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U.K. (FTSE) Hospitality Industry Analysis

UpdatedJun 07, 2026
DataAggregated Company Financials
Companies34
  • 7D1.4%
  • 3M4.2%
  • 1Y-8.9%
  • YTD-0.6%

In the last week, the Hospitality industry is up 1.4%, with InterContinental Hotels Group leading the way, up 5.0%. During this same period, the Hollywood Bowl Group underperformed, falling 8.3%. In contrast, the industry has lost 8.9% in the last 12 months. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

Has the U.K. Hospitality Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 07 Jun 2026UK£74.2bUK£73.0bUK£2.1b15.6x36.2x1x
Tue, 05 May 2026UK£65.9bUK£70.3bUK£1.9b14.7x35x0.9x
Thu, 02 Apr 2026UK£68.5bUK£70.3bUK£1.9b14.7x36.3x1x
Sat, 28 Feb 2026UK£58.4bUK£58.3bUK£1.6b14.4x37.3x1x
Mon, 26 Jan 2026UK£58.2bUK£57.8bUK£1.6b13.5x37.2x1x
Wed, 24 Dec 2025UK£60.9bUK£58.1bUK£1.6b13.6x38.5x1x
Fri, 21 Nov 2025UK£61.0bUK£57.4bUK£1.3b15.8x46.1x1.1x
Sun, 19 Oct 2025UK£64.1bUK£56.4bUK£1.3b16.9x50x1.1x
Tue, 16 Sep 2025UK£68.6bUK£58.2bUK£1.3b17.8x54.5x1.2x
Thu, 14 Aug 2025UK£69.1bUK£58.2bUK£1.3b19.8x54.2x1.2x
Sat, 12 Jul 2025UK£69.8bUK£58.0bUK£1.4b17.3x49.6x1.2x
Mon, 09 Jun 2025UK£68.6bUK£58.1bUK£1.4b18.1x48.9x1.2x
Wed, 07 May 2025UK£68.7bUK£56.8bUK£1.4b18x50.9x1.2x
Fri, 04 Apr 2025UK£66.0bUK£57.6bUK£1.4b17.2x48.6x1.1x
Sun, 02 Mar 2025UK£71.1bUK£59.3bUK£1.7b15.4x42.6x1.2x
Tue, 28 Jan 2025UK£70.5bUK£59.9bUK£1.7b18.3x42.4x1.2x
Thu, 26 Dec 2024UK£71.3bUK£59.7bUK£1.7b20.3x43.1x1.2x
Sat, 23 Nov 2024UK£71.2bUK£59.0bUK£1.8b20.7x40x1.2x
Mon, 21 Oct 2024UK£70.0bUK£57.6bUK£1.7b23.3x41.4x1.2x
Wed, 18 Sep 2024UK£69.4bUK£56.6bUK£1.7b23.5x40.7x1.2x
Fri, 16 Aug 2024UK£66.5bUK£58.0bUK£1.7b22.1x39.6x1.1x
Sun, 14 Jul 2024UK£63.2bUK£57.4bUK£1.2b22x52.6x1.1x
Tue, 11 Jun 2024UK£90.4bUK£67.7bUK£216.6m21.9x417.3x1.3x
Thu, 09 May 2024UK£93.7bUK£65.7bUK£158.0m22.5x592.8x1.4x
Sat, 06 Apr 2024UK£90.9bUK£65.7bUK£95.6m21.4x951x1.4x
Mon, 04 Mar 2024UK£94.1bUK£65.0bUK£1.1b22.8x85.6x1.4x
Wed, 31 Jan 2024UK£95.1bUK£66.2bUK£980.9m20.8x96.9x1.4x
Fri, 29 Dec 2023UK£90.9bUK£66.2bUK£984.7m23x92.4x1.4x
Sun, 26 Nov 2023UK£85.2bUK£65.7bUK£1.1b20.7x79x1.3x
Tue, 24 Oct 2023UK£85.2bUK£64.3bUK£1.0b20x81.4x1.3x
Thu, 21 Sep 2023UK£91.2bUK£63.9bUK£1.0b18.7x90.8x1.4x
Sat, 19 Aug 2023UK£87.2bUK£63.7bUK£1.0b23.9x85.7x1.4x
Mon, 17 Jul 2023UK£95.5bUK£61.8bUK£1.2b24.2x80.4x1.5x
Wed, 14 Jun 2023UK£97.0bUK£61.7bUK£1.2b23.2x80.7x1.6x
Price to Earnings Ratio

80.7x


Total Market Cap: UK£97.0bTotal Earnings: UK£1.2bTotal Revenue: UK£61.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Hospitality Industry Price to Earnings3Y Average 103.7x202420252026
Current Industry PE
  • Investors are pessimistic on the British Hospitality industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 36.2x which is lower than its 3-year average PE of 104x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 19% per year over the last three years.
  • Revenues for these companies have grown 5.8% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.K. Consumer Discretionary industry?

