Marriott International, Inc. (NASDAQ:MAR) Morgan Stanley Travel and Leisure Conference Call June 3, 2025 8:45 AM ET Company Participants Anthony Capuano - President and Chief Executive Officer Conference Call Participants Stephen Grambling - Morgan Stanley Stephen Grambling Well, we're rolling right along here from the world's largest vacation ownership business to Tony Capuano, President and CEO of Marriott, the world's largest hotel company. Tony, thanks for being here. Anthony Capuano Of course. Stephen ...

Key Takeaways Marriott debuts with StudioRes hotel in Florida, marking its official entry in the midscale extended stay. Plans to open more than 40 StudioRes properties by the end of 2027. MAR stock gained 5.6% in the past month, outperforming the industry growth of 3.7%, indicating optimism.Marriott International, Inc. (MAR) has marked the debut of its midscale extended stay segment with the exemplary opening of the very first StudioRes hotel, StudioRes Fort Myers, in Florida.Through this debut, Marriott ...

Marriott International (MAR) FY 2025 Conference June 03, 2025 08:45 AM ET Speaker0 Ready when you are. Well, we're we're rolling right along here. The world's largest vacation ownership business to Tony Capuana, president and CEO of Marriott, the world's largest hotel company. Tony, thanks for being here. Of course. I'm gonna start off with one of the the four questions that we're trying to ask everybody. They might be the topic that you're a little bit for the fireside chat, but, that's really on demand. S ...

Marriott International CEO Anthony Capuano shared some insight on budget travelers during a Monday appearance on “The Claman Countdown.” He told host Liz Claman that Marriott International’s lower-income consumers “continue to prioritize travel, but they want to do it at a more thrifty price point,” citing spending data the company has through its credit card relationships. That has driven Marriott International to “push so strongly over the last two years into the mid-scale segment, which is a segment that ...

Two years after Marriott International revealed the concept, this milestone marks the midscale extended stay brand's official debut, with over 40 more anticipated to open by the end of 2027. BETHESDA, Md., June 2, 2025 /PRNewswire/ -- Today, Marriott International, Inc. (Nasdaq: MAR), announced the landmark opening of StudioRes Fort Myers, the first-ever StudioRes hotel and the company's debut in the midscale extended stay segment. The all-studios hotel is now accepting reservations for stays, almost two ye ...

Marriott bolsters industry's largest residential portfolio with several signed agreements in desirable destinations around the world. NEW YORK, June 2, 2025 /PRNewswire/ -- Today, Marriott International, Inc. (Nasdaq: MAR), the industry leader in branded residential development, announces signed agreements in: Detroit, Michigan; Muskoka, Canada; Gulf of Papagayo, Guanacaste, Costa Rica; and Jeddah, Saudi Arabia; bringing the Marriott Branded Residences total open and pipeline portfolio to around 300 project ...

公司发展历程 - 1975年在阿姆斯特丹开设欧洲及北美以外首家酒店，标志着公司国际化扩张的开端 [1][2] - 50年间在欧洲、中东和非洲(EMEA)地区扩张至80个国家和地区的1,300家物业，涵盖29个品牌 [2][6] - 2025年第一季度EMEA地区在建项目达583家酒店，超10万间客房 [6] 里程碑事件 - 1980年开设中东首家利雅得万豪酒店 [7] - 1981年开设非洲首家开罗万豪酒店 [7] - 2014年全球首家Moxy米兰酒店开业 [7] - 2024年欧洲首家Fairfield by Marriott哥本哈根酒店开业 [7] 旗舰酒店运营 - 阿姆斯特丹旗舰店开业时拥有396间客房，为当时全市最大酒店 [2] - 50年运营中保持核心价值，45%员工服务超45年，培养大量未来领导者 [3] - 2025年举办50周年庆典"时光之旅"，150名宾客包括现任及前任员工出席 [4] 区域战略布局 - EMEA地区业务从挪威特罗姆瑟延伸至南非开普敦 [6] - 通过Marriott Bonvoy®旅行平台强化会员体系 [8] - 全球运营近9,500家物业，覆盖144个国家和地区的30多个品牌 [7]

行业概况 - 分时度假行业主要参与者包括Marriott Vacations (NYSE: VAC)、Hilton Grand Vacations (HGV)和Travel + Leisure (TNL) [1] 公司表现 - Marriott Vacations在行业中表现突出 近期出现显著增长 [1]

股息政策与股东回报 - 公司自2000年代初以来一直遵循渐进式股息政策 近期再次提高季度股息以提振投资者信心 [1] - 董事会批准季度股息为每股67美分（年化2 68美元） 较此前63美分（年化2 52美元）增长6 3% 股息支付日为2025年6月30日 股息收益率为1%（基于周五收盘价257 97美元） [2] - 2025年初至4月29日 公司通过股息和股票回购向股东返还12亿美元 期间回购390万股（价值10亿美元） 2025年预计总回报达40亿美元（含收购citizenM的3 55亿美元资本支出） [5] 财务表现与现金流 - 2025年第一季度末现金及等价物为5 46亿美元 较2024年底4 48亿美元增长21 9% 短期债务从13 1亿美元降至9 59亿美元 [4] - 股息增长战略得到强劲现金流支持 主要受益于旅行需求增长 费用驱动型商业模式及全球开发活动增加 [3] 股价与行业表现 - 过去一个月股价上涨15 4% 超过酒店与汽车旅馆行业13 6%的涨幅 [6] - 战略举措包括内部计划 多元化全球组合及Marriott Bonvoy忠诚计划 预计将在宏观经济不确定性中支撑增长 [8] 行业对比 - 行业对比部分包含其他消费 discretionary板块公司数据（如Fox Corporation Laureate Education等）但未涉及核心公司分析 [9][10][11]

公司公告 - 董事会宣布每股普通股季度现金股息为67美分 反映公司盈利增长和强劲现金流 [1] - 股息将于2025年6月30日支付 登记截止日期为2025年5月23日营业结束 [1] 公司概况 - 总部位于美国马里兰州贝塞斯达 纳斯达克代码MAR [2] - 全球业务覆盖144个国家和地区 拥有近9500家物业 [2] - 运营30多个领先品牌 涵盖酒店、住宅、分时度假和其他住宿物业 [2] - 提供获奖旅行平台Marriott Bonvoy® [2] 投资者信息 - 建议投资者关注公司投资者关系网站和新闻中心网站获取最新信息 [3] - 网站内容不作为向美国证券交易委员会提交文件的组成部分 [3]