Core Insights - Marriott International, Inc. (MAR) has reported a successful 2025, showcasing broad-based expansion across all segments and strengthening collaborations with hotel owners, reflecting disciplined execution of its growth strategy [2] Growth Metrics - In 2025, Marriott achieved a net room growth of approximately 4.3%, adding over 700 new properties and nearly 100,000 rooms, with a development pipeline of around 610,000 rooms, up 5.7% year over year [4] - The company signed 94 deals in the Caribbean and Latin America, 187 in the Asia Pacific excluding China, and a record 201 in Greater China [4] Conversion Activity - Marriott completed nearly 400 conversion deals covering over 50,800 rooms, accounting for more than 30% of organic signings, with approximately 75% of conversions opening within a year [5] Strategic Expansion - The acquisition of citizenM added more than 35 hotels and nearly 9,000 rooms, with 37 properties opened across 23 cities in the U.S. by year-end [6] - Marriott signed 13 agreements to introduce Series by Marriott to key U.S. and Canadian markets, with two hotels opening in the fourth quarter [6] Midscale and Luxury Brands - Marriott strengthened its midscale presence with three dedicated brands, including City Express by Marriott, which ended the year with 158 open hotels and 150 in the pipeline [7] - The company signed a record 114 deals in the luxury segment, closing the year with 296 hotels and resorts (~60,000 rooms) in the luxury pipeline, with EMEA leading regional luxury growth [8] Share Price Performance - Shares of MAR gained 9.7% in the past year, outperforming the Zacks Hotels and Motels industry's 3.1% decline, benefiting from strong leisure demand and solid global booking trends [9]

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]