Narrative Update • Apr 29

Over the last 7 days, the Restaurants industry has dropped 2.4%, driven by a pullback from Delivery Hero of 2.4%. Meanwhile, Marley Spoon Group actually outperformed within the industry, gaining 7.1% in the last week. However, the industry is down 23% over the past year. As for the next few years, earnings are expected to grow by 92% per annum.
Has the German Restaurants Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 12 May 2026 | €6.0b | €14.1b | -€782,900,000.00 | n/a | -7.6x | 0.4x |
| Thu, 09 Apr 2026 | €5.0b | €14.1b | -€782,900,000.00 | n/a | -6.4x | 0.4x |
| Sat, 07 Mar 2026 | €5.5b | €13.4b | -€560,500,000.00 | n/a | -9.9x | 0.4x |
| Mon, 02 Feb 2026 | €7.0b | €13.4b | -€560,500,000.00 | n/a | -12.6x | 0.5x |
| Wed, 31 Dec 2025 | €6.8b | €13.4b | -€560,500,000.00 | n/a | -12.1x | 0.5x |
| Fri, 28 Nov 2025 | €5.2b | €13.4b | -€560,500,000.00 | n/a | -9.3x | 0.4x |
| Sun, 26 Oct 2025 | €6.8b | €13.4b | -€560,500,000.00 | n/a | -12.2x | 0.5x |
| Tue, 23 Sep 2025 | €7.9b | €13.4b | -€560,500,000.00 | n/a | -14.1x | 0.6x |
| Thu, 21 Aug 2025 | €7.1b | €12.3b | -€882,400,000.00 | n/a | -8x | 0.6x |
| Sat, 19 Jul 2025 | €6.7b | €12.3b | -€882,400,000.00 | n/a | -7.6x | 0.5x |
| Mon, 16 Jun 2025 | €6.5b | €12.3b | -€882,400,000.00 | n/a | -7.4x | 0.5x |
| Wed, 14 May 2025 | €7.8b | €12.3b | -€882,400,000.00 | n/a | -8.8x | 0.6x |
| Fri, 11 Apr 2025 | €6.7b | €10.9b | -€2,245,800,000.00 | n/a | -3x | 0.6x |
| Sun, 09 Mar 2025 | €8.4b | €10.9b | -€2,245,800,000.00 | n/a | -3.7x | 0.8x |
| Tue, 04 Feb 2025 | €7.3b | €10.9b | -€2,245,800,000.00 | n/a | -3.2x | 0.7x |
| Thu, 02 Jan 2025 | €7.8b | €10.9b | -€2,245,800,000.00 | n/a | -3.5x | 0.7x |
| Sat, 30 Nov 2024 | €11.1b | €10.9b | -€2,245,800,000.00 | n/a | -5x | 1x |
| Mon, 28 Oct 2024 | €11.8b | €10.9b | -€2,245,800,000.00 | n/a | -5.2x | 1.1x |
| Wed, 25 Sep 2024 | €9.1b | €10.9b | -€2,245,800,000.00 | n/a | -4.1x | 0.8x |
| Fri, 23 Aug 2024 | €6.5b | €9.9b | -€2,297,500,000.00 | n/a | -2.8x | 0.7x |
| Sun, 21 Jul 2024 | €5.5b | €9.9b | -€2,297,500,000.00 | n/a | -2.4x | 0.6x |
| Tue, 18 Jun 2024 | €7.8b | €9.9b | -€2,297,500,000.00 | n/a | -3.4x | 0.8x |
| Thu, 16 May 2024 | €8.4b | €9.9b | -€2,297,500,000.00 | n/a | -3.7x | 0.8x |
| Sat, 13 Apr 2024 | €8.3b | €9.6b | -€2,317,800,000.00 | n/a | -3.6x | 0.9x |
| Mon, 11 Mar 2024 | €6.3b | €9.6b | -€2,317,800,000.00 | n/a | -2.7x | 0.7x |
| Wed, 07 Feb 2024 | €4.6b | €9.6b | -€2,317,800,000.00 | n/a | -2x | 0.5x |
| Fri, 05 Jan 2024 | €6.3b | €9.6b | -€2,317,800,000.00 | n/a | -2.7x | 0.7x |
| Sun, 03 Dec 2023 | €7.7b | €9.6b | -€2,317,800,000.00 | n/a | -3.3x | 0.8x |
| Tue, 31 Oct 2023 | €6.2b | €9.6b | -€2,317,800,000.00 | n/a | -2.7x | 0.6x |
| Thu, 28 Sep 2023 | €7.3b | €9.6b | -€2,317,800,000.00 | n/a | -3.1x | 0.8x |
| Sat, 26 Aug 2023 | €9.0b | €8.6b | -€2,990,000,000.00 | n/a | -3x | 1x |
| Mon, 24 Jul 2023 | €10.7b | €8.6b | -€2,990,000,000.00 | n/a | -3.6x | 1.2x |
| Wed, 21 Jun 2023 | €8.9b | €8.6b | -€2,990,000,000.00 | n/a | -3x | 1x |
| Fri, 19 May 2023 | €10.4b | €8.6b | -€2,990,000,000.00 | n/a | -3.5x | 1.2x |
-3.5x
How does German Restaurants compare with similar industries?
| DE Market | -0.021% | |
| Consumer Discretionary | 2.24% | |
| Hospitality | 0.32% | |
| Restaurants | -2.44% | |
| Hotels, Resorts and Cruise Lines | 4.09% | |
| Casinos and Gaming | 0.16% | |
| Leisure Facilities | -2.93% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DHER Delivery Hero | €23.60 | 13.3% +€826.1m | -13.8% | PS0.5x | |
| MS1 Marley Spoon Group | €0.29 | 24.3% +€1.1m | -47.5% | PS0.02x |