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 elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπConsumer29NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| JD | JD.com Inc | 33 | +13% | β2% | EARLY |
| NIO | NIO Inc | 33 | -10% | β2% | AVOID |
| LI | Li Auto Inc | 33 | +7% | β2% | NEUTRAL |
| BTI | British American Tobacco PLC | 33 | +14% | β2% | EARLY |
| DEO | Diageo PLC | 33 | +8% | β2% | NEUTRAL |
| RACE | Ferrari NV | 33 | +17% | β2% | EARLY |
| TM | Toyota Motor Corporation | 33 | +12% | β2% | 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 Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Josh GottheimerNJ | D | Buy | $1kβ$15k | Aug 2, 24 | +67.9% |
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Jul 9, 24 | +72.5% |
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Jun 28, 24 | +61.1% |
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Jun 7, 24 | +61.1% |