Dream® Hotels, The StandardX®, Breathless Resorts & Spas®, JdV by Hyatt®, Bunkhouse® Hotels, and Me and All Hotels; the Inclusive Collection, including Zoëtry® Wellness & Spa Resorts, Hyatt Ziva®, Hyatt Zilara®, Secrets® Resorts & Spas, Dreams® Resorts & Spas, Hyatt Vivid® Hotels & Resorts, Bahia Principle Hotels & Resorts, Alua Hotels & Resorts®, and Sunscape® Resorts & Spas; the Classics Portfolio, including Grand Hyatt®, Hyatt Regency®, Destination by Hyatt®, Hyatt Centric®, Hyatt Vacation Club®, and Hya ...

Core Viewpoint - Hyatt Hotels Corporation is set to report its fourth-quarter 2025 results on February 12, 2026, with expectations of revenue growth driven by luxury travel demand and international market momentum [1][4]. Financial Performance - In the last reported quarter, Hyatt's adjusted loss per share and revenues missed the Zacks Consensus Estimate by 161.2% and 2.5%, respectively, with a year-over-year revenue growth of 9.6% and a bottom line decline of 131.9% [1]. - The Zacks Consensus Estimate for the upcoming quarter's EPS has increased to 50 cents from 46 cents, indicating a 19.1% increase from the previous year's EPS of 42 cents. Revenue is estimated at nearly $1.77 billion, reflecting a 10.5% increase from the prior-year quarter [3]. Revenue Drivers - The anticipated revenue growth is attributed to strong demand for luxury and all-inclusive travel, with significant contributions from net package RevPAR growth and international markets, particularly in Europe and Greater China [4][6]. - Management expects system-wide RevPAR growth for the fourth quarter to be between 0.5% and 2.5%, with full-service hotels in the U.S. projected to outperform select-service properties [5]. Operational Insights - The company is experiencing improving leisure-transient demand in Greater China, alongside solid performance in upper-upscale and luxury properties, which is expected to sustain momentum [6]. - The model predicts revenues from Franchise and other fees to rise 4.6% year over year to $123.6 million, with gross fees expected to increase 4.2% to $306.2 million [7]. Profitability Expectations - Fourth-quarter adjusted EBITDA is projected to increase by 27.2% year over year to $324.4 million, supported by growing fee income and an asset-light earnings mix [10]. - However, profitability may face pressure from ongoing inflation in operating costs and integration-related expenses [8]. Strategic Changes - Hyatt is shifting towards an asset-light earnings mix, targeting to exceed 90% in the near term, which will replace capital-intensive owned earnings with higher-margin fee income [9].

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 Points - Hyatt Hotels Corporation announced the pricing of a public offering of $400 million in senior notes due 2035, with a fixed annual interest rate of 5.400% [1] - The offering is expected to close on November 26, 2025, subject to customary closing conditions [1] - The net proceeds will be used to repay the Company's 4.850% notes due 2026 and for general corporate purposes if any net proceeds remain [2] Offering Details - The offering is made under a shelf registration statement on Form S-3, which became effective on August 30, 2023 [4] - Deutsche Bank Securities, PNC Capital Markets LLC, and Scotiabank are acting as representatives of the underwriters and joint book-running managers for the offering [3] Company Overview - Hyatt Hotels Corporation, headquartered in Chicago, operates over 1,450 hotels and all-inclusive properties in 82 countries as of September 30, 2025 [6] - The Company offers a diverse portfolio of brands across various categories, including Luxury, Lifestyle, Inclusive, Classics, and Essentials [6]

Welcome back. Shares of high and heading higher this morning on the heels of Q3 results. Company also announced an expanded partnership with Chase saying its ongoing PIA transaction is expected to close prior to the end of the year.Joining us in an exclusive interview this morning is the CEO of Hyatt, Mark Complasian. Mark, it's great to have you back. Good morning.>> Thanks, Carl. It's great to be with you. >> We've been watching these RevPAR trends pretty closely.Obviously keeping one eye on the shutdown, ...

