Core Viewpoint - H World Group reported quarterly earnings of $0.59 per share, exceeding the Zacks Consensus Estimate of $0.56 per share, and showing an increase from $0.46 per share a year ago, indicating a positive earnings surprise of +5.36% [1][2] Financial Performance - The company achieved revenues of $897 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.77%, and up from $846 million in the same quarter last year [2] - Over the last four quarters, H World Group has exceeded consensus EPS estimates only once, while it has topped revenue estimates two times [2] Stock Performance and Outlook - H World Group shares have increased by approximately 1% since the beginning of the year, in contrast to the S&P 500's gain of 9% [3] - The company's earnings outlook is crucial for investors, as it reflects current consensus earnings expectations for upcoming quarters [4] Estimate Revisions and Industry Impact - Prior to the earnings release, the estimate revisions trend for H World Group was unfavorable, resulting in a Zacks Rank 5 (Strong Sell) for the stock, indicating expected underperformance in the near future [6] - The current consensus EPS estimate for the next quarter is $0.64 on revenues of $921.42 million, and for the current fiscal year, it is $1.93 on revenues of $3.43 billion [7] - The Hotels and Motels industry, to which H World Group belongs, is currently ranked in the bottom 20% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Group 1 - Investors in Hilton Worldwide Holdings Inc. should pay attention to the stock due to high implied volatility in the options market, particularly the Aug 22, 2025 $175.00 Call option [1] - Implied volatility indicates the market's expectation of future movement, suggesting that significant price changes may occur, potentially due to an upcoming event [2] - Hilton currently holds a Zacks Rank 3 (Hold) in the Hotels and Motels industry, which is in the bottom 8% of the Zacks Industry Rank, with recent earnings estimates showing a decrease from $2.13 to $2.06 per share [3] Group 2 - The high implied volatility for Hilton shares may indicate a developing trading opportunity, as options traders often seek to sell premium on such options to capture decay [4]

Soho House & Co (SHCO) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of a loss of $0.08 per share. This compares to a loss of $0.17 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +262.50%. A quarter ago, it was expected that this operator of members-only luxury hotels and clubs under the Soho House brand would post a loss of $0.14 per share when it actually produced earnings of $0.0 ...

Financial Performance - Hyatt Hotels reported quarterly earnings of $0.68 per share, exceeding the Zacks Consensus Estimate of $0.66 per share, but down from $1.53 per share a year ago, indicating an earnings surprise of +3.03% [1] - The company posted revenues of $1.81 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.85%, compared to $1.7 billion in the same quarter last year [2] - Over the last four quarters, Hyatt has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Performance and Outlook - Hyatt Hotels shares have declined approximately 13.3% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at $0.56 for the upcoming quarter and $2.24 for the current fiscal year [4][7] Industry Context - The Hotels and Motels industry, to which Hyatt belongs, is currently ranked in the bottom 10% of over 250 Zacks industries, which may negatively impact stock performance [8] - H World Group, another company in the same industry, is expected to report quarterly earnings of $0.56 per share, reflecting a year-over-year change of +21.7% [9]

Core Viewpoint - Choice Hotels reported quarterly earnings of $1.92 per share, exceeding the Zacks Consensus Estimate of $1.90 per share, and showing an increase from $1.84 per share a year ago, representing an earnings surprise of +1.05% [1] Financial Performance - The company posted revenues of $426.44 million for the quarter ended June 2025, which was slightly below the Zacks Consensus Estimate by 0.15%, and a decrease from $435.16 million in the same quarter last year [2] - Over the last four quarters, Choice Hotels has surpassed consensus EPS estimates three times, but has only topped consensus revenue estimates once [2] Stock Performance - Choice Hotels shares have declined approximately 11.9% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [3] - The current Zacks Rank for Choice Hotels is 4 (Sell), indicating expectations of underperformance in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $2.17 on revenues of $426.24 million, and for the current fiscal year, it is $6.99 on revenues of $1.56 billion [7] - The outlook for the Hotels and Motels industry is currently in the bottom 10% of over 250 Zacks industries, which may negatively impact the stock's performance [8]

Marriott International (MAR) came out with quarterly earnings of $2.65 per share, beating the Zacks Consensus Estimate of $2.64 per share. This compares to earnings of $2.5 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +0.38%. A quarter ago, it was expected that this hotel company would post earnings of $2.27 per share when it actually produced earnings of $2.32, delivering a surprise of +2.2%. Empirical research shows a st ...

