Core Viewpoint - The Zacks Hotels and Motels industry is currently facing challenges due to rising costs, demand fluctuations, and competitive pressures, but companies are pursuing growth strategies to enhance their market position [1]. Industry Overview - The Zacks Hotels and Motels industry includes companies that own, lease, manage, develop, and franchise hotels, as well as those involved in vacation ownership and exchange [2]. Trends Impacting the Industry - **Margin Pressure**: Operating costs, particularly labor, are significantly impacting profitability, with staffing shortages leading to increased wages and reliance on third-party staffing [3]. - **Rising Expenses**: Hotels are experiencing higher costs for property maintenance, insurance, and energy, while demand normalization has weakened pricing power, further squeezing margins [4]. - **Economic Challenges**: The U.S. economy is presenting headwinds, with inflation, high interest rates, and reduced consumer confidence affecting discretionary spending and corporate travel budgets [5]. Future Outlook - **Gradual Improvement**: Projections indicate that U.S. hotel performance may stabilize and improve starting in 2026, with average daily rates expected to rise by about 1% and revenue per available room (RevPAR) anticipated to increase by 0.6% [6][7]. - **Digitalization**: Hotel owners are leveraging digital tools to enhance guest experiences and optimize pricing, which is expected to help capture additional market share [8]. Industry Performance - **Zacks Industry Rank**: The Zacks Hotels and Motels industry currently holds a rank of 179, placing it in the bottom 26% of 243 Zacks industries, indicating a negative earnings outlook [9][10]. - **Stock Market Performance**: Over the past year, the industry has underperformed the S&P 500, gaining only 1.9% compared to the S&P 500's 18.5% increase [12]. Valuation Metrics - The industry is trading at a trailing 12-month EV/EBITDA of 16.81X, compared to the S&P 500's 17.58X, indicating a relatively lower valuation [15]. Company Highlights - **Marriott International**: Benefiting from a 1.9% year-over-year increase in RevPAR and strong growth in international markets, with a focus on strategic growth through conversions and new openings [17]. The consensus estimate for Marriott's 2026 earnings indicates a 16.4% increase [18]. - **Hilton Worldwide**: Experiencing strong net unit growth and steady demand, with a forecast of low single-digit RevPAR growth in the EMEA region [21]. The consensus estimate for Hilton's 2026 EPS suggests a 12.5% growth [22]. - **Hyatt Hotels Corporation**: Capitalizing on strong leisure travel demand and RevPAR gains, with a focus on unit expansion and an asset-light model [25]. The consensus estimate for Hyatt's 2026 earnings indicates a significant 47.5% growth [26].

该公司大有股东为厦门俊林酒店管理有限公司，持股51%。福州岸洋酒店管理有限公司持股49%。 公开资料显示，目前福州主城区共有两个希尔顿欢朋酒店，均位于鼓楼区。 海西房产网（微信公众号：fjhxfcw）消息：福建省投资项目在线审批监管平台发布信息显示，"希尔顿欢朋酒店"已于2026年2月25日取得县级权限内企业 境内投资项目备案，批准结果信息为办结（通过）。 福州岸泓酒店管理有限公司成立于2025年11月04日，注册地位于福建省福州市晋安区王庄街道珠宝路7号5#单元现第1-11层，法定代表人为林豪。 经营范围包括一般项目：酒店管理；停车场服务；物业管理；日用品销售；家政服务；代驾服务；住房租赁；互联网销售（除销售需要许可的商品）；食 品销售（仅销售预包装食品）；外卖递送服务；会议及展览服务；品牌管理；市场营销策划；商业综合体管理服务；以自有资金从事投资活动；信息咨询 服务（不含许可类信息咨询服务）。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可项目：食品销售；餐饮服务；小微型客车租赁 经营服务；住宿服务。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可 ...

