Surge in Travel Demand for China's Lunar New Year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: CNBC
- Travel Predictions: Preliminary figures indicate that Beijing is expected to see 110 million trips during the Lunar New Year, with a staggering 9.5 billion trips nationwide, reflecting a strong desire for new experiences among China's 1.4 billion population and signaling economic recovery.
- Tourism Resurgence: Xishuangbanna reported over 4 million visits and tourism revenue of 5.04 billion yuan (approximately $730 million) during the holiday, demonstrating the resilience of local tourism markets in attracting visitors despite economic challenges.
- Theme Park Launch: iQiyi opened its first theme park in Yangzhou, featuring virtual reality and live performances to meet the rising demand for offline entertainment, positioning it as a new growth driver for the company amid fierce competition in the streaming market.
- Luxury Market Trends: Despite retail sales in China growing only 0.9% in December, Louis Vuitton opened two new stores in the past year, emphasizing the use of social media and celebrity endorsements to attract consumers, showcasing the resilience of luxury brands during the festive shopping season.
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Analyst Views on WH
Wall Street analysts forecast WH stock price to rise
8 Analyst Rating
6 Buy
2 Hold
0 Sell
Strong Buy
Current: 77.760
Low
76.00
Averages
89.88
High
99.00
Current: 77.760
Low
76.00
Averages
89.88
High
99.00
About WH
Wyndham Hotels & Resorts, Inc. is a hotel franchising company. The Company operates through one segment: Hotel Franchising. The Hotel Franchising segment consists of licensing its lodging brands and providing related services to third-party hotel owners and others. The Company operates approximately 9,300 hotels across over 95 countries on six continents. Through its network of approximately 903,000 rooms appealing to the everyday traveler. The Company operates a portfolio of 25 hotel brands, including Super 8, Days Inn, Ramada, Microtel, La Quinta, Baymont, Wingate, AmericInn, ECHO Suites, Registry Collection Hotels, Trademark Collection, and Wyndham.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Historical Performance: Over the past two years, Wyndham has beaten EPS estimates 100% of the time, while only exceeding revenue estimates 13% of the time, suggesting strong stability in earnings but challenges in revenue growth.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and five downward adjustments, while revenue estimates have experienced one upward revision and four downward adjustments, reflecting a cautious market outlook on the company's future performance.
- Investment Opportunity Analysis: Despite recent performance pressures, analysts suggest that this may present a buying opportunity for investors, particularly as ultra-luxury hotel prices reach record highs and affluent travelers continue to spend.
See More
Surge in Travel Demand for China's Lunar New Year
- Travel Predictions: Preliminary figures indicate that Beijing is expected to see 110 million trips during the Lunar New Year, with a staggering 9.5 billion trips nationwide, reflecting a strong desire for new experiences among China's 1.4 billion population and signaling economic recovery.
- Tourism Resurgence: Xishuangbanna reported over 4 million visits and tourism revenue of 5.04 billion yuan (approximately $730 million) during the holiday, demonstrating the resilience of local tourism markets in attracting visitors despite economic challenges.
- Theme Park Launch: iQiyi opened its first theme park in Yangzhou, featuring virtual reality and live performances to meet the rising demand for offline entertainment, positioning it as a new growth driver for the company amid fierce competition in the streaming market.
- Luxury Market Trends: Despite retail sales in China growing only 0.9% in December, Louis Vuitton opened two new stores in the past year, emphasizing the use of social media and celebrity endorsements to attract consumers, showcasing the resilience of luxury brands during the festive shopping season.
See More
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- Significant Efficiency Growth: Over the past five years, Wyndham's ROCE has grown by 127% while maintaining stable capital employed, demonstrating the company's remarkable success in enhancing operational efficiency, with potential for continued growth.
- Substantial Shareholder Returns: The company has delivered a 34% return to shareholders over the last five years, suggesting that the market may not yet fully recognize this positive trend, presenting an opportunity for investors.
- Long-Term Growth Potential: The management team's long-term growth plans warrant attention, as improved profitability and capital efficiency position Wyndham Hotels to capture greater market share and profit growth in the future.
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- Investor Conference Call: CEO Geoff Ballotti and interim CFO Kurt Albert will host a call on February 19, 2026, at 8:00 a.m. ET to discuss the earnings results and future business outlook, engaging directly with investors.
- Live Webcast Access: Investors can access the live webcast through the company's website at https://investor.wyndhamhotels.com, ensuring they stay updated on the latest company developments.
- Replay Services: An archive of the webcast will be available starting at noon ET on February 19, 2026, with a telephone replay accessible for approximately ten days, allowing investors to review the meeting content at their convenience.
See More
Wyndham Hotels Set to Announce Q4 Earnings
- Earnings Announcement Schedule: Wyndham Hotels is set to release its Q4 2023 earnings report on February 18th after market close, with consensus EPS estimate at $0.89, reflecting a 14.4% year-over-year decline, and revenue estimate at $336.53 million, down 1.3% year-over-year, indicating profitability pressures facing the company.
