Narrative Update • Jun 24

Over the last 7 days, the Hospitality industry has dropped 1.2%, driven by a pullback from Delivery Hero of 1.8%. This takes the industry's 12 month performance to a gain of 32%. Looking forward, earnings are forecast to grow by 70% annually.
Has the German Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | €17.4b | €39.1b | -€151,027,733.00 | 15.4x | -115.1x | 0.4x |
| Wed, 27 May 2026 | €17.8b | €39.2b | -€152,930,861.53 | 18.5x | -116.5x | 0.5x |
| Fri, 24 Apr 2026 | €12.1b | €39.0b | -€148,265,172.25 | 19.7x | -81.4x | 0.3x |
| Sun, 22 Mar 2026 | €10.7b | €38.4b | €77.9m | 21.2x | 136.8x | 0.3x |
| Tue, 17 Feb 2026 | €13.0b | €38.4b | €142.8m | 31.2x | 91.3x | 0.3x |
| Thu, 15 Jan 2026 | €15.1b | €38.4b | €101.0m | 28.7x | 149.3x | 0.4x |
| Sat, 13 Dec 2025 | €13.4b | €38.4b | €101.0m | 28.7x | 132.6x | 0.3x |
| Mon, 10 Nov 2025 | €11.6b | €38.4b | €119.8m | 28.3x | 97.1x | 0.3x |
| Wed, 08 Oct 2025 | €14.0b | €38.4b | €110.7m | 28.7x | 126.8x | 0.4x |
| Fri, 05 Sep 2025 | €13.9b | €38.4b | €111.2m | 21.9x | 125.1x | 0.4x |
| Sun, 03 Aug 2025 | €14.2b | €36.9b | -€336,260,955.00 | 21x | -42.1x | 0.4x |
| Tue, 01 Jul 2025 | €12.9b | €36.9b | -€293,653,042.00 | 21.7x | -43.9x | 0.3x |
| Thu, 29 May 2025 | €13.7b | €36.9b | -€310,064,502.00 | 15.2x | -44.1x | 0.4x |
| Sat, 26 Apr 2025 | €13.3b | €36.8b | -€277,589,503.00 | 11.8x | -47.9x | 0.4x |
| Mon, 24 Mar 2025 | €12.8b | €35.4b | -€1,647,516,850.00 | 13.1x | -7.8x | 0.4x |
| Wed, 19 Feb 2025 | €14.8b | €35.4b | -€1,647,469,451.00 | 13.6x | -9x | 0.4x |
| Fri, 17 Jan 2025 | €14.2b | €34.8b | -€1,684,669,451.00 | 14.3x | -8.4x | 0.4x |
| Sun, 15 Dec 2024 | €15.5b | €36.8b | -€1,747,752,840.00 | 14.5x | -8.9x | 0.4x |
| Tue, 12 Nov 2024 | €17.3b | €33.8b | -€1,653,779,313.00 | 13.6x | -10.5x | 0.5x |
| Thu, 10 Oct 2024 | €17.8b | €33.8b | -€1,654,716,313.00 | 14.7x | -10.8x | 0.5x |
| Sat, 07 Sep 2024 | €13.6b | €33.7b | -€1,700,613,805.00 | 16.1x | -8x | 0.4x |
| Mon, 05 Aug 2024 | €11.1b | €32.2b | -€1,794,144,030.00 | 26.4x | -6.2x | 0.3x |
| Wed, 03 Jul 2024 | €12.4b | €32.2b | -€1,793,367,536.00 | 24.9x | -6.9x | 0.4x |
| Fri, 31 May 2024 | €13.8b | €32.2b | -€1,793,084,874.00 | 13.5x | -7.7x | 0.4x |
| Sun, 28 Apr 2024 | €13.1b | €31.7b | -€1,887,108,781.00 | 22.6x | -6.9x | 0.4x |
| Tue, 26 Mar 2024 | €12.6b | €31.4b | -€1,924,381,781.00 | 21.8x | -6.5x | 0.4x |
| Thu, 22 Feb 2024 | €11.1b | €31.4b | -€1,921,547,826.00 | 30x | -5.8x | 0.4x |
| Sat, 20 Jan 2024 | €10.7b | €30.8b | -€2,055,047,826.00 | 37.9x | -5.2x | 0.3x |
| Mon, 18 Dec 2023 | €13.4b | €30.8b | -€2,055,047,826.00 | 39.5x | -6.5x | 0.4x |
| Wed, 15 Nov 2023 | €12.4b | €30.0b | -€2,165,145,297.00 | 44.2x | -5.7x | 0.4x |
| Fri, 13 Oct 2023 | €11.7b | €30.0b | -€2,164,706,297.00 | 12.4x | -5.4x | 0.4x |
| Sun, 10 Sep 2023 | €12.6b | €30.0b | -€2,163,369,297.00 | 13.6x | -5.8x | 0.4x |
| Tue, 08 Aug 2023 | €11.7b | €9.0b | -€3,028,957,794.00 | 33.5x | -3.8x | 1.3x |
| Thu, 06 Jul 2023 | €12.6b | €9.0b | -€3,028,122,371.00 | 32.3x | -4.2x | 1.4x |
-4.2x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -1.70% | |
| Consumer Discretionary | -4.19% | |
| Hospitality | -1.23% | |
| Hotels, Resorts and Cruise Lines | 2.02% | |
| Leisure Facilities | 1.97% | |
| Restaurants | -2.48% | |
| Casinos and Gaming | -3.30% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TUI1 TUI | €7.29 | 1.1% +€39.6m | -1.8% | PE5.3x | |
| TIW Tin Inn Holding Ag | €9.70 | 7.2% +€13.0m | -6.6% | PE23.5x | |
| HOC HolidayCheck Group | €4.34 | 3.3% +€12.2m | 4.8% | n/a | |
| RGB Regenbogen | €8.00 | 30.1% +€4.3m | 52.4% | PE81.8x | |
| CDZ0 MHP Hotel | €1.40 | 3.7% +€2.3m | -4.8% | PE11.2x |