Nasdaq Listing Fuels Philippine Hotel Magnate’s Global Ambitions https://t.co/SiRnxB395L https://t.co/SiRnxB395L ...

Financial Data and Key Metrics Changes - System-wide RevPAR growth was reported at 1.6% for the quarter, or 2.2% when adjusting for the Easter shift [12][26] - Gross fees increased to $301 million, reflecting a 9.5% growth driven by international RevPAR performance and new hotel openings [28] - Adjusted EBITDA for the quarter was approximately $300 million, marking a 9% increase after adjusting for asset sales [29][36] Business Line Data and Key Metrics Changes - Leisure transient RevPAR increased by 2.6%, with luxury brands seeing an approximate 6% increase [12][26] - Business transient RevPAR was flat, with a decline of 1.5% in the U.S. driven by select service hotels [13][26] - Group RevPAR increased by 0.3%, with expectations for improved performance in the fourth quarter [13][15] Market Data and Key Metrics Changes - RevPAR outside the U.S. performed well, particularly in Europe and Asia Pacific, excluding Greater China [27] - Greater China saw RevPAR growth for the second consecutive quarter, driven by leisure transient demand [27] - The Americas reported strong growth in all-inclusive net package RevPAR, increasing by 6% compared to the previous year [12][28] Company Strategy and Development Direction - The acquisition of Playa Hotels and Resorts was completed, enhancing Hyatt's presence in the luxury all-inclusive segment [6][9] - The company aims to maintain an asset-light business model, with expectations for asset-light earnings to exceed 90% by 2027 [11][22] - Hyatt is focused on expanding its brand portfolio, including the introduction of the new brand "Unscripted by Hyatt" to capture more market opportunities [20][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the recovery of business transient travel post-Labor Day, with expectations for improved RevPAR growth in the fourth quarter [15][34] - The company anticipates challenges in the third quarter due to tough year-over-year comparisons but expects a positive outlook for 2026 [32][34] - Management highlighted the importance of the World of Hyatt loyalty program, which has seen a 21% increase in membership compared to the previous year [16][22] Other Important Information - The company ended the quarter with total liquidity of approximately $2.4 billion, including $1.5 billion in revolving credit capacity [30] - A quarterly dividend of $0.15 per share was paid, with approximately $822 million remaining under the share repurchase authorization [30] - The company expects to return approximately $300 million to shareholders in 2025 through dividends and share repurchases [36] Q&A Session Summary Question: Insights on expected improvement through the year - Management noted that the third quarter may face headwinds due to tough comparisons but expects a stronger fourth quarter driven by group and business transient travel [41][44] Question: Update on co-branded credit card negotiations - Management indicated that updates will be provided once more specifics are available, likely later this year or early next year [49] Question: Status of hotel dispositions and capital allocation - Proceeds from the Playa real estate sale will be used to pay down debt, with ongoing efforts to further dispose of other assets to enhance shareholder returns [54][55] Question: Building blocks for next year's earnings power - Management provided insights on expected fees from Playa, credit card negotiations, organic growth, and the impact of owned and leased properties on earnings [64][68]

