Narrative Update • Jun 26

The Hospitality is pretty flat in the last 7 days, but MTY Food Group has stood out, gaining 3.6%. The past year has been better, since the industry has gained 12% 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 |
|---|---|---|---|---|---|---|
| Tue, 30 Jun 2026 | CA$38.3b | CA$16.3b | CA$2.4b | 14.3x | 15.9x | 2.3x |
| Thu, 28 May 2026 | CA$39.5b | CA$16.0b | CA$2.4b | 13.9x | 16.7x | 2.5x |
| Sat, 25 Apr 2026 | CA$40.7b | CA$15.7b | CA$2.0b | 14.3x | 20x | 2.6x |
| Mon, 23 Mar 2026 | CA$38.4b | CA$15.7b | CA$2.0b | 13.7x | 19.1x | 2.4x |
| Wed, 18 Feb 2026 | CA$33.6b | CA$15.4b | CA$2.0b | 16.5x | 17x | 2.2x |
| Fri, 16 Jan 2026 | CA$37.3b | CA$15.6b | CA$2.0b | 16.7x | 18.6x | 2.4x |
| Sun, 14 Dec 2025 | CA$36.9b | CA$15.5b | CA$2.0b | 16.4x | 18.5x | 2.4x |
| Tue, 11 Nov 2025 | CA$36.3b | CA$15.7b | CA$2.0b | 15x | 17.8x | 2.3x |
| Thu, 09 Oct 2025 | CA$36.5b | CA$15.5b | CA$1.9b | 16.7x | 18.9x | 2.4x |
| Sat, 06 Sep 2025 | CA$33.5b | CA$15.4b | CA$1.9b | 14.1x | 17.5x | 2.2x |
| Mon, 04 Aug 2025 | CA$36.6b | CA$14.9b | CA$2.1b | 16.1x | 17.3x | 2.5x |
| Wed, 02 Jul 2025 | CA$34.8b | CA$14.8b | CA$2.0b | 15.4x | 17x | 2.4x |
| Fri, 30 May 2025 | CA$36.3b | CA$14.9b | CA$2.1b | 15x | 17.2x | 2.4x |
| Sun, 27 Apr 2025 | CA$33.3b | CA$14.4b | CA$2.2b | 15x | 15.2x | 2.3x |
| Tue, 25 Mar 2025 | CA$37.2b | CA$14.8b | CA$2.3b | 15.8x | 16.3x | 2.5x |
| Thu, 20 Feb 2025 | CA$35.5b | CA$14.7b | CA$1.7b | 14.7x | 20.8x | 2.4x |
| Sat, 18 Jan 2025 | CA$33.1b | CA$13.9b | CA$2.9b | 11.4x | 11.4x | 2.4x |
| Mon, 16 Dec 2024 | CA$36.8b | CA$13.7b | CA$2.9b | 12.5x | 12.8x | 2.7x |
| Wed, 13 Nov 2024 | CA$36.0b | CA$13.5b | CA$2.8b | 12.5x | 12.9x | 2.7x |
| Fri, 11 Oct 2024 | CA$36.2b | CA$12.8b | CA$2.8b | 14x | 13x | 2.8x |
| Sun, 08 Sep 2024 | CA$35.6b | CA$12.6b | CA$2.8b | 12.9x | 12.9x | 2.8x |
| Tue, 06 Aug 2024 | CA$35.3b | CA$12.4b | CA$2.7b | 13.6x | 13x | 2.8x |
| Thu, 04 Jul 2024 | CA$34.7b | CA$12.3b | CA$2.7b | 12.6x | 12.9x | 2.8x |
| Sat, 01 Jun 2024 | CA$35.0b | CA$12.3b | CA$2.7b | 12.6x | 13x | 2.8x |
| Mon, 29 Apr 2024 | CA$37.6b | CA$12.1b | CA$2.6b | 14x | 14.4x | 3.1x |
| Wed, 27 Mar 2024 | CA$41.0b | CA$12.0b | CA$2.5b | 14.5x | 16.3x | 3.4x |
| Fri, 23 Feb 2024 | CA$39.0b | CA$11.9b | CA$1.8b | 15.1x | 22.1x | 3.3x |
| Sun, 21 Jan 2024 | CA$41.0b | CA$13.1b | CA$2.1b | 15.8x | 19.8x | 3.1x |
| Tue, 19 Dec 2023 | CA$39.7b | CA$13.0b | CA$2.1b | 15.3x | 19.3x | 3.1x |
| Thu, 16 Nov 2023 | CA$37.2b | CA$13.2b | CA$2.1b | 13.5x | 17.7x | 2.8x |
| Sat, 14 Oct 2023 | CA$35.4b | CA$13.0b | CA$2.3b | 13.2x | 15.4x | 2.7x |
| Mon, 11 Sep 2023 | CA$37.6b | CA$12.9b | CA$2.3b | 15.4x | 16.5x | 2.9x |
| Wed, 09 Aug 2023 | CA$40.6b | CA$12.5b | CA$2.3b | 16.2x | 18x | 3.2x |
| Fri, 07 Jul 2023 | CA$40.9b | CA$12.3b | CA$2.2b | 16.6x | 18.4x | 3.3x |
18.4x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | -1.02% | |
| Consumer Discretionary | 0.98% | |
| Hospitality | 0.13% | |
| Casinos and Gaming | 0.72% | |
| Restaurants | 0.12% | |
| Leisure Facilities | 0.093% | |
| Hotels, Resorts and Cruise Lines | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MTY MTY Food Group | CA$37.85 | 3.6% +CA$29.9m | -10.9% | PE5.6x | |
| PZA Pizza Pizza Royalty | CA$13.15 | 2.1% +CA$9.1m | -12.4% | PE14.3x | |
| AW A & W Food Services of Canada | CA$36.57 | 0.6% +CA$5.0m | -1.7% | PE15.7x | |
| SRV.UN SIR Royalty Income Fund | CA$15.86 | 2.7% +CA$3.4m | 18.8% | PE15.1x | |
| PBL Pollard Banknote | CA$17.15 | 0.7% +CA$3.2m | -20.8% | PE17.6x |