Narrative Update • Jun 07

Over the last 7 days, the Hospitality industry has dropped 2.2%, driven by a pullback from Delivery Hero of 2.2%. On the other hand TUI is actually up 5.3%. In the past year, the industry has gained 40%. Looking forward, earnings are forecast to grow by 71% annually.
Has the German Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | €17.8b | €39.1b | -€151,438,273.00 | 19.2x | -117.8x | 0.5x |
| Wed, 13 May 2026 | €13.4b | €39.0b | -€151,137,292.79 | 22.9x | -88.9x | 0.3x |
| Fri, 10 Apr 2026 | €11.4b | €39.0b | -€151,655,457.15 | 24.6x | -75.1x | 0.3x |
| Sun, 08 Mar 2026 | €12.0b | €38.4b | €144.7m | 26.9x | 83x | 0.3x |
| Tue, 03 Feb 2026 | €15.1b | €38.4b | €101.0m | 30.5x | 149.8x | 0.4x |
| Thu, 01 Jan 2026 | €14.3b | €38.4b | €101.0m | 29.2x | 141.3x | 0.4x |
| Sat, 29 Nov 2025 | €13.0b | €38.4b | €126.9m | 28x | 102.7x | 0.3x |
| Mon, 27 Oct 2025 | €13.3b | €38.4b | €110.7m | 28.7x | 120.6x | 0.3x |
| Wed, 24 Sep 2025 | €14.6b | €38.4b | €110.7m | 26.4x | 131.7x | 0.4x |
| Fri, 22 Aug 2025 | €14.2b | €37.3b | -€210,456,955.00 | 23.1x | -67.5x | 0.4x |
| Sun, 20 Jul 2025 | €13.1b | €36.8b | -€338,614,684.00 | 24.5x | -38.6x | 0.4x |
| Tue, 17 Jun 2025 | €12.3b | €36.9b | -€293,376,848.00 | 20.8x | -41.9x | 0.3x |
| Thu, 15 May 2025 | €13.4b | €36.9b | -€288,841,503.00 | 14.6x | -46.5x | 0.4x |
| Sat, 12 Apr 2025 | €11.6b | €35.4b | -€1,641,063,503.00 | 10.7x | -7.1x | 0.3x |
| Mon, 10 Mar 2025 | €14.2b | €35.4b | -€1,647,469,451.00 | 13.5x | -8.6x | 0.4x |
| Wed, 05 Feb 2025 | €13.4b | €34.8b | -€1,684,669,451.00 | 14.8x | -8x | 0.4x |
| Fri, 03 Jan 2025 | €14.2b | €34.8b | -€1,684,154,313.00 | 15.5x | -8.4x | 0.4x |
| Sun, 01 Dec 2024 | €17.0b | €33.8b | -€1,651,305,313.00 | 13.7x | -10.3x | 0.5x |
| Tue, 29 Oct 2024 | €17.8b | €33.8b | -€1,654,716,313.00 | 13.8x | -10.7x | 0.5x |
| Thu, 26 Sep 2024 | €15.7b | €33.8b | -€1,655,492,805.00 | 13.2x | -9.5x | 0.5x |
| Sat, 24 Aug 2024 | €12.8b | €32.8b | -€1,751,685,030.00 | 17.6x | -7.3x | 0.4x |
| Mon, 22 Jul 2024 | €11.6b | €32.2b | -€1,794,144,030.00 | 26x | -6.4x | 0.4x |
| Wed, 19 Jun 2024 | €13.6b | €32.4b | -€1,799,430,684.00 | 18.9x | -7.5x | 0.4x |
| Fri, 17 May 2024 | €14.7b | €31.7b | -€1,862,404,781.00 | 18.3x | -7.9x | 0.5x |
| Sun, 14 Apr 2024 | €14.6b | €31.4b | -€1,907,408,781.00 | 21.8x | -7.7x | 0.5x |
| Tue, 12 Mar 2024 | €11.9b | €31.4b | -€1,923,392,781.00 | 22.6x | -6.2x | 0.4x |
| Thu, 08 Feb 2024 | €9.7b | €30.8b | -€2,055,047,826.00 | 33.6x | -4.7x | 0.3x |
| Sat, 06 Jan 2024 | €11.7b | €30.8b | -€2,055,047,826.00 | 37.2x | -5.7x | 0.4x |
| Mon, 04 Dec 2023 | €12.5b | €30.0b | -€2,159,247,826.00 | 42.6x | -5.8x | 0.4x |
| Wed, 01 Nov 2023 | €10.5b | €30.0b | -€2,164,655,297.00 | 12x | -4.8x | 0.4x |
| Fri, 29 Sep 2023 | €11.5b | €30.0b | -€2,164,706,297.00 | 14.3x | -5.3x | 0.4x |
| Sun, 27 Aug 2023 | €13.5b | €28.8b | -€2,828,451,076.00 | 16x | -4.8x | 0.5x |
| Tue, 25 Jul 2023 | €12.3b | €9.0b | -€3,028,122,373.00 | 32.1x | -4.1x | 1.4x |
| Thu, 22 Jun 2023 | €10.5b | €9.1b | -€3,024,768,657.00 | 55.6x | -3.5x | 1.2x |
-3.5x
Which industries have driven the changes within the German Consumer Discretionary industry?
| DE Market | -0.16% | |
| Consumer Discretionary | 1.20% | |
| Hospitality | -2.20% | |
| Hotels, Resorts and Cruise Lines | 3.33% | |
| Leisure Facilities | 1.71% | |
| Restaurants | -4.10% | |
| Casinos and Gaming | -5.55% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TUI1 TUI | €7.08 | 5.3% +€179.6m | 7.2% | PE5.1x | |
| TIW Tin Inn Holding Ag | €9.85 | 5.9% +€11.0m | 4.1% | PE23.9x | |
| MTP Münchener Tierpark Hellabrunn | €256.00 | 2.4% +€1.8m | -5.2% | PS4.4x | |
| EMH pferdewetten.de | €2.68 | 3.9% +€853.0k | -7.3% | PS0.4x | |
| RGB Regenbogen | €6.05 | 3.4% +€460.1k | 28.7% | PE61.9x |