Key Takeaways Choice Hotels will add 50 new Quality Suites in France, boosting its portfolio to 107 properties.The additions cover 30 cities, from Marseille and Toulouse to smaller touristic destinations.Portfolio mix spans urban, suburban and leisure markets, targeting both business and seasonal demand.Choice Hotels International, Inc. (CHH) plans to strengthen its position in Europe’s largest hotel franchise market by adding 50 new properties in France, totaling more than 4,800 rooms. This will increase t ...

Expansion nearly doubles the company's portfolio in Europe's largest hotel franchise market. NORTH BETHESDA, Md., Oct. 2, 2025 /PRNewswire/ -- Choice Hotels International, Inc. (NYSE: CHH), one of the world's largest hotel franchisors, today announced it will onboard an additional 50 properties representing more than 4,800 rooms across France, nearly doubling the company's portfolio in the country from 57 to 107 franchised hotels. The new properties will join the Quality Suites brand and complement Choice H ...

Company Overview - Comfort Hotels has been a trusted travel companion for over 40 years, operating more than 2,100 hotels worldwide, providing reliable stays with amenities such as free hot breakfast and Wi-Fi [7][12] - The brand has undergone a multiyear transformation, updating guest rooms and public spaces, and now features a new modern logo [12] Industry Insights - A recent survey indicates that 74% of U.S. travelers consider a relaxing breakfast essential for a great vacation, with 66% ranking breakfast among their favorite family travel memories [1] - The survey also reveals that 78% of respondents enjoy sharing food as a way to connect with others, and 57% associate waffles with cozy, relaxing mornings [2] Consumer Preferences - When it comes to waffles, 41% of respondents prefer crispy waffles, while the remaining 59% favor a softer, fluffier texture [4] - Despite the trend of mini-sized products, 67% of consumers prefer full-size waffles, indicating a strong preference for traditional offerings [5] Marketing and Promotions - Comfort Hotels is celebrating National Waffle Day on August 24, inviting guests to participate in festivities and highlighting the emotional connection breakfast, particularly waffles, has with hotel stays [6] - The company is running a national sweepstakes from August 21 to August 25, where guests can win a one-night stay at participating hotels by engaging on social media [10] Brand Positioning - Comfort Hotels emphasizes the importance of breakfast in creating memorable travel experiences, with over 30 million waffles made annually at its properties [3] - The brand aims to deliver a perfect start to the day for all guests, regardless of their waffle preferences, reinforcing its commitment to customer satisfaction [6]

Core Insights - Cambria Hotels is experiencing growth in both high-demand and emerging markets, with nearly 60 hotels in the pipeline, including new openings in Times Square, NY, and Fort Worth, Texas, as well as its first Canadian property in Thunder Bay, Ontario [1][12] - The upscale portfolio of Choice Hotels now exceeds 110,000 rooms globally, reflecting a 15% year-over-year increase, with nearly 29,000 more rooms in development [1][12] - Cambria Hotels is positioned to attract travelers in aspirational destinations, supported by a commitment to brand success and resources for developers [2] Company Overview - Cambria Hotels offers a distinct experience for modern travelers, featuring contemporary design, spacious rooms, flexible meeting spaces, and locally inspired food and beverages [13] - The brand has over 70 hotels open in major U.S. cities, including Chicago, New York, and Los Angeles, and was ranked 1 in the upscale segment in the J.D. Power 2023 North America Hotel Guest Satisfaction Index Study [13] Specific Properties - Cambria Hotel Templeton in California features 132 rooms, powered by solar energy, and offers curated experiences like ziplining and wine tastings [3][4] - Cambria Hotel Tampa, with 104 rooms, serves as a launchpad for cruise adventures and city exploration, offering a Snooze & Cruise Package [5][6] - Cambria Hotel Plymouth, with 107 rooms, reflects coastal Massachusetts' beauty and is located near historical landmarks [7][8] - Cambria Hotel Portland, the first property in Oregon, features 178 rooms and nearly 1,400 sq ft of meeting space in the Pearl District [9] Rewards Program - Cambria Hotels participates in the Choice Privileges rewards program, allowing members to earn and redeem points for reward nights at over 7,000 Choice-branded hotels [10]

