Hyatt Hotels Corporation · NYSE:H
Hyatt Hotels — Investor Day (May 2023)
25 slides from Hyatt Hotels's investor day presentation, May 11, 2023
Slide 1: Personalizing the Guest & Customer Experience
LA ZAMBRA, SPAIN PERSONALIZING THE GUEST & CUSTOMER EXPERIENCE MARK VONDRASEK | EVP & CHIEF COMMERCIAL OFFICER 1
Slide 2: Timeless Collection / Boundless Collection
TIMELESS COLLECTION GRAND HYATT HYATT’ REGENCY" HYATT ie. PARK HYATT® BOUNDLESS COLLECTION M/jRAVAL, ALLA, ANCAZ. = ow 7 tion” ren BY HYATT® ZOETRY° HYALT 2
Slide 3: We're Building from a Position of Strength
WE’RE BUILDING FROM A POSITION OF STRENGTH MEMBER GROWTH AND LOYALTY PENETRATION VS 2017 DIRECT CHANNEL VS 2019 MARKET SHARE VS 2019 +2.6X +1200 BPS +310 BPS +220 BPS 2017 2022 2017 2022 2019 2022 2019 2022 System-Wide System-Wide System-Wide ALILA VILLAS ULUWATU, INDONESIA Figures based on and calc
Slide 4: Scale Affords Increased Investment
SCALE AFFORDS INCREASED INVESTMENT $ 22B Our system is expected + 44 % Increase in spend on behalf to generate $22B in of our hotels expected in 2023, revenue in 2023 relative to 2019 (excludes World of Hyatt and ALG) THOMPSON ZIHUATANEJO, MEXICO Increase in spend represents contributions into Comme
Slide 5: Insights Shaping Our Work
ANDAZ AMSTERDAM PRINSENGRACHT, NETHERLANDS INSIGHTS SHAPING Changes in Why Care for the Wellbeing & Familiar, Flexible OUR WORK & How People Sustainability & Secure We Travel I Care About Passions Technology 5
Slide 6: Key Areas of Focus
GRAND HYATT AMMAN, JORDAN KEY AREAS OF FOCUS 1 Harnessing Value from Our Growth 2 Redefining Loyalty 3 Commercializing Wellbeing & Ancillary Offerings 4 Reimagining Sales, Meetings & Events 5 Elevating Our Digital & Technology Platforms 6
Slide 7: Harnessing Value from Growth
HARNESSING VALUE FROM GROWTH On April 28, 2023 Hyatt announced an agreement to acquire Mr & Mrs Smith; the transaction is anticipated to close in Q2 2023. The Company's long-term outlook are based on a number of assumptions that are subject to change and many of which are outside the control of the
Slide 8: Redefining Loyalty
REDEFINING LOYALTY “Best Hotel Rewards Program” “America’s Best Loyalty Program”
Slide 9: Building on Momentum in Loyalty
BUILDING ON MOMENTUM IN LOYALTY Stay +46% More 90% more stays in a year than of member room nights WORLD OF HYATT profiled non-members are booked direct MEMBER VALUE Spend +73% More 1 = 40 average spend per year 1 Globalist = the revenue than profiled non-members value of 40 non-members FUJI SPEEDWA
Slide 10: Differentiated Benefits from Strategic Alliances
PÁRISI UDVAR HOTEL BUDAPEST, HUNGARY DIFFERENTIATED BENEFITS FROM STRATEGIC ALLIANCES 11
Slide 11: A Unique Time and Opportunity to Shape What Loyalty Means
HOTEL SOPHIA BARCELONA, SPAIN Globalist “This is simply an awesome benefit. I used it recently for my brother…I love being able to treat my close friends and family to A UNIQUE TIME AND OPPORTUNITY something special.” Travel Advisor TO SHAPE WHAT LOYALTY MEANS IN HOSPITALITY “I love this idea as rel
Slide 12: [Video]
[VIDEO] HYALT
Slide 13: Commercializing Wellbeing & Ancillary Offerings
ANDAZ COSTA RICA RESORT AT PENINSULA PAPAGAYO, COSTA RICA COMMERCIALIZING WELLBEING & ANCILLARY OFFERINGS 15
Slide 14: Iconic Experiences Offered at Scale
MIRAVAL BERKSHIRES RESORT AND SPA, MASSACHUSETTS ICONIC EXPERIENCES OFFERED AT SCALE 150+ wellbeing Targeted global alliances Branded, scaled & infused experiences globally with exclusive across the guest journey inspired by the hospitality collaborations brand leader in wellbeing 16
Slide 15: [Video]
[VIDEO] HYALT
Slide 16: Commercializing at Scale
ANDAZ MAUI AT WAILEA RESORT COMMERCIALIZING AT SCALE 19
Slide 17: Reimagining Sales, Meetings & Events
REIMAGINING SALES, MEETINGS & EVENTS 20
Slide 18: Building on Momentum in Sales, Meetings & Events
BUILDING ON MOMENTUM IN SALES, MEETINGS & EVENTS From 2019 to 2022 we GROUP MARKET SHARE HYATT PRIVÉ SALES GROWTH grew market share in 90 % +510 BPS +116 % of our top 10 corporate accounts ANDAZ LONDON LIVERPOOL STREET, UNITED KINGDOM 2019 2022 2019 2022 Figures as of each respective fiscal year end
Slide 19: Reimagining Sales, Meetings & Events
REIMAGINING SALES, MEETINGS & EVENTS h ya t t . co m /e ve nt s R e d e sig n St r e n g t h e nin g H ya t t P r ivé & L e ve r a g e Ext e n d in g Wo r ld o f H ya t t Be n e f it s t o C u st o m e r s To g e t h e r b y H ya t t : We llb e in g & Su st a in a b ilit y 22
Slide 20: [Video]
[VIDEO] HYALT
Slide 21: Elevating Our Digital & Technology Platforms
ELEVATING OUR DIGITAL & TECHNOLOGY PLATFORMS 25
Slide 22: Building on Momentum in Digital
BUILDING ON MOMENTUM IN DIGITAL 20 DIRECT CHANNEL VS 2019 MONTHS +310 BPS OF DIGITAL DIRECT OUTPERFORMING OTA’s +5% CLICK TO BOOK 40% 2019 2022 System-Wide LOWER BOUNCE THOMPSON ATLANTA — ON NEW PROPERTY SITES BUCKHEAD, GEORGIA Figures as of each respective fiscal year end. 26 . .
Slide 23: Elevating Our Digital Platforms
ELEVATING OUR DIGITAL PLATFORMS PERSONALIZATION DISCOVERY SEARCH 27
Slide 24: Elevating Our Technology Platforms
ALILA MANGGIS, INDONESIA ELEVATING OUR TECHNOLOGY PLATFORMS PROFIT- BEST- SPEED-TO- OPTIMIZED IN-CLASS MARKET Revenue Management Central Reservations Integration System System Capabilities 28
Slide 25: Key Areas of Focus
KEY AREAS OF FOCUS HARNESS REDEFINE REIMAGINE SALES, VA L U E F R O M G R O W T H L O YA L T Y MEETINGS & EVENTS COMMERCIALIZE E L E VAT E D I G I TA L WELLBEING & ANCILLARY & TECHNOLOGY 29