Marriott (MAR) exec. says higher-end consumers remain resilient and continue to prioritise spending on experience and travel over goods
Importance
Level 1
- Robust leisure trends and continued inbound travel recovery helped RevPar return to growth in Q4.
- Expect RevPar growth in US and Canada to be a bit stronger than in 2025.
- On China, expects RevPar to be flat Y/Y.
- Believes that the World Cup is expected to contribute between 30-35bps.
- They feel really good about overall recovery of travel volumes.
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