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MAR
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189 days

Business Travel Is Recovering, Marriott Says—Just Not at the Start of the Week

1. Business travel nearly at pre-pandemic levels; weekdays lag behind. 2. Occupancy levels higher than 2019 except for early week nights. 3. Large corporates still lag in business travel recovery compared to smaller firms. 4. Q4 RevPAR increased 5% YoY, above expectations but room growth outlook soft. 5. Shares fell 5% after announcing lukewarm outlook for growth and profit.

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FAQ

Why Bearish?

Soft outlook for room growth and profit typically depresses stock prices, similar to prior examples when forecasts were downgraded.

How important is it?

Q4 results exceeded expectations yet cautious outlook directly impacts investor sentiment and MAR's valuation.

Why Short Term?

Immediate market reaction may cause share fluctuations, but underlying performance remains strong for the future.

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