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    Meredith Jensen • HSBC

    Meredith Jensen's questions to Choice Hotels International Inc (CHH) leadership

    Meredith Jensen's questions to Choice Hotels International Inc (CHH) leadership • Q2 2025

    Question

    Meredith Jensen asked about the strategy for balancing occupancy and rate, the number of owned Cambria and Everhome hotels, and trends in international conversion activity.

    Answer

    CEO Patrick Pacious responded that franchisees are successfully gaining occupancy share, which is a positive indicator for future rate growth, noting that the limited-service model supports this strategy. CFO Scott Oaksmith specified that the company owns 13 hotels: eight Cambrias, three Radissons, and two Everhomes. Pacious added that international conversion activity is high, particularly in Europe, while other regions show a mix similar to the U.S.

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    Meredith Jensen's questions to Wyndham Hotels & Resorts Inc (WH) leadership

    Meredith Jensen's questions to Wyndham Hotels & Resorts Inc (WH) leadership • Q2 2025

    Question

    Meredith Jensen from HSBC asked for more detail on the $550 million of potential capital deployment mentioned in the presentation, inquiring about the opportunities being considered for shareholder returns and business development.

    Answer

    CFO Michele Allen clarified that the $550 million figure represents the 'art of the possible' for capital allocation this year, combining excess free cash flow and leverage capacity. She specified that approximately $110 million is earmarked for key money to drive high-quality growth. The remainder provides flexibility to balance an active deal environment with opportunistic share repurchases throughout the year.

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