Narrative Update • Jun 26

Over the last 7 days, the Hospitality industry has remained flat, although notably TWC Enterprises gained 9.2%. 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 |
|---|---|---|---|---|---|---|
| Fri, 03 Jul 2026 | CA$38.3b | CA$16.3b | CA$2.4b | 14.2x | 15.9x | 2.4x |
| Sun, 31 May 2026 | CA$39.6b | CA$16.0b | CA$2.4b | 13.4x | 16.7x | 2.5x |
| Tue, 28 Apr 2026 | CA$40.7b | CA$15.7b | CA$2.0b | 14.1x | 20x | 2.6x |
| Thu, 26 Mar 2026 | CA$39.2b | CA$15.8b | CA$2.0b | 14.1x | 19.4x | 2.5x |
| Sat, 21 Feb 2026 | CA$33.7b | CA$15.5b | CA$2.1b | 16.2x | 16.2x | 2.2x |
| Mon, 19 Jan 2026 | CA$36.5b | CA$15.6b | CA$2.0b | 16.5x | 18.1x | 2.3x |
| Wed, 17 Dec 2025 | CA$36.8b | CA$15.5b | CA$2.0b | 16.2x | 18.5x | 2.4x |
| Fri, 14 Nov 2025 | CA$36.9b | CA$15.7b | CA$2.0b | 15.2x | 18.1x | 2.3x |
| Sun, 12 Oct 2025 | CA$36.3b | CA$15.5b | CA$1.9b | 16.1x | 18.8x | 2.3x |
| Tue, 09 Sep 2025 | CA$33.6b | CA$15.4b | CA$1.9b | 14.4x | 17.5x | 2.2x |
| Thu, 07 Aug 2025 | CA$36.6b | CA$14.8b | CA$2.1b | 15.8x | 17.4x | 2.5x |
| Sat, 05 Jul 2025 | CA$35.8b | CA$14.7b | CA$2.0b | 15.6x | 17.6x | 2.4x |
| Mon, 02 Jun 2025 | CA$38.1b | CA$14.8b | CA$2.0b | 14.9x | 18.6x | 2.6x |
| Wed, 30 Apr 2025 | CA$33.4b | CA$14.4b | CA$2.2b | 15.2x | 15.2x | 2.3x |
| Fri, 28 Mar 2025 | CA$36.7b | CA$14.8b | CA$2.3b | 15.6x | 16.2x | 2.5x |
| Sun, 23 Feb 2025 | CA$34.5b | CA$14.7b | CA$1.7b | 15.7x | 20.2x | 2.3x |
| Tue, 21 Jan 2025 | CA$33.1b | CA$13.8b | CA$2.9b | 11.6x | 11.5x | 2.4x |
| Thu, 19 Dec 2024 | CA$36.8b | CA$13.9b | CA$2.9b | 12.3x | 12.7x | 2.6x |
| Sat, 16 Nov 2024 | CA$35.6b | CA$13.6b | CA$2.8b | 12.3x | 12.6x | 2.6x |
| Mon, 14 Oct 2024 | CA$36.2b | CA$12.8b | CA$2.8b | 14.1x | 12.9x | 2.8x |
| Wed, 11 Sep 2024 | CA$35.6b | CA$12.6b | CA$2.8b | 13x | 12.9x | 2.8x |
| Fri, 09 Aug 2024 | CA$35.6b | CA$12.3b | CA$2.7b | 13.6x | 13.2x | 2.9x |
| Sun, 07 Jul 2024 | CA$34.7b | CA$12.3b | CA$2.7b | 12.6x | 12.8x | 2.8x |
| Tue, 04 Jun 2024 | CA$35.0b | CA$12.3b | CA$2.7b | 12.6x | 13.1x | 2.8x |
| Thu, 02 May 2024 | CA$37.6b | CA$12.4b | CA$2.7b | 13.6x | 14x | 3x |
| Sat, 30 Mar 2024 | CA$40.8b | CA$12.0b | CA$2.5b | 14.4x | 16.3x | 3.4x |
| Mon, 26 Feb 2024 | CA$39.1b | CA$12.0b | CA$2.5b | 14.8x | 15.8x | 3.3x |
| Wed, 24 Jan 2024 | CA$40.9b | CA$13.1b | CA$2.1b | 15.7x | 19.8x | 3.1x |
| Fri, 22 Dec 2023 | CA$39.8b | CA$13.0b | CA$2.1b | 15.3x | 19.4x | 3.1x |
| Sun, 19 Nov 2023 | CA$38.8b | CA$13.2b | CA$2.1b | 15.3x | 18.5x | 2.9x |
| Tue, 17 Oct 2023 | CA$35.4b | CA$13.0b | CA$2.3b | 13.4x | 15.4x | 2.7x |
| Thu, 14 Sep 2023 | CA$37.6b | CA$12.8b | CA$2.3b | 15.4x | 16.6x | 2.9x |
| Sat, 12 Aug 2023 | CA$40.6b | CA$12.7b | CA$2.2b | 16.6x | 18.1x | 3.2x |
| Mon, 10 Jul 2023 | CA$40.9b | CA$12.3b | CA$2.2b | 16.7x | 18.5x | 3.3x |
18.5x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | 0.26% | |
| Consumer Discretionary | -2.18% | |
| Hospitality | 0.21% | |
| Leisure Facilities | 8.41% | |
| Casinos and Gaming | 2.61% | |
| Restaurants | 0.033% | |
| 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$29.82 | 9.2% +CA$60.9m | 29.7% | PE11.5x | |
| PBL Pollard Banknote | CA$17.58 | 2.5% +CA$11.6m | -18.1% | PE18x | |
| AW A & W Food Services of Canada | CA$36.62 | 0.8% +CA$7.0m | -2.3% | PE15.7x | |
| BPF.UN Boston Pizza Royalties Income Fund | CA$23.56 | 1.1% +CA$5.5m | 19.9% | PE10.4x | |
| PZA Pizza Pizza Royalty | CA$13.14 | 0.9% +CA$4.1m | -12.9% | PE14.3x |