Author Topic: MAR - Marriott International  (Read 5531 times)

cameronfen

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Re: MAR - Marriott International
« Reply #30 on: July 05, 2018, 04:15:57 PM »
Sorry to derail this Marriott topic.

Jurgis, I promise you will get over your reservations as soon as you spend a few days in a property/location so nice you would never be able to afford to buy it.  Hell, we've split near-mansions and ridiculous high end units with friends and it is sometimes surprisingly affordable (only if the group splits up the cost).

Lol if anyone should apolpgize its me for bringing up Airbnb.    At least we have some idea of competitor dynamics and traction ;).


chrispy

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Re: MAR - Marriott International
« Reply #31 on: July 06, 2018, 06:08:11 AM »
ScottHall, thank you for bringing this interesting business model to my attention.

It has been enlightening to me how many successful companies make a large portion of their profits from some type of fee.

fareastwarriors

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Re: MAR - Marriott International
« Reply #32 on: August 05, 2018, 12:29:36 PM »

fun article

https://www.bloomberg.com/news/features/2018-08-01/the-marriott-starwood-merger-puts-a-points-program-to-the-test

Points-Obsessed Travelers Are Terrified of Losing Perks


Starwood fans fear Marriott mediocrity in the world's largest hospitality merger.

Scuttlebutt Plunger

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Re: MAR - Marriott International
« Reply #33 on: May 23, 2019, 05:51:11 AM »
I find the cyclicality/EPS sensitivity for MAR and HLT to be somewhat confusing.  When I look at the revPAR industry data, pricing power has decoupled from occupancy this revPAR cycle -- likely due to the advent of Airbnb and continued dominance of the OTAs.  Both MAR and HLT have decent build pipelines, which should provide sustainable top-line growth for many years to come.

Does revPAR not really matter?  Thanks.