Q4 [2] - Continued strength in business travel is expected for 2025, supported by higher group bookings and sustained demand in the business transient segment [3] - The company is effectively executing its unit growth strategy, focusing on both domestic and international expansion [3] Development and Pipeline - In 2024, CHH achieved a 36% year-over-year increase in domestic upscale franchise agreements awarded, with a global pipeline of 964 hotels (approximately 97,325 rooms) as of December 31, 2024 [4] - About 88% of the pipeline is located in the United States, with nearly 71% dedicated to new construction projects [4] Strengthening Rewards and Partnerships - The rewards program grew to 69 million members in 2024, reflecting an 8% year-over-year increase, marking the highest organic enrollment in a year [6] - Strategic partnerships, including a collaboration with Westgate Resorts, added over 14,000 rooms to the domestic portfolio, enhancing offerings [6] Concerns for Choice Hotels Stock - Despite outperforming the Zacks Hotels and Motels industry year-to-date, CHH stock has declined by 12%, while the industry saw a drop of 16.8%, primarily due to market volatility and discretionary spending concerns [10] - Uncertain financial conditions, rising interest rates, and intense competition are additional challenges facing the company [11]

Company Overview - Hilton Worldwide Holdings Inc. (HLT) shares increased by 8.6% to close at $218.65, following a significant volume of trading, contrasting with a 13.2% loss over the previous four weeks [1] - The surge in share price was attributed to President Trump's announcement to suspend U.S. tariffs for 90 days, which renewed investor optimism [1] Earnings Expectations - Hilton is expected to report quarterly earnings of $1.61 per share, reflecting a year-over-year increase of 5.2% [2] - Revenue projections stand at $2.71 billion, also up 5.2% from the same quarter last year [2] Earnings Estimate Revisions - The consensus EPS estimate for Hilton has been revised 0.6% lower in the last 30 days, indicating a negative trend in earnings estimate revisions, which typically does not lead to price appreciation [3] - The stock currently holds a Zacks Rank of 3 (Hold), suggesting a cautious outlook [3] Industry Context - Hilton operates within the Zacks Hotels and Motels industry, where Civeo (CVEO) also resides, having closed 5.7% higher at $20.91, despite a -10.1% return over the past month [3] - Civeo's consensus EPS estimate has changed by +24.4% to -$0.77, representing a significant decline of -196.2% from the previous year [4]