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Hyatt Forms JV With Grupo Pinero to Boost All-Inclusive Offerings
ZACKS· 2024-12-30 21:56
Building upon its expansion in the all-inclusive segment, Hyatt Hotels Corporation (H) entered a long-term, asset-light strategic joint venture (JV) with Grupo Piñero. The partnership, headquartered in Palma de Mallorca, Spain, will oversee Bahia Principe Hotels & Resorts properties and own the Bahia Principe brand. This move enhances the company’s presence in the growing all-inclusive market.The 50/50 joint venture broadens Hyatt’s portfolio, creating more opportunities for guests and World of Hyatt member ...
Hyatt Poised for Expansion: Playa Hotels Deal in the Spotlight
ZACKS· 2024-12-27 22:35
Hyatt Hotels Corporation (H) has left no stone unturned to expand its portfolio and strengthen the company’s position in the hospitality sector. The company is not only focusing on new hotel openings but also concentrating on acquisitions.Recently, the company entered into exclusive discussions with Playa Hotels & Resorts N.V. (PLYA) regarding potential strategic options, including the possible acquisition of Playa.Playa Hotels & Resorts, known for its all-inclusive resort offerings, presents an attractive ...
Hyatt Hotels On Growth Path, As Travel Demand Shows Resilience
Seeking Alpha· 2024-12-19 07:32
The Future Investor with Albert Anthony is a new series of curated research articles on the Seeking Alpha platform, focusing on growing a diversified portfolio and unlocking future drivers of performance.Albert Anthony is the pen name of a contributing analyst who has covered over +200 stocks on this platform since 2023, growing to over 1.07K followers. Based on this new article series, he is also working on a new book on Amazon to be called The Future Investor: Growing a Diversified Portfolio (2025 edition ...
Here's Why You Should Retain Hyatt Stock in Your Portfolio Now
ZACKS· 2024-11-30 00:46
Hyatt Hotels Corporation (H) has been capitalizing on rising demand, new hotel openings and strategic acquisitions. Furthermore, its emphasis on both organic and inorganic growth, supported by loyalty programs and an asset-light business model, bodes well.Shares of Hyatt have risen 19.7% in the year-to-date period compared with the Zacks Hotels and Motels industry's 26.5% growth. Although the company has underperformed the industry in the said period, strong momentum across all group customer segments will ...
Top 3 Hotel Stocks to Watch: A Buy, Hold, and Trade Opportunity
MarketBeat· 2024-11-13 20:16
Hotel stocks have been initial beneficiaries of the Trump pump. In the days following the U.S. presidential election, many hotel stocks are seeing high single-digit gains as investors move off the sidelines and start to pick winners.  As we head into the holiday season, consumer discretionary stocks are getting attention. And it’s easy to see why the hospitality industry is a good place to hunt in that sector. Although consumers have cut back on other expenses, they still have shown a willingness to travel. ...
China Experiential Luxury Analysis Report 2024 with Focus on Luxury Foodservice and Luxury Hotels: Hyatt Leads in 2023 - Forecasts to 2029
GlobeNewswire News Room· 2024-11-08 18:22
Dublin, Nov. 08, 2024 (GLOBE NEWSWIRE) -- The "Experiential Luxury in China" report has been added to ResearchAndMarkets.com's offering.Experiential luxury in China is benefitting from recovered tourist arrivals in 2024, despite economic pressures including rapidly rising living costs. Consumers continue to shift towards spending more money on meaningful and rewarding experiences and activities than on material items.Experiential Luxury in China report offers a comprehensive guide to the size and shape of ...
