The Marcus (NYSE:MCS) Q4 2025 Earnings call February 26, 2026 11:00 AM ET Company ParticipantsChad Paris - CFO and TreasurerDrew Crum - MD and Equity ResearchGreg Marcus - Chairman, President, and CEOConference Call ParticipantsEric Wald - Equity Research AnalystMike Hickey - Senior Equity Research AnalystPatrick Sholl - VP, Research AnalystOperatorGood morning, everyone, and welcome to Marcus Corporation's Fourth Quarter Earnings Conference call. My name is Drew, and I will be your operator for today. At t ...

The Marcus (NYSE:MCS) Q4 2025 Earnings call February 26, 2026 11:00 AM ET Company ParticipantsChad Paris - CFO and TreasurerDrew Crum - MD and Equity ResearchGreg Marcus - Chairman, President, and CEOConference Call ParticipantsEric Wald - Equity Research AnalystMike Hickey - Senior Equity Research AnalystPatrick Sholl - VP, Research AnalystOperatorGood morning, everyone, and welcome to Marcus Corporation's fourth quarter earnings conference call. My name is Drew, and I will be your operator for today. At t ...

ASHFORD HOSPITALITY TRUST SEES STRONG BUYER DEMAND IN MULTIPLE HOTEL TRANSACTIONS AND CLOSINGS [Accessibility Statement] Skip NavigationDALLAS, Feb. 24, 2026 /PRNewswire/ -- Ashford Hospitality Trust, Inc. (NYSE: AHT) (the "Company") today provided updates on several strategic transactions, highlighting robust buyer demand and significant market activity across its portfolio of upper-upscale hotels. The Company has entered into definitive agreements to sell two properties and has successfully closed on the ...

investors and management to evaluate the period-to-period performance of our hotels and facilitates comparisons with other hotel REITs and hotel owners. In particular, these measures assist management and investors in distinguishing whether increases or decreases in revenues and/or expenses are due to growth or decline of operations at Same-Property hotels or from other factors, such as the effect of acquisitions or dispositions.FFO and Adjusted FFOThe Company calculates FFO in accordance with standards est ...

Summit Hotel Properties Announces 2026 Annual Meeting of Stockholders [Accessibility Statement] Skip NavigationAUSTIN, Texas, Feb. 20, 2026 /PRNewswire/ -- Summit Hotel Properties, Inc. (NYSE: INN) (the "Company") today announced that its 2026 Annual Meeting of Stockholders will be held Wednesday, May 20, 2026, beginning at 8:00 a.m. Central Time. The meeting will be held at the Hampton Inn & Suites Austin Downtown located at 200 San Jacinto Boulevard, Austin, Texas 78701. The meeting is open to all stockho ...

Core Insights - WorldVue has joined the Preferred Hotels & Resorts Alliance Partner Program, becoming a recommended provider of in-room entertainment and Wi-Fi for member properties globally [1] - The partnership aims to enhance technology infrastructure for independent hotels and resorts within the Preferred Hotels & Resorts network, which includes over 625 properties across more than 80 countries [1][2] Group 1: Partnership Objectives - The collaboration with WorldVue seeks to provide advanced technology solutions tailored for member hotels, enhancing their operational capabilities [2] - WorldVue specializes in creating customized infrastructure ecosystems that prioritize discretion and performance, leveraging over five decades of experience in the hospitality sector [2] Group 2: Operational Approach - WorldVue works directly with ownership groups, asset managers, and property leadership teams to address complex operational needs from implementation to long-term optimization [3] - The company emphasizes that independent luxury properties require technology that aligns with their vision while maintaining their unique identity [3] Group 3: Long-term Vision - WorldVue's approach to partnerships focuses on long-term stewardship, ensuring that the technology infrastructure is as exceptional as the guest experience [4] - The partnership with Preferred Hotels & Resorts allows WorldVue to enhance technology stability and reliability for each property [4] Group 4: Service Scope - WorldVue provides connectivity, video, and professional services to over 8,000 properties and more than one million rooms worldwide [5] - The company recently formed an alliance with Cabling Solutions to further strengthen its IT infrastructure offerings for the hospitality industry [5]

