Narrative Update • Jul 10

Over the last 7 days, the Hospitality industry has remained flat, although notably MTY Food Group gained 3.1%. The past year has been better, since the industry has gained 5.7% in that time. As for the next few years, earnings are expected to grow by 14% per annum.
Has the Canadian Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 29 Jul 2026 | CA$38.1b | CA$16.2b | CA$2.3b | 13.8x | 16.2x | 2.4x |
| Fri, 26 Jun 2026 | CA$38.3b | CA$16.3b | CA$2.4b | 14.2x | 15.9x | 2.3x |
| Sun, 24 May 2026 | CA$39.5b | CA$16.0b | CA$2.4b | 13.9x | 16.7x | 2.5x |
| Tue, 21 Apr 2026 | CA$40.3b | CA$15.7b | CA$2.0b | 14.2x | 19.8x | 2.6x |
| Thu, 19 Mar 2026 | CA$39.1b | CA$15.7b | CA$2.0b | 14x | 19.4x | 2.5x |
| Sat, 14 Feb 2026 | CA$33.3b | CA$15.4b | CA$2.0b | 16.6x | 16.9x | 2.2x |
| Mon, 12 Jan 2026 | CA$35.7b | CA$15.6b | CA$2.0b | 16.8x | 17.8x | 2.3x |
| Wed, 10 Dec 2025 | CA$37.5b | CA$15.6b | CA$2.0b | 16.1x | 18.7x | 2.4x |
| Fri, 07 Nov 2025 | CA$35.7b | CA$15.8b | CA$2.1b | 15x | 17.4x | 2.3x |
| Sun, 05 Oct 2025 | CA$36.5b | CA$15.4b | CA$1.9b | 16.6x | 18.9x | 2.4x |
| Tue, 02 Sep 2025 | CA$33.5b | CA$15.2b | CA$1.9b | 14.4x | 17.6x | 2.2x |
| Thu, 31 Jul 2025 | CA$36.7b | CA$14.9b | CA$2.1b | 16.1x | 17.5x | 2.5x |
| Sat, 28 Jun 2025 | CA$34.8b | CA$14.8b | CA$2.0b | 15.3x | 17x | 2.4x |
| Mon, 26 May 2025 | CA$36.2b | CA$14.8b | CA$2.1b | 14.6x | 17.3x | 2.4x |
| Wed, 23 Apr 2025 | CA$33.2b | CA$14.4b | CA$2.2b | 14.7x | 15.2x | 2.3x |
| Fri, 21 Mar 2025 | CA$37.3b | CA$14.8b | CA$2.3b | 15.9x | 16.4x | 2.5x |
| Sun, 16 Feb 2025 | CA$35.5b | CA$14.7b | CA$1.7b | 14.8x | 20.9x | 2.4x |
| Tue, 14 Jan 2025 | CA$33.7b | CA$13.9b | CA$2.9b | 11.7x | 11.6x | 2.4x |
| Thu, 12 Dec 2024 | CA$36.8b | CA$13.7b | CA$2.9b | 12.6x | 12.9x | 2.7x |
| Sat, 09 Nov 2024 | CA$34.9b | CA$13.5b | CA$2.8b | 12.4x | 12.6x | 2.6x |
| Mon, 07 Oct 2024 | CA$36.8b | CA$12.6b | CA$2.8b | 13.9x | 13.4x | 2.9x |
| Wed, 04 Sep 2024 | CA$35.7b | CA$12.6b | CA$2.8b | 13.1x | 13x | 2.8x |
| Fri, 02 Aug 2024 | CA$35.3b | CA$12.4b | CA$2.7b | 12.6x | 13x | 2.8x |
| Sun, 30 Jun 2024 | CA$34.7b | CA$12.3b | CA$2.7b | 12.5x | 12.8x | 2.8x |
| Tue, 28 May 2024 | CA$35.5b | CA$12.3b | CA$2.7b | 12.9x | 13.3x | 2.9x |
| Thu, 25 Apr 2024 | CA$37.6b | CA$12.1b | CA$2.6b | 13.9x | 14.4x | 3.1x |
| Sat, 23 Mar 2024 | CA$41.0b | CA$12.0b | CA$2.5b | 14.5x | 16.3x | 3.4x |
| Mon, 19 Feb 2024 | CA$39.1b | CA$11.9b | CA$1.8b | 15.3x | 22.2x | 3.3x |
| Wed, 17 Jan 2024 | CA$39.2b | CA$13.1b | CA$2.1b | 16x | 18.9x | 3x |
| Fri, 15 Dec 2023 | CA$38.6b | CA$13.0b | CA$2.1b | 15.4x | 18.7x | 3x |
| Sun, 12 Nov 2023 | CA$37.2b | CA$13.3b | CA$2.1b | 13.4x | 17.6x | 2.8x |
| Tue, 10 Oct 2023 | CA$35.8b | CA$12.9b | CA$2.3b | 14.6x | 15.7x | 2.8x |
| Thu, 07 Sep 2023 | CA$37.8b | CA$12.9b | CA$2.3b | 15.4x | 16.6x | 2.9x |
| Sat, 05 Aug 2023 | CA$40.2b | CA$12.5b | CA$2.2b | 16.5x | 18x | 3.2x |
18x
Which industries have driven the changes within the Canadian Consumer Discretionary industry?
| CA Market | 0.66% | |
| Consumer Discretionary | 0.49% | |
| Hospitality | 0.036% | |
| Casinos and Gaming | 0.21% | |
| Restaurants | 0.05% | |
| Hotels, Resorts and Cruise Lines | 0% | 0 |
| Leisure Facilities | -0.82% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MTY MTY Food Group | CA$33.97 | 3.1% +CA$23.3m | -12.8% | PE6.9x | |
| AW A & W Food Services of Canada | CA$36.71 | 0.9% +CA$6.2m | -7.9% | PE15.8x | |
| BRAG Bragg Gaming Group | CA$2.30 | 8.0% +CA$4.4m | -60.5% | PS0.3x | |
| SRV.UN SIR Royalty Income Fund | CA$16.10 | 2.6% +CA$3.4m | 9.7% | PE15.4x | |
| DAR Darelle Online Solutions | CA$0.97 | 7.8% +CA$548.9k | 470.6% | PS321.6x |