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📈 Economy · Next Week

Marriott International (NASDAQ: MAR) beats the adjusted Non-GAAP EPS consensus of approx. $3.05 per share in Q2 2026 results (August 4, 2026, confirmed by Marriott press release)

Hit ✦ AI-generated prediction Published on 28. July 2026 · Predicted for 4. August 2026 · Based on: Historical Cycle
Probability
67%

Marriott reports Q2 2026 on August 4. Consensus is $3.05–3.06 EPS (+14–16% vs Q2 2025: $2.65). In Q1 2026, Marriott beat estimates by $0.16 (actual $2.72 vs. consensus $2.56 — +6.3% surprise). Three of the last four quarters produced EPS beats. Global hospitality remains robust: occupancy rates and RevPAR growth underpin the upper margin profile; leisure and business travel demand holds despite the economic cool-down. No Polymarket/Kalshi price available; own estimate based on beat rate, ESP metric, and demand trend.

Data basis for this prediction
  • Yahoo Finance: 'Marriott International (MAR) Reports Next Week: Wall Street Expects Earnings Growth' – Consensus $3.06 EPS (Stand 28.07.2026)
  • TIKR.com: 'Marriott Q1 2026 Earnings Beat: What the Numbers Say' – beat by $0.16 (Stand 28.07.2026)
  • Daily Political: 'Marriott International Q1 2026 beats expectations by $0.16 EPS' (07.05.2026)
  • Benzinga: 'Marriott International (MAR) Earnings Estimates, EPS & Revenue' (Stand 28.07.2026)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Hit
Marriott International meldete für Q2 2026 (Pressemitteilung 3. August 2026) einen bereinigten Non-GAAP-EPS von 3,19 USD – gegenüber dem Konsens von ca. 3,05–3,06 USD eine Überraschung von +0,14 USD bzw. +4,6 %. Damit wurde die Vorhersage klar bestätigt. Treiber waren ein Global-RevPAR-Wachstum von 3,4 % (USA/Kanada +5 %), starke Fee-Einnahmen und Kosteneffizienz; Marriott hob infolgedessen die Gesamtjahresprognose 2026 an. Einzig der Umsatz verfehlte die Erwartungen leicht (7,07 Mrd. USD vs. 7,17 Mrd. USD Konsens). Quellen: PR Newswire / Marriott IR (https://www.prnewswire.com/news-releases/marriott-international-reports-second-quarter-2026-results-302840556.html), Yahoo Finance / Zacks (https://finance.yahoo.com/markets/stocks/articles/mar-q2-earnings-beat-estimates-150300524.html), Investing.com Earnings-Call-Transcript (https://www.investing.com/news/transcripts/earnings-call-transcript-marriott-lifts-2026-outlook-after-q2-eps-beat-93CH-4831480).
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FOMC October Meeting (October 28/29, 2026): Federal Reserve holds the federal funds target range unchanged at 3.75–4.00% after the September hike

Polymarket gives 64% to a September hike (+25 bps, to 3.75–4.00%; open prediction). Historically the Fed pauses at least once after a hike to process incoming data (back-to-back hikes occurred in 2022–23 but are the exception). CME FedWatch implies ~48% October pause vs. ~52% hike as of Sept 11, 2026. The open year-end prediction (rate ≥4.00–4.25%) is compatible with a November or December hike, making an October pause structurally plausible. August CPI above 3.0% (open prediction) argues for caution; core CPI is trending lower. Close call: October pause slightly more likely than a consecutive second move.

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US Consumer Price Index August 2026 (BLS, September 11, 2026): Headline Inflation (All Items CPI) above 3.0% year-on-year (confirmed by BLS press release by September 11, 2026)

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S&P 500 (^GSPC) closes above 7,800 points on December 31, 2026 (confirmed by NYSE closing price or Bloomberg by December 31, 2026)

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