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Lizzy Dove

Senior Analyst in Global Investment Research at The Goldman Sachs Group, Inc.

Lizzie Dove is a Senior Analyst in Global Investment Research at The Goldman Sachs Group, Inc., specializing in gaming, lodging, leisure, and consumer discretionary sectors with coverage of companies including Wynn Resorts, Las Vegas Sands, MGM Resorts International, Hyatt Hotels, Marriott, Royal Caribbean, Carnival, Norwegian Cruise Line, Six Flags Entertainment, and Choice Hotels Worldwide. She has demonstrated a strong performance track record, achieving a 59.02% success rate and an average return of 5.28% according to Stock Analysis, while issuing 27 ratings over the past year with a mix of 25.9% Buy, 40.7% Hold, and 33.3% Sell recommendations as per MarketBeat. Dove began her career with a background as a former stand-up comedian before joining Goldman Sachs as an analyst, advancing to Senior Analyst and recently promoted to Managing Director, and holds expertise in precise communication for investment research without specified FINRA registrations publicly detailed.

Lizzy Dove's questions to CHOICE HOTELS INTERNATIONAL INC /DE (CHH) leadership

Question · Q4 2025

Lizzy Dove asked for more color on the expectation for U.S. rooms growth to return to positive territory in 2026, including specific brand drivers, and how much potential tailwinds like the World Cup and tax stimulus are factored into the domestic RevPAR outlook.

Answer

Patrick Pacious, President and CEO, attributed confidence in positive U.S. net rooms growth to increased mid-scale and economy franchise agreements (up 5% year-over-year), a 12% increase in the conversion pipeline, and improved guest scores. He highlighted Quality, Clarion, Clarion Pointe, Rodeway, Ascend, and the redesigned Country Inn & Suites by Radisson prototype as key drivers. Regarding RevPAR, Patrick Pacious stated that last year's weaknesses were transitory and that while tax relief (up 11% in refunds, 18% overall year-over-year) and a weaker U.S. dollar are positive, they are harder to precisely bake into guidance, suggesting they represent potential upside.

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