Feed / Theme
Confirmed

Vacation Ownership & Lodging

7 names are moving together; 100% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
HHyatt Hotels CorporationConsumer Cyclical+2.6%Group member
MARMarriott InternationalConsumer Cyclical+0.1%Most structurally connected
SONSonoco Products CompanyConsumer Cyclical-0.8%Group member
TNLTravel Leisure Co.Consumer Cyclical+0.3%Group member
VACMarriott Vacations Worldwide CoConsumer Cyclical-0.5%Group member
HGVHilton Grand Vacations Inc.Consumer Cyclical-1.1%Group member
HLTHilton Worldwide Holdings Inc.Consumer Cyclical+1.1%Group member

Why we believe this

Cohort

7 names

Participation

100% this session

Observed history

1 daily builds

Filing coverage

7/7 members

credit / rates affecting interest expense

2025 Gains (losses) and other income, net $ 3 $ (2) $ 5 250 % Interest expense (214) (192) (22) (11) % Interest income 10 9 1 11 % Equity in (losses) earnings (5) 1 (6) (600) % Interest expense increased in the 2026 first quarter primarily due to higher debt balances driven by Senior Notes issuances, net of maturities ($28 million).

MAR 10-Q

demand / volume

In the U.S. & Canada, RevPAR increased 0.7 percent in 2025, reflecting strong demand at our luxury hotels, partially offset by softer demand at our select service hotels, which were impacted by weaker business transient demand, in part due to declines in government travel.

MAR 10-K

restructuring affecting expense

2024 Depreciation, amortization, and other $ 213 $ 183 $ 30 16 % General and administrative 870 945 (75) (8) % Restructuring and merger-related (recoveries) charges, and other (2) 77 (79) (103) % General and administrative expenses decreased primarily due to lower compensation costs ($39 million).

MAR 10-K

Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.