Agenda

Agenda Topics:

1. Opening Remarks and Introduction
   Speakers:

   • Bank of America Representative (Host)
   • Muneeba Kayani (Moderator)
   • Michael Glover (Guest)

   Overview:
   A brief introduction to the fireside chat, presenting the speakers and setting the stage for the key topics of discussion.

2. Topic 1: The Hospitality Industry in 2024 – Recovery and Trends

   Subtopics:

   • Industry Overview: How has the global hospitality industry evolved post-pandemic, particularly in terms of demand recovery and traveler behavior?
   • Regional Dynamics: Insights into recovery patterns across IHG's key markets: North America, Europe, and Asia-Pacific.
   • Business vs. Leisure Travel: How are trends like "bleisure" (blending business and leisure travel) affecting IHG’s strategies?
   • Group and Event Bookings: What is the outlook for large-scale events and group bookings as the world returns to in-person meetings?

3. Topic 2: IHG’s Financial Strategy and Growth Priorities

   Subtopics:

   • Capital Allocation: How is IHG balancing investments in growth (new properties, brand expansion) with shareholder returns?
   • Revenue Drivers: Analysis of key revenue streams, including room sales, food and beverage, and loyalty program revenues.
   • RevPAR Recovery: What is IHG’s outlook for Revenue Per Available Room (RevPAR) recovery, and how does it compare to competitors?
   • Cost Management: IHG’s approach to controlling costs in an inflationary environment, including labor costs and supply chain management.
   • Mergers and Acquisitions: Are there any potential M&A opportunities or partnerships that could accelerate growth?