Hotels, Resorts and Cruise Lines

HWORLD-S

HTHT

Conference Minutes

01179

The following are the minutes of Huazhu's Q2 2025 earnings call. For an interpretation of the financial report, please refer to &#34;Huazhu: Strengthening Internal Skills, Is Huazhu Ready to 'Squat and Jump'? -&#34;

H World

Huazhu Club FY25Q2 Minutes: Hanting 4.0 Signing Strong

Financial Analysis

On August 20, 2025, before the U.S. stock market opened, Huazhu (1179.HK/HTHT.O) released its Q2 2025 financial report. Overall, the most striking aspect is the company's asset-light transformation strategy, which has significantly improved the company's core operating profit. Specifically:

Huazhu: With solid internal strength, is Huazhu ready to 'squat and jump'?

INTR

Below is the earnings call minutes for Huazhu Group FY25 Q1. For the earnings interpretation, please refer to

Inter

Huazhu Group (1Q25 Minutes): Q2 RevPAR will narrow quarter-on-quarter

On May 20, 2025, before the U.S. market opened, Huazhu (1179.HK/HTHT.O) released its Q1 2025 financial report. Overall, against the backdrop of a continued downturn in the hotel and tourism industry, Huazhu's core operational metrics continued to deteriorate. However, the highlight was the company's effective cost control through organizational streamlining and an increased proportion of the asset-light franchising model.

Both volume and price are falling! Can Huazhu still squat and jump?

Today’s Key News Recap

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Dolphin focuses on: 🐬 Macro/Industry 1. Today, both Hong Kong and A-shares were collectively booming, with the Shanghai Composite Index recovering above 3300 points and the Hang Seng Index rising over 2.3%. The market is buzzing with &#34;short essays,&#34; mainly focusing on: 1) Two major meetings in December, with rumors suggesting one may be held earlier, as the market speculates on expectations for economic stimulus; 2) It is rumored that the December economic meeting will expand the deficit ratio to 4.5. However, currently, there is no clear evidence supporting these messages, and the direction of sentiment remains difficult to determine...

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Hong Kong, A accelerates explosion! What happened? | Today's important news review

The following is the summary of the conference call for the Q3 2024 performance of $HWORLD-S(01179.HK) $H World(HTHT.US). For the financial report interpretation, please refer to &#34;Huazhu's Against the Trend 'Lone Brave', does crouching really allow for a jump?&#34; 1. Review of core financial report information: 2. Detailed content of the financial report conference call 2.1. Executive team statement of core information: Industry performance and strategic adjustments - Domestic tourism demand is steadily increasing, but due to last year's high base effect, RevPAR in the third quarter decreased by 8.1% year-on-year to RMB 256, and ADR decreased by 7% year-on-year to RMB 301...

Huazhu: Is there an improvement in the business climate in the fourth quarter?

On December 26, 2024, before the US stock market opened, $HWORLD-S(01179.HK) $H World(HTHT.US) released its Q3 2024 financial report. Overall, the biggest issue is that profits are no longer growing amid a downturn in industry prosperity and a mismatch with the company's increased investments. Specifically: 1. The underlying operating data indicates a significant decline in the domestic hotel and travel industry's prosperity. In the third quarter, Huazhu's average room revenue for domestic hotels was 256 yuan/night, a year-on-year decrease of 8.2%, which is a significant increase from the previous quarter's decline of -2.4%...

Huazhu expands against the trend, can crouching really lead to a jump?

$H World(HTHT.US)3Q24 Quick Interpretation: At first glance, the performance &amp; operational trends shown in Huazhu's financial report are quite poor. Overall, both revenue and profit fell short of expectations.1) On the revenue side, Huazhu's total revenue this quarter only increased by 2.4% year-on-year, at the bottom of the previous guidance range of 2%~5%, showing a clear slowdown in trend. Although this was dragged down by the closure of Huazhu's self-operated hotels (a net closure of 22 stores), the relatively narrow revenue scope of the accelerated expansion of franchised stores amplified the impact of the self-operated business. In any case, it was a clear underperformance compared to the expected growth of 4.6%.2) On the profit side, with the increasing proportion of franchise business revenue, gross margin should have shown an upward trend. The market expected this quarter's gross margin to increase by about 2pct year-on-year, but it actually fell by 1.6pct. This resulted in gross profit being about 10% lower than expected. Cost control was also not outstanding compared to expectations, leading to profits falling short of expectations and showing negative year-on-year growth.This quarter's performance was disappointing on both fronts. The company's revenue guidance for the next quarter is 1%~5%, also below the current consensus sell-side expectation of about 6% growth. If the poor performance in 3Q was due to the high base from last year's summer vacation and the unfavorable macro environment this year, for 4Q, the market mainly believes that demand during the National Day holiday has recovered somewhat, so growth was expected to improve. However, the company's guidance indicates further decline in growth, which is obviously another piece of bad news.

Chinese Hotel Market Faces Pressure During Transformation, With Rising Vacancy Rates and Declining RevPAR

Huazhu Group-S to Release Q3 2025 Financial Results

Morgan Stanley Upgrades Revenue and Earnings Projections for Huazhu and Atour

Huazhu Group Launches New Brand Dahui Daguang, Emphasizing Oriental Aesthetics

Huazhu Group’s Founder Ji Qiyi Proposes New Path for Hotel Industry

Xiamen Metro Group's Jimei Melon Hotel Officially Opens

HSBC Raises Huazhu's Investment Rating to Buy and Raises Target Price

Morgan Stanley: Huazhu Group's stock to outperform in 60 days

Huazhu Group plans to open 20,000 hotels by 2030

Huazhu Group's hotel guest reception increased by 36% during the 2025 National Day and Mid-Autumn Festival holiday

HSBC Upgrades Huazhu Group Profit Forecast and Target Price

Huazhu Group Net Profit Increased by 44.7% in Q2 2025

HWORLD-S released FY2025 Semi-Annual Earnings on August 20 Pre-Market (BJT), actual revenue HKD 12.8 B, actual EPS HKD 0.8337

HWORLD-S released FY2025 Q2 earnings on August 20 Pre-Market (BJT), actual revenue HKD 7.033 B (forecast HKD 6.875 B), actual EPS HKD 0.5358 (forecast HKD 0.4213)

Huazhu's Juzi Hotel Opens Its 100th Store in Beijing

HWORLD-S to Release FY2025 Q2 Earnings on August 20 Pre-Market (BJT), Forecast Revenue HKD 6.866 B, EPS HKD 0.4213

Huazhu Group Sees Surge in Hotel Accommodation During Summer Vacation

Chinese Mid-tier Hotel Management Groups Seek Survival and Upgrade

Douyin Life Service Launches Hotel Group Buying Offers

Huazhu Group Makes Major Executive Adjustments

HUSCOKE HLDGS

CHINA IN-TECH

FE HLDGS INTL

SAM WOO CONS

CH SUPPLY CHAIN

CMON

LVGEM CHINA

SHENGHUA LANDE

JIU RONG HOLD

MILAN STATION

Earning Release Date

财报预告

FY2025 Q3 Earning Release 2025.11.17 Pre-Market

Huazhu (HTHT.US/ 01179.HK) Q2 2025 Earnings Conference Call

Huazhu (HTHT.US/ 01179.HK) Q1 2025 Earnings Conference Call

Huazhu (HTHT.US/ 01179.HK) Q4 2024 Earnings Conference Call

Huazhu (HTHT.US/ 01179.HK) Q3 2024 Earnings Conference Call

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