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【高端访谈】中国酒店行业进入创新变革新周期 未来将涌现更多民族品牌——访中国旅游集团酒店控股有限公司党委书记、董事长凡东升
Xin Hua Cai Jing· 2025-06-25 01:05
新华财经北京6月25日电(陈冉) 近日,中国旅游集团酒店控股有限公司(以下简称"中旅酒店")战略 投资雅阁酒店集团,时隔十年后再次启动大手笔资本运作,在酒店业界引起不小的震动。中旅酒店党委 书记、董事长凡东升接受新华财经专访时表示,中国酒店行业进入创新变革新周期,未来将涌现更多民 族品牌。 "中国酒店行业已经从学习跟随进入创新变革新周期,未来将涌现代表中国文化的民族酒店品牌。中旅 酒店作为酒店行业的国家队,在这个重要发展时期责无旁贷。"凡东升说。 中旅酒店是中国旅游集团的全资子公司,深耕中国高端酒店行业40余年。2015年8月,中旅酒店全资收 购英国第二大酒店管理公司Kew Green Hotels发行的全部股份,成功进军英国市场。2017年11月,中旅 酒店与洲际酒店集团达成战略合作,共同开展特许经营高端品牌"皇冠假日酒店及度假村Crowne Plaza Hotels & Resorts"和中端品牌"假日酒店Holiday Inn""假日度假酒店Holiday Inn Resort",开创了在中国内 地由中资酒店集团特许经营并管理国际酒店集团高端及中端品牌的先例。 "来自澳大利亚的雅阁酒店集团,将与中旅酒店 ...
Xenia Hotels & Resorts Announces Timing of Second Quarter 2025 Earnings Release and Conference Call
Prnewswire· 2025-06-13 10:30
Core Viewpoint - Xenia Hotels & Resorts, Inc. is set to report its financial results for the second quarter of 2025 on August 1, 2025, with a conference call scheduled for 10:00 am Eastern Time to discuss the results [1]. Group 1: Financial Reporting - The financial results for the second quarter of 2025 will be reported before the market opens on August 1, 2025 [1]. - A conference call will be held at 10:00 am Eastern Time on the same day to discuss the results [1]. - For those unable to attend the live call, a replay will be available one hour after the call ends, accessible via a specific phone number and access code [2]. Group 2: Company Overview - Xenia Hotels & Resorts, Inc. is a self-advised and self-administered REIT that focuses on luxury and upper upscale hotels and resorts in the top 25 lodging markets and key leisure destinations in the United States [4]. - The company owns 30 hotels with a total of 8,868 rooms across 14 states, operating under well-known brands such as Marriott, Hyatt, Fairmont, Kimpton, Loews, Hilton, and The Kessler Collection [4].
Ryman Hospitality Properties (RHP) 2025 Conference Transcript
2025-06-04 16:45
Summary of Ryman Hospitality Properties Conference Call Company Overview - Ryman Hospitality Properties operates primarily as a hospitality REIT, focusing on large group business and leisure transient business, distinguishing itself from other hotel companies that cater to business transient customers [6][7] - The company has a unique business model that allows for long-term relationships with large groups, providing stability and visibility in future bookings [7][8] - Ryman also operates the Opry Entertainment Group, which is involved in the country music space, owning iconic venues like the Grand Ole Opry and Ryman Auditorium [8][9] Core Business Insights - The company enters each year with approximately 50% occupancy booked, primarily from group business, and aims for a sustainable occupancy level of around 75% [11] - Recent trends indicate a stabilization in bookings after a dip due to economic concerns, with year-over-year bookings remaining flat [12][13] - Government-related business constitutes about 2% of the portfolio, with some softness noted, but overall, the company has managed to maintain stability in its bookings [15][16] Financial Performance and Cost Management - Operating expenses are expected to be 4% higher than the previous year, primarily due to labor costs, but the company has managed to stabilize these costs compared to post-COVID increases [25][26] - The company has successfully reduced labor hours per occupied room, maintaining wage margins despite rising wages due to inflation [27] Capital Allocation and Acquisitions - Ryman recently acquired the JW Marriott Desert Ridge, integrating it into its existing portfolio to leverage economies of scale and enhance customer relationships [29][30] - The company has identified a $1 billion capital investment opportunity over four years, focusing on renovations and expansions to improve meeting spaces and leisure amenities [39][41] Opry Entertainment Group (OEG) - OEG focuses on live entertainment in the country music sector, owning several venues and brands, and has recently expanded its portfolio with new concepts and partnerships [42][43] - The company sold a 30% interest in OEG to Ateros and