RaoscaffResearch
Prediction Series · Lock · Issue P-169
Prediction Series · P-169

The hotel floor — RevPAR ≥+1.0%, locked at 91%.

91% probability Marriott's Q3 2026 worldwide RevPAR grows at least 1.0% year-on-year — against 3.4% in Q2 and full-year guidance raised to 3.0–3.5%, with a 43% Middle East decline the named drag. Resolves ~3 Nov 2026.

Type · Prediction Lock · growth-floor threshold Locked · 2026-08-13 · before the Q3 results Resolves · ~2026-11-03 · Marriott Q3 2026 results (marriott.com investor relations) Scored · binary: Q3 2026 worldwide RevPAR growth ≥+1.0% yes/no
Marriott Q3 2026 worldwide RevPAR growth · our locked floor
≥ +1.0%
worldwide RevPAR · vs +3.4% in Q2 2026

Marriott reported Q2 2026 worldwide RevPAR growth of 3.4% (US & Canada +5.0%, international -0.5%, EMEA down over 5% on a 43% Middle East decline), adjusted diluted EPS of $3.19 and adjusted EBITDA of $1,592m, and raised full-year RevPAR guidance to 3.0–3.5%. Source: Marriott International Q2 2026 results, August 2026.

— 1 · The Locked Call

Marriott Q3 2026 worldwide RevPAR grows ≥1.0% year-on-year — P = 0.91.

We lock a binary: Marriott International reports third-quarter 2026 worldwide RevPAR growth of at least 1.0% year-on-year, per the company's results release. Confidence 91%.

— 2 · Why it's nail-able

Full-year guidance was raised to 3.0–3.5%, which cannot be met on a flat third quarter.

Marriott grew worldwide RevPAR 3.4% in Q2 and raised its full-year range to 3.0–3.5% — arithmetic that requires the remaining quarters to run near that pace, well above our 1.0% floor. Room rates also reprice slowly across a franchised estate, so the metric moves gradually. Confidence 91%, not higher, because the regional split is genuinely uneven: international RevPAR was already slightly negative in Q2 and EMEA fell more than 5% on a 43% Middle East decline, so a widening of that conflict is the disclosed tail. Scored on WORLDWIDE RevPAR growth, not the US & Canada figure, which runs higher.

Locked on 2026-08-13 — scored against Marriott's reported Q3 2026 worldwide RevPAR growth.

RAOSCAFF locks P-169 on 2026-08-13, before the Q3 release. Scored against Marriott International's reported third-quarter 2026 worldwide RevPAR growth versus a +1.0% floor.

Locked
2026-08-13 (commit timestamp on origin/main)
Resolves
~2026-11-03 — Marriott International Q3 2026 results
Source
Marriott International Q3 2026 earnings release, worldwide RevPAR year-over-year growth (marriott.com investor relations; SEC 8-K)
Scored by
Binary: YES if reported Q3 2026 WORLDWIDE RevPAR growth is ≥+1.0% year-on-year; NO otherwise. Worldwide RevPAR — not the US & Canada figure, which runs higher, and not comparable-systemwide constant-dollar variants if reported separately.

International RevPAR was already slightly negative and EMEA fell over 5% on a 43% Middle East decline — a widening conflict is the disclosed tail.