Narrative Update • Jun 26

Over the last 7 days, the Hospitality industry has remained flat, although notably TWC Enterprises gained 6.2%. The past year has been better, since the industry has gained 8.8% in that time. Earnings are forecast to grow by 12% annually.
Has the Canadian Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 06 Jul 2026 | CA$38.4b | CA$16.3b | CA$2.4b | 14.3x | 16x | 2.4x |
| Wed, 03 Jun 2026 | CA$39.6b | CA$16.0b | CA$2.4b | 13.9x | 16.7x | 2.5x |
| Fri, 01 May 2026 | CA$40.7b | CA$15.7b | CA$2.0b | 13.9x | 20x | 2.6x |
| Sun, 29 Mar 2026 | CA$38.2b | CA$15.9b | CA$2.0b | 14x | 18.9x | 2.4x |
| Tue, 24 Feb 2026 | CA$35.3b | CA$15.7b | CA$2.0b | 16.2x | 18x | 2.2x |
| Thu, 22 Jan 2026 | CA$34.4b | CA$15.6b | CA$2.0b | 16.4x | 17.2x | 2.2x |
| Sat, 20 Dec 2025 | CA$36.9b | CA$15.5b | CA$2.0b | 16.3x | 18.5x | 2.4x |
| Mon, 17 Nov 2025 | CA$36.8b | CA$15.7b | CA$2.0b | 15.3x | 18.2x | 2.3x |
| Wed, 15 Oct 2025 | CA$36.3b | CA$15.5b | CA$1.9b | 16.5x | 18.8x | 2.3x |
| Fri, 12 Sep 2025 | CA$33.2b | CA$15.3b | CA$1.9b | 15x | 17.3x | 2.2x |
| Sun, 10 Aug 2025 | CA$34.7b | CA$15.3b | CA$1.9b | 15.9x | 18.1x | 2.3x |
| Tue, 08 Jul 2025 | CA$35.8b | CA$14.7b | CA$2.0b | 15.4x | 17.6x | 2.4x |
| Thu, 05 Jun 2025 | CA$37.2b | CA$14.8b | CA$2.0b | 15x | 18.2x | 2.5x |
| Sat, 03 May 2025 | CA$33.4b | CA$14.3b | CA$2.2b | 15.8x | 15.3x | 2.3x |
| Mon, 31 Mar 2025 | CA$36.5b | CA$14.8b | CA$2.3b | 15.6x | 16.1x | 2.5x |
| Wed, 26 Feb 2025 | CA$34.5b | CA$14.7b | CA$2.3b | 14.5x | 14.9x | 2.3x |
| Fri, 24 Jan 2025 | CA$34.4b | CA$14.2b | CA$2.9b | 12.3x | 11.8x | 2.4x |
| Sun, 22 Dec 2024 | CA$36.0b | CA$13.8b | CA$2.9b | 12.3x | 12.5x | 2.6x |
| Tue, 19 Nov 2024 | CA$35.6b | CA$13.6b | CA$2.8b | 12.5x | 12.5x | 2.6x |
| Thu, 17 Oct 2024 | CA$36.9b | CA$12.8b | CA$2.8b | 14.1x | 13.2x | 2.9x |
| Sat, 14 Sep 2024 | CA$35.9b | CA$12.6b | CA$2.8b | 13.4x | 13x | 2.8x |
| Mon, 12 Aug 2024 | CA$36.9b | CA$12.8b | CA$2.7b | 13.6x | 13.5x | 2.9x |
| Wed, 10 Jul 2024 | CA$35.1b | CA$12.3b | CA$2.7b | 12.2x | 13x | 2.9x |
| Fri, 07 Jun 2024 | CA$36.6b | CA$12.3b | CA$2.7b | 13.3x | 13.5x | 3x |
| Sun, 05 May 2024 | CA$38.5b | CA$12.3b | CA$2.7b | 13.6x | 14.4x | 3.1x |
| Tue, 02 Apr 2024 | CA$40.8b | CA$12.0b | CA$2.5b | 14.3x | 16.3x | 3.4x |
| Thu, 29 Feb 2024 | CA$39.1b | CA$12.0b | CA$2.5b | 14.7x | 15.7x | 3.3x |
| Sat, 27 Jan 2024 | CA$41.0b | CA$13.0b | CA$2.1b | 15.7x | 19.8x | 3.1x |
| Mon, 25 Dec 2023 | CA$40.7b | CA$12.9b | CA$2.0b | 15.2x | 19.9x | 3.2x |
| Wed, 22 Nov 2023 | CA$38.8b | CA$13.2b | CA$2.1b | 15.3x | 18.5x | 2.9x |
| Fri, 20 Oct 2023 | CA$37.0b | CA$13.0b | CA$2.3b | 13.5x | 16x | 2.8x |
| Sun, 17 Sep 2023 | CA$37.6b | CA$12.8b | CA$2.3b | 15.5x | 16.6x | 2.9x |
| Tue, 15 Aug 2023 | CA$40.5b | CA$12.8b | CA$2.2b | 16.6x | 18x | 3.2x |
| Thu, 13 Jul 2023 | CA$41.1b | CA$12.4b | CA$2.2b | 16.7x | 18.6x | 3.3x |
18.6x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | 1.35% | |
| Consumer Discretionary | -0.75% | |
| Hospitality | 0.20% | |
| Leisure Facilities | 6.39% | |
| Casinos and Gaming | 1.58% | |
| Restaurants | 0.055% | |
| Hotels, Resorts and Cruise Lines | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TWC TWC Enterprises | CA$29.14 | 6.2% +CA$40.8m | 25.5% | PE11.2x | |
| PBL Pollard Banknote | CA$17.57 | 2.4% +CA$11.4m | -17.6% | PE18x | |
| BPF.UN Boston Pizza Royalties Income Fund | CA$23.90 | 1.8% +CA$9.1m | 20.5% | PE10.6x | |
| AW A & W Food Services of Canada | CA$36.85 | 0.8% +CA$6.7m | -1.9% | PE15.8x | |
| PZA Pizza Pizza Royalty | CA$13.29 | 1.1% +CA$4.7m | -12.3% | PE14.5x |