Narrative Update • Jul 10

In the last week, the Hospitality industry is flat overall, with Boston Pizza Royalties Income Fund standing out by going down 3.2%. As for the the longer term, the industry is up 4.7% over the past 12 months. Looking forward, earnings are forecast to grow by 14% annually.
Has the Canadian Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 28 Jul 2026 | CA$38.1b | CA$16.2b | CA$2.3b | 13.9x | 16.3x | 2.4x |
| Thu, 25 Jun 2026 | CA$38.5b | CA$16.4b | CA$2.4b | 14.2x | 15.9x | 2.3x |
| Sat, 23 May 2026 | CA$39.5b | CA$16.0b | CA$2.4b | 13.9x | 16.7x | 2.5x |
| Mon, 20 Apr 2026 | CA$40.3b | CA$15.7b | CA$2.0b | 13.7x | 19.8x | 2.6x |
| Wed, 18 Mar 2026 | CA$37.1b | CA$15.7b | CA$2.0b | 14.5x | 18.5x | 2.4x |
| Fri, 13 Feb 2026 | CA$35.0b | CA$15.4b | CA$2.0b | 16.4x | 17.7x | 2.3x |
| Sun, 11 Jan 2026 | CA$35.7b | CA$15.6b | CA$2.0b | 16.8x | 17.8x | 2.3x |
| Tue, 09 Dec 2025 | CA$38.1b | CA$15.6b | CA$2.0b | 15.7x | 19x | 2.4x |
| Thu, 06 Nov 2025 | CA$35.5b | CA$15.8b | CA$2.1b | 15.5x | 17.3x | 2.2x |
| Sat, 04 Oct 2025 | CA$34.7b | CA$15.4b | CA$1.9b | 16.6x | 18x | 2.2x |
| Mon, 01 Sep 2025 | CA$33.5b | CA$15.2b | CA$1.9b | 14.4x | 17.6x | 2.2x |
| Wed, 30 Jul 2025 | CA$36.7b | CA$14.9b | CA$2.1b | 16.2x | 17.5x | 2.5x |
| Fri, 27 Jun 2025 | CA$34.8b | CA$14.7b | CA$2.0b | 15.6x | 17.1x | 2.4x |
| Sun, 25 May 2025 | CA$36.2b | CA$14.8b | CA$2.1b | 14.6x | 17.3x | 2.4x |
| Tue, 22 Apr 2025 | CA$33.6b | CA$14.4b | CA$2.2b | 14.7x | 15.3x | 2.3x |
| Thu, 20 Mar 2025 | CA$36.4b | CA$14.8b | CA$2.3b | 16x | 16x | 2.5x |
| Sat, 15 Feb 2025 | CA$36.3b | CA$14.7b | CA$1.7b | 14.8x | 21.4x | 2.5x |
| Mon, 13 Jan 2025 | CA$33.7b | CA$13.9b | CA$2.9b | 11.7x | 11.6x | 2.4x |
| Wed, 11 Dec 2024 | CA$36.8b | CA$13.7b | CA$2.9b | 12.5x | 12.9x | 2.7x |
| Fri, 08 Nov 2024 | CA$34.9b | CA$13.5b | CA$2.8b | 12.4x | 12.6x | 2.6x |
| Sun, 06 Oct 2024 | CA$36.8b | CA$12.6b | CA$2.8b | 13.9x | 13.4x | 2.9x |
| Tue, 03 Sep 2024 | CA$35.7b | CA$12.6b | CA$2.7b | 13.3x | 13x | 2.8x |
| Thu, 01 Aug 2024 | CA$35.3b | CA$12.4b | CA$2.7b | 12.6x | 13x | 2.8x |
| Sat, 29 Jun 2024 | CA$34.0b | CA$12.3b | CA$2.7b | 12.5x | 12.6x | 2.8x |
| Mon, 27 May 2024 | CA$35.5b | CA$12.3b | CA$2.7b | 12.8x | 13.3x | 2.9x |
| Wed, 24 Apr 2024 | CA$37.6b | CA$12.1b | CA$2.6b | 13.9x | 14.4x | 3.1x |
| Fri, 22 Mar 2024 | CA$41.0b | CA$12.0b | CA$2.5b | 14.5x | 16.4x | 3.4x |
| Sun, 18 Feb 2024 | CA$39.1b | CA$11.9b | CA$1.8b | 15.3x | 22.2x | 3.3x |
| Tue, 16 Jan 2024 | CA$41.7b | CA$13.0b | CA$2.1b | 16x | 20.2x | 3.2x |
| Thu, 14 Dec 2023 | CA$38.6b | CA$13.1b | CA$2.1b | 15.3x | 18.5x | 2.9x |
| Sat, 11 Nov 2023 | CA$37.3b | CA$13.3b | CA$2.1b | 13.9x | 17.7x | 2.8x |
| Mon, 09 Oct 2023 | CA$35.8b | CA$12.9b | CA$2.3b | 14.6x | 15.7x | 2.8x |
| Wed, 06 Sep 2023 | CA$39.0b | CA$12.8b | CA$2.3b | 15.8x | 17.1x | 3x |
| Fri, 04 Aug 2023 | CA$40.9b | CA$12.5b | CA$2.2b | 16.6x | 18.3x | 3.3x |
18.3x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | 1.56% | |
| Consumer Discretionary | -0.48% | |
| Hospitality | 0.047% | |
| Leisure Facilities | 0.64% | |
| Restaurants | 0.044% | |
| Hotels, Resorts and Cruise Lines | 0% | 0 |
| Casinos and Gaming | -0.50% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AW A & W Food Services of Canada | CA$36.76 | 2.6% +CA$20.8m | -8.1% | PE15.8x | |
| MTY MTY Food Group | CA$33.52 | 0.9% +CA$6.6m | -14.9% | PE6.8x | |
| TWC TWC Enterprises | CA$27.00 | 0.9% +CA$5.8m | 17.4% | PE10.4x | |
| SRV.UN SIR Royalty Income Fund | CA$15.90 | 0.7% +CA$921.3k | 8.2% | PE15.2x | |
| DAR Darelle Online Solutions | CA$0.96 | 6.7% +CA$470.5k | 357.1% | PS318.3x |