Automatic

💵 Oct 23, 2025, Hilton Worldwide adjusted its 2025 room revenue growth forecast due to weaker U.S. travel demand, with U.S. RevPAR down 2.3% in Q3. Despite this, luxury brands like LXR, Conrad, and Waldorf Astoria performed well. Quarterly revenue hit $3.12 billion, exceeding the $3.01 billion expectation, with an EPS of $2.11. The full-year RevPAR growth forecast decreased to 1%. Shares rose 2.7% in premarket trading, with net unit growth expected at 6.5–7%.

🏨 Hilton CEO Christopher Nassetta, on October 23, 2025, predicted a strong recovery in U.S. hotel demand for 2026 and 2027. Fueled by economic optimism, declining interest rates, and infrastructure investments, both luxury and middle-class travel are expected to rise. Short-term challenges include a 1% drop in Q3 RevPAR and cautious corporate clients. Major 2026 events like the U.S. midterm elections, America's 250th anniversary, and the World Cup are anticipated to boost hotel demand further.

🏨 U.S. hotel performance weakened in September 2025. Occupancy dropped 1.9% to 63.4%, marking seven consecutive months of decline. ADR slightly decreased by 0.1% to $162.69, while RevPAR fell 2.1% to $103.19. Construction also slowed with a 12.3% drop, reaching 137,956 rooms. New York City led with 86.6% occupancy, contrasting New Orleans (48.5%) and Houston (55.6%). Despite high costs, more rooms are under construction now than post-Great Recession.