Market Shares:

• Hospitality: approx. 85%
• Real Estate and other services: approx. 15%

TOP 3 Markets:

• Europe: approx. 45%
• Asia-Pacific: approx. 30%
• North America: approx. 15%

Accor SA generates the majority of its revenue from the hospitality sector, with the European market accounting for the largest share. The expansion into the Asia-Pacific region has gained importance in recent years, as reflected in a significant revenue share. North America also remains an important market, although its share is lower compared to Europe and Asia-Pacific.

Accor SA is a leading company in the hotel and hospitality industry and does not produce physical products in the traditional sense.

Accor SA operates and manages hotels and offers services in accommodation, catering, and leisure. The "production" in this context refers to the provision of hotel services that are provided worldwide in the hotels operated or licensed by Accor.

Accor operates in over 100 countries and runs a variety of hotel brands covering different market segments, from luxury to economy. The services are provided locally in the respective hotels located in cities and tourist destinations worldwide.

Revenue Growth: Estimated 8-10% annually (2025-2027)

Strategic Focus Areas:

1. Expansion in Emerging Markets
2. Digitalization and Technology Integration
3. Sustainability and Environmentally Friendly Initiatives

Accor SA plans to boost its growth through increased expansion in emerging markets such as Asia and Africa. These regions offer significant potential due to the growing middle class and increasing demand for hotel accommodations.

Another key aspect of the strategy is digitalization. Accor is investing in technology to enhance guest experience and increase operational efficiencies. This includes introducing digital check-in and check-out options as well as personalized services through data analysis.

Furthermore, Accor places great emphasis on sustainability. The company is committed to reducing its CO2 emissions and implementing environmentally friendly practices in its hotels. These initiatives are not only beneficial for the environment but also enhance brand perception among environmentally conscious travelers.

Main raw materials: Textiles, furniture, food

Countries of origin: China, India, Brazil, USA

Accor SA, as a leading company in the hotel and hospitality industry, imports a variety of raw materials and materials necessary for the operation of their hotels worldwide. This includes textiles such as bed linens and towels, which are often sourced from China and India, as these countries have a strong textile industry.

Furniture and furnishings are also imported, with China and Brazil being significant suppliers. These countries offer competitive prices and high production capacity.

Food, especially exotic and specialized products, are often imported from the USA to ensure international standards and diversity in hotel restaurants.

Accor pays attention to making supply chains sustainable and collaborates with a variety of suppliers to ensure the quality and availability of materials.

Market Share: 5% in the global hotel market (2024)

Number of Hotels: Over 5,300 worldwide (2024)

Brand Portfolio: More than 40 brands, including Sofitel, Novotel, and Ibis

Accor SA has a significant competitive advantage due to its wide variety of brands and global presence. With over 5,300 hotels worldwide and a market share of approximately 5% in the global hotel market, the company holds a strong position, especially in Europe and Asia.

The extensive brand portfolio allows Accor to cover various market segments from luxury to economy, enabling diversification of revenue sources and better risk distribution. This strategy helps the company hedge against economic fluctuations and industry-specific challenges.

Furthermore, Accor continuously invests in digital innovations and sustainable practices to meet changing customer needs and increase efficiency. These investments contribute to further strengthening the company's competitive advantage and solidifying its market position.

Institutional Investor Share: approximately 70% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last year (2025, estimated)

The institutional investor share at Accor SA is typically around 70%. This demonstrates the confidence of large investors in the company's long-term strategy and stability.

In 2025, there were no significant insider transactions, which could indicate a stable internal assessment of the company's development. Such transactions are often seen as an indicator of management's confidence in the company's future performance.

Market share of Accor SA: Estimated 9% (2025)

Top competitors and their market shares:

1. Marriott International: 15%
2. Hilton Worldwide Holdings: 13%
3. InterContinental Hotels Group (IHG): 10%
4. Accor SA: 9%
5. Hyatt Hotels Corporation: 7%
6. Wyndham Hotels & Resorts: 6%
7. Choice Hotels International: 5%
8. Radisson Hotel Group: 4%
9. Best Western Hotels & Resorts: 3%
10. Minor Hotels: 2%

Moat of Accor SA:

Accor SA has a moderate moat, mainly supported by its strong brand diversity and global presence. The company has a wide range of hotel brands covering various market segments, from luxury to economy. This diversification helps to meet different customer needs and position itself in various markets.

However, compared to competitors, Accor does not have as strong a moat as Marriott or Hilton, which benefit from a larger global presence and stronger brand loyalty. Marriott and Hilton have more extensive loyalty programs and a greater number of hotels worldwide, giving them a significant advantage.

Nevertheless, Accor is continuously investing in digital innovations and partnerships to strengthen its competitiveness. A focus on sustainable practices and adaptation to local markets could expand Accor's moat in the long term.

Revenue Growth: 8.5% (2024)
EBITDA Growth: 10.2% (2024)
Net Income: 550 million euros (2024)

Accor SA recorded solid revenue growth of 8.5% in 2024, attributed to a recovery in tourism and increased demand for hotel stays. The 10.2% EBITDA growth indicates that the company effectively managed its operating costs and benefited from improved operational efficiency.

The net income of 550 million euros in 2024 suggests strong financial performance, supported by strategic expansions and investments in new markets. Accor has also invested in innovative technologies and sustainable practices to enhance its competitiveness.

Overall, Accor SA demonstrates positive financial development and a strong market position, making it a potentially attractive investment, especially for investors focusing on long-term growth in the hotel sector.

Dividend Yield: 3.5% (estimated for 2025)
Dividend History: Regular payouts in recent years

Accor SA has regularly distributed dividends to its shareholders in recent years. The dividend yield for 2025 is estimated to be around 3.5%, based on current market conditions and the company's historical payouts.

The reliability of Accor's dividend payments can be considered high, as the company has a solid financial foundation and has also paid dividends in economically challenging times in the past. Analysts expect Accor to maintain its dividend policy unless significant economic or company-specific challenges arise.