Narrative Update • Jul 30

Over the last 7 days, the Hospitality industry has remained flat, although notably Lottery declined by 3.2%. As for the longer term, the industry has declined 4.0% in the last year. Earnings are forecast to grow by 13% annually.
Has the Australian Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 07 Aug 2026 | AU$66.2b | AU$23.5b | AU$1.9b | 25.3x | 35x | 2.8x |
| Sun, 05 Jul 2026 | AU$62.0b | AU$23.5b | AU$1.9b | 22.8x | 32.8x | 2.6x |
| Tue, 02 Jun 2026 | AU$54.9b | AU$23.3b | AU$1.9b | 23.6x | 29.2x | 2.4x |
| Thu, 30 Apr 2026 | AU$53.8b | AU$23.6b | AU$1.5b | 24.9x | 34.9x | 2.3x |
| Sat, 28 Mar 2026 | AU$53.1b | AU$23.6b | AU$1.5b | 25.2x | 34.5x | 2.3x |
| Mon, 23 Feb 2026 | AU$68.0b | AU$28.1b | AU$1.9b | 24.8x | 35.9x | 2.4x |
| Wed, 21 Jan 2026 | AU$77.3b | AU$28.2b | AU$1.9b | 31x | 40.3x | 2.7x |
| Fri, 19 Dec 2025 | AU$75.0b | AU$28.3b | AU$1.9b | 31.6x | 38.8x | 2.7x |
| Sun, 16 Nov 2025 | AU$65.1b | AU$24.0b | AU$1.4b | 34x | 46.6x | 2.7x |
| Tue, 14 Oct 2025 | AU$70.8b | AU$24.6b | AU$1.4b | 34x | 51.5x | 2.9x |
| Thu, 11 Sep 2025 | AU$73.9b | AU$24.6b | AU$1.3b | 35.2x | 55.5x | 3x |
| Sat, 09 Aug 2025 | AU$73.2b | AU$24.6b | -AU$895,993,544.00 | 32.4x | -81.7x | 3x |
| Mon, 07 Jul 2025 | AU$71.1b | AU$24.6b | -AU$895,993,544.00 | 31.7x | -79.4x | 2.9x |
| Wed, 04 Jun 2025 | AU$67.0b | AU$24.6b | -AU$854,437,544.00 | 27.2x | -78.4x | 2.7x |
| Fri, 02 May 2025 | AU$70.7b | AU$24.5b | -AU$667,337,544.00 | 21x | -105.9x | 2.9x |
| Sun, 30 Mar 2025 | AU$69.5b | AU$24.6b | -AU$357,022,544.00 | 22.8x | -194.6x | 2.8x |
| Tue, 25 Feb 2025 | AU$79.9b | AU$24.6b | -AU$298,225,794.00 | 26.8x | -268x | 3.2x |
| Thu, 23 Jan 2025 | AU$74.7b | AU$24.6b | -AU$917,403,528.00 | 24.1x | -81.5x | 3x |
| Sat, 21 Dec 2024 | AU$73.9b | AU$24.6b | -AU$912,156,528.00 | 23.6x | -81x | 3x |
| Mon, 18 Nov 2024 | AU$73.8b | AU$24.7b | -AU$940,088,528.00 | 23.7x | -78.5x | 3x |
| Wed, 16 Oct 2024 | AU$69.5b | AU$24.6b | -AU$731,088,528.00 | 22.8x | -95.1x | 2.8x |
| Fri, 13 Sep 2024 | AU$68.2b | AU$24.5b | -AU$196,095,201.00 | 21.4x | -348x | 2.8x |
| Sun, 11 Aug 2024 | AU$65.6b | AU$23.9b | AU$385.0m | 21.6x | 170.4x | 2.7x |
| Tue, 09 Jul 2024 | AU$66.1b | AU$23.9b | AU$385.0m | 21.1x | 171.6x | 2.8x |
| Thu, 06 Jun 2024 | AU$60.4b | AU$23.6b | AU$365.2m | 23.3x | 165.4x | 2.6x |
| Sat, 04 May 2024 | AU$56.7b | AU$23.4b | AU$292.0m | 24.4x | 194.2x | 2.4x |
| Mon, 01 Apr 2024 | AU$61.4b | AU$23.4b | AU$292.0m | 26.8x | 210.3x | 2.6x |
| Wed, 28 Feb 2024 | AU$61.8b | AU$23.1b | -AU$1,118,045,187.00 | 36.6x | -55.3x | 2.7x |
| Fri, 26 Jan 2024 | AU$69.5b | AU$24.8b | -AU$868,553,717.00 | 34.1x | -80.1x | 2.8x |
| Sun, 24 Dec 2023 | AU$68.7b | AU$24.8b | -AU$868,553,717.00 | 33.3x | -79.1x | 2.8x |
| Tue, 21 Nov 2023 | AU$67.6b | AU$24.6b | -AU$930,757,717.00 | 33.2x | -72.6x | 2.7x |
| Thu, 19 Oct 2023 | AU$66.0b | AU$24.2b | -AU$1,296,867,811.00 | 34.1x | -50.9x | 2.7x |
| Sat, 16 Sep 2023 | AU$68.1b | AU$24.2b | -AU$1,304,490,915.00 | 34.4x | -52.2x | 2.8x |
| Mon, 14 Aug 2023 | AU$72.3b | AU$23.6b | -AU$738,689,774.00 | 35.5x | -97.9x | 3.1x |
-97.9x
Which industries have driven the changes within the Australian Consumer Discretionary industry?
| AU Market | 2.10% | |
| Consumer Discretionary | 0.65% | |
| Hospitality | -0.11% | |
| Hotels, Resorts and Cruise Lines | 3.19% | |
| Restaurants | 3.05% | |
| Casinos and Gaming | -0.65% | |
| Leisure Facilities | -0.68% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALL Aristocrat Leisure | AU$66.26 | 1.8% +AU$712.0m | -7.2% | PE26.9x | |
| LNW Light & Wonder | AU$118.08 | 4.1% +AU$249.2m | -11.7% | PE23.6x | |
| FLT Flight Centre Travel Group | AU$13.69 | 5.1% +AU$136.4m | 7.5% | PE25.5x | |
| WEB Web Travel Group | AU$3.48 | 5.1% +AU$61.5m | -22.1% | PE35.5x | |
| TAH Tabcorp Holdings | AU$0.92 | 1.7% +AU$34.3m | 23.6% | PE63.4x |