Shanghai, Thursday, 13 November 2025.
Marriott and IHG are ramping up branded room supply around Shanghai Disneyland as China’s travel rebound gains traction, with Marriott planning roughly 600 new rooms and IHG adding about 300. For retail and destination planners that matters: this near-park inventory surge will intensify competition for family and MICE segments, compress group capacity, and change transient average daily rate dynamics and distribution strategy. Expect sharper yield-management windows, renewed emphasis on branded direct channels and corporate booking pages, and more integrated package opportunities with the resort. Operationally, higher arrivals during peak IP-led events will require coordinated transport and guest-flow planning across Pudong hotel clusters. Third-party nonbranded lodging may face margin pressure, while park-linked commercial tie-ups could shift booking shares. Stakeholders should monitor occupancy mix, ADR movement, channel promos, and any formal package integrations—these indicators will reveal whether the supply increase simply meets demand or reshapes pricing and group sourcing through 2026 ahead.