WS #16707

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Marriott International has raised its 2027 global RevPAR growth outlook to 3.5%-4.5%, while Estée Lauder increased its fiscal 2027 organic sales growth forecast to 4%-5.5%, signaling resilience in travel and luxury beauty despite macro headwinds. Amgen's upcoming earnings preview focuses on top-line performance as established products face revenue erosion. These mixed signals suggest a bifurcated consumer market where travel and premium goods are outperforming.

Corporate Earnings and Outlooks

Marriott International has raised its 2027 global RevPAR growth outlook to 3.5%-4.5%, while Estée Lauder increased its fiscal 2027 organic sales growth forecast to 4%-5.5%, signaling resilience in travel and luxury beauty despite macro headwinds. Amgen's upcoming earnings preview focuses on top-line performance as established products face revenue erosion. These mixed signals suggest a bifurcated consumer market where travel and premium goods are outperforming.

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