Company Overview - La-Z-Boy, Incorporated (LZB) has experienced a value increase of over 20% in just three months, despite a cautious market outlook [1] Analyst Background - The analyst has nearly two decades of experience in the logistics sector and almost ten years in stock investing and macroeconomic analysis, focusing on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1] Investment Strategy - The analyst emphasizes portfolio diversification, having transitioned from traditional savings in banks and properties to investing in various industries and market cap sizes, including blue-chip companies and stocks for retirement and trading profits [1] Market Engagement - The analyst entered the US market in 2020, gaining insights through a trading account managed for a relative before opening their own account, and has been utilizing analyses from Seeking Alpha to compare with the Philippine market [1]

Group 1 - Choice Hotels International, Inc. (CHH) reported its financial results for the fourth quarter and initiated earnings guidance for the full-year 2026 [1] - The company projects earnings per share in the range of $5.72 to $5.94 and adjusted earnings per share in the range of $6.92 to $7.14 for fiscal 2026 [1] - In pre-market trading, CHH's stock is priced at $111.58, reflecting an increase of $2.18 or 1.99 percent [1]

Core Insights - Choice Hotels International reported record profitability for 2025, driven by a significant increase in international rooms and strong performance in the extended-stay segment [1][2] Financial Performance - Full-year 2025 net income was $369.9 million, with diluted EPS of $7.90 and adjusted EPS of $6.94 [1][2] - Adjusted EBITDA reached a record $625.6 million for 2025, with fourth-quarter adjusted EBITDA of $140.9 million [1][2] - Total revenues for 2025 were $1.597 billion, a slight increase from $1.585 billion in 2024 [1][2] Growth Metrics - U.S. extended stay net rooms grew by 11.7% compared to December 31, 2024, with a record number of hotel openings increasing by 8% during 2025 [1] - Global franchise agreements awarded increased by 22% in 2025, including a 6% increase in the fourth quarter [1] - International net rooms grew by 12.5% compared to December 31, 2024, with an 82% increase in hotel openings during 2025 [1] Development and Expansion - The U.S. pipeline for conversion rooms increased by 12% sequentially from September 30, 2025, and 7% compared to December 31, 2024 [1] - Key international milestones included the introduction of the Mainstay Suites brand to Australia and onboarding over 8,300 rooms in China [1][2] Shareholder Returns - The company returned $189.3 million to shareholders in 2025, including $53.5 million in dividends and $135.8 million in share repurchases [2] - As of December 31, 2025, the company had 2.8 million shares remaining under its current share repurchase authorization [2] Outlook for 2026 - The company expects net income for 2026 to range between $265 million and $275 million, with adjusted EBITDA projected between $632 million and $647 million [2] - Global RevPAR growth is anticipated to be between -2% and 1%, with U.S. RevPAR growth also expected in the same range [2]

This story was originally published on Hotel Dive. To receive daily news and insights, subscribe to our free daily Hotel Dive newsletter. Dive Brief: Choice Hotels International saw U.S. RevPAR decline 2.2% year over year, on an adjusted basis, in the fourth quarter of 2025, according to an earnings report published Thursday. The quarter represented the third-consecutive quarter of domestic RevPAR declines for Choice. In the report, the company attributed the Q4 results to softer government and intern ...

Wyndham Hotels & Resorts has reported a net loss of $60m in the fourth quarter (Q4) of 2025, against a net income of $85m in Q4 2024. For full-year 2025, net income fell 33% to $193m from $289m in 2024, largely reflecting non-cash impairment and other-related charges. Adjusted EBITDA for Q4 2025 dipped 2% to $165m from $168m in Q4 2024. For the full year, it rose 3% to $718m compared to $694m in 2024, or 4% on a comparable basis. Adjusted diluted earnings per share (EPS) for Q4 2025 fell 11% to $0.93 f ...

Curator Hotel & Resort Collection has entered a strategic partnership with Siv, a sales engagement and lead conversion platform designed for the hospitality sector. The agreement provides Curator’s independent hotel members with technology that enables them to respond to group and event inquiries more quickly, aiming to help compete with larger branded hotel portfolios by reducing response times and streamlining sales processes. Hotel operators participating in the initiative have been using Siv’s platf ...

Core Insights - Agilysys, Inc. has been appointed by Rudding Park to implement hospitality software solutions for a significant technology transformation in its luxury hotel business [1] Group 1: Company Overview - Agilysys, Inc. is recognized as a leading global provider of hospitality technology solutions [1] Group 2: Client Engagement - Rudding Park, an award-winning hotel, spa, and golf resort located in Harrogate, is undergoing a large-scale technology transformation [1] - The transformation supports Rudding Park's growth as a multi-amenity luxury hotel destination [1]

Core Viewpoint - The Company has announced the purchase of its ordinary shares on the London Stock Exchange, executed through Goldman Sachs International, following shareholder approval at the Annual General Meeting [1] Group 1 - The purchase occurred on 18 February 2026 [1] - The shares purchased are valued at 20 340/399 pence each [1] - The purchase was conducted based on instructions issued by the Company on 17 February 2026 [1]

Core Insights - French hotel group Accor reported annual core profit slightly above market expectations, driven by hotel portfolio diversification and loyalty program expansion [1] - The company's EBITDA for 2025 was 1.20 billion euros ($1.41 billion), an increase from 1.12 billion euros in 2024, surpassing the analyst consensus of 1.19 billion euros [1] - Accor's CEO highlighted the integration of artificial intelligence into their digital strategy as a key factor for accelerating development and efficiency [1] Financial Performance - EBITDA for 2025 reached 1.20 billion euros, up from 1.12 billion euros in 2024 [1] - Revenue per available room (RevPAR) increased by 4.2% to 76 euros in 2025 [1] Strategic Initiatives - Accor launched an AI-powered, ChatGPT-based direct booking tool in February to reduce reliance on online travel agencies and lower distribution costs [1] - The company confirmed its mid-term guidance and plans to continue its share buyback program, with 450 million euros allocated for repurchases in 2026 [1]

Group 1 - A consumer reported receiving a threatening message from a branch of Orange Hotel in Nanjing after canceling a reservation, which sparked controversy [1] - The consumer had booked a room at the hotel for February 18-19 but canceled due to safety concerns after being informed that the room required front desk access [1][6] - The hotel stated that both the consumer and the hotel have reported the incident to the police, who found that the message was not sent by on-duty staff, suggesting a possible hacking incident [6] Group 2 - The involved Orange Hotel branch, part of the Huazhu Group, confirmed that the hotel had recently undergone renovations and was in a trial operation phase, asserting that staff had no reason to send such messages [6] - The hotel emphasized that the IP address used to send the threatening message did not belong to front desk employees, and they expressed confusion over how the consumer received the message [6] - The hotel has been operational since 2020 and has recorded sales exceeding 20,000 [6]