GB Market-0.73%
Consumer Discretionary0.21%
Hospitality1.43%
Casinos and Gaming2.21%
Restaurants1.55%
Hotels, Resorts and Cruise Lines0.35%
Leisure Facilities-1.84%
Industry PE
  • Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 32.9x.
    • Analysts are expecting annual earnings growth of 12.0%, which is higher than its past year's earnings growth of 9.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 81% over the next 5 years.
  • This is better than its past earnings growth rate of 35% per year.
  • In contrast, the Restaurants industry is expected to see its earnings grow by 12% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
IHG InterContinental Hotels GroupUS$161.805.0%
+US$1.1b		40.6%PE31.8x
CPG Compass GroupUS$32.812.0%
+US$1.1b		-6.6%PE27.6x
ENT EntainUK£5.554.0%
+UK£138.2m		-25.1%PS0.7x
EVOK EvokeUK£0.4621.4%
+UK£36.5m		-15.8%PS0.1x
GYM Gym GroupUK£2.077.3%
+UK£24.8m		38.6%PE49.5x

Latest News

GRG
UK£16.92
Greggs
7D
-1.4%
1Y
-14.5%
Narrative Update • Jun 06

GRG: Refined Expectations And Health Initiatives Will Shape Balanced Forward Return Profile

Greggs' updated analyst price target has edged down slightly to about £17.01 from £17.31, as analysts factor in marginally softer revenue growth assumptions and slightly lower future P/E expectations, alongside mixed recent research where some firms have trimmed targets and one has initiated coverage with a bearish stance. Analyst Commentary Recent research on Greggs shows a split view, with some bullish analysts trimming price targets while still expressing confidence, and at least one bearish analyst taking a more cautious stance on valuation and future returns.
EVOK
UK£0.46
Evoke
7D
21.4%
1Y
-15.8%
Narrative Update • Jun 05

EVOK: Future Returns Will Rely On Execution As Takeover Doubts Persist

Analysts have adjusted their price target on Evoke to reflect a slightly lower fair value estimate, along with updated assumptions for revenue growth, profit margins, the discount rate and future P/E. This has led to a modest change in the implied equity value in £ terms.
CPG
US$32.81
Compass Group
7D
2.0%
1Y
-6.6%
Narrative Update • Jun 05

CPG: BNP Upgrade And Premium P/E Will Support Future Upside

Narrative Update on Compass Group Analysts have adjusted their price target on Compass Group to $38.28, supported by an updated view on the stock's discount rate and forward P/E assumptions in light of recent research upgrades such as the move by BNP Paribas. What's in the News Compass Group is participating in the Kiertis pilot in Espoo, Finland, which tests reusable, deposit based takeaway food containers and a related return system in grocery and food service settings.
IHG
US$161.80
InterContinental Hotels Group
7D
5.0%
1Y
40.6%
Narrative Update • Jun 05

IHG: Future Returns Will Rely On Operational Efficiencies And Disciplined Capital Allocation

Analysts have raised their price target on InterContinental Hotels Group stock to $154 from $141. The updated fair value of $153.48 reflects views on slightly adjusted discount rate inputs, a modestly lower revenue growth outlook, a small uptick in profit margin expectations, and a higher assumed future P/E.
WTB
UK£23.53
Whitbread
7D
0.2%
1Y
-17.2%
Narrative Update • Jun 04

WTB: Activist Pressure And Execution Risks Will Restrain Future Share Upside

Whitbread’s analyst price target has been adjusted to £21.00 per share, with recent mixed Street research and updated views on growth, margins and P/E assumptions prompting this recalibration by analysts. Analyst Commentary Recent Street research around Whitbread reflects mixed sentiment, but the adjustment to a £21.00 price target comes against a backdrop of several cautious moves on valuation and growth assumptions.
BOWL
UK£2.82
Hollywood Bowl Group
7D
-8.3%
1Y
8.3%
Analysis Article • Jun 04

We Like The Quality Of Hollywood Bowl Group's (LON:BOWL) Earnings

Investors signalled that they were pleased with Hollywood Bowl Group plc's ( LON:BOWL ) most recent earnings report...
ENT
UK£5.55
Entain
7D
4.0%
1Y
-25.1%
Narrative Update • Jun 01

ENT: Rumored Takeover Interest And Dividend Policy Will Drive Future Repricing

Analysts have trimmed their average price targets for Entain by a few pounds, with recent changes including cuts from £1,055 to £1,028 and from £1,150 to £1,100. These revisions reflect updated views on growth, margins and appropriate P/E levels, while still indicating potential upside in the stock.
PPH
UK£19.62
PPHE Hotel Group
7D
-1.4%
1Y
25.9%
PTEC
UK£3.45
Playtech
7D
-1.6%
1Y
10.5%
Narrative Update • May 28

PTEC: Higher P/E Assumptions And Lower Margins Will Pressure Shares

Analysts have lifted their price target on Playtech to £4.60, with recent research updates pointing to adjusted assumptions around fair value, discount rates, revenue growth, profit margins and future P/E to support the change. Analyst Commentary Recent research updates on Playtech have generally moved price targets higher, with several firms revisiting their assumptions around discount rates, revenue growth, profit margins and future P/E multiples.
JDW
UK£6.28
J D Wetherspoon
7D
-1.3%
1Y
-14.2%
TRN
UK£2.27
Trainline
7D
3.3%
1Y
-18.6%
DOM
UK£1.90
Domino's Pizza Group
7D
1.9%
1Y
-26.6%
Narrative Update • May 25

DOM: New CEO And Dividend Policy Will Support Future Rebound Potential

Domino's Pizza Group's analyst price target has shifted slightly lower to around £4.10 from about £4.11, as analysts balance more cautious fair value and P/E assumptions with mixed recent research that includes an upgrade from Barclays alongside target cuts and a downgrade from other firms. Analyst Commentary Recent research on Domino's Pizza Group has been mixed, but there are some clear bullish threads that stand out for investors watching the stock's valuation, execution, and growth prospects.
YNGA
UK£7.56
Young's Brewery
7D
-4.9%
1Y
-23.8%
GYM
UK£2.07
Gym Group
7D
7.3%
1Y
38.6%
FSTA
UK£6.46
Fuller Smith & Turner
7D
-4.2%
1Y
2.5%
MARS
UK£0.46
Marston's
7D
-4.5%
1Y
10.9%