{
  "docId": "019dd923-5eff-723e-9be7-12d688e15c6a",
  "docSlug": "b4924f7ec16d44d8",
  "documentTitle": "2023 03 Investor Deck",
  "authorId": "IHG",
  "authorName": "IHG",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 17,
  "pageCount": 60,
  "prevPage": 16,
  "nextPage": 18,
  "slideType": "industry_trends",
  "function": "summarize",
  "density": "balanced",
  "nDataPoints": 8,
  "notes": null,
  "elementsJson": [
    "headline_text",
    "bullet_list"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5eff-723e-9be7-12d688e15c6a/17",
  "deckHref": "/decks/019dd923-5eff-723e-9be7-12d688e15c6a",
  "deckJsonHref": "/decks/019dd923-5eff-723e-9be7-12d688e15c6a.json",
  "deckAnchorHref": "/decks/019dd923-5eff-723e-9be7-12d688e15c6a#slide-17",
  "components": [
    {
      "bbox": {
        "h": 0.6,
        "w": 0.9,
        "x": 0.05,
        "y": 0.22
      },
      "kind": "list",
      "text": "Demand resiliency is well proven\nIndustry revenue CAGR of +3.3% from 2000 to 2022\nOutpaced global economic growth in 18 of last 23 years\nFurther new hotel supply supported by both healthy asset returns and long-term structural growth drivers\nGlobal net new supply growth CAGR of +2.0% over last decade\nLeading global hotels brands expected to continue their long-term trend of taking market share\nLeading 3 have increased combined share of global rooms inventory from ~15% to ~17% over last 5 years\nImprovements in industry demand volume and pricing expected to be sustained\nSTR forecast US industry RevPAR +12% ahead of 2019 levels in 2023, +25% ahead by 2025\nOccupancy over 96% of 2019 levels by 2023, fully recovered by 2025\nADR flat in real terms by 2025, with RevPAR growth driven by nominal ADR",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "448fccac-4450-417e-8d4c-f33a249f93ee",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "RevPAR: +25%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-731d-71cc-9e04-ea51669c474e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.5,
        "x": 0.05,
        "y": 0.06
      },
      "kind": "title",
      "text": "Attractive long-term industry growth drivers",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b9c6ae52-bdbb-4457-a02e-271b13e53f76",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Analytical method",
      "slug": "analytical-method",
      "agent": null,
      "layer": "slide",
      "matchId": "1236d5a2-d08c-4ed6-a244-0ab99489c45f",
      "evidence": "The slide presents industry growth data and metrics, indicating an analytical approach to understanding industry trends.",
      "confidence": 0.5
    }
  ],
  "frameworks": [],
  "arcBeats": [],
  "loops": [
    {
      "to": 18,
      "from": 16,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "5cfbda16-ad54-42ec-9859-1f9498408085",
      "evidence": "Slides 16-18 discuss industry trends and growth drivers",
      "position": 0,
      "objective": "What are the consequences of not investing in the industry?",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}