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01/11 11:30
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Marriott International Inc (MAR) is set to release its FY2025Q2 earnings performance on 08/05 04:00:00 in Pre-Market trading. Consensus forecasts predict a revenue of 6.66B and an earnings per share (EPS) of 2.64 for the FY2025Q2. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
The earnings forecast predicts a Beat due to international RevPAR strength and fee growth, despite some U.S. leisure softness.
Fact Data Analysis:
Positive catalysts include strong international demand (Barclays notes "better international" offsets soft U.S. leisure) and Group travel focus (Baird highlights Group demand in Q2). However, Truist warns of potential weakness in Q3 RevPAR, suggesting Q2 may show resilience but limited upside.
New luxury developments (St. Regis Costa Rica, JW Marriott Calgary) signal long-term premium demand but are not yet operational for Q
2. 2. Gross Fee Revenues:
Multi-unit expansion (El Salvador, Calgary agreements) adds 440 rooms and strengthens midscale/upscale segments, directly boosting fee income.
Co-brand credit card fees likely benefit from sustained travel demand, though not explicitly quantified.
Bullish Options Plays:
The earnings call highlights strong financial performance, with significant growth in membership and co-brand accounts, and a healthy franchise. Investment in tech transformation and optimism for RevPAR growth, especially in international markets, are positive indicators. Despite some uncertainties in credit card negotiations and competition, the overall outlook, including strong shareholder returns and strategic expansions, suggests a positive market reaction.
The earnings call reveals a decline in key financial metrics, with EPS and sales down year-over-year, and gross margins under pressure due to tariffs and promotions. The Q&A section highlights uncertainties around the Stuart Weitzman acquisition and lack of guidance on its impact. While there are some positive signs, like improved traffic and conversion in Famous Footwear, the overall sentiment is negative due to financial declines and uncertainties, leading to a likely negative stock price reaction.
Marriott International Inc (MAR) is scheduled to release its FY2025Q2 earnings report onAug 5, 2025, Pre-Market(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
Analysts' consensus predicts 6.66B in revenue and an EPS of 2.64 for Marriott International Inc's FY2025Q2.
Intellectia's exclusive AI algorithms forecast a Beat forMarriott International Inc's FY2025Q2 earnings, with a prediction date of Aug 5, 2025. Marriott International Inc The earnings forecast predicts a Beat due to international RevPAR strength and fee growth, despite some U.S. leisure softness.
Leverage Intellectia's AI forecast to position trades ahead of theAug 5, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
Each prediction includes a detailed rationale, key indicator forecasts, and scenario probabilities to guide your trades. For a *Beat*, consider buying call options or shares; for a *Miss*, explore puts or hedging strategies. The prediction card provides actionable suggestions, like specific option strikes or hedging tips, tailored to your risk tolerance. Trade smart and turn insights into profits!
