Core Insights - Marriott International, Inc. has a market capitalization of $72.3 billion and operates a diverse portfolio of hotel brands across various price and service levels [1] - The company is expected to announce its fiscal Q3 2025 results on November 4, with analysts predicting an adjusted EPS of $2.38, a 5.3% increase from the previous year [2] - For fiscal 2025, analysts forecast an adjusted EPS of $10.01, representing a 7.3% rise from fiscal 2024, with further growth anticipated to $11.41 in fiscal 2026 [3] Financial Performance - In Q2 2025, Marriott reported an adjusted EPS of $2.65, slightly exceeding Wall Street estimates, with revenue reaching $6.7 billion, driven by strong performance in the upscale and luxury segments [5] - Room revenue in U.S. and Canada luxury properties grew by 4.1%, which helped offset a 1.5% decline in select-service brands [5] Stock Performance and Analyst Ratings - Over the past 52 weeks, shares of Marriott have risen marginally, underperforming compared to the S&P 500 Index's 14.6% increase and the Consumer Discretionary Select Sector SPDR Fund's 18.2% return [4] - Analysts maintain a cautiously optimistic view on MAR stock, with a consensus "Moderate Buy" rating; the average price target is $286.88, indicating a potential upside of 8.8% from current levels [6]

Core Insights - Marriott International is focusing on budget travelers who prioritize travel but seek more affordable options, as indicated by spending data from credit card relationships [1][5] - The company has significantly expanded into the mid-scale segment, which it historically did not operate in, starting with the acquisition of City Express for $100 million in 2022 [2][5] - Marriott has launched its first StudioRes in Fort Myers, Florida, targeting cost-conscious consumers with modest services and amenities [3] Financial Performance - In the first quarter, Marriott generated $6.26 billion in revenue and reported a net income of $665 million [4] Strategic Initiatives - The introduction of StudioRes aims to cater to various travel purposes, appealing to individuals on temporary assignments or digital nomads [3] - Marriott's diverse portfolio includes brands like Ritz-Carlton, St. Regis, Sheraton, Courtyard, Westin, and Moxy, allowing the company to offer suitable accommodations for different consumer needs [3]