Financial Data and Key Metrics Changes - Adjusted EBITDA reached $165 million, a 2% year-over-year increase, while adjusted earnings per share rose 4% year-over-year to $1.92 [4][24] - Global rooms increased by 2% year-over-year, with a 3% net increase in more revenue-intensive rooms [4][24] - Domestic RevPAR declined approximately 1.6% year-over-year, while overall RevPAR decreased by 2.9% due to reduced government and international travel [27][32] Business Line Data and Key Metrics Changes - The domestic extended stay room system size grew by 10% year-over-year, with a 7% increase in domestic openings [24][25] - The Comfort brand saw a 50% increase in global openings and a 23% year-over-year rise in domestic franchise agreements awarded [25] - The upscale segment expanded by 15% year-over-year, with nearly 29,000 upscale global rooms in the pipeline, a 7% increase over the prior quarter [13][25] Market Data and Key Metrics Changes - International business achieved a 10% growth in adjusted EBITDA, with a 5% year-over-year expansion in the rooms portfolio [4][6] - The Canadian lodging market is projected to grow at an average annual rate of over 5% over the next five years, reaching over $50 billion in total revenues by 2030 [6] - The EMEA region saw a 7% increase in room count year-over-year, with approximately 4,000 rooms onboarded under direct franchise agreements [7] Company Strategy and Development Direction - The company is transitioning to a fully direct franchising model in Canada, expanding its product offering from eight hotel brands to a full portfolio of 22 [6] - Strategic acquisitions and partnerships are being pursued to enhance international market share, including a recent acquisition of the remaining 50% interest in Choice Hotels Canada [5][30] - The focus on revenue-intensive segments is expected to drive long-term growth, with 98% of the rooms in the pipeline belonging to these segments [14][22] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the domestic consumer's resilience, citing increased disposable income and a favorable travel environment [17][56] - The company anticipates continued growth in the extended stay segment, which has shown resilience during uncertain economic times [10][18] - Adjusted domestic RevPAR expectations have been revised to a range of -3% to flat for the remainder of the year, reflecting a more cautious outlook [32] Other Important Information - The rewards program expanded to nearly 72 million members, an 8% year-over-year increase, and was recognized as the top hotel rewards program by U.S. News and World Report [19][20] - The company returned $137 million to shareholders year-to-date, including $27 million in cash dividends and $110 million in share repurchases [30] Q&A Session Summary Question: How does the company decide on direct versus master franchise in different markets? - The decision is based on market fundamentals, including the ability of small business owners to aggregate capital and the regulatory environment [35][36] Question: What is the growth outlook for Canada? - The company expects healthy growth in Canada, with a strong existing base of franchisees and a focus on both new construction and conversions [41][44] Question: What are the long-term expectations for international EBITDA? - International EBITDA is currently about 6% of total EBITDA, with significant growth opportunities anticipated in the coming years [47][50] Question: What are the current trends affecting RevPAR guidance? - The company noted softness in international inbound and government travel as key headwinds impacting RevPAR expectations [55][56] Question: Can you clarify the operating profit guarantee and its impact on EBITDA? - The operating profit guarantee is evaluated annually, with a total potential payment of $20 million over the life of the agreement [70][71] Question: How is the company managing occupancy and rate in the current environment? - The company is focused on maintaining occupancy while managing costs, particularly in the extended stay segment, which has lower costs per occupied room [76][78]

Group 1 - Choice Hotels has partnered with Learfield to allow members to use Choice Privileges points to bid on 40 VIP packages during the 2025 college football season, including access to 15 teams such as Ohio State University and University of Michigan [1][3] - The Choice Privileges program has been recognized as the 1 hotel rewards program by U.S. News & World Report and WalletHub, enhancing its appeal to members [2] - Last season, members redeemed nearly 6 million points for gameday experiences, indicating strong engagement with the program [3] Group 2 - The Platinum VIP Experience includes a two-night hotel stay, pre-game hospitality and sideline passes, game tickets, a parking pass, and gift cards, providing significant value to members [6][7] - The Silver VIP Experience offers similar benefits but with fewer perks, catering to a broader range of fans [5][6] - Members can earn points through hotel stays and everyday purchases, with special promotions available for new Choice Privileges Mastercard holders [7][8] Group 3 - The Choice Privileges program allows members to earn and redeem points at over 7,000 hotels globally, with options to exchange points for airline miles or gift cards [9] - Choice Hotels International operates over 7,500 hotels across 46 countries, offering a diverse portfolio of brands to meet various traveler needs [10]

