Marriott beat earnings expectations and raised its outlook on strong U.S. hotel demand
Published . Updated .
Worldwide revenue per available room rose 6.5%, with U.S. and Canada up 7.4%, as Marriott lifted its full-year forecast to 4.5% to 5%
Directly affected
- No company is named in this report.
Indirectly affected
- XLY Consumer Discretionary Select Sector SPDR+2.3% 30d
Consumer Discretionary Select Sector SPDR: it holds travel and leisure firms. Linked by “hotel” (travel) in this story.
- EWC iShares MSCI Canada ETF+0.3% 30d
iShares MSCI Canada ETF holds stocks listed in Canada, which this story is about (“canada”).
- MAR Marriott International+4.9% 8d
Marriott International (hotels and motels): travel firms move with tourism demand. Linked by “hotel” (travel) in this story.
- BKNG Booking Holdings-12.1% 30d
Booking Holdings (transportation services): travel firms move with tourism demand. Linked by “hotel” (travel) in this story.
- RCL Royal Caribbean Cruises+23.2% 30d
Royal Caribbean Cruises (water transportation): travel firms move with tourism demand. Linked by “hotel” (travel) in this story.
- HLT Hilton Worldwide Holdings+16.7% 30d
Hilton Worldwide Holdings (hotels and motels): travel firms move with tourism demand. Linked by “hotel” (travel) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLY | -0.96% | -0.06% | base | +2.93% | after close | after close | after close |
| EWCNo price data for this ticker | — | — | — | — | — | — | — |
| MAR | -1.23% | -1.31% | base | +3.87% | after close | after close | after close |
| BKNG | +3.37% | -0.13% | base | +4.55% | after close | after close | after close |
| RCL | -8.59% | -2.83% | base | +5.08% | after close | after close | after close |
| HLT | -1.40% | -1.99% | base | +2.10% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Marriott beat earnings expectations and raised its outlook on strong U.S. hotel demand Quartz
Source: Quartz
Select Sector Spdr Tr (XLY) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Booking Holdings (BKNG) | that day | +4.55% | still updating |
| Booking Holdings (BKNG) | three days earlier | -0.13% | final price |
| Booking Holdings (BKNG) | five days earlier | +3.37% | final price |
| Hilton Worldwide Holdings (HLT) | that day | +2.10% | still updating |
| Hilton Worldwide Holdings (HLT) | three days earlier | -1.99% | final price |
| Hilton Worldwide Holdings (HLT) | five days earlier | -1.40% | final price |
| Marriott International (MAR) | that day | +3.87% | still updating |
| Marriott International (MAR) | three days earlier | -1.31% | final price |
| Marriott International (MAR) | five days earlier | -1.23% | final price |
| Royal Caribbean Cruises (RCL) | that day | +5.08% | still updating |
| Royal Caribbean Cruises (RCL) | three days earlier | -2.83% | final price |
| Royal Caribbean Cruises (RCL) | five days earlier | -8.59% | final price |
| Select Sector Spdr Tr (XLY) | that day | +2.93% | still updating |
| Select Sector Spdr Tr (XLY) | three days earlier | -0.06% | final price |
| Select Sector Spdr Tr (XLY) | five days earlier | -0.96% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna sold Booking Holdings (BKNG) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Booking Holdings (BKNG) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 52 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Booking Holdings (BKNG), worth $250,001 - $500,000 on 21 Aug 2026. That is 73 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Royal Caribbean Cruises (RCL), worth $100,001 - $250,000 on 21 Aug 2026. That is 73 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Hilton Worldwide Holdings (HLT), worth $1,001 - $15,000 on 24 Aug 2026. That is 70 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Select Sector Spdr Tr (XLY)
Companies tied to this story
- XLY Select Sector Spdr Tr
Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Marriott beat earnings expectations and raised its outlook on strong U.S. hotel demand.” Reason on file: Consumer Discretionary Select Sector SPDR: it holds travel and leisure firms. Linked by “hotel” (travel) in this story
- MAR Marriott International
In “Marriott beat earnings expectations and raised its outlook on strong U.S. hotel demand,” Marriott International (MAR) is linked, with no stored direction, medium confidence. Reason on file: Marriott International (hotels and motels): travel firms move with tourism demand. Linked by “hotel” (travel) in this story
- BKNG Booking Holdings
For “Marriott beat earnings expectations and raised its outlook on strong U.S. hotel demand,” Booking Holdings (BKNG) is linked, with no stored direction, medium confidence. Reason on file: Booking Holdings (transportation services): travel firms move with tourism demand. Linked by “hotel” (travel) in this story
- RCL Royal Caribbean Cruises
Royal Caribbean Cruises (RCL) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Marriott beat earnings expectations and raised its outlook on strong U.S. hotel demand.” Reason on file: Royal Caribbean Cruises (water transportation): travel firms move with tourism demand. Linked by “hotel” (travel) in this story
- HLT Hilton Worldwide Holdings
In “Marriott beat earnings expectations and raised its outlook on strong U.S. hotel demand,” Hilton Worldwide Holdings (HLT) is linked, with no stored direction, medium confidence. Reason on file: Hilton Worldwide Holdings (hotels and motels): travel firms move with tourism demand. Linked by “hotel” (travel) in this story
Select Sector Spdr Tr (XLY)
Select Sector Spdr Tr (XLY) is the company in “Marriott beat earnings expectations and raised its outlook on strong U.S. hotel demand,” the 2 Nov 2026 this story story.
Select Sector Spdr Tr (XLY) is on the page because Consumer Discretionary Select Sector SPDR: it holds travel and leisure firms. Linked by “hotel” (travel) in this story
Also listed, Marriott International (MAR): Marriott International (hotels and motels): travel firms move with tourism demand. Linked by “hotel” (travel) in this story
Dates in the story, and the Select Sector Spdr Tr (XLY) price range
BKNG traded between 146.28 and 168.48 across 20 sessions. The latest close on file is 148.13. MAR traded between 337.26 and 354.63 across 5 sessions. The latest close on file is 352.03. XLY traded between 110.58 and 116.77 across 19 sessions. The latest close on file is 115.38.
A simple score for Select Sector Spdr Tr (XLY)
40 out of 100Price not final
“Marriott beat earnings expectations and raised its outlook on strong U.S. hotel demand” scores 40 out of 100. The score uses 1 sources, and 5 linked companies. The price is not final yet.