Wyndham Hotels & Resorts Q1 Earnings Call Highlights

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Wyndham Hotels & Resorts (NYSE:WH) reported what executives described arsenic a beardown commencement to 2026, citing a faster-than-expected betterment successful U.S. select-service demand, continued improvement momentum, and crisp maturation successful ancillary revenues during the company’s first-quarter net call.

RevPAR trends improved done the 4th

President and CEO Geoff Ballotti said planetary RevPAR improved 450 ground points sequentially from the 4th quarter. In the U.S., the company’s RevPAR show improved meaningfully arsenic the 4th progressed. Ballotti noted that home RevPAR, excluding the anterior year’s hurricane impact, improved much than 600 ground points sequentially to “essentially flat,” outperforming the company’s anticipation of down 2% to down 3%.

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Ballotti attributed the sequential betterment to request picking up passim the quarter, with January down 4% successful RevPAR earlier improving to +1% maturation successful some February and March. He added that April month-to-date trends were accordant with February and March.

Ballotti highlighted betterment crossed cardinal states and segments. Texas, California, and Florida—together representing astir one-quarter of Wyndham’s U.S. country count—improved by 800 ground points sequentially, from down 11% successful the 4th fourth to down 3% successful the archetypal quarter, with Texas unsocial improving 700 ground points to +2% year-over-year. He besides pointed to spot successful Midwest and concern states, arsenic good arsenic betterment successful lipid and state markets, which helium said correspond astir 12% of Wyndham’s country count.

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On leisure indicators, Ballotti said cancellation rates were improving, booking pb times were “really solid,” and lengths of enactment were increasing. He besides referenced outer probe connected taxation refunds and question spending and said Wyndham’s interior probe showed higher intent to question among its middle-income lawsuit basal versus the aforesaid clip past year.

International show mixed, with Canada a agleam spot

Internationally, Ballotti said RevPAR was down 1% year-over-year successful changeless currency, accordant with the 4th quarter. He called retired Canada arsenic a cardinal positive, with RevPAR up 8% connected pricing powerfulness and improved demand.

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In EMEA, RevPAR grew 1%, supported by “strong show successful Turkey, Greece, and Spain,” offset by softness successful the Middle East, which declined to down 5% successful the archetypal 4th aft being up 18% successful the 4th quarter, according to Ballotti. In Latin America, Mexico weighed connected results, with RevPAR falling owed to little U.S. inbound question that created pricing pressure. Ballotti said Latin America RevPAR was down 4% year-over-year, but excluding Mexico the portion accrued 11%, driven by Argentina, Brazil, and the Caribbean.