Group 1: Choice Privileges Program Overview - Choice Privileges is a rewards program that allows members to earn and redeem points for stays at over 7,000 hotels in 46 countries and territories, with additional earning opportunities through partners [7] - The program has been refreshed to provide greater value to its 70 million members, offering more ways to use points, including a sweepstakes for members [1][5] - Members can earn additional entries in the sweepstakes by staying qualifying nights during the promotion period, which runs until October 7, 2025 [1] Group 2: Travel Opportunities and Points Usage - Members can use their points for various travel experiences, including stays near national parks, cultural tours, and beach vacations in the Caribbean and Latin America [3][4] - Specific travel routes and the corresponding points required include a national park route starting at 375,000 points, a cultural tour starting at 425,000 points, and a beach vacation starting at 570,000 points [3][4] - A grand prize winner in the sweepstakes will receive 1 million Choice Privileges points, enabling luxury stays and experiences, along with additional prizes for other winners [5] Group 3: Company Background - Choice Hotels International, Inc. is one of the largest lodging franchisors globally, with over 7,500 hotels and nearly 650,000 rooms across 46 countries and territories [8] - The company operates a diverse portfolio of 22 brands, catering to various traveler needs and driving value for franchise owners and shareholders [8] - The Choice Privileges program and co-brand credit card options facilitate earning reward nights and personalized perks for members [8]

Group 1 - Choice Privileges has been recognized as the No. 1 Hotel Rewards Program by U.S. News & World Report, following a similar ranking by WalletHub, indicating its increasing popularity among travelers [1][2] - The program's evolution focuses on simplicity and clear value for members, making it easier to earn and redeem rewards, which has positively influenced customer response [2][3] - U.S. News highlighted that Choice Privileges allows members to quickly earn free nights and has expanded its offerings through the acquisition of Radisson and partnerships with Preferred Hotels & Resorts, catering to both budget and luxury segments [3] Group 2 - Choice Hotels International, Inc. operates over 7,500 hotels with nearly 650,000 rooms across 46 countries, offering a diverse portfolio of 22 brands to meet various traveler needs [4] - The Choice Privileges rewards program enables members to earn and redeem points at over 7,000 hotels and through partnerships with various distribution platforms, enhancing the value proposition for members [5]

Financial Data and Key Metrics Changes - Choice Hotels reported a record adjusted EBITDA of $604.1 million, representing a 12% year-over-year growth [24] - Adjusted EPS increased by 13% year-over-year to $6.88, exceeding the top end of earnings guidance [24] Business Line Data and Key Metrics Changes - The global upscale and above portfolio grew by 44% year-over-year, reaching over 110,000 rooms, which constitutes 17% of the overall system [25] - The company opened its 515th extended stay property, reinforcing its leadership in the fast-growing segment [25] Market Data and Key Metrics Changes - International business grew by 4.4% year-over-year, totaling over 142,000 rooms [31] - The new construction rooms pipeline outside the U.S. increased by 14% year-over-year, indicating significant growth potential in international markets [31] Company Strategy and Development Direction - The company relaunched four brands, repositioning Radisson Individuals and Park Inn by Radisson to enhance market presence [25] - The focus remains on revenue-intensive brands, with 98% of the rooms in the global hotel pipeline within these brands, positioning the company for future growth [26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the continued growth of hotel demand outpacing supply through 2026, positioning the company favorably for future expansion [26] - The company highlighted the success of its franchisee success system and hotel conversion capabilities as key drivers of growth [24] Other Important Information - The company celebrated the 85th anniversary of its founding brand, Quality Inn, which expanded to nearly 150,000 global rooms [25] - The loyalty program, Choice Privileges, grew to over 70 million members, with a significant portion of active members having high household incomes [28] Q&A Session Summary Question: What changes have you seen in Choice's customer base in the context of the revenue intense growth strategy? - Management noted that business travelers now represent 40% of the overall guest mix, and the loyalty program has attracted higher value customers with significant household incomes [28] Question: Can you expand on the increase in Choice's international footprint? - Management reported a 4.4% year-over-year growth in international business and a 14% increase in the new construction rooms pipeline outside the U.S., indicating strong potential for future growth [31]

"Reaching more than 400 properties in the Ascend Collection is more than a milestone; it's a clear signal of the growing opportunity for owners," said Mark Shalala, Senior Vice President, Development, Upscale Brands, Choice Hotels International. "The collection's expansion, particularly into new and exciting destinations like Chile, positions us even better to raise brand awareness and help drive more bookings and revenue potential for owners. With the benefits of being part of Choice Hotels' fast accelerat ...