Core Viewpoint - The market anticipates that Choice Hotels (CHH) will report a year-over-year increase in earnings despite a decline in revenues when it releases its quarterly results for June 2025 [1][3]. Earnings Expectations - The upcoming earnings report is expected to show earnings of $1.90 per share, reflecting a +3.3% change year-over-year, while revenues are projected to be $427.08 million, down 1.9% from the previous year [3]. - The earnings report is scheduled for release on August 6, and better-than-expected results could lead to a stock price increase, whereas disappointing results may cause a decline [2]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 0.38%, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Choice Hotels is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.32% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, with a strong predictive power for positive readings [9][10]. - Choice Hotels currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Choice Hotels was expected to post earnings of $1.38 per share but delivered only $1.34, resulting in a surprise of -2.90% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates two times [14]. Industry Comparison - Marriott International (MAR), another player in the hotel industry, is expected to report earnings of $2.64 per share for the same quarter, indicating a +5.6% year-over-year change, with revenues projected at $6.67 billion, up 3.5% [18][19].

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Civeo shares have added about 8.1% since the beginning of the year versus the S&P 500's gain of 8.6%. What's Next for Civeo? While Civeo has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? Civeo (CVEO) came out with a quarterly loss of $0.25 ...

Company Overview - Hilton Grand Vacations (HGV) is expected to report quarterly earnings on July 31, 2025, with a consensus estimate of $0.78 per share, reflecting a year-over-year increase of +25.8% [3] - Revenues are anticipated to reach $1.37 billion, which is a 10.7% increase from the same quarter last year [3] Earnings Expectations - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4] - The Most Accurate Estimate for Hilton Grand Vacations is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +10.58% [12] Historical Performance - In the last reported quarter, Hilton Grand Vacations was expected to post earnings of $0.49 per share but only achieved $0.09, resulting in a surprise of -81.63% [13] - The company has not beaten consensus EPS estimates in any of the last four quarters [14] Market Sentiment - Despite a positive Earnings ESP, Hilton Grand Vacations currently holds a Zacks Rank of 4, making it challenging to predict an earnings beat conclusively [12] - The overall market sentiment suggests that Hilton Grand Vacations may not be a compelling earnings-beat candidate, and investors should consider other factors before making investment decisions [17] Industry Context - In the broader Zacks Hotels and Motels industry, Civeo (CVEO) is expected to report a loss of $0.03 per share for the same quarter, indicating a year-over-year change of -105.4% [18] - Civeo's revenue is projected to decline by 12.4% to $165.34 million, with a negative Earnings ESP of -933.33% despite a Zacks Rank of 2 (Buy) [19][20]

Core Insights - Wyndham Hotels reported quarterly earnings of $1.33 per share, exceeding the Zacks Consensus Estimate of $1.16 per share, and showing an increase from $1.13 per share a year ago, resulting in an earnings surprise of +14.66% [1] - The company generated revenues of $397 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.50% and up from $367 million year-over-year [2] - Wyndham has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Financial Performance - The earnings report indicates a positive trend with a quarterly earnings surprise of +14.66% and a revenue increase of 8.2% year-over-year [1][2] - The current consensus EPS estimate for the upcoming quarter is $1.49, with projected revenues of $410.7 million, and for the current fiscal year, the EPS estimate is $4.67 on revenues of $1.47 billion [7] Market Position - Wyndham shares have underperformed the market, losing about 12.8% since the beginning of the year, while the S&P 500 has gained 7.3% [3] - The Zacks Industry Rank places the Hotels and Motels sector in the bottom 20% of over 250 Zacks industries, indicating potential challenges for stock performance [8] Future Outlook - The sustainability of Wyndham's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The estimate revisions trend for Wyndham was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market [6]