Narrative Update • Jul 10

In the last week, the Hospitality industry is flat overall, with MTY Food Group standing out by going down 9.8%. The past year has been better, since the industry has gained 8.4% in that time. As for the next few years, earnings are expected to grow by 12% per annum.
Has the Canadian Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 13 Jul 2026 | CA$38.2b | CA$16.2b | CA$2.4b | 14.1x | 16.2x | 2.4x |
| Wed, 10 Jun 2026 | CA$38.0b | CA$16.1b | CA$2.4b | 13.9x | 15.9x | 2.4x |
| Fri, 08 May 2026 | CA$40.7b | CA$15.6b | CA$2.0b | 14x | 19.9x | 2.6x |
| Sun, 05 Apr 2026 | CA$38.3b | CA$15.9b | CA$2.0b | 13.8x | 18.8x | 2.4x |
| Tue, 03 Mar 2026 | CA$36.2b | CA$15.6b | CA$1.9b | 15.5x | 18.6x | 2.3x |
| Thu, 29 Jan 2026 | CA$34.5b | CA$15.3b | CA$2.0b | 16.5x | 17.5x | 2.3x |
| Sat, 27 Dec 2025 | CA$36.9b | CA$15.4b | CA$2.0b | 16.4x | 18.6x | 2.4x |
| Mon, 24 Nov 2025 | CA$37.3b | CA$15.8b | CA$2.0b | 15.6x | 18.3x | 2.4x |
| Wed, 22 Oct 2025 | CA$36.4b | CA$15.5b | CA$1.9b | 16.7x | 18.8x | 2.3x |
| Fri, 19 Sep 2025 | CA$34.0b | CA$15.3b | CA$1.9b | 16.4x | 17.8x | 2.2x |
| Sun, 17 Aug 2025 | CA$34.4b | CA$15.3b | CA$1.9b | 15.4x | 18x | 2.2x |
| Tue, 15 Jul 2025 | CA$35.8b | CA$14.8b | CA$2.1b | 15.8x | 17.3x | 2.4x |
| Thu, 12 Jun 2025 | CA$36.9b | CA$14.8b | CA$2.0b | 15.5x | 18.1x | 2.5x |
| Sat, 10 May 2025 | CA$36.0b | CA$15.0b | CA$2.1b | 14.6x | 17x | 2.4x |
| Mon, 07 Apr 2025 | CA$36.5b | CA$14.7b | CA$2.3b | 14.9x | 16.2x | 2.5x |
| Wed, 05 Mar 2025 | CA$35.9b | CA$14.9b | CA$2.3b | 14x | 15.4x | 2.4x |
| Fri, 31 Jan 2025 | CA$35.2b | CA$14.2b | CA$2.9b | 12.8x | 12x | 2.5x |
| Sun, 29 Dec 2024 | CA$36.0b | CA$13.9b | CA$2.9b | 12.3x | 12.4x | 2.6x |
| Tue, 26 Nov 2024 | CA$36.4b | CA$13.5b | CA$2.8b | 12.5x | 12.9x | 2.7x |
| Thu, 24 Oct 2024 | CA$35.7b | CA$12.8b | CA$2.8b | 13.5x | 12.8x | 2.8x |
| Sat, 21 Sep 2024 | CA$35.5b | CA$12.6b | CA$2.8b | 13.6x | 12.9x | 2.8x |
| Mon, 19 Aug 2024 | CA$36.9b | CA$12.7b | CA$2.8b | 13.5x | 13.4x | 2.9x |
| Wed, 17 Jul 2024 | CA$36.0b | CA$12.3b | CA$2.7b | 13.1x | 13.4x | 2.9x |
| Fri, 14 Jun 2024 | CA$35.6b | CA$12.4b | CA$2.7b | 12.8x | 13.1x | 2.9x |
| Sun, 12 May 2024 | CA$37.8b | CA$12.3b | CA$2.7b | 13.7x | 14.1x | 3.1x |
| Tue, 09 Apr 2024 | CA$38.9b | CA$12.0b | CA$2.6b | 14x | 15x | 3.2x |
| Thu, 07 Mar 2024 | CA$40.3b | CA$12.0b | CA$2.5b | 15.2x | 16.2x | 3.4x |
| Sat, 03 Feb 2024 | CA$41.0b | CA$13.0b | CA$2.1b | 15.4x | 19.9x | 3.1x |
| Mon, 01 Jan 2024 | CA$41.0b | CA$12.9b | CA$2.0b | 15.4x | 20.1x | 3.2x |
| Wed, 29 Nov 2023 | CA$38.9b | CA$13.1b | CA$2.1b | 15.2x | 18.7x | 3x |
| Fri, 27 Oct 2023 | CA$36.9b | CA$13.1b | CA$2.3b | 13.7x | 15.9x | 2.8x |
| Sun, 24 Sep 2023 | CA$37.5b | CA$12.8b | CA$2.3b | 15.3x | 16.6x | 2.9x |
| Tue, 22 Aug 2023 | CA$39.5b | CA$12.8b | CA$2.3b | 16x | 17.5x | 3.1x |
| Thu, 20 Jul 2023 | CA$41.4b | CA$12.4b | CA$2.2b | 17.2x | 18.8x | 3.4x |
18.8x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | 0.16% | |
| Consumer Discretionary | -0.011% | |
| Hospitality | -0.29% | |
| Casinos and Gaming | 1.09% | |
| Hotels, Resorts and Cruise Lines | 0% | 0 |
| Restaurants | -0.18% | |
| Leisure Facilities | -6.42% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AW A & W Food Services of Canada | CA$36.88 | 1.5% +CA$12.7m | -3.6% | PE15.9x | |
| BRAG Bragg Gaming Group | CA$2.83 | 10.1% +CA$6.7m | -56.3% | PS0.4x | |
| TWC TWC Enterprises | CA$27.17 | 0.6% +CA$3.6m | 16.0% | PE10.5x | |
| PZA Pizza Pizza Royalty | CA$13.18 | 0.7% +CA$3.0m | -14.2% | PE14.4x | |
| AEG Aegis Brands | CA$0.27 | 8.0% +CA$1.7m | -27.0% | PE6.6x |