Geopolitics Alpha

Marriott Q3 2026 earnings beat expectations as U.S. hotel demand rose

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Marriott Q3 2026 earnings beat expectations as U.S. hotel demand rose

Marriott raised its 2026 RevPAR growth outlook to 4.5% to 5% as RevPAR in the U.S. and Canada rose 7.4% in the quarter

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

TickerT-5T-3T-1T0T+1T+2T+3
XLY-0.96%-0.06%baseafter closeafter closeafter closeafter close
EWCNo price data for this ticker———————
MAR-1.23%-1.31%baseafter closeafter closeafter closeafter close
BKNG+3.37%-0.13%baseafter closeafter closeafter closeafter close
RCL-8.59%-2.83%baseafter closeafter closeafter closeafter close
HLT-1.40%-1.99%baseafter closeafter closeafter closeafter 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 Q3 2026 earnings beat expectations as U.S. hotel demand rose Quartz

Source: Quartz

Select Sector Spdr Tr (XLY) since this story, compared with the market

CompanyWhenMoveStatus
Booking Holdings (BKNG)three days earlier-0.13%final price
Booking Holdings (BKNG)five days earlier+3.37%final price
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)three days earlier-1.31%final price
Marriott International (MAR)five days earlier-1.23%final price
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)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

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 carried with this story

  • XLY Select Sector Spdr Tr

    For “Marriott Q3 2026 earnings beat expectations as U.S. hotel demand rose,” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Consumer Discretionary Select Sector SPDR: it holds travel and leisure firms. Linked by “hotel” (travel) in this story

  • MAR Marriott International

    Marriott International (MAR) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Marriott Q3 2026 earnings beat expectations as U.S. hotel demand rose.” Reason on file: Marriott International (hotels and motels): travel firms move with tourism demand. Linked by “hotel” (travel) in this story

  • BKNG Booking Holdings

    In “Marriott Q3 2026 earnings beat expectations as U.S. hotel demand rose,” 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

    In “Marriott Q3 2026 earnings beat expectations as U.S. hotel demand rose,” Royal Caribbean Cruises (RCL) is linked, with no stored direction, medium confidence. 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

    For “Marriott Q3 2026 earnings beat expectations as U.S. hotel demand rose,” 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)

“Marriott Q3 2026 earnings beat expectations as U.S. hotel demand rose” (2 Nov 2026) reaches Select Sector Spdr Tr (XLY) through this story.

For Select Sector Spdr Tr (XLY), the reason on file says Consumer Discretionary Select Sector SPDR: it holds travel and leisure firms. Linked by “hotel” (travel) in this story

A second company, Marriott International (MAR), is listed for a different reason: Marriott International (hotels and motels): travel firms move with tourism demand. Linked by “hotel” (travel) in this story

The price range for Select Sector Spdr Tr (XLY), and the dates in the story

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.

How strong the case is around Select Sector Spdr Tr (XLY)

40 out of 100

“Marriott Q3 2026 earnings beat expectations as U.S. hotel demand rose” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.