Hyatt(H) - 2024 Q3 - Earnings Call Transcript
2024-11-01 05:20
财务数据和关键指标变化 - 第三季度系统范围内的每间可用房收入(RevPAR)增长了3% [12] - 第三季度调整后的EBITDA为2.75亿美元,同比增长9% [44] - 第三季度的总流动性约为26亿美元,包括11亿美元的现金和短期投资 [46] 各条业务线数据和关键指标变化 - 管理和特许经营部门的调整后EBITDA增长约9%,主要受总费用增长的推动 [42] - 拥有和租赁部门的调整后EBITDA在调整交易净影响后增长了13% [42] - 第三季度的团体房间收入增长了30%,主要得益于美国和巴黎的强劲需求 [43] 各个市场数据和关键指标变化 - 美国的RevPAR增长超过1%,团体业务表现强劲 [36] - 大中华区的RevPAR下降约7%,主要是由于去年国内旅行水平异常高 [38] - 欧洲的RevPAR增长15%,受巴黎夏季奥运会和德国欧洲杯的推动 [40] 公司战略和发展方向和行业竞争 - 公司继续专注于资产轻型增长,计划在2025年及以后继续减少酒店所有权 [24][29] - 公司与Grupo Pinero签署了长期战略合资协议,计划扩大全包房间组合 [27] - 公司正在形成专门的奢侈品集团,以更好地服务高端客户 [34] 管理层对经营环境和未来前景的评论 - 管理层对未来的预期持乐观态度,预计2024年全球系统范围内的RevPAR增长将在3%到4%之间 [49] - 大中华区的RevPAR在第四季度预计将改善,受政府刺激措施的影响 [50] - 管理层对未来的房间增长保持信心,预计2025年第一季度的净房间增长将超过6% [60] 其他重要信息 - 第三季度公司回购了4.07亿美元的A类普通股和2.5亿美元的B类普通股 [45] - 公司在第三季度实现了4.3%的净房间增长,新增了多个奢侈品牌酒店 [21] 问答环节所有提问和回答 问题: 关于更新的指导,净房间增长的驱动因素是什么 - 管理层提到,预计今年的净房间增长将超过6%,但由于超过2000间房的开业延迟,导致预期下调 [57] 问题: 信用卡费用的增长情况 - 管理层表示,信用卡持卡人的平均消费高于许多同行,且会员基础持续增长 [71] 问题: 关于分销和目的地业务的EBITDA变化 - 第三季度受到飓风影响,导致加勒比海和东南部美国的预订放缓,但第四季度的休闲预订趋势有所改善 [78] 问题: 关于品牌组合的优化 - 管理层表示,当前没有计划简化品牌组合,但会继续关注品牌的独特性和市场需求 [123]
Hyatt(H) - 2024 Q3 - Quarterly Report
2024-11-01 01:30
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-34521 HYATT HOTELS CORPORATION (Exact Name of Registrant as Specified in Its Charter) Delaware 20-1480589 (Stat ...
Hyatt's Q3 Earnings Surpass Estimates, Revenues Lag, Stock Down
ZACKS· 2024-10-31 23:30
Hyatt Hotels Corporation (H) delivered third-quarter 2024 results, wherein earnings beat the Zacks Consensus Estimate, but revenues missed the same. Following the results, the company’s shares were down 2% in today’s pre-market trading session.Hyatt’s Q3 Earnings & RevenuesHyatt reported adjusted earnings per share (EPS) of 94 cents, beating the Zacks Consensus Estimate of 90 cents. In the year-ago quarter, the company reported an EPS of 74 cents.Find the latest EPS estimates and surprises on Zacks Earnings ...
Compared to Estimates, Hyatt Hotels (H) Q3 Earnings: A Look at Key Metrics
ZACKS· 2024-10-31 22:36
文章核心观点 - 公司本季度收入为16.3亿美元,同比增长0.4% [1] - 公司本季度每股收益为0.94美元,同比增长34.3% [1] - 公司的收入和每股收益表现均略低于分析师预期 [1] 公司财务数据总结 收入情况 - 总收入为16.3亿美元,略低于分析师预期的16.4亿美元 [1] - 自有和租赁酒店收入为2.87亿美元,同比下降12.8% [3] - 分销和目的地管理收入为2.21亿美元,同比下降0.5% [3] - 管理和特许经营费收入为2.68亿美元,同比增长7.2% [3] - 总费用收入为8.67亿美元,同比增长15% [3] 运营指标 - 总拥有和租赁酒店数为10,296家,低于分析师预期的10,540家 [3] - 全球Hyatt品牌酒店客房数为326,845间,低于分析师预期的330,145间 [3] - 可比酒店平均日房价为201.75美元,低于分析师预期的205.17美元 [3] - 可比酒店平均客房收益为146.18美元,低于分析师预期的150.20美元 [3]