-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。ハイアットは、第1四半期決算で調整後EPSが0.63ドルとなり、市場予想の0.57ドルを上回りました。これは、堅調なマネジメントフィーの伸びと、システム全体のRevPARが5.4%増加したことが要因です。調整後EBITDAは2億6,600万ドルで、2%増加しましたが、市場予想の2億7,000万ドルにはわずかに届きませんでした。ラグジュアリーセグメントは、RevPARが8.5%増加し、アッパーアップスケール（+4.2%）およびアップスケール（+2.6%）セグメントを上回り、引き続き好調でした。これは、ハイアットの戦略的なプレミアムポジショニングと、堅調なラグジュアリー旅行需要を示しています。経営陣は、2026年のEBITDAガイダンスを11億5,500万ドル～12億500万ドル（13%～18%増）に据え置きました。国際市場が成長を牽引し、グレーターチャイナがRevPAR成長率12.4%でトップ、次いでアジア太平洋（中国を除く）が11.3%、ヨーロッパが7.5%と続き、米国は3.3%の成長を記録しました。オールインクルーシブ・ポートフォリオの力強い勢いは、パッケージ純RevPARが7.4%上昇しており、地域的な逆風にもかかわらずハイアットを有利な立場に置いていると考えています。当社の見解では、3億2,500万ドルから3億7,500万ドルの資本収益予測は、強力なキャッシュ創出能力を示しています。
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