- Historical Performance: Over the past two years, Wyndham has beaten EPS estimates 100% of the time, while only exceeding revenue estimates 13% of the time, suggesting strong stability in earnings but challenges in revenue growth.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and five downward adjustments, while revenue estimates have experienced one upward revision and four downward adjustments, reflecting a cautious market outlook on the company's future performance.
- Investment Opportunity Analysis: Despite recent performance pressures, analysts suggest that this may present a buying opportunity for investors, particularly as ultra-luxury hotel prices reach record highs and affluent travelers continue to spend.
See More
Surge in Travel Demand for China's Lunar New Year
- Travel Predictions: Preliminary figures indicate that Beijing is expected to see 110 million trips during the Lunar New Year, with a staggering 9.5 billion trips nationwide, reflecting a strong desire for new experiences among China's 1.4 billion population and signaling economic recovery.
- Tourism Resurgence: Xishuangbanna reported over 4 million visits and tourism revenue of 5.04 billion yuan (approximately $730 million) during the holiday, demonstrating the resilience of local tourism markets in attracting visitors despite economic challenges.
- Theme Park Launch: iQiyi opened its first theme park in Yangzhou, featuring virtual reality and live performances to meet the rising demand for offline entertainment, positioning it as a new growth driver for the company amid fierce competition in the streaming market.
- Luxury Market Trends: Despite retail sales in China growing only 0.9% in December, Louis Vuitton opened two new stores in the past year, emphasizing the use of social media and celebrity endorsements to attract consumers, showcasing the resilience of luxury brands during the festive shopping season.
See More
Hyatt Chairman Pritzker Resigns Amid Epstein Controversy
- Chairman's Resignation: Thomas Pritzker, the chairman of Hyatt Hotels, announced his immediate resignation after over two decades in the role, highlighting the pressures and challenges facing corporate governance amid scandals.
- Scandal Association: Pritzker expressed regret over his ties to sex offender Jeffrey Epstein, admitting to poor judgment in maintaining contact, which could negatively impact Hyatt's brand image and stakeholder trust.
- Succession Plan: The Hyatt board appointed CEO Mark Hoplamazian as the new chairman, ensuring continuity in governance and aiming to stabilize investor confidence during this transitional period.
- Executive Resignation Wave: Pritzker's departure marks the latest in a series of high-profile resignations, reflecting the corporate world's heightened sensitivity to associations with Epstein, potentially affecting future leadership structures and strategic directions.
See More
AI Turbulence Impacts Market Performance
- Increased Market Volatility: Last week, stocks in software, real estate, financial services, and logistics faced selling pressure due to concerns over AI-related disruptions, with the Nasdaq Composite falling 0.2% and a weekly loss of 2.1%, indicating market sensitivity to AI impacts.
- Consumer Spending Data Focus: This week's highlight will be the Personal Consumption Expenditures (PCE) report on Friday, which will provide insights into consumer spending in December and inflation trends, especially following last week's unexpected slowdown in the Consumer Price Index (CPI).
- Corporate Earnings in Spotlight: Walmart (WMT) is set to release its fourth-quarter earnings on Thursday, marking the first report under new CEO John Furner, making it a key indicator of consumer spending that the market is eagerly anticipating.
- Ongoing AI Impact: As AI tools' potential effects intensify across various sectors, software stocks like Salesforce (CRM) and ServiceNow (NOW) have seen significant declines, reflecting the market's heightened vigilance regarding AI disruptions, necessitating close monitoring of future industry developments.
See More
Wyndham Hotels & Resorts Shows Significant ROCE Growth
- ROCE Improvement: Wyndham Hotels & Resorts has achieved a return on capital employed (ROCE) of 15%, significantly higher than the hospitality industry's 10%, indicating the company's superior capital efficiency and ability to create greater shareholder value.
- Significant Efficiency Growth: Over the past five years, Wyndham's ROCE has grown by 127% while maintaining stable capital employed, demonstrating the company's remarkable success in enhancing operational efficiency, with potential for continued growth.
- Substantial Shareholder Returns: The company has delivered a 34% return to shareholders over the last five years, suggesting that the market may not yet fully recognize this positive trend, presenting an opportunity for investors.
- Long-Term Growth Potential: The management team's long-term growth plans warrant attention, as improved profitability and capital efficiency position Wyndham Hotels to capture greater market share and profit growth in the future.
See More
Wyndham Hotels to Host Q4 2025 Earnings Call on February 19, 2026
- Earnings Release Schedule: Wyndham Hotels will report its Q4 and full-year 2025 results on February 18, 2026, at approximately 4:30 p.m. ET, providing insights into the company's performance and market position.
- Investor Conference Call: CEO Geoff Ballotti and interim CFO Kurt Albert will host a call on February 19, 2026, at 8:00 a.m. ET to discuss the earnings results and future business outlook, engaging directly with investors.
- Live Webcast Access: Investors can access the live webcast through the company's website at https://investor.wyndhamhotels.com, ensuring they stay updated on the latest company developments.
- Replay Services: An archive of the webcast will be available starting at noon ET on February 19, 2026, with a telephone replay accessible for approximately ten days, allowing investors to review the meeting content at their convenience.
See More