Investor Presentation February 2026 Sandblu Santorini, LXR Hotels & Resorts HLT VALUE PROPOSITION Hilton's scale, global presence and leading brands at multiple price points drive a network effect delivering industry-leading performance Owners Leading Brands serving virtually any lodging need anywhere Satisfied, Loyal Customers Premium, Growing Market Share Leading Hotel Supply & Pipeline HLT Financial Performance (a) Source: STR (year ended 12/31/2025). "RevPAR" or "Revenue per Available Room" represents h ...

Hilton Worldwide Holdings Inc. (NYSE:HLT) Maintains Strong Market PositionHilton Worldwide Holdings Inc. (NYSE:HLT) is a leading global hospitality company, known for its extensive portfolio of hotels and resorts. The company operates in various segments, including luxury, full-service, and focused-service hotels. Hilton competes with other major hotel chains like Marriott International and Hyatt Hotels. As of February 22, 2026, UBS maintained a "Buy" rating for Hilton, with a stock price of $315.96.UBS rai ...

Group 1 - Bill Ackman has invested in the Magnificent Seven stocks, including a new position in Meta Platforms in Q4 2025, but these stocks have been trading lower recently [1][2] - Ackman's older position in Hilton Hotels Corporation has shown strong returns, with Hilton shares outperforming the Magnificent Seven stocks in 2026 [2][3] - Hilton stock has increased by 12.8% year-to-date in 2026 and 22% over the last 52 weeks, with a significant rise of 168% over the last five years [3][5] Group 2 - Hilton shares are currently trading at $311.26, with a 52-week trading range of $196.04 to $333.86, and the stock entered 2026 with strong momentum [5] - Pershing Square Capital owned 3,028,664 shares of Hilton at the end of Q4, with the stake valued at approximately $942.7 million, up $72.7 million from the end of Q4 [5][6] - The position in Hilton has increased by $189.9 million since the start of 2025, indicating strong performance amidst a challenging environment for the Magnificent Seven stocks [6][7]

Core Insights - Forbes Travel Guide announced its 2026 Star Awards, recognizing Hilton Los Cabos as a Four-Star rated luxury resort [1][3] Resort Overview & Key Features - Hilton Los Cabos is a 269-key resort featuring diverse accommodations, including 14 plunge pool suites and 83 premium rooms within the AltaMar experience [4][6] - The resort includes the Enclave Beach Club, offering cliffside cabanas and a dedicated bar, enhancing the guest experience [4][6] - The property showcases Hacienda-inspired architecture with private balconies and deep soaking tubs, contributing to its luxurious appeal [4] - A new service for 2026, Compadre Concierge, provides personalized experiences designed to feel like an extension of the guest's family [4] Culinary and Wellness Offerings - The resort features six culinary outlets led by Executive Chef Mauricio Lopez, including award-winning Mediterranean cuisine at Vela and a swim-up sushi bar, Mio [6] - The 7,000 sq. ft. eforea spa offers a private recovery zone and an indoor-outdoor movement studio, catering to wellness-focused guests [4][6]

Core Insights - Mountain Valley Lodge in Hailey, Idaho, will close on February 16, 2026, for a comprehensive renovation and conversion to Hampton by Hilton Hailey Sun Valley, marking Hilton's entry into the greater Wood River Valley region [1] - The renovation aims to modernize the property while incorporating design elements that reflect the natural beauty of the area, with plans to reopen in spring 2026 [1] - The hotel will connect to Hilton's global distribution platform and over 240 million Hilton Honors members, enhancing its appeal to travelers [1] Company Overview - Après Hotels, based in Lynden, Washington, is the managing partner for the renovation project, with Jensen Davenport Architects leading the design [1] - The renovation will include updated guestrooms, expanded public spaces, and signature Hampton amenities such as complimentary hot breakfast and a modern fitness center [1] - Hampton by Hilton is recognized as the No. 1 lodging franchise for the last 17 years by Entrepreneur, with over 3,100 properties globally [1] Industry Context - The transformation of Mountain Valley Lodge represents a significant investment in the Wood River Valley's hospitality sector, reinforcing the commitment to enhance local offerings [1] - The project aims to deliver a high-quality, upper-midscale hotel experience while remaining connected to the local culture [1] - Hilton Honors members will benefit from exclusive offers and contactless technology through the Hilton Honors mobile app [1]

