Narrative Update • Jun 26

Over the last 7 days, the Hospitality industry has risen 1.3%, driven by gains from Restaurant Brands International Limited Partnership of 1.6%. This takes the industry's 12 month performance to a gain of 12%. 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 |
|---|---|---|---|---|---|---|
| Sun, 28 Jun 2026 | CA$38.3b | CA$16.3b | CA$2.4b | 14.3x | 15.9x | 2.4x |
| Tue, 26 May 2026 | CA$39.5b | CA$16.0b | CA$2.4b | 14.1x | 16.7x | 2.5x |
| Thu, 23 Apr 2026 | CA$40.3b | CA$15.7b | CA$2.0b | 14.3x | 19.8x | 2.6x |
| Sat, 21 Mar 2026 | CA$38.4b | CA$15.7b | CA$2.0b | 13.7x | 19.1x | 2.4x |
| Mon, 16 Feb 2026 | CA$33.6b | CA$15.4b | CA$2.0b | 16.6x | 17x | 2.2x |
| Wed, 14 Jan 2026 | CA$35.7b | CA$15.6b | CA$2.0b | 16.8x | 17.8x | 2.3x |
| Fri, 12 Dec 2025 | CA$37.5b | CA$15.5b | CA$2.0b | 16.1x | 18.8x | 2.4x |
| Sun, 09 Nov 2025 | CA$36.3b | CA$15.7b | CA$2.0b | 15.2x | 17.8x | 2.3x |
| Tue, 07 Oct 2025 | CA$36.5b | CA$15.4b | CA$1.9b | 16.7x | 18.9x | 2.4x |
| Thu, 04 Sep 2025 | CA$33.5b | CA$15.3b | CA$1.9b | 14.4x | 17.5x | 2.2x |
| Sat, 02 Aug 2025 | CA$36.6b | CA$14.9b | CA$2.1b | 16.1x | 17.4x | 2.4x |
| Mon, 30 Jun 2025 | CA$34.6b | CA$14.8b | CA$2.0b | 15.3x | 16.9x | 2.3x |
| Wed, 28 May 2025 | CA$36.3b | CA$14.9b | CA$2.1b | 14.9x | 17.2x | 2.4x |
| Fri, 25 Apr 2025 | CA$33.3b | CA$14.4b | CA$2.2b | 14.8x | 15.2x | 2.3x |
| Sun, 23 Mar 2025 | CA$37.2b | CA$14.8b | CA$2.3b | 15.7x | 16.3x | 2.5x |
| Tue, 18 Feb 2025 | CA$35.5b | CA$14.7b | CA$1.7b | 14.8x | 20.9x | 2.4x |
| Thu, 16 Jan 2025 | CA$33.0b | CA$13.8b | CA$2.9b | 11.5x | 11.5x | 2.4x |
| Sat, 14 Dec 2024 | CA$36.8b | CA$13.7b | CA$2.9b | 12.5x | 12.9x | 2.7x |
| Mon, 11 Nov 2024 | CA$36.1b | CA$13.5b | CA$2.8b | 12.9x | 13x | 2.7x |
| Wed, 09 Oct 2024 | CA$36.1b | CA$12.7b | CA$2.8b | 13.9x | 13x | 2.8x |
| Fri, 06 Sep 2024 | CA$35.7b | CA$12.6b | CA$2.7b | 13.1x | 13x | 2.8x |
| Sun, 04 Aug 2024 | CA$35.3b | CA$12.4b | CA$2.7b | 13.6x | 13x | 2.8x |
| Tue, 02 Jul 2024 | CA$34.7b | CA$12.4b | CA$2.7b | 12.5x | 12.8x | 2.8x |
| Thu, 30 May 2024 | CA$35.7b | CA$12.4b | CA$2.7b | 12.8x | 13.3x | 2.9x |
| Sat, 27 Apr 2024 | CA$37.6b | CA$12.1b | CA$2.6b | 14x | 14.4x | 3.1x |
| Mon, 25 Mar 2024 | CA$41.0b | CA$12.1b | CA$2.5b | 14.5x | 16.3x | 3.4x |
| Wed, 21 Feb 2024 | CA$39.0b | CA$12.0b | CA$1.8b | 15.1x | 22.1x | 3.3x |
| Fri, 19 Jan 2024 | CA$38.5b | CA$13.1b | CA$2.1b | 15.8x | 18.6x | 2.9x |
| Sun, 17 Dec 2023 | CA$39.8b | CA$13.0b | CA$2.1b | 15.3x | 19.3x | 3.1x |
| Tue, 14 Nov 2023 | CA$37.2b | CA$13.3b | CA$2.1b | 13.2x | 17.6x | 2.8x |
| Thu, 12 Oct 2023 | CA$35.6b | CA$13.0b | CA$2.3b | 14.1x | 15.5x | 2.7x |
| Sat, 09 Sep 2023 | CA$37.7b | CA$12.9b | CA$2.3b | 15.3x | 16.5x | 2.9x |
| Mon, 07 Aug 2023 | CA$40.2b | CA$12.5b | CA$2.3b | 16.5x | 17.8x | 3.2x |
| Wed, 05 Jul 2023 | CA$41.8b | CA$12.2b | CA$2.2b | 16.7x | 19x | 3.4x |
19x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | -0.35% | |
| Consumer Discretionary | 1.79% | |
| Hospitality | 1.35% | |
| Leisure Facilities | 3.59% | |
| Restaurants | 1.32% | |
| Casinos and Gaming | 0.36% | |
| Hotels, Resorts and Cruise Lines | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| QSP.UN Restaurant Brands International Limited Partnership | CA$101.57 | 1.6% +CA$526.9m | 14.0% | PE16.9x | |
| TWC TWC Enterprises | CA$27.23 | 4.2% +CA$26.3m | 20.8% | PE10.5x | |
| BRAG Bragg Gaming Group | CA$2.51 | 5.0% +CA$3.0m | -56.7% | PS0.4x | |
| AEG Aegis Brands | CA$0.27 | 9.0% +CA$1.9m | -28.3% | PE6.6x | |
| SRV.UN SIR Royalty Income Fund | CA$15.86 | 0.9% +CA$1.2m | 18.2% | PE15.1x |