Core Insights - Wynn Resorts and Chef's Table have announced a global partnership aimed at enhancing culinary experiences at Wynn properties, starting with a series of events this fall [1][2] - The collaboration will feature a culinary event called Wynn Revelry by Chef's Table, showcasing innovative dining and original programming [1] Company Overview - Wynn Resorts operates luxury hotel and casino properties including Wynn Las Vegas, Wynn Macau, and Encore Boston Harbor, with a focus on high-end dining and entertainment experiences [1][2] - The company is also developing Wynn Al Marjan Island, an integrated resort in the UAE set to open in 2027, featuring 1,542 rooms and a variety of luxury amenities [2] Partnership Details - The partnership will kick off with Wynn Revelry by Chef's Table, transforming the Revelry tasting experience into a platform for culinary innovation [1] - Key events during the partnership launch include a grand tasting event called The Feast, a golf tournament, and a chef and celebrity cookoff, all designed to highlight culinary talent [1] Culinary Events - The Feast will take place on September 19, featuring new dishes from renowned chefs and a competition for the "Taste of Tomorrow" award [1] - Additional events include The Club Gourmet nightlife experience and an Icons dinner showcasing a multi-course tasting menu by top chefs [1] Chef's Table Overview - Chef's Table is an Emmy Award-winning docuseries on Netflix that highlights culinary stars and is expanding its brand through partnerships and new content initiatives [2]

Core Insights - Marriott International, Inc. is a leading global hospitality company with a diverse portfolio of hotels and resorts, competing against major players like Hilton and Hyatt [1] - The company has a price target of $343 set by Mizuho Securities, indicating a potential downside from its current trading price of $359.35 [5] Financial Performance - Marriott's guidance for 2026 is optimistic, driven by strong global brand performance and an expanding loyalty program, particularly in the luxury segment [2][5] - The company expects earnings per share (EPS) growth of 13% to 15% for 2026, supported by its asset-light business model and aggressive share buybacks [3][5] - Current stock price reflects an increase of 8.50% or $28.14, with a market capitalization of approximately $96.43 billion [4] Market Dynamics - U.S. Revenue Per Available Room (RevPAR) growth faces challenges due to weaker spending by middle- and lower-income consumers, while international markets, especially China, are experiencing accelerating growth [2] - Marriott's shares are trading at a high valuation of 30 times forward earnings, which may raise concerns among some investors [3]

Core Insights - The Ritz-Carlton has launched a collaboration with Kilometre Paris to create a limited-edition capsule collection inspired by its iconic coastal resorts, featuring handcrafted travel pieces such as beach totes, bucket bags, and bandanas [1][2] - A portion of the proceeds from the collection will support Community Footprints, The Ritz-Carlton's global social and environmental responsibility platform, benefiting local communities around the participating resorts [1] - The collection emphasizes craftsmanship and storytelling, with each piece designed to capture the essence of its destination, allowing guests to carry memories of their travels [1] Company Overview - The Ritz-Carlton Hotel Company operates 125 hotels in over 35 countries, focusing on delivering high-quality service and transformative travel experiences [1] - The company is committed to innovation and has introduced brand extensions such as Ritz-Carlton Reserve and The Ritz-Carlton Yacht Collection, enhancing its luxury offerings [1] Kilometre Paris Overview - Kilometre Paris is a luxury fashion brand known for its travel-inspired, handmade apparel and accessories, emphasizing ethical production and artisanal craftsmanship [2] - The brand combines traditional techniques with modern sustainability, offering unique pieces that reflect cultural respect and artisan empowerment [2]

Core Viewpoint - H World Group Limited has launched a new economy hotel brand, Hanting Inn, aimed at addressing evolving travel needs and supporting scalable, asset-light growth in the hospitality sector [1]. Group 1: Brand Launch and Strategy - Hanting Inn is designed to expand accessibility and coverage within the Hanting brand family, focusing on lower investment thresholds and simplified construction standards [1]. - The brand aims for rapid rollout and deeper penetration into lower-tier cities and price-sensitive markets, reinforcing Hanting's vision of making quality accommodation part of everyday travel infrastructure [1]. Group 2: Operational Efficiency and Growth - Hanting Inn emphasizes high commercial adaptability, particularly for the conversion and renovation of existing properties, built around principles of Light, Fast, Efficient, and Profitable [1]. - The brand utilizes modular renovation standards and streamlined processes to reduce investment intensity and shorten lead times for openings, enhancing space utilization and revenue efficiency [1]. Group 3: Support and Scale - Hanting Inn is backed by H World Group's centralized supply chain procurement, digital and operational management platforms, and a loyalty ecosystem of over 300 million members, facilitating efficient scaling while maintaining consistent standards [1]. - As of September 30, 2025, there were 4,531 Hanting Hotels in operation, providing a solid operational foundation for the launch of Hanting Inn and reinforcing the company's commitment to asset-light growth in the economy hotel segment [1].