Hotelo ya Marriott ku Glasgow.

Zopeza za Marriott’s Q3: Kubwezeretsa Kukuchitika, Madalaivala Akukula Kwa Nthawi Yaitali, ndi Zowopsa Zakuphedwa Zikhalabe

Yuji Chen

kuchira posachedwap marriott (Nasdaq: March) ndiNgakhale kuchepa kwachuma kumatha kuchedwetsa kuchira kwathunthu. Njira zanthawi yayitali zothandizira kukula zikuphatikiza kukulitsa malo ogulitsa nyumba, kukula kwapadziko lonse lapansi, komanso kukulitsa pulogalamu ya mphotho zomwe zingathandize kulanda ndalama ndi magawo amsika amsika koma kuphedwa. Zowopsa zitha kuwononga mbiri ya Marriott komanso ufulu wamtundu wake.

Kuchira kuli mkati

Marriott International ikuchira chifukwa cha kugwa kwanyumba komwe kudabwera chifukwa cha mliri ndipo kampaniyo ikuwona kusintha kokhazikika kwa chaka ndi chaka ku RevPAR, ndalama ndi zopeza chaka chino.

Global RevPAR Growth YoY (%)

Ndalama (m’mamiliyoni a madola aku US)

Kukula kwa ndalama chaka ndi chaka (%)

Ndalama zonse (m’mamiliyoni a madola aku US)

Net Income Growth YoY (%)

Gawo loyamba la 2022

96.5%

4,199

81%

377

3527

Gawo lachiwiri la 2022

70.6%

5338

70%

678

61%

Gawo lachitatu 2022

36.3%

5313

35%

630

186%

Kwa miyezi isanu ndi inayi yomwe ikutha Seputembara 2022, ndalama zimakhalabe zocheperako ($ 14.85 biliyoni pazopeza mpaka Seputembara 2022 vs. $ 15.6 biliyoni munthawi yomweyo mu 2019), ndipo kuchira kwina kukuyembekezeka m’miyezi ikubwerayi. Madalaivala oti athandizire kuchira akuphatikizanso kupitiliza kuchira paulendo wapadziko lonse lapansi (kuchokera kumayiko monga China mwachitsanzo komwe ziletso zokhala kwaokha komanso zoletsa ndege zidatsitsidwa masiku angapo apitawa, ndi Japan ndi Thailand komwe ziletso zamayiko ena zidachotsedwa mwezi watha) komanso kuchira pamabizinesi ndi kuyenda kwamagulu (Kuchira kwapadziko lonse lapansi kwakhala koyendetsedwa ndi maulendo opumira, koma kusiyana kukucheperachepera ndipo kuyenda kwamakampani kukuyembekezeka kufika 65% yamilingo isanayambike mliri chaka chino, kufikira kuchira kwathunthu pofika 2026. )

Ulendo wapadziko lonse wamalonda

Msasa

Kukula kwa mbiri yamitundu yama hotelo ndikukula kwamayiko ena kuti zithandizire kuyendetsa ndalama komanso kukula kwa magawo amsika pakapita nthawi

Malo ambiri a Marriott amagulitsidwa, ndipo ndalama zambiri za Marriott zimachokera ku zolipiritsa zoyambira (ndalama zomwe amapeza monga gawo la ndalama za hotelo) ndi chindapusa. Kukulitsa mbiri yawo yazinthu zama hotelo mwachindunji kumathandizira kukula kwamapindu kudzera mu chiwongola dzanja ndi ma franchise.

Ndalama za Marriott

Lipoti la pachaka la Marriott

North America ndi gawo lalikulu kwambiri la ndalama za Marriott koma zoposa 50% za zipinda za 485,000 mu mapaipi a chitukuko cha Marriott zili kunja kwa North America. Marriott ikukula mwamphamvu m’misika yomwe ikukula mwachangu monga China, India ndi Africa.

Ndalama za Marriott ndi geography

Lipoti la pachaka la Marriott

Kale hotelo yayikulu kwambiri pamakampani ndi zipinda zokhala ndi mitundu ingapo yomwe imayambira pamtengo wapamwamba kwambiri mpaka wokonda bajeti, komanso kufalikira kwamadera ambiri, Marriott ali kale mpikisano wamphamvu. Kukulitsa mbiri yamitundu yama hotelo sikumangopangitsa kuti pulogalamu yawo ya mphotho ikhale yowoneka bwino kwa ogwiritsa ntchito (zomwe zingathandize Marriott kutenga gawo lalikulu la ndalama zolipirira mamembala, kukopa mamembala atsopano, komanso kukulitsa kukhulupirika kwa mamembala), komanso kungapereke mwayi wogulitsa. zachuma, zomwe zingapangitse Marriott kukhala wokongola kwambiri kwa eni mahotela, motero Marriott amatha kutenga ndalama ndi gawo la msika.

Marriott Bonvoy: Kuchokera pa Pulogalamu Yokhulupirika kupita ku Makhalidwe Amoyo

Marriott ali ndi imodzi mwamapulogalamu akuluakulu ochereza alendo pamakampani omwe ali ndi mamembala 160 miliyoni a Marriott Bonvoy kumapeto kwa 2021 (Hilton ali ndi pafupifupi 128 miliyoni (HLT) ndipo Wyndham ali ndi oposa 95 miliyoni (WH)); Ndilo pafupifupi theka la anthu onse a ku United States, ndipo ngati mamembala a kukhulupirika a Marriott akanakhala dziko lodziyimira pawokha, likanakhala dziko lachisanu ndi chinayi lomwe lili ndi anthu ambiri padziko lonse lapansi ndipo mwina ndi limodzi mwa mayiko olemera kwambiri komanso opatsidwa udindo wa Marriott ngati dziko lotukuka komanso lapamwamba. hotelo.

