Marriott International Inc. shares surged following the company's disclosure that it anticipates growth in credit card fee revenue. This increase stems directly from a higher royalty rate charged to its card-issuing banking partners. The market reacted positively to this clear, near-term revenue catalyst.

Marriott's branded credit card partnerships generate substantial fee-based income. The royalty rate, a key percentage paid by banks for the right to use Marriott's brand and loyalty program, was renegotiated upward. This adjustment means a larger slice of every card transaction flows to Marriott, bolstering a high-margin revenue stream without direct operational costs.

For investors, this development highlights the financial power of Marriott's loyalty ecosystem. The immediate boost to fee guidance provides a tangible valuation driver, separate from broader hotel occupancy trends. The stock's sharp move signals market approval of this strategic monetization of the brand.