NBCUniversal, valuing the business at approximately $1.4 billion, which is expected to enhance growth opportunities [46][48] Future Outlook - Ryman plans to separate the OEG from the REIT structure to create a standalone public company, which is anticipated to trade at a higher multiple than the hotel business [52][54] - The company is exploring various options for the separation, with an IPO being the preferred method to maximize value and manage liquidity restrictions [55][56] Additional Considerations - The company is monitoring the performance of the Gaylord brand and other properties, including the Chula Vista development, for potential future acquisition opportunities [59]
Hilton Fuels Luxury Growth With New Brands and 500 Hotels Pipeline
ZACKS· 2025-06-03 14:42
Core Insights - Hilton Worldwide Holdings Inc. has opened its 1,000th luxury and lifestyle hotel globally, marking a significant milestone amid robust growth driven by organic expansion, strategic acquisitions, and brand partnerships [1][8] - The company is focusing on high-margin luxury travel, with nearly 500 additional luxury and lifestyle hotels in the development pipeline, aiming to open over 150 properties in this category by 2025 [2][8] Strategic Brand Initiatives - Hilton has introduced new brands like NoMad and Graduate by Hilton, and formed an exclusive partnership with Small Luxury Hotels of the World (SLH), adding over 100 future luxury and lifestyle hotels to its pipeline in 2025 [3][5] - The NoMad brand plans future openings in Singapore and Detroit, with more than 15 projects globally, while Graduate by Hilton is expanding into U.S. college towns and has international expansion plans [4] Global Expansion - Hilton is aggressively expanding its luxury footprint with upcoming launches including Waldorf Astoria New York and Conrad Athens The Ilisian, among others, aiming to open three luxury and lifestyle hotels per week throughout 2025 [6][8] - The company is also expanding in the Asia-Pacific region, particularly with new Conrad hotels, reflecting growing global demand for upscale offerings [9] Stock Performance - Year to date, Hilton's stock has gained 0.8%, contrasting with a 5.3% decline in the industry, benefiting from strong demand for leisure travel and strategic partnerships [9] - The company has delivered a trailing four-quarter earnings surprise of 30.9% on average, with a year-to-date stock gain of 10.6% [12]
DIAMONDROCK HOSPITALITY ANNOUNCES SECOND QUARTER 2025 EARNINGS RELEASE AND CONFERENCE CALL
Prnewswire· 2025-05-28 12:30
Company Overview - DiamondRock Hospitality Company is a self-advised real estate investment trust (REIT) that owns a diversified portfolio of hotels concentrated in leisure destinations and top gateway markets [4] - The Company currently owns 36 premium quality hotels and resorts with approximately 9,600 rooms [4] - The portfolio includes both leading global brand hotels and independent boutique hotels in the lifestyle segment [4] Financial Reporting - The Company will report financial results for the second quarter of 2025 after the market closes on Thursday, August 7, 2025 [1] - A conference call to discuss the financial results and business outlook will be held on Friday, August 8, 2025, at 9:00 a.m. Eastern Time [1] Conference Call Details - The conference call will be accessible by telephone and through the internet, with registration required for participation [2] - A replay of the call will be available two hours after the live call for a limited time on the Company's website [3]
Marriott Expands Luxury Footprint With St. Regis in Costa Rica
ZACKS· 2025-05-23 14:26
Marriott International (MAR) has taken a strategic step to deepen its luxury footprint in Latin America by announcing a signed agreement with Solana PA, S.R.L. to introduce its premier St. Regis Hotels & Resorts brand in Costa Rica. The high-end development will mark the brand’s debut in the country and is set to elevate the Gulf of Papagayo in Guanacaste as a luxury destination.Spanning 20 hectares, this premium resort and residential project is set to break ground in July 2025 and welcome guests by early ...