Marriott akuyenda kuti alimbikitse kugwiritsitsa kwake mamembala a Marriott Bonvoy posintha pulogalamu yake yokhulupirika kukhala nsanja yopangira zinthu ndi ntchito zamoyo kuphatikizapo inshuwaransi yaulendo, makhadi a ngongole, mwayi wa VIP kumakonsati, zochitika zophikira komanso zochitika zotsogola zamasewera monga Superbowl, Fomula 1 ndi zina zambiri. . Marriott wapanganso mayanjano ambiri kuti mamembala azitha kupeza mapointsi akamagula ndi anzawo monga Uber omwe atha kuwomboledwa pafupifupi mahotela 8,000 a Marriott padziko lonse lapansi komanso pamaulendo apanyanja monga gulu latsopano la ma yacht apamwamba a Ritz-Carlton. . Mwezi. Khama limeneli kumalimbitsa mfundo Marriott Bonvoy mtengo, amene sangakhoze kokha kukopa mamembala atsopano kwa mmodzi wa kale lalikulu kwambiri hotelo mphoto mapulogalamu, kuonjezera kukakamira komanso kulimbikitsa ndalama ndipo motero kuonjezera ndalama.

Malo otalikirapo otalikirapo kuti mupewe Airbnb

Oyendayenda ndi omwe ali paulendo wautali wamalonda akufunafuna zambiri zatsopano ndikukhala; Marriott adapeza zaka zingapo zapitazo kuti opitilira gawo limodzi mwa magawo anayi a mamembala ake anali kusungitsa malo kunja kwa malo ochereza alendo akafika panyumba zatchuthi (Airbnb mwina ndi m’modzi mwa opindula). Kupambana kwa Airbnb kudawonetsa msika wosasungidwa bwino, ndipo kuzindikira kudalimbikitsidwa pomwe woyendetsa ndege wa 2018 pansi pa Marriott’s Tribute Portfolio Homes adapeza kuti 90% ya nyumba zomwe zidasungidwa panthawi yoyendetsa zidachokera kwa mamembala a Marriott Bonvoy.

Kuti akwaniritse kusiyana kumeneku, a Marriott adalowa m’malo otalikirapo mu 2019, ndikukhazikitsa Nyumba Zobwereketsa Zanyumba ndi Ma Villas ndi Marriott. Unyolo wa hoteloyo wachitapo kanthu ndi malo ake ogona okhalitsa omwe amaperekedwa ndi Marriott Bonvoy, zomwe zikuwoneka ngati njira yosungira mamembala a Marriott Bonvoy mkati mwa chilengedwe cha Marriott, ndikukopa apaulendo okwera kuchoka ku Airbnb ndi VRBO. . Nthawiyi ikuwoneka ngati yoyenera pomwe Airbnb ikulandira mbiri yoyipa posachedwapa, kuchokera kwa makasitomala omwe amafotokoza makamera obisika mpaka kutha kwa ukhondo.

Zowopsa

Milandu ya kachilomboka ikukweranso m’maiko ena, kuphatikiza United States ndi Australia, komanso ku China, ngakhale kuti palibe kachilomboka. Milandu yomwe ikuchulukira padziko lonse lapansi komanso kutsekeka kwatsopano kuti aletse milandu ya coronavirus yomwe yatumizidwa kunja kungakhale kovuta kwambiri paulendo wapadziko lonse lapansi, ndikulepheretsa kuyambiranso kwamakampani oyendayenda komanso ochereza. Pakadali pano, chiopsezo chachikulu cha kugwa kwachuma padziko lonse lapansi (pali mwayi wa 98% wa kugwa kwachuma padziko lonse lapansi malinga ndi kafukufuku wa bungwe la Ned Davis) ukhoza kuthana ndi vuto lina pakuyambiranso kwamakampani posachedwa.

Kuopsa kwa kuphedwa kungawononge dzina la mtundu wa Marriott ndikulepheretsa kukula kwa msika wa Marriott; Pali kung’ung’udza kuti kuchuluka kwa malonda a Marriott, malo ogona komanso zokumana nazo zikuchepetsa ntchito ndi mtundu wa hoteloyo. Izi zitha kupatutsa makasitomala olemera, ozindikira omwe angatembenukire kwa omwe akupikisana nawo mahotelo apamwamba monga Hilton, mwachitsanzo, omwe asankha kuti asamangoyang’ana mahotela awo.

Chidule

Marriott akuchira pakufunidwa kwaulesi komwe kudabwera chifukwa cha mliriwu ndipo kuchira kukuyembekezeka. Komabe, kutsika kwachuma komwe kungachedwetse kuchira.

Pakapita nthawi, kampaniyo ikufuna kupeza gawo la zipinda ndi ndalama kudzera munjira zingapo kuphatikiza kukulitsa malo ake a hotelo, kukulitsa mayiko, kukulitsa nthawi yokhalitsa, komanso kukulitsa pulogalamu yake yamalipiro. Ma Rumbles amayandama za kutsika kwa hotelo, komabe, ndi mapulani akukula kwa Marriott atha kubweza ngati mamembala osakhutitsidwa atembenukira kumasewera opikisana nawo monga Hilton, Hyatt, ndi Four Seasons.

Ndi P/E ya 24.9, Marriott siyotsika mtengo kwenikweni, ndipo osunga ndalama amatha kusankha malo abwino olowera.

Owunika salowerera ndale pazachuma.

Marriott Analyst Rating

Wall Street Journal

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