凯悦酒店(H)
icon
搜索文档
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]
Hyatt Hotels (H) Tops Q3 Earnings Estimates
ZACKS· 2024-10-31 21:11
Hyatt Hotels (H) came out with quarterly earnings of $0.94 per share, beating the Zacks Consensus Estimate of $0.90 per share. This compares to earnings of $0.70 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.44%. A quarter ago, it was expected that this hotel operator would post earnings of $0.95 per share when it actually produced earnings of $1.53, delivering a surprise of 61.05%.Over the last four quarters, the company ...
Hyatt(H) - 2024 Q3 - Quarterly Results
2024-10-31 18:57
Exhibit 99.1 HYATT REPORTS THIRD QUARTER 2024 RESULTS CHICAGO (October 31, 2024) - Hyatt Hotels Corporation ("Hyatt" or the "Company") (NYSE: H) today reported third quarter 2024 results. Highlights include: • Comparable system-wide hotels RevPAR increased 3.0% compared to the same period in 2023 • Comparable system-wide all-inclusive resorts Net Package RevPAR decreased 0.9% compared to the same period in 2023 • Net Rooms Growth was approximately 4.3% • Net Income was $471 million and Adjusted Net Income w ...
Hyatt Q3 Earnings on the Horizon: What's in Store for the Stock?
ZACKS· 2024-10-31 02:11
文章核心观点 - 公司第三季度业绩预计将受益于旅游需求的增加,包括休闲和商务旅行 [3] - 公司将继续专注于会员计划、地理扩张和并购等策略,有利于收入增长 [4][6] - 但高成本可能会对利润率产生一定压力 [7] 公司财务数据总结 - 第三季度预计每股调整后收益为90美分,同比增长28.6% [2] - 第三季度预计收入为16.4亿美元,同比增长1% [2] - 可比系统范围内每可出租客房收入(RevPAR)预计同比增长5%至152.82美元 [4] - 平均日房价(ADR)预计同比增长2.1%至206.52美元,入住率预计同比增加200个基点至74% [4] - 基础管理费、激励管理费和特许权使用费预计同比分别增长5.3%、22.4%和12.7% [5] - 调整后EBITDA预计同比增长18.5%至2.926亿美元 [7]
Exploring Analyst Estimates for Hyatt Hotels (H) Q3 Earnings, Beyond Revenue and EPS
ZACKS· 2024-10-29 22:21
Analysts on Wall Street project that Hyatt Hotels (H) will announce quarterly earnings of $0.90 per share in its forthcoming report, representing an increase of 28.6% year over year. Revenues are projected to reach $1.64 billion, increasing 1% from the same quarter last year. The consensus EPS estimate for the quarter has undergone a downward revision of 2.2% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates ...
Hyatt Hotels (H) Reports Next Week: Wall Street Expects Earnings Growth
ZACKS· 2024-10-24 23:06
Wall Street expects a year-over-year increase in earnings on higher revenues when Hyatt Hotels (H) reports results for the quarter ended September 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 31, 2024, might help the stock move higher if these key numbers are better than e ...