🌍 Market

U.S. and Canada

2 stories · First covered Feb 23, 2026 · Latest May 6
Related: Marriott International 2 RevPAR 1 Franchise Fees 1 EBITDA 1 Anthony Capuano 1 Franchise Agreement Obligations 1 RevPAR Growth Disparity 1 Technology Transformation 1 PMS Migration 1 Conversion Strategy 1 Business Transient Segment 1 Government RevPAR 1
Marriott International
U.S. and Canada 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
Marriott's "Outstanding" Growth Year Has a Question Nobody's Asking the Owners
Brands
Feb 23

Marriott's "Outstanding" Growth Year Has a Question Nobody's Asking the Owners

Marriott added nearly 100,000 rooms and returned $4 billion to shareholders in 2025. But when you decompose the numbers by who actually benefits, the story gets more complicated... especially if you're the one writing the PIP check.

EV
Elena Voss 3 min read · Feb 23