Narrative Update • Jun 29

In the last week, the Hospitality industry is up 1.3%, with Delivery Hero up 2.2%. In the last 12 months, the industry was up 30%. Looking forward, earnings are forecast to grow by 62% annually.
Has the German Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 07 Jul 2026 | €17.6b | €39.1b | -€158,323,562.00 | 14.6x | -111.2x | 0.5x |
| Thu, 04 Jun 2026 | €17.9b | €39.1b | -€152,354,529.78 | 18.8x | -117.2x | 0.5x |
| Sat, 02 May 2026 | €12.2b | €39.0b | -€148,265,094.73 | 19.4x | -82.3x | 0.3x |
| Mon, 30 Mar 2026 | €11.1b | €39.0b | -€150,738,075.00 | 24.6x | -73.5x | 0.3x |
| Wed, 25 Feb 2026 | €12.7b | €38.4b | €144.7m | 29.3x | 87.7x | 0.3x |
| Fri, 23 Jan 2026 | €15.2b | €38.4b | €101.0m | 29.9x | 150x | 0.4x |
| Sun, 21 Dec 2025 | €14.1b | €38.4b | €101.0m | 29.8x | 140x | 0.4x |
| Tue, 18 Nov 2025 | €11.6b | €38.4b | €126.9m | 29.4x | 91.7x | 0.3x |
| Thu, 16 Oct 2025 | €13.5b | €38.4b | €110.7m | 28.7x | 122x | 0.4x |
| Sat, 13 Sep 2025 | €14.5b | €38.4b | €110.0m | 27.1x | 132.1x | 0.4x |
| Mon, 11 Aug 2025 | €14.3b | €36.9b | -€342,043,955.00 | 23.9x | -41.8x | 0.4x |
| Wed, 09 Jul 2025 | €13.4b | €36.8b | -€337,626,537.00 | 26.2x | -39.6x | 0.4x |
| Fri, 06 Jun 2025 | €13.0b | €36.9b | -€301,920,890.00 | 14x | -43.1x | 0.4x |
| Sun, 04 May 2025 | €13.2b | €36.8b | -€277,589,503.00 | 12.1x | -47.7x | 0.4x |
| Tue, 01 Apr 2025 | €11.7b | €35.4b | -€1,641,063,503.00 | 11.7x | -7.2x | 0.3x |
| Thu, 27 Feb 2025 | €13.7b | €35.4b | -€1,647,469,451.00 | 13.4x | -8.3x | 0.4x |
| Sat, 25 Jan 2025 | €13.6b | €34.8b | -€1,684,669,451.00 | 14.9x | -8.1x | 0.4x |
| Mon, 23 Dec 2024 | €14.6b | €34.8b | -€1,684,154,313.00 | 15.3x | -8.7x | 0.4x |
| Wed, 20 Nov 2024 | €16.2b | €33.8b | -€1,651,305,313.00 | 14.7x | -9.8x | 0.5x |
| Fri, 18 Oct 2024 | €16.4b | €33.8b | -€1,654,716,313.00 | 13.3x | -9.9x | 0.5x |
| Sun, 15 Sep 2024 | €13.7b | €33.8b | -€1,655,733,805.00 | 14.2x | -8.3x | 0.4x |
| Tue, 13 Aug 2024 | €11.4b | €32.2b | -€1,779,833,030.00 | 18.3x | -6.4x | 0.4x |
| Thu, 11 Jul 2024 | €12.0b | €32.2b | -€1,794,144,030.00 | 25.6x | -6.7x | 0.4x |
| Sat, 08 Jun 2024 | €14.2b | €32.2b | -€1,792,956,250.00 | 19.3x | -7.9x | 0.4x |
| Mon, 06 May 2024 | €13.1b | €31.7b | -€1,887,108,781.00 | 22.3x | -6.9x | 0.4x |
| Wed, 03 Apr 2024 | €13.7b | €31.4b | -€1,907,408,781.00 | 21.7x | -7.2x | 0.4x |
| Fri, 01 Mar 2024 | €10.7b | €31.4b | -€1,921,547,826.00 | 30.2x | -5.6x | 0.3x |
| Sun, 28 Jan 2024 | €11.4b | €30.8b | -€2,055,047,826.00 | 37.9x | -5.5x | 0.4x |
| Tue, 26 Dec 2023 | €11.7b | €30.8b | -€2,055,047,826.00 | 38.7x | -5.7x | 0.4x |
| Thu, 23 Nov 2023 | €13.0b | €30.0b | -€2,158,730,282.00 | 44.2x | -6x | 0.4x |
| Sat, 21 Oct 2023 | €10.6b | €30.0b | -€2,164,655,297.00 | 11.9x | -4.9x | 0.4x |
| Mon, 18 Sep 2023 | €12.9b | €30.0b | -€2,163,369,297.00 | 14.1x | -5.9x | 0.4x |
| Wed, 16 Aug 2023 | €15.1b | €28.8b | -€2,830,519,794.00 | 17.3x | -5.3x | 0.5x |
| Fri, 14 Jul 2023 | €12.7b | €9.0b | -€3,028,122,373.00 | 32.4x | -4.2x | 1.4x |
-4.2x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | 4.26% | |
| Consumer Discretionary | 5.52% | |
| Hospitality | 1.33% | |
| Leisure Facilities | 3.16% | |
| Restaurants | 2.23% | |
| Casinos and Gaming | 2.11% | |
| Hotels, Resorts and Cruise Lines | -0.85% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DHER Delivery Hero | €36.73 | 2.2% +€243.0m | 58.5% | PS0.8x | |
| TIMA ZEAL Network | €43.00 | 2.4% +€21.1m | -7.3% | PE22.6x | |
| TIW Tin Inn Holding Ag | €10.00 | 3.1% +€6.0m | -15.7% | n/a | |
| MTP Münchener Tierpark Hellabrunn | €268.00 | 7.2% +€5.4m | -2.9% | n/a | |
| ACX bet-at-home.com | €3.92 | 24.1% +€5.3m | 38.0% | PE29.8x |