Marriott to Hold First Investor Day Since 2019: What to Expect From the Hotel Giant
Skift Take
What we most hope to hear from Marriott is about a possible new brand to debut in Europe later this year. But we also care about a few key metrics that investment analysts will watch closely.
Early Check-In
Editor’s Note: Skift Senior Hospitality Editor Sean O’Neill brings readers exclusive reporting and insights into hotel deals and development, and how those trends are making an impact across the travel industry.Marriott will broadcast its Wednesday, September 27, "Security Analyst Meeting" live (details here). It'll be the first such presentation the world's largest hotelier has given since 2019.
The company has a few goals.
Executives want to give analysts a deeper understanding of the company's fundamentals. They want to showcase the company's management team and its strategic vision. They hope to create buzz about Marriott among investors. Expect to hear some updates on how Marriott's hotels have performed since August 1, when it reported earnings.The day will have its limitations.
It's unlikely Marriott will share any groundbreaking information not already contained in its financial filings. Expect to see charts of the company's modeling that suggest possibilities rather than forecasts. For instance, expect to see charts with potential three-year ranges for net room growth and reve
