Narrative Update • Jun 26

The Hospitality industry has been flat over the last week, but Canlan Ice Sports has lost 4.1%. The past year has been better, since the industry has gained 12% in that time. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Thu, 02 Jul 2026 | CA$38.3b | CA$16.3b | CA$2.4b | 13.7x | 15.9x | 2.3x |
| Sat, 30 May 2026 | CA$39.6b | CA$16.0b | CA$2.4b | 13.4x | 16.7x | 2.5x |
| Mon, 27 Apr 2026 | CA$40.7b | CA$15.7b | CA$2.0b | 14.3x | 20x | 2.6x |
| Wed, 25 Mar 2026 | CA$39.2b | CA$15.8b | CA$2.0b | 13.7x | 19.5x | 2.5x |
| Fri, 20 Feb 2026 | CA$33.6b | CA$15.5b | CA$2.0b | 16.5x | 16.9x | 2.2x |
| Sun, 18 Jan 2026 | CA$36.5b | CA$15.6b | CA$2.0b | 16.5x | 18.1x | 2.3x |
| Tue, 16 Dec 2025 | CA$36.9b | CA$15.5b | CA$2.0b | 16.2x | 18.5x | 2.4x |
| Thu, 13 Nov 2025 | CA$36.4b | CA$15.7b | CA$2.0b | 15.3x | 17.8x | 2.3x |
| Sat, 11 Oct 2025 | CA$36.4b | CA$15.5b | CA$1.9b | 16.1x | 18.8x | 2.3x |
| Mon, 08 Sep 2025 | CA$33.6b | CA$15.4b | CA$1.9b | 14.1x | 17.5x | 2.2x |
| Wed, 06 Aug 2025 | CA$36.6b | CA$14.9b | CA$2.1b | 16x | 17.3x | 2.5x |
| Fri, 04 Jul 2025 | CA$35.8b | CA$14.7b | CA$2.0b | 15.4x | 17.7x | 2.4x |
| Sun, 01 Jun 2025 | CA$37.9b | CA$14.8b | CA$2.0b | 14.9x | 18.5x | 2.6x |
| Tue, 29 Apr 2025 | CA$33.3b | CA$14.4b | CA$2.2b | 15.3x | 15.2x | 2.3x |
| Thu, 27 Mar 2025 | CA$36.4b | CA$14.7b | CA$2.3b | 15.7x | 16x | 2.5x |
| Sat, 22 Feb 2025 | CA$34.5b | CA$14.7b | CA$1.7b | 15.7x | 20.2x | 2.3x |
| Mon, 20 Jan 2025 | CA$33.1b | CA$13.9b | CA$2.9b | 11.4x | 11.4x | 2.4x |
| Wed, 18 Dec 2024 | CA$36.8b | CA$13.8b | CA$2.9b | 12.5x | 12.8x | 2.7x |
| Fri, 15 Nov 2024 | CA$35.3b | CA$13.6b | CA$2.8b | 12.2x | 12.5x | 2.6x |
| Sun, 13 Oct 2024 | CA$36.2b | CA$12.8b | CA$2.8b | 14.1x | 12.9x | 2.8x |
| Tue, 10 Sep 2024 | CA$35.6b | CA$12.6b | CA$2.8b | 13x | 12.9x | 2.8x |
| Thu, 08 Aug 2024 | CA$35.4b | CA$12.4b | CA$2.7b | 13.7x | 13.1x | 2.9x |
| Sat, 06 Jul 2024 | CA$34.7b | CA$12.3b | CA$2.7b | 12.6x | 12.9x | 2.8x |
| Mon, 03 Jun 2024 | CA$35.0b | CA$12.3b | CA$2.7b | 12.6x | 13.1x | 2.8x |
| Wed, 01 May 2024 | CA$37.6b | CA$12.1b | CA$2.6b | 13.8x | 14.4x | 3.1x |
| Fri, 29 Mar 2024 | CA$41.0b | CA$12.0b | CA$2.5b | 14.4x | 16.4x | 3.4x |
| Sun, 25 Feb 2024 | CA$39.1b | CA$12.0b | CA$1.8b | 15.2x | 22.2x | 3.3x |
| Tue, 23 Jan 2024 | CA$40.9b | CA$13.0b | CA$2.1b | 15.8x | 19.8x | 3.1x |
| Thu, 21 Dec 2023 | CA$39.8b | CA$13.0b | CA$2.1b | 15.1x | 19.4x | 3.1x |
| Sat, 18 Nov 2023 | CA$38.8b | CA$13.3b | CA$2.1b | 15.3x | 18.4x | 2.9x |
| Mon, 16 Oct 2023 | CA$35.4b | CA$13.0b | CA$2.3b | 13.2x | 15.4x | 2.7x |
| Wed, 13 Sep 2023 | CA$37.7b | CA$12.8b | CA$2.3b | 15.4x | 16.6x | 2.9x |
| Fri, 11 Aug 2023 | CA$40.5b | CA$12.7b | CA$2.2b | 16.5x | 18.1x | 3.2x |
| Sun, 09 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 | 0.037% | |
| Consumer Discretionary | -0.85% | |
| Hospitality | 0.043% | |
| Casinos and Gaming | 2.72% | |
| Restaurants | 0.0054% | |
| Leisure Facilities | 0.003% | |
| Hotels, Resorts and Cruise Lines | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PBL Pollard Banknote | CA$17.62 | 2.7% +CA$12.7m | -17.9% | PE18x | |
| AW A & W Food Services of Canada | CA$36.59 | 0.7% +CA$6.2m | -2.4% | PE15.7x | |
| TWC TWC Enterprises | CA$27.45 | 0.5% +CA$3.6m | 19.3% | PE10.6x | |
| BRAG Bragg Gaming Group | CA$2.43 | 2.5% +CA$3.3m | -58.2% | PS0.4x | |
| BPF.UN Boston Pizza Royalties Income Fund | CA$23.42 | 0.5% +CA$2.6m | 19.2% | PE10.4x |