Hyatt's Big Guidance Cut Tied to Weather Risk -- Market Talk

Dow Jones01-03

1333 ET - The magnitude of Hyatt's full-year guidance cut was surprising, especially given the company had already trimmed its forecast in early November to account for expected disruption from Hurricane Melissa, Baird analysts say in a note. "The magnitude (not so much the direction) of the 4Q25 earnings impact is surprising," the analysts say, noting reductions to the company's full-year outlook are primarily related to greater-than-expected hurricane disruption. Hurricanes pose an obvious risk for hotel operators in the Caribbean, and particularly for Hyatt, which has doubled down in the region recently, the analysts say. "Weather impacts, a dependence on airlift, and foreign country risks all create earnings and cash flow volatility," they say.(kelly.cloonan@wsj.com)

 

(END) Dow Jones Newswires

January 02, 2026 13:33 ET (18:33 GMT)

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