🌍 Market

Middle East

2 stories · First covered Apr 7, 2026 · Latest May 6
Related: RevPAR 1 Marriott International 1 Franchise economics 1 IHG 1 Franchise Fees 1 Property Improvement Plans 1 EBITDA 1 Dubai 1 Elie Maalouf 1 U.S. and Canada 1 Morgan Stanley 1 Share buyback 1
Marriott International
IHG
Middle East Coverage
Marriott Just Raised Its Outlook. The Middle East Math Is What Should Keep You Up Tonight.
Brands Primary
May 6

Marriott Just Raised Its Outlook. The Middle East Math Is What Should Keep You Up Tonight.

Marriott's Q1 was strong enough to lift full-year guidance, but the real tension is buried in the regional split: U.S. RevPAR up 4%, Middle East RevPAR down 30%-plus, and a pipeline of 618,000 rooms that assumes the world cooperates.

EV
Elena Voss 3 min read · May 6
IHG Trimmed Its Outlook. The Question Is What They're Not Trimming.
Brands Primary
Apr 7

IHG Trimmed Its Outlook. The Question Is What They're Not Trimming.

IHG's Middle East exposure is only 5% of its system, but the real tension isn't regional... it's between a company promising $1.2 billion in shareholder returns and the owners absorbing the demand shock on the ground.

EV
Elena Voss 3 min read · Apr 7