Marriott International: 2025 May Be More Challenging Due To Macro Uncertainty

Gytis Zizys
3.05K Followers
(8min)

Summary

  • Marriott International, Inc.'s Q1 ’25 results were mixed, with revenue and EPS beating estimates but guidance lowered due to global economic uncertainties.
  • RevPAR increased 4.1% worldwide, with notable growth in Europe, the Middle East & Africa, and APAC excluding China, but a decline in Greater China.
  • Despite a strong quarter, lowered full-year RevPAR guidance and economic uncertainties, particularly in China, suggest potential softness in future performance.
  • Given macroeconomic uncertainties and potential recession, I recommend holding MAR stock until more information is available.

Marriott Hotel

Introduction

Marriott International, Inc. (NASDAQ:MAR) recently reported its Q1 ’25 results, which were rather mixed in my opinion, due to lowered guidance. I think the worst is yet to come, and I am expecting these growth numbers to decline further due to

This article was written by

3.05K Followers
MSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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