Google开了一场可能改变旅游业的大会
Hu Xiu· 2025-05-23 00:42
作为一个奔四的80后,你们知道我人生第一个偶像是谁吗? 说来不好意思:哆啦A梦…… 坦白讲,小时候看蓝胖子,我最羡慕的道具不是任意门,也不是时光机,而是那一小块翻译魔芋。 吃一口,秒变联合国同声传译,走遍全世界不用查词典、背单词、比手画脚…… 那时候我真觉得,这玩意儿太遥远,估计得等上百年,可现在看着Google的新品,我感觉他们真的要做出来了。 就在这周二的Google年度开发者大会上,这家全球知名科技企业发布了一款看起来并不花哨的智能眼镜。 Google眼镜看起来和普通眼镜没啥区别 没有悬浮投影。没有炫酷外形。没有炫技参数。 但功能炸裂: 一 实时语音翻译,直接映射到镜片; 地图导航,不用低头,箭头就浮在你眼前; 还有视觉识别,能"看懂"你看到的一切。 也就是说,从这一秒起,语言障碍这个曾让全球游客焦虑的头号问题真的要被AI抹平了。 举个例子,你落地西班牙马德里,不会说Hola没关系。你说中文,它实时翻成西语。对方说西语,它自动显示成你看得懂的中文。 点菜、问路、交涉,全靠眼镜就行。 最关键的是,不需要"等翻译",而是同步进行,就像你在和一个无形的导游并肩同行,替你实时解码这个世界。 这太疯狂了。你只需要 ...
Marriott International Signs Agreement to Debut St. Regis Hotels & Resorts Brand in Costa Rica
Prnewswire· 2025-05-22 14:00
Combining timeless glamour and vanguard spirit, the property is anticipated to offer exquisite experiences in one of the world's finest addresses starting in early 2027.PLANTATION, Fla., May 22, 2025 /PRNewswire/ -- Marriott International, Inc. (Nasdaq: MAR) announced today a signed agreement with Solana PA, S.R.L. to debut the iconic St. Regis Hotels & Resorts brand in Costa Rica. The development of this visionary project, which will span 20 hectares on the Gulf of Papagayo in the Guanacaste region, is exp ...
Atour Lifestyle to Post Q1 Earnings: What's in Store for the Stock?
ZACKS· 2025-05-20 12:30
Core Viewpoint - Atour Lifestyle Holdings Limited (ATAT) is expected to report strong first-quarter 2025 results, with earnings per share estimated at 32 cents, reflecting a 23.1% increase year-over-year, and revenues projected at approximately $259.1 million, indicating a 27.4% growth from the previous year [1][2]. Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for ATAT's first-quarter earnings per share is 32 cents, up from 26 cents in the same quarter last year [1]. - Revenue expectations are set at nearly $259.1 million, which represents a 27.4% increase compared to the prior-year quarter [2]. Group 2: Factors Influencing Performance - The company's performance is likely to benefit from robust hotel network expansion, strong brand momentum, and growth in its retail business, supported by high franchisee engagement and strategic hotel rollouts [3]. - Disciplined hotel development, strong occupancy trends, and effective revenue management strategies are expected to contribute positively to performance [4]. - The retail segment, particularly the Atour PLANET brand, is anticipated to drive revenue growth, with management projecting at least a 35% year-over-year increase in retail revenues for 2025 [5]. Group 3: Challenges and Risks - Seasonal factors and adverse weather conditions may lead to volatility in RevPAR performance, with a projected year-over-year decline in the mid- to high-single-digit range [6]. - Macroeconomic challenges such as inflation and increased marketing expenditures could negatively impact margins in the first quarter [6]. Group 4: Earnings Prediction Model - The current model does not predict a definitive earnings beat for ATAT, as the Earnings ESP stands at 0.00% and the company holds a Zacks Rank of 3 (Hold) [7][8].
Crowne Plaza by IHG Reveals a New Era of Blended Travel with Demand for Far-Reaching Flexibility on Top of Traditional Work-Life Integration
Prnewswire· 2025-05-12 06:00
With thoughtfully designed spaces and guest experiences focused on connection, Crowne Plaza remains a top choice for hybrid travellers in the Middle East DUBAI, UAE, May 12, 2025 /PRNewswire/ -- Crowne Plaza by IHG – one of the world's largest premium hotel brands and a thought-leader in the blended travel space – has released its second white paper: Leading the Charge in Blended Travel.The report unveils a major shift since its 2022 report, driven by a new breed of companies and individuals seeking far-rea ...