Whitbread plc Just Missed EPS By 27%: Here's What Analysts Think Will Happen Next
May 03
U.K. (FTSE) Hospitality Industry Analysis
UpdatedMay 10, 2024
DataAggregated Company Financials
Companies40
- 7D3.1%
- 3M-2.5%
- 1Y-1.7%
- YTD5.0%
In the last week, the Hospitality industry is up 3.1%, with Flutter Entertainment up 5.1%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 32% annually.
Industry Valuation and Performance
Has the U.K. Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 10 May 2024 | UK£93.7b | UK£65.7b | UK£160.2m | 22.6x | 585.3x | 1.4x |
| Sun, 07 Apr 2024 | UK£90.9b | UK£65.7b | UK£95.6m | 21.4x | 951x | 1.4x |
| Tue, 05 Mar 2024 | UK£93.1b | UK£65.0b | UK£1.1b | 22.2x | 84.7x | 1.4x |
| Thu, 01 Feb 2024 | UK£95.3b | UK£66.2b | UK£981.0m | 20.8x | 97.2x | 1.4x |
| Sat, 30 Dec 2023 | UK£91.2b | UK£66.2b | UK£984.7m | 22.8x | 92.6x | 1.4x |
| Mon, 27 Nov 2023 | UK£85.2b | UK£65.7b | UK£1.1b | 20.7x | 79x | 1.3x |
| Wed, 25 Oct 2023 | UK£85.2b | UK£64.3b | UK£1.0b | 20.2x | 81.4x | 1.3x |
| Fri, 22 Sep 2023 | UK£89.6b | UK£64.0b | UK£1.0b | 18.6x | 89.3x | 1.4x |
| Sun, 20 Aug 2023 | UK£87.2b | UK£63.7b | UK£1.0b | 23.9x | 85.7x | 1.4x |
| Tue, 18 Jul 2023 | UK£94.7b | UK£61.8b | UK£1.2b | 24.1x | 79.8x | 1.5x |
| Thu, 15 Jun 2023 | UK£95.8b | UK£61.7b | UK£1.2b | 23x | 79.7x | 1.6x |
| Sat, 13 May 2023 | UK£97.5b | UK£61.0b | UK£1.2b | 22.2x | 78.1x | 1.6x |
| Mon, 10 Apr 2023 | UK£90.9b | UK£57.2b | UK£1.2b | 19.2x | 73.5x | 1.6x |
| Wed, 08 Mar 2023 | UK£87.5b | UK£54.8b | UK£1.9b | 19.9x | 45x | 1.6x |
| Fri, 03 Feb 2023 | UK£86.9b | UK£53.3b | UK£1.8b | 19.5x | 49.1x | 1.6x |
| Sun, 01 Jan 2023 | UK£79.4b | UK£53.3b | UK£2.0b | 16.5x | 40.1x | 1.5x |
| Tue, 29 Nov 2022 | UK£80.2b | UK£52.0b | UK£1.8b | 11.8x | 43.9x | 1.5x |
| Thu, 27 Oct 2022 | UK£77.5b | UK£46.7b | UK£1.1b | 9.8x | 68.6x | 1.7x |
| Sat, 24 Sep 2022 | UK£72.7b | UK£46.2b | UK£993.8m | 10.1x | 73.1x | 1.6x |
| Mon, 22 Aug 2022 | UK£80.3b | UK£45.3b | UK£1.2b | 14.7x | 67.9x | 1.8x |
| Wed, 20 Jul 2022 | UK£71.8b | UK£44.3b | UK£1.2b | 11.6x | 57.9x | 1.6x |
| Fri, 17 Jun 2022 | UK£71.3b | UK£44.1b | UK£1.2b | 14.5x | 58.2x | 1.6x |
| Sun, 15 May 2022 | UK£76.7b | UK£41.9b | UK£531.6m | 24.6x | 144.2x | 1.8x |
| Tue, 12 Apr 2022 | UK£75.8b | UK£37.9b | -UK£237,757,994.00 | 19.5x | -318.6x | 2x |
| Thu, 10 Mar 2022 | UK£74.0b | UK£37.0b | -UK£562,560,980.00 | 19.9x | -131.6x | 2x |
| Sat, 05 Feb 2022 | UK£82.4b | UK£36.5b | -UK£408,157,592.00 | 31.8x | -201.8x | 2.3x |
| Mon, 03 Jan 2022 | UK£85.1b | UK£36.3b | -UK£537,756,376.00 | 51x | -158.2x | 2.3x |
| Wed, 01 Dec 2021 | UK£57.6b | UK£29.3b | -UK£434,675,423.00 | 30.8x | -132.5x | 2x |
| Fri, 29 Oct 2021 | UK£65.8b | UK£27.4b | -UK£1,292,023,647.00 | 36.5x | -50.9x | 2.4x |
| Sun, 26 Sep 2021 | UK£66.0b | UK£27.0b | -UK£1,936,036,635.00 | 35.2x | -34.1x | 2.4x |
| Tue, 24 Aug 2021 | UK£63.6b | UK£27.0b | -UK£2,435,407,050.02 | 35.3x | -26.1x | 2.4x |
| Wed, 30 Jun 2021 | UK£62.7b | UK£26.9b | -UK£2,484,507,050.02 | 50.4x | -25.2x | 2.3x |
Price to Earnings Ratio
-25.8x
Current Industry PE
- Investors are optimistic on the British Hospitality industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 585x which is higher than its 3-year average PE of 56.2x.
- The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
- Total earnings for the Hospitality industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 35% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | 2.26% | |
| Consumer Discretionary | 3.41% | |
| Hospitality | 3.07% | |
| Casinos and Gaming | 4.00% | |
| Hotels, Resorts and Cruise Lines | 2.70% | |
| Restaurants | 2.52% | |
| Leisure Facilities | 0.093% | |
Industry PE
- Investors are most optimistic about the Leisure Facilities industry which is trading above its 3-year average PE ratio of 23.9x.
- Analysts are expecting annual earnings growth of 31.1%, which is higher than its past year's earnings decline of 8.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 60% over the next 5 years.
- However this is lower than its past earnings growth rate of 79% per year.
- In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 14% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CPG Compass Group | UK£22.82 | 1.7% +UK£641.3m | 5.8% | PE29.6x | |
| FLTR Flutter Entertainment | UK£160.45 | 2.2% +UK£603.7m | 0.8% | PS3x | |
| DPEU DP Eurasia | UK£1.90 | 89.5% +UK£131.6m | 319.4% | PE42.6x | |
| IHG InterContinental Hotels Group | UK£77.92 | 0.9% +UK£99.8m | 48.0% | PE21.1x | |
| WTB Whitbread | UK£30.63 | 1.9% +UK£94.7m | -4.6% | PE17.9x |