Core Insights - The company has reported strong Q3 results, leading to a positive market reaction with shares rising [1] - An expanded partnership with Chase is expected to significantly enhance earnings, with projections indicating an increase from approximately $50 million to over $100 million annually over the next two years [8] Group Business Outlook - October bookings for group business are up 15% year-over-year, indicating robust demand [4] - The outlook for group business in 2026 is strong, with luxury leisure being the strongest segment [5] Consumer Trends - The company has a high-end customer base, with luxury and lifestyle segments making up 40% of the total portfolio [7] - The loyalty program has been growing at a compounded rate of 30% since 2017, reflecting strong customer engagement [7] Financial Transactions - The company has executed over $8 billion in property transactions over the last seven years, indicating a strong track record in asset management [10] - The ongoing PIA transaction is expected to close by the end of the year, with no concerns regarding antitrust approval [12]

Core Insights - World of Hyatt has announced a collaboration with HYROX Asia Pacific, positioning itself as the Official Hotel Partner for the fitness racing series across the region, emphasizing its commitment to exceptional hospitality experiences for modern travelers [1][3] Company Overview - Hyatt Hotels Corporation is a leading global hospitality company with over 1,350 hotels and all-inclusive properties in 78 countries as of June 30, 2024, offering a diverse range of brands and services [9] Collaboration Details - The partnership will provide tailored wellness-focused stays at participating Hyatt hotels, designed to support athletes and guests during their race journey, including amenities, nutritious dining options, and wellness facilities [2][3] - The collaboration will debut at upcoming HYROX events in Asia Pacific, starting with HYROX Melbourne, and will feature exclusive room rates and benefits for World of Hyatt members [5][8] HYROX Overview - HYROX is a global fitness racing brand that combines running with functional workouts, attracting over 500,000 athletes across 90 races worldwide in the 2024/2025 season, having started in Germany in 2017 with 650 participants [6][7]

General Information - Hyatt recently opened Park Hyatt Johannesburg in July 2025[1] - The presentation contains forward-looking statements subject to risks and uncertainties[2] Forward-Looking Statements Disclaimer - Actual results may differ materially from those expressed or implied due to various factors, including economic conditions, supply chain constraints, and geopolitical events[2] - The company is not obligated to update forward-looking statements[2]

Core Viewpoint - Hyatt Hotels Corporation is expected to benefit from strong leisure-transient demand and unit expansion efforts, while its asset-light business model is advantageous. However, an uncertain macroeconomic environment poses concerns [1]. Growth Catalysts - Hyatt has experienced momentum due to strong quarterly performance, with Revenue Per Available Room (RevPAR) growth and robust development activity [2]. - The company reported a 5.7% increase in RevPAR in Q1 2025, exceeding its full-year guidance, driven by a rebound in business transient and group travel demand. Expectations for RevPAR growth are stronger internationally than in the U.S. [3]. - The World of Hyatt loyalty program has seen over 2 million new members in Q1, totaling approximately 56 million, a 22% year-over-year increase, contributing to stronger direct bookings [4]. - Hyatt's global presence is expanding, with a pipeline of approximately 138,000 rooms, a 7% year-over-year increase, and a net room growth of 10.5% [5]. - The asset-light transformation now accounts for over 80% of earnings, enhancing EBITDA stability and allowing the company to navigate economic volatility [6]. Concerns - Hyatt's shares have declined by 14% this year, compared to a 1.2% decline in the industry, attributed to an uncertain macroeconomic environment [8]. - There are signs of softening customer behavior in short-term leisure and business transient bookings, prompting a revision of RevPAR expectations for the remainder of the year [8]. - In Greater China, RevPAR remained flat year-over-year in Q1 2025, indicating ongoing challenges despite easing travel restrictions [9].