Marriott International IncMAR
▼ NegativeDemandCapitalrelevance
RevPAR growth averaged only 6.5% over two years, signaling soft demand.
Impact on stocks 1
Consumer Discretionary
Marriott International IncMarriott shares have surged 162% over the past five years to $371, but analysts urge caution post-Q1 earnings. RevPAR growth averaged just 6.5% over the last two years, signaling soft demand that may require costly amenity investments. Free cash flow margin is expected to hold at 10.6%, disappointing some investors. While return on invested capital has improved, the stock trades at 31.4 times forward earnings, suggesting much of the good news is already priced in.
Marriott International IncRevPAR growth averaged only 6.5% over two years, signaling soft demand.