Financial Data and Key Metrics Changes - The company reported system-wide RevPAR growth of 1.6% for the quarter, or 2.2% when adjusting for the shift of Easter [10][24] - Gross fees in the quarter were $301 million, up 9.5% driven by international RevPAR performance and new hotel openings [27] - Adjusted EBITDA was $300 million in the second quarter, an increase of approximately 9% after adjusting for assets sold in 2024 [28] Business Line Data and Key Metrics Changes - Leisure transient RevPAR was up 2.6% year-over-year, with luxury brands increasing approximately 6% [10][11] - Business transient RevPAR was flat, with a decline of 1.5% in the U.S. driven by select service hotels [11][24] - Group RevPAR increased by 0.3% year-over-year, with a stronger performance in luxury chain scales [11][24] Market Data and Key Metrics Changes - RevPAR outside the U.S. performed well, particularly in Europe and Asia Pacific, excluding Greater China [25] - Greater China saw RevPAR growth for the second consecutive quarter due to increases in leisure transient demand [26] - The Americas reported a 6% increase in all-inclusive net package RevPAR compared to 2024, indicating strong demand for luxury all-inclusive travel [10][27] Company Strategy and Development Direction - The company completed the acquisition of Playa Hotels and Resorts, which included 15 all-inclusive resorts, and plans to sell the real estate portfolio for $2 billion [5][7] - The company aims to maintain an asset-light business model while expanding its brand portfolio in the luxury all-inclusive segment [8][19] - The introduction of the new brand, Unscripted by Hyatt, is expected to unlock growth opportunities through conversion-friendly strategies [18][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the recovery of business transient travel post-Labor Day, with expectations for improved RevPAR growth in the fourth quarter [13][45] - The company anticipates a challenging third quarter due to tough year-over-year comparisons but expects a positive outlook for 2026 [31][47] - Management highlighted the importance of the World of Hyatt loyalty program, which has grown membership by approximately 27% per year since 2017 [14][20] Other Important Information - The company ended the quarter with over 58 million loyalty members, reflecting a 21% increase compared to 2024 [14] - The company has a pipeline of approximately 140,000 rooms, an 8% increase over last year, with signings up over 30% [16][17] - The company expects to return approximately $300 million to shareholders in 2025 through dividends and share repurchases [36] Q&A Session Summary Question: Insights on expected improvement through the year - Management noted that the third quarter may see weakness primarily due to tough comparisons from last year, but they expect a pickup in the fourth quarter driven by group and business transient travel [42][45] Question: Update on co-branded credit card negotiations - Management indicated they feel confident about the negotiations and will provide updates as they progress [50] Question: Status of hotel dispositions and capital allocation - Management confirmed that proceeds from the Playa real estate sale will be used to pay down debt, and they are focused on further asset dispositions to enhance shareholder returns [54][55] Question: Building blocks for next year's earnings - Management provided insights on expected fees from Playa, credit card deals, and organic growth, emphasizing strong group pace and leisure travel outlook [62][68] Question: Integration timeline for recent acquisitions - Management stated that integration for the Standard brand is progressing well, with early results exceeding expectations, while the Playa hotels will be fully integrated by January 2026 [92][93]

Investor Presentation Hyatt C O N F I D E N T I A L A N D P R O P R I E T A R Y | H y a t t a n d r e l a t e d m a r k s a r e t r a d e m a r k s o f H y a t t C o r p o r a t i o n o r i t s a f f i l i a t e s . © 2 0 2 5 H y a t t C o r p o r a t i o n . A l l r i g h t s r e s e r v e d . Disclaimers Forward-Looking Statements Forward-Looking Statements in this presentation, which are not historical facts, are forward-looking statements within the meaning of the Private Securities Litigation Reform Ac ...

NEW YORK, Aug. 07, 2025 (GLOBE NEWSWIRE) -- via InvestorWire — Nightfood Holdings inc. (NGTF) today announces its placement in an editorial published by NetworkNewsWire ("NNW"), one of 70+ brands within the Dynamic Brand Portfolio@IBN (InvestorBrandNetwork), a specialized communications platform with a focus on financial news and content distribution for private and public companies and the investment community. To view the full publication, "AI, Robotics Are Reshaping the Future of Hospitality," please vis ...

Nasdaq Listing Fuels Philippine Hotel Magnate’s Global Ambitions https://t.co/mfVuAgqtNd ...

