Brief: Marriott CEO RevPAR In The US And Canada Rose 5%, The Highest Quarterly Increase In 13 Quarters, With Strength In World Cup And Non-World Cup Markets- Conf. Call

Marriott International

03/08/2026 14:23

Aug 3 (Reuters) - Marriott International Inc MAR.O:
MARRIOTT CEO: REVPAR IN THE US AND CANADA REGION ROSE 5%, THE HIGHEST QUARTERLY INCREASE IN 13 QUARTERS, WITH STRENGTH IN WORLD CUP AND NON-WORLD CUP MARKETS .CONF CALL
MARRIOTT CEO: LUXURY AND RESORT HOTELS CONTINUED TO LEAD IN THE REGION IN THE QUARTER, WITH LUXURY REVPAR UP OVER 9%
MARRIOTT CEO: STRENGTH WAS PERVASIVE ACROSS CHAIN SCALES, WITH SELECT SERVICE REVPAR INCREASING OVER 4%
MARRIOTT CEO: WITH THE CONFLICT IN THE MIDDLE EAST WEIGHING ON RESULTS, Q2 INTERNATIONAL REVPAR DECLINED SLIGHTLY YEAR OVER YEAR
MARRIOTT CEO: REVPAR IN EUROPE ROSE OVER 4% IN Q2, DRIVEN BY STRENGTH IN LEISURE, PARTICULARLY IN THE MEDITERRANEAN COUNTRIES, INCLUDING ITALY, SPAIN, AND GREECE
MARRIOTT CEO: WHILE MIDDLE EAST TRAVEL QUARTER DISRUPTIONS DID WEIGH ON SELECT APEC MARKETS IN APRIL, REVPAR SURPASSED OUR PRIOR EXPECTATIONS IN MAY AND JUNE, THANKS TO IMPROVED FLIGHT CAPACITY AS WELL AS STRONG INTRA-REGIONAL DEMAND
MARRIOTT CEO: REVPAR IN GREATER CHINA ROSE OVER 3%, LED BY STRONG INBOUND LEISURE DEMAND RECOVERY AS OUR HOTELS CONTINUED TO GAIN SHARE IN AN UNEVEN CONSUMER SPENDING ENVIRONMENT
MARRIOTT CEO: LEISURE REVPAR ROSE 5% GLOBALLY AND 7% IN THE US AND CANADA
MARRIOTT CEO: GROUP REVPAR ROSE 3% GLOBALLY AND 4% IN THE US AND CANADA
MARRIOTT CEO: BUSINESS TRANSIENT REVPAR ROSE 2% GLOBALLY AND 3% IN THE US AND CANADA
MARRIOTT CEO: INTENSELY FOCUSED ON WORKING WITH OUR HOTEL OWNERS TO HELP STRENGTHEN HOTEL-LEVEL ECONOMICS AND DRIVE OWNER RETURNS AND LONG-TERM VALUE ACROSS THE SYSTEM
MARRIOTT CEO: WE LOWERED LOYALTY CHARGE-OUT RATES ACROSS OUR GLOBAL SYSTEM BY ROUGHLY 5% TO WHAT WE BELIEVE ARE THE LOWEST IN THE INDUSTRY ACROSS ALL CHAIN SCALES
MARRIOTT CEO: INTEND TO RECOMMEND INCENTIVE IN THE US AND CANADA THAT WILL PROVIDE A FEE DISCOUNT FOR TOP HOTELS THAT RECEIVE STRONG GUEST SATISFACTION SCORES
MARRIOTT CFO: Q3 REVPAR IS EXPECTED TO BE HELPED BY THE STRONG WORLD CUP PERFORMANCE, WHILE Q4 COULD SEE A SMALL NEGATIVE IMPACT FROM NOVEMBER'S MIDTERM ELECTIONS
MARRIOTT CFO: EMEA IS EXPECTED TO CONTINUE TO BE IMPACTED BY THE CONFLICT IN THE MIDDLE EAST, THOUGH TO A LESSER EXTENT THAN PREVIOUSLY ANTICIPATED
MARRIOTT CFO: REVPAR IN EMEA IS EXPECTED TO IMPROVE IN Q3 RELATIVE TO Q2 BEFORE MODERATING AGAIN IN Q4
MARRIOTT CFO: IN Q4, THE MIDDLE EAST FACES DIFFICULT COMPARISONS FROM Q4 OF 2025, WHERE SEVERAL LARGE EVENTS DROVE MEANINGFUL ADR INCREASES
MARRIOTT CFO: BECAUSE THE MIDDLE EAST ENTERS ITS PEAK TOURISM SEASON IN OCTOBER, THE REGION'S PERFORMANCE WILL HAVE A GREATER IMPACT ON EMEA'S Q4 RESULTS THAN IT DID IN Q3
MARRIOTT CFO: EXPECT 2026 INVESTMENT SPENDING TO BE $1.25 TO $1.35 BILLION, AN INCREASE VERSUS OUR PRIOR EXPECTATIONS, WITH SLIGHTLY HIGHER EXPECTATIONS ACROSS MOST CATEGORIES
MARRIOTT CEO: WE COULD SEE CONTINUED STRONG GLOBAL REVPAR GROWTH NEXT YEAR
MARRIOTT CEO: SEEING STRENGTH IN RATE POTENTIAL AND DEMAND, ACROSS CHAIN SCALES AND ACROSS GEOGRAPHIES OUTSIDE THE MIDDLE EAST
MARRIOTT CEO: SEEING SOME HEADWINDS FROM THE JAPANESE CARDS BECAUSE OF THE DECLINE IN THE YEN
MARRIOTT CEO: WE SAW THE UPSIDE IMPACT FROM WORLD CUP ACROSS CHAIN SCALES, WHICH WAS REALLY ENCOURAGING
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