earnings
confidence high
sentiment negative
materiality 0.70
Marriott Vacations reports Q3 net loss $2M; contract sales down 4% YoY
MARRIOTT VACATIONS WORLDWIDE Corp
2025-Q3 EPS reported
$3.27
revenue$3,709,000,000
- Net loss attributable to common stockholders of $2M ($0.07 diluted loss per share); adjusted net income $66M ($1.69 adjusted diluted EPS).
- Consolidated contract sales $439M, down 4% YoY due to 1% fewer tours and 5% lower VPG.
- Adjusted EBITDA $170M; company updates full-year outlook but provides no specifics.
- CEO cites actions to return to growth: realigned field incentives, curbed third-party rentals, FICO-based lead screening.
- Expects $150M-$200M Adjusted EBITDA benefit from modernization program by end of 2026.
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