凯悦酒店集团近日向美国证券交易委员会提交的文件显示，受飓风"梅丽莎"造成的运营影响，其旗下Playa酒店度假村业务2025财年调整后EBITDA预期值已被下调1000万美元。
此次调整反映出极端天气事件对旅游业复苏进程的潜在冲击。尽管Playa旗下加勒比海地区酒店已启动应急响应机制，但飓风过境导致的设施维修成本上升及预订量波动，仍对中长期财务指标产生持续性压力。值得关注的是，这已是本季度内第三家因气候因素调整业绩指引的酒店运营商。
分析人士指出，随着气候风险日益成为酒店业不可忽视的变量，投资者或需重新评估热带地区度假村资产的抗风险能力。目前凯悦酒店管理层正通过优化保险方案与动态调整资本支出等方式应对挑战，具体影响程度将在下一季度财报中进一步披露。
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