Hyatt outlines 6.3% to 7% net rooms growth outlook and $1.09B to $1.11B adjusted EBITDA for 2025 while deepening asset-light strategy

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• There is upside to Chase credit card economics numbers in the credit card fees that Hyatt will earn over time

  80% confidence

• Hyatt is moving closer to 50% conversion on free cash flow to EBITDA

  80% confidence

• Adjusted G&A in 2026 will be moderately below full year 2024, despite 2 years of inflation and incremental costs from acquisitions

  80% confidence

• Group pace into 2026 is up in the high single digits as of the end of Q3

  80% confidence

• Hurricane Melissa lowered Playa's Q4 outlook by $7 million at the midpoint, but full-year outlook remains unchanged

  80% confidence

• Full-service hotels in the United States expected to deliver higher growth in Q4 compared to select service hotels due to easier group comparisons

  80% confidence

• Direct government business is small for Hyatt and the company has agile mitigation strategies for potential disruptions

  80% confidence

• Adjusted EBITDA was $291 million in Q3 2025, in line with expectations

  80% confidence

• Hyatt achieved net rooms growth of over 12% during Q3 2025, or 7% when excluding acquisitions

  80% confidence

• World of Hyatt loyalty program surpassed 61 million members, increasing 20% year-over-year

  80% confidence

• Hyatt will incur approximately $50 million of restructuring charges in 2025, with majority recorded in Q3

  80% confidence

• Hyatt is on track to exceed 90% asset-light earnings mix in the near term

  80% confidence

• Organic growth is extremely strong and Hyatt is very confident about 6% to 7% net rooms growth again in 2026

  80% confidence