Core Insights - Hyatt reported a fourth-quarter system-wide RevPAR growth of 4%, driven primarily by luxury brands, with leisure transient RevPAR increasing about 6% year over year, including 9% growth across luxury brands [3] - The company emphasized a strong performance in international markets and luxury travel, with a notable increase in World of Hyatt membership, which grew to over 63 million, up 19% year over year [6][7] - Hyatt's asset-light strategy is accelerating, with expectations for asset-light earnings to reach approximately 90% by 2026, supported by the ~$2 billion sale of 14 Playa hotels [5][14] Revenue Performance - In the U.S., RevPAR rose 0.5%, with full-service RevPAR up 2% while select-service RevPAR declined due to softened business transient demand [1] - Group RevPAR increased by 3%, aligning with management's expectations and benefiting from a favorable U.S. calendar [2] - For the full year, gross fees rose 9% to $1.198 billion, with organic gross fees growing nearly 8% on a compounded annual basis from 2017 through 2025 [15] Development and Growth - Hyatt achieved net rooms growth of 7.3% in 2025, marking industry-leading growth for the ninth consecutive year, with a record development pipeline of about 148,000 rooms [8][10] - The U.S. experienced its strongest year of signings in five years, with 50% of signings in markets where Hyatt previously had no brand presence [10] - New brands such as Hyatt Select and Hyatt Studios are gaining traction, contributing to the overall growth strategy [11] Financial Outlook - For 2026, management guided to system-wide RevPAR growth of 1% to 3%, with net rooms growth expected at 6% to 7% and gross fees projected between $1.295 billion and $1.335 billion [19] - Adjusted EBITDA is anticipated to be in the range of $1.155 billion to $1.205 billion, representing 13% to 18% growth after adjustments [19] - The company plans to return $325 million to $375 million to shareholders through repurchases and dividends [19] Strategic Initiatives - The company is focusing on deeper relationships in portfolio deals, preferring management or franchise agreements over simple affiliations [12] - Hyatt's asset-light transactions, including the sale of hotels and long-term management agreements, are designed to strengthen its position in luxury all-inclusive offerings [13] - Management plans to update its definition of Adjusted EBITDA starting in Q1 2026 to align with peers and the evolving strategy [18]

Core Viewpoint - Hyatt Hotels Corporation will release its fourth quarter and full year 2025 financial results on February 12, 2026, before the stock market opens, followed by a conference call at 9:00 a.m. CT [1]. Group 1: Financial Results Announcement - The financial results will be announced before the stock market opens on February 12, 2026 [1]. - A conference call will take place at 9:00 a.m. CT on the same day [1]. Group 2: Conference Call Details - Participants can listen to a simultaneous webcast of the conference call on the Company's website, with an archive available for 90 days [2]. - Live call access is available via U.S. Toll-Free Number: 800.715.9871 and International Toll Number: 646.307.1963, with a Conference ID of 2303828 [2]. - A replay of the call will be available for one week starting February 12, 2026, at 12:00 p.m. CT [2]. Group 3: Company Overview - Hyatt Hotels Corporation is headquartered in Chicago and operates over 1,450 hotels and all-inclusive properties in 82 countries as of September 30, 2025 [3]. - The Company offers a diverse range of brands across various portfolios, including Luxury, Lifestyle, Inclusive, Classics, and Essentials [3]. - Subsidiaries include the World of Hyatt loyalty program and other vacation and destination management services [3].

Core Insights - Hyatt Hotels Corporation emphasizes the Park Hyatt brand's dedication to personalized luxury and high service standards [1] - The brand is strategically expanding into desirable global locations, reflecting its commitment to luxury hospitality [1] - 2025 marks the 45th anniversary of Park Hyatt, celebrating its influence on redefining luxury since the opening of Park Hyatt Chicago in 1980 [1]