The Red Sea EDITION Launch Could Be a Game Changer for Marriott International (MAR)

• Marriott International has unveiled The Red Sea EDITION on Shura Island, Saudi Arabia, marking its second EDITION property in the country and the island’s debut luxury hotel, as part of a collaboration with Red Sea Global to advance sustainable hospitality aligned with Vision 2030.
• This opening showcases Marriott’s expansion into high-profile, regenerative tourism projects, integrating luxury offerings with ambitious ecological and infrastructure commitments in a rapidly evolving travel market.
• We'll examine how this expansion into sustainable luxury tourism on Shura Island could shape Marriott International’s longer-term growth narrative.

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Marriott International Investment Narrative Recap

To believe in Marriott International as a shareholder, one needs to embrace the company’s sustained global expansion in high-value hospitality markets, backed by a deep loyalty program and luxury offerings. While the launch of The Red Sea EDITION in Saudi Arabia demonstrates Marriott's strength in premium, regenerative tourism, it is unlikely to materially shift the immediate catalyst of upcoming earnings results or reduce exposure to near-term macroeconomic pressures, which still pose the company’s most significant short-term risk.

The most relevant recent announcement is Marriott's plan to report third quarter 2025 earnings on November 4, a key event that could clarify how new luxury openings, such as The Red Sea EDITION, contribute to earnings, fee growth, and the outlook for net margins against the backdrop of the company’s international expansion catalysts.

However, with ongoing macroeconomic uncertainty and softening demand in core North American segments, investors should also be alert to the risk that ...

Read the full narrative on Marriott International (it's free!)

Marriott International is projected to reach $29.5 billion in revenue and $3.6 billion in earnings by 2028. This forecast requires a 63.3% annual revenue growth rate and an increase in earnings of $1.1 billion from the current $2.5 billion.

Uncover how Marriott International's forecasts yield a $285.29 fair value, a 8% upside to its current price.

Exploring Other Perspectives

Six Simply Wall St Community fair value estimates for Marriott span a wide range, from US$190.78 to US$285.29 per share. As these perspectives differ, remember that global expansion success still hinges on sustained demand and execution in new regions, with broad implications for revenue and unit growth.

Explore 6 other fair value estimates on Marriott International - why the stock might be worth as much as 8% more than the current price!

Build Your Own Marriott International Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Marriott International research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision.
• Our free Marriott International research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Marriott International's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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