Core Insights - Hilton's Q4 revenue grew by 11% year-over-year to $3.09 billion, exceeding analyst expectations of $2.98 billion [2] - Adjusted EPS was $2.08, surpassing market expectations of $2.02 [3] - Full-year revenue reached $12.039 billion, a 7.74% increase year-over-year [4] Financial Performance - Full-year net income was $1.457 billion, with a net profit margin of 12.10% [4] - Operating cash flow was $2.129 billion, and free cash flow was $2.028 billion, indicating healthy cash flow [5] Operational Insights - RevPAR increased by 0.5% in Q4, reversing a two-quarter decline [3] - The Middle East and Africa saw a RevPAR increase of 9.9%, driving growth, while the U.S. market faced pressure due to slowing business travel [6] - The global development pipeline remains strong, supporting long-term growth potential [7] Future Outlook - Hilton projects adjusted EPS for 2026 to be between $8.65 and $8.77, below market expectations of $9.13 [8] - Full-year RevPAR growth guidance is set at 1% to 2%, primarily impacted by slowing travel demand in the U.S. [8] Stock Performance - As of February 13, 2026, Hilton's stock price was $320.91, reflecting an 11.72% increase year-to-date, with a total market capitalization of approximately $73.582 billion [9]

Core Viewpoint - Hilton's Q4 2025 and full-year performance exceeded market expectations in terms of revenue and profit, but the company's guidance for 2026 earnings fell short of market forecasts [1]. Group 1: Performance Overview - In Q4 2025, Hilton's revenue grew by 11% year-on-year to $3.09 billion, with adjusted earnings per share of $2.08, both surpassing market expectations [2]. - The total revenue and net profit for the full year also showed robust growth [2]. Group 2: Industry Conditions - The Middle East and Africa markets performed strongly, while the U.S. market was a major drag on overall performance due to a slowdown in business travel demand [3]. Group 3: Company Development Projects - As of Q2 2025, Hilton's global development pipeline reached 510,600 rooms, with half of these in the construction phase, and new projects started increased year-on-year, providing support for future growth [4]. Group 4: Future Outlook - Hilton's outlook for 2026 is cautious, with expected adjusted earnings per share and full-year RevPAR growth both below market expectations. Management cited the slowdown in U.S. travel demand as a primary influencing factor [5]. Group 5: Business Progress - The company is achieving low-capital expansion through a management franchise model while continuing to advance its luxury brand and property conversion strategy to optimize its brand matrix [6].

Core Insights - Hilton Worldwide Holdings Inc. reported fourth-quarter earnings that exceeded Wall Street estimates, with adjusted earnings per share of $2.08 surpassing the consensus of $2.02 and revenue of $3.09 billion exceeding forecasts of $2.99 billion [1] Financial Performance - The company posted fourth-quarter net income of $298 million and adjusted EBITDA of $946 million, compared to $505 million and $858 million in the same period a year earlier [2] - System-wide comparable revenue per available room (RevPAR) increased by 0.5% year over year on a currency-neutral basis in the fourth quarter, supported by higher average daily rates despite modest declines in occupancy [2] - For the full year 2025, comparable RevPAR rose 0.4% compared to 2024 [2] Growth and Development - Hilton continued to expand its global footprint, adding 26,000 rooms during the quarter, contributing to a net unit growth of 6.7% compared to December 2024 [3] - The development pipeline reached a record 520,500 rooms as of December 31, 2025 [3] - For 2026, Hilton forecasts comparable, currency-neutral RevPAR growth of 1.0% to 2.0% and projects full-year adjusted EPS of $8.65 to $8.77, below the analyst consensus of $9.15, with net unit growth of 6.0% to 7.0% [3]