H World Group (HTHT) Corporate presentation summary

Company overview and growth strategy

• Founded in 2005 in Shanghai, the group has grown into a leading global hospitality company, emphasizing technology and innovation to deliver quality hospitality for a broad audience.

• Operates in 21 countries with over 13,200 hotels and 1.3 million rooms, supported by more than 300 million loyalty members and 200,000+ job opportunities as of March 31, 2026.

• Expansion milestones include strategic acquisitions (Blossom House, Crystal Orange, Deutsche Hospitality), partnerships (Accor), and dual listings on NASDAQ and HKEX.

• Deeply rooted in China, with a presence in 1,461 cities, spanning from major urban centers to emerging towns, providing strong local insight and operational agility.

• Global expansion leverages digital infrastructure and cross-border synergies, with a significant footprint in Europe, Southeast Asia, and the Middle East.

Brand portfolio and market positioning

• Operates over 30 hotel and apartment brands across economy, midscale, upper midscale, upscale, and luxury segments, catering to diverse guest needs and market tiers.

• Economy segment led by Hanting Hotel, recognized as the top global hotel brand in 2025, with over 6,100 hotels and 505,000 rooms in operation.

• Midscale brands like JI Hotel and Orange Hotel have rapidly expanded, with JI Hotel surpassing 3,000 locations and Orange Hotel over 1,000.

• Upper midscale and premium segments feature brands such as IntercityHotel, Crystal Orange, Steigenberger, and Joya Hotel, targeting business and affluent travelers.

• Acts as master franchisee for Accor’s Ibis and Mercure brands in China, enhancing its brand diversity and market reach.

Technology and operational model

• Pioneered the “manachise” model, blending franchising scale with managed operations for rapid, capital-efficient growth; over 90% of rooms operate under this model.

• Loyalty program H Rewards drives 74% of bookings, enhances customer retention, and reduces acquisition costs, with over 300 million members.

• Full-stack in-house technology development covers hotel operating systems, RMS, CRS, CRM, and cloud-based PMS, creating a digital moat and operational efficiency.

• Partnerships with tech leaders like Tencent enable AI-driven upgrades, further boosting efficiency and guest experience.