Hilton, Marriott, and Hyatt Cite AI as Both Risk and Advantage to Direct Booking in Annual Reports and Calls
💻 February 10, 2026, Marriott expressed optimism about AI boosting direct bookings, but warned shareholders that AI could erode brand loyalty. By June, Marriott launched Ask Bonvoy following a 43 million increase in loyalty members, totaling 271 million. Hilton's direct business exceeds 80%, while Hyatt anticipates retaining most business through its channels. Google introduced hotel booking within AI Mode in August. Booking's AI-generated traffic remains under 1%, with precise bookings from agents undisclosed by both chains and OTAs.
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