HST · 8-K · 20260805PR000122

Customer Demand Mix

HOST HOTELS & RESORTS, INC. · 2026-08-05 · Importance 43 · Surprise 32

Host’s 2025 room sales were approximately 61% transient, 34% group, and 5% contract business. In the second quarter of 2026, transient room nights decreased 0.7% year over year, while group and contract room nights increased 3.5% and 3.4%, respectively. Despite the lower transient volume, transient room revenue grew 6.9% to $559 million, and group and contract room revenue increased 7.4% to $332 million and 6.6% to $48 million. Management cited affluent consumers prioritizing travel and healthy group demand across many markets.

Key facts

• Q2 2026 transient room nights: 1,487 thousand; percent change vs Q2 2025: -0.7% source
• Q2 2026 group room nights: 1,093 thousand; percent change vs Q2 2025: 3.5% source
• Q2 2026 contract room nights: 215 thousand; percent change vs Q2 2025: 3.4% source
• Customers mix for full year 2025 room sales: transient ~61%, group ~34%, contract ~5% source