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MAR: Marriott needs travel demand to keep converting into fee-rich cash flow
Marriott reported FY2025 revenue of $26.2 billion and Q1 2026 revenue of $6.7 billion. The thesis depends on global travel demand, net rooms growth, fee economics, margins and cash returns.
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MAR: Marriott needs travel demand to keep converting into fee-rich cash flowMarriott reported FY2025 revenue of $26.2 billion and Q1 2026 revenue of $6.7 billion. The thesis depends on global travel demand, net rooms growth, fee economics, margins and cash returns.NASDAQJul 22, 20265 minReadSlides