Financial Data and Key Metrics Changes - RevPAR grew by 1.8%, indicating strong performance across geographic regions and brand depth [7] - Gross system growth was 7.7% and net system growth was 5.4%, driven by significant development activity and record openings [7] - EBIT increased by 13% and adjusted EPS grew by 19% [8] - The company has completed 47% of its $900 million share buyback program, with total returns to shareholders exceeding $1.1 billion this year [8] Business Line Data and Key Metrics Changes - The Americas fee revenues decreased by approximately 1% despite a 1.5% RevPAR growth and 1.5% adjusted net unit growth [11] - Openings in the Americas increased by 40% year-over-year, contributing to future fee growth [25] Market Data and Key Metrics Changes - The company reported a constructive outlook for US demand and growth, with stable inflation and interest rates [15] - In China, the economy is believed to be bottoming out, with GDP growth of about 5% in Q2 and improved RevPAR trends expected in the back half of the year [67][69] Company Strategy and Development Direction - The company is focused on expanding its luxury and lifestyle collection, with significant growth in branded residential properties [32] - Investments in technology and operational efficiencies are ongoing, with a focus on AI and shared services to enhance scalability and cost management [54][96] - The company aims to continue growing both new builds and conversions, with a strong pipeline of openings and signings [110] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year profit and EPS consensus, despite uncertainties in the short term [15][87] - The outlook for the US hospitality market remains positive, with expectations of continued demand growth [15] - The company is optimistic about the long-term prospects in China, anticipating a recovery in RevPAR trends [67][69] Other Important Information - The company has seen a significant increase in loyalty program enrollments, which is expected to drive future revenue growth [108] Q&A Session Summary Question: Current trading outlook for Q3 and Q4 - Management noted that uncertainties from earlier in the year are subsiding, and they are comfortable with full-year profit and EPS consensus [15][16] Question: Explanation for the decline in Americas fee revenues - Management attributed the decline to high-fee hotels exiting the system and ongoing renovations, but expressed confidence in future fee growth as new hotels ramp up [21][22][25] Question: Insights on branded residential contributions - Management highlighted the growth trajectory in branded residential, with significant demand and early cash flow from sales [32] Question: Technology investment focus - Management emphasized ongoing investments in technology, particularly in PMS and RMS systems, to enhance operational efficiency [35][39] Question: Update on the Garner brand - Management reported strong progress with the Garner brand, with 51 hotels open and a robust pipeline for future growth [80] Question: On the Books revenue visibility - Management indicated that short booking windows make it challenging to provide long-term visibility, but they remain comfortable with current consensus expectations [86][87] Question: Cost savings and margin performance - Management confirmed disciplined cost management practices and expected continued margin expansion through cost savings and ancillary revenue growth [98][99]

Financial Data and Key Metrics Changes - Global RevPAR grew by 1.8%, reflecting the strength of the company's brands and operating model [5] - Adjusted EPS increased by 19%, supported by share buybacks [8][12] - EBIT increased by 13%, driven by margin accretion and positive operating leverage [8][12] Business Line Data and Key Metrics Changes - Fee business revenue increased by 7%, with operating profit up by 14% [10][11] - Fee margin grew by 390 basis points to 64.7% [11][20] - The company added over 31,000 rooms, achieving a gross system growth of 7.7% year over year [6][16] Market Data and Key Metrics Changes - RevPAR in the Americas grew by 1.4%, with occupancy up by 0.1 percentage points [13] - EMEAA RevPAR grew by 4.1%, with occupancy up by 0.8 percentage points [14] - Greater China experienced a RevPAR decline of 3.2%, with occupancy up by 0.3 percentage points [14] Company Strategy and Development Direction - The company aims to continue expanding its brand portfolio, having doubled the number of brands from 10 to 20 over the last decade [29] - Focus on enhancing hotel owner returns and increasing ancillary fee streams [28] - Continued investment in technology to optimize operations and enhance guest engagement [49][56] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to deliver growth driven by high single-digit fee revenue growth and margin expansion [72] - The company anticipates returning over $1,100,000,000 to shareholders in 2025 [8][72] - Long-term structural growth drivers in Greater China remain strong, supported by technological innovation and a rising middle class [41] Other Important Information - The company declared an interim dividend of 58.6¢, consistent with a 10% growth rate over the past three years [8] - The share buyback program is expected to return over $1,100,000,000 to shareholders, equivalent to just under 6% of the company's market capitalization at the start of the year [25] Q&A Session Summary Question: What are the expectations for future growth in EBITDA and cash generation? - The company expects to maintain leverage within the target range of 2.5 to 3 times net debt to EBITDA, with guidance remaining unchanged from previous communications [27] Question: How is the company addressing cost management? - The company has maintained a disciplined approach to cost management, resulting in a reduction of fee business overheads by 4.5% [20] Question: What is the outlook for the Ruby brand integration? - The second phase of the Ruby brand integration is expected to begin later this year, with plans to expand into new markets [34]

