Marriott's asset-light franchise model and dominant loyalty program (Bonvoy) generate durable fee streams insulated from real estate cycles. International and luxury segments are leading RevPAR growth, while US business travel continues a slow recovery. Pipeline conversion remains robust. Capital returns and balance sheet quality support the multiple.
Thesis reviewed May 29, 2026
Marriott International Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States60NEUTRALView United States risk detail →🛍Consumer22NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| NIO | NIO Inc | 27 | -10% | ↑2% | AVOID |
| JD | JD.com Inc | 27 | +13% | ↑2% | EARLY |
| LI | Li Auto Inc | 27 | +7% | ↑2% | NEUTRAL |
| PDD | PDD Holdings Inc | 27 | -4% | ↑2% | AVOID |
| DEO | Diageo PLC | 27 | +8% | ↑2% | NEUTRAL |
| ULVR.L | Unilever | 27 | — | ↑2% | NEUTRAL |
| BTI | British American Tobacco PLC | 27 | +14% | ↑2% | EARLY |
Investors who hold MAR may also have indirect exposure through these country funds.
Marriott international RevPAR +9% in Q1
Bonvoy loyalty program crosses 220M members
Estimates · Yahoo Finance · Not audited figures
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] MARKUP OF H.R. 8364, TO AMEND TITLE 5, UNITED STATES CODE, TO AUTHORIZE THE INCREASE OF THE RETIREMENT AGE IN THE UNITED STATES CAPITOL POLICE ======================================================================= MARKUP before the COMMITTEE ON HOUSE …
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| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Josh GottheimerNJ | D | Buy | $1k–$15k | Aug 2, 24 | +67.9% |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Jul 9, 24 | +72.5% |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Jun 28, 24 | +61.1% |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Jun 7, 24 | +61.1% |