Choice Hotels International, Inc. · NYSE:CHH
Choice Hotels International — Q2 2026 Earnings Presentation
15 slides from Choice Hotels International's earnings presentation, August 2026
Slide 1: Q2 2026 Earnings Results
{CHOICE | (O28 Q2 2026 EARNINGS RESULTS a wey, lh
Slide 2: Q2 Financial Highlights
Q2 FINANCIAL HIGHLIGHTS “al (9) Cri $441M $175M $2.02 REVENUE ADJ. EBITDA’ ADJ. EPS? +3% YoY +6% YoY +5% YoY ® ° RETURNED TO SHAREHOLDERS Q | si3z0m ren e) Dividends & Share Repurchases i =_ ©) @ Ss
Slide 3: CEO quote on second quarter results
“Our second quarter results reflect encouraging progress across our key priorities, with U.S. net rooms growth improving for the second consecutive quarter to its strongest first-half performance since 2021 and U.S. RevPAR trends strengthening.” — Dom Dragisich, Interim Chief Executive Officer
Slide 4: How Choice Creates Long-Term Shareholder Value
HOW CHOICE CREATES LONG-TERM SHAREHOLDER VALUE STRENGTHEN Franchisee Economics Lower Owner Costs | Grow RevPAR REINVEST in Long-Term Capabilities ©) GENERATE RETURN ; Excess Capital To Shareholders _* Durable Earnings & Free Cash Flow Dividends | Buybacks
Slide 5: Strengthening Franchisee Economics
STRENGTHENING FRANCHISEE ECONOMICS Prototype Costs + 25% across key midscale brands FF&E Procurement 1 20% on select FF&E categories* GROW HIGH-QUALITY DEMAND Loyalty Contribution 4 250+ bps Business Direct Platform 8% YoY SMB revenue 60% of enrolled businesses are new to Choice 90% of room nights o
Slide 6: Q2 RevPAR Performance
Q2 RevPAR PERFORMANCE +2.1% YoY GROWTH +1.7% Do — en =f 2 INTERNATIONAL Se GLOBAL DEMAND DRIVERS ¥ FIFA World Cup ™ GO "50 Road Trip Travel 10, Project-Based Travel
Slide 7: Net Rooms YoY Growth
OBA NET ROOMS YoY GROWTH E>) U.S. ROOMS =) INTERNATIONAL ROOMS 2nd Consecutive Quarter of U.S. a +16% GLOBAL ROOM OPENINGS (=| +13% International YoY Growth +3% Global Yo Growth
Slide 8: Strongest First-Half Performance Since 2021
| STRONGEST FIRST-HALF PERFORMANCE SINCE 2021 +27% LOWEST U.S. ROOM cl, EXITS OPENINGS SINCE 2020
Slide 9: Canada
CANADA he Direct franchising driving growth and earnings e¢ +5.4% Net rooms growth ¢ +3.5% RevPAR growth
Slide 10: Pipeline & Development
PIPELINE & DEVELOPMENT 96% |e | OF PIPELINE IN HIGHER-REVENUE SEGMENTS Global upscale, midscale, and extended stay DEVELOPMENT ACTIVITY CONVERSION ENGINE + Lower owner investment (| « Faster openings » Earlier royalty generation +30% U.S. FRANCHISE AGREEMENTS EXECUTED +24% U.S. CONVERSION PIPELINE a
Slide 11: Core Guest Profile
CORE GUEST PROFILE Capturing More Demand from Our Core Value-Oriented Traveler O @ 1IN 2 U.S. GUESTS EARN 1IN 5 EARN $100K+ $200K+
Slide 12: Demand Mix
DEMAND MIX *Based on revenues LOYALTY MEMBERS BUSINESS DEMAND <~ Allnfrastructure Projects > » ~50% of extended-stay hotels are within 10 miles of a major data center 7™ © ‘ ; ® | ' * ~100 bps higher RevPAR growth than MEMBERS the system average Caregiver Travel * ~80% of Choice extended-stay proper
Slide 13: Disciplined Capital Allocation
DISCIPLINED CAPITAL ALLOCATION ADVANCING OUR ASSET-LIGHT FRANCHISING MODEL H1Progress 2026 Outlook V80% v~70% Q2 25 Q2 26 FY25 FY26 *Net capital outlays for hotel development and lending activities
Slide 14: Company Updates
COMPANY UPDATES ALI KESHAVARZ JOINS THE BOARD President & Chief Data and Analytics Officer, CVS Health, bringing proven leadership in enterprise Al, data and digital transformation. real WOODSPRING SUITES? EVERH@ME " | Sen SOAS @ EXTENDED canal Celebrates 30th “ STAY in the JD Power 2026 North Hotei
Slide 15: CEO closing quote and reference to press release
"While we still have work to do, this business has significantly more potential, and I'm confident we can realize it. The progress we delivered this quarter reinforces that confidence.” — Dom Dragisich, Interim Chief Executive Officer Please see our Q2 2026 Earnings Press Release posted on August 5,
Choice Hotels International — Q2 2026 Earnings Presentation on 6ix