Financial Performance - H1 2025 global RevPAR increased by 1.8%[15], with ADR up by 1.4%[15] and occupancy up by 0.3%pts[15] - Fee margin increased by 3.9%pts to 64.7%[15], with TTM EBITDA reaching $1.259 billion, a 10% increase[15] - Adjusted EPS increased by 19% to 242.5¢[15], and free cash flow reached $302 million[15] - The interim dividend increased by 10% to 58.6¢[15] System Growth and Development - Gross system growth increased by 7.7% YOY, and net system growth increased by 5.4% YOY[15] - A record 31.4k rooms (207 hotels) were opened in H1, a 75% increase YOY[15] - Signings reached 51.2k rooms (324 hotels), a 15% increase YOY[15] - The pipeline consists of 338k rooms (2,276 hotels), representing 34% of the current system size[16] Capital Returns - $423 million (47%) of the $900 million share buyback program has been returned, representing 2.4% of the opening share count[15] - The company expects to return >$1.1 billion in 2025, representing 5.9% of the opening market cap[15] Strategic Priorities - Loyalty enrolments increased by 22% YOY in H1[102], with ~65% of room nights booked by members[102] - Co-brand fee revenue is on track to double by 2025 and more than triple by 2028[114] Regional Performance - Americas RevPAR increased by 1.4%[184], with a fee margin of 82.7%[184] - EMEAA RevPAR increased by 4.1%[188], with a fee margin of 65.8%[188] - Greater China RevPAR decreased by 3.2%[192], with a fee margin of 57.9%[192]

Financial Data and Key Metrics Changes - Global RevPAR grew by 1.8%, reflecting the strength of the company's brands and operating model [5] - Adjusted EPS increased by 19%, supported by share buybacks [8][13] - EBIT increased by 13%, driven by margin accretion from positive operating leverage and ancillary fees [8][13] Business Line Data and Key Metrics Changes - Fee business revenue increased by 7%, with operating profit up by 14% [11] - Fee margin grew by 390 basis points to 64.7% [12][21] - The company added over 31,000 rooms, achieving a gross system growth of 7.7% year over year [6][17] Market Data and Key Metrics Changes - RevPAR in the Americas grew by 1.4%, with occupancy up by 0.1 percentage points [14] - EMEAA RevPAR grew by 4.1%, with occupancy up by 0.8 percentage points [14] - In Greater China, RevPAR declined by 3.2%, with occupancy up by 0.3 percentage points [15] Company Strategy and Development Direction - The company aims to continue driving development activity across its brands and expand into priority growth geographies [30] - The brand portfolio has expanded from 10 to 20 brands over the last decade, capturing a wider customer base [31] - The company is focusing on enhancing hotel owner returns and increasing ancillary fee streams [30][38] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continuing to deliver on the growth algorithm, targeting high single-digit fee revenue growth and 12-15% adjusted EPS growth as a compound annual growth rate [75] - The company remains optimistic about long-term structural growth drivers in key markets, particularly in Greater China [42] Other Important Information - An interim dividend of 58.6¢ was declared, consistent with a 10% growth rate over the past three years [8] - The company is on track to return over $1,100,000,000 to shareholders in 2025 through dividends and share buybacks [8][27] Q&A Session Summary Question: What are the expectations for future growth in the U.S. and Greater China? - Management highlighted that the U.S. and Greater China account for 65% of system size and approximately 60% of the global pipeline, indicating significant future growth potential [39][40] Question: How is the company managing costs and improving margins? - The company has maintained a disciplined approach to cost management, resulting in a fee margin increase of 390 basis points [21][23] Question: What is the strategy for expanding the brand portfolio? - The company plans to continue diversifying its brand portfolio, with a focus on conversion-friendly brands and enhancing the luxury and lifestyle segments [31][38]