Narrative Update • May 25

Over the last 7 days, the Restaurants industry has dropped 4.2%, driven by Compass Group declining 4.9%. In contrast, SSP Group has gained 6.3%. However, the industry is down 14% over the past year. As for the next few years, earnings are expected to grow by 12% per annum.
Has the U.K. Restaurants Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 26 May 2026 | UK£59.2b | UK£61.4b | UK£2.5b | 13x | 24.1x | 1x |
| Thu, 23 Apr 2026 | UK£57.0b | UK£58.8b | UK£2.2b | 12.7x | 25.4x | 1x |
| Sat, 21 Mar 2026 | UK£42.2b | UK£47.3b | UK£1.8b | 11.8x | 23.6x | 0.9x |
| Mon, 16 Feb 2026 | UK£42.0b | UK£46.4b | UK£1.8b | 11.3x | 23.5x | 0.9x |
| Wed, 14 Jan 2026 | UK£46.4b | UK£46.9b | UK£1.8b | 11.7x | 25.6x | 1x |
| Fri, 12 Dec 2025 | UK£46.4b | UK£47.0b | UK£1.8b | 11.5x | 25.6x | 1x |
| Sun, 09 Nov 2025 | UK£48.6b | UK£45.8b | UK£1.6b | 10.5x | 31.2x | 1.1x |
| Tue, 07 Oct 2025 | UK£49.4b | UK£45.0b | UK£1.6b | 10.1x | 31.8x | 1.1x |
| Thu, 04 Sep 2025 | UK£51.8b | UK£47.2b | UK£1.5b | 10x | 34x | 1.1x |
| Sat, 02 Aug 2025 | UK£54.3b | UK£47.6b | UK£1.6b | 10.4x | 34.7x | 1.1x |
| Mon, 30 Jun 2025 | UK£52.2b | UK£46.4b | UK£1.5b | 10.1x | 34x | 1.1x |
| Wed, 28 May 2025 | UK£55.5b | UK£46.9b | UK£1.5b | 10.1x | 35.9x | 1.2x |
| Fri, 25 Apr 2025 | UK£50.7b | UK£45.8b | UK£1.5b | 12.2x | 34x | 1.1x |
| Sun, 23 Mar 2025 | UK£49.1b | UK£46.8b | UK£1.5b | 11.8x | 32.2x | 1x |
| Tue, 18 Feb 2025 | UK£57.2b | UK£47.4b | UK£1.6b | 14.9x | 36.4x | 1.2x |
| Thu, 16 Jan 2025 | UK£54.7b | UK£48.9b | UK£1.6b | 16.1x | 33.9x | 1.1x |
| Sat, 14 Dec 2024 | UK£55.6b | UK£47.7b | UK£1.6b | 17.6x | 35.2x | 1.2x |
| Mon, 11 Nov 2024 | UK£54.0b | UK£46.1b | UK£1.7b | 29.2x | 32.6x | 1.2x |
| Wed, 09 Oct 2024 | UK£51.6b | UK£45.7b | UK£1.6b | 30.6x | 31.5x | 1.1x |
| Fri, 06 Sep 2024 | UK£52.3b | UK£45.5b | UK£1.6b | 31.2x | 32.6x | 1.1x |
| Sun, 04 Aug 2024 | UK£50.9b | UK£46.4b | UK£1.6b | 29.2x | 32.4x | 1.1x |
| Tue, 02 Jul 2024 | UK£47.1b | UK£46.7b | UK£1.6b | 26.5x | 29.7x | 1x |
| Thu, 30 May 2024 | UK£47.9b | UK£46.5b | UK£1.6b | 22.4x | 29.9x | 1x |
| Sat, 27 Apr 2024 | UK£48.1b | UK£44.9b | UK£1.4b | 21.4x | 34.2x | 1.1x |
| Mon, 25 Mar 2024 | UK£48.7b | UK£44.9b | UK£1.4b | 21.7x | 34.7x | 1.1x |
| Wed, 21 Feb 2024 | UK£48.2b | UK£44.8b | UK£1.3b | 24.9x | 38.4x | 1.1x |
| Fri, 19 Jan 2024 | UK£48.7b | UK£45.8b | UK£1.2b | 28.3x | 40.2x | 1.1x |
| Sun, 17 Dec 2023 | UK£46.9b | UK£45.8b | UK£1.2b | 27.2x | 38.7x | 1x |
| Tue, 14 Nov 2023 | UK£46.6b | UK£43.8b | UK£1.3b | 24.7x | 36.2x | 1.1x |
| Thu, 12 Oct 2023 | UK£46.1b | UK£43.8b | UK£1.3b | 23.9x | 35.8x | 1.1x |
| Sat, 09 Sep 2023 | UK£45.9b | UK£43.7b | UK£1.3b | 18x | 35.2x | 1x |
| Mon, 07 Aug 2023 | UK£45.5b | UK£43.7b | UK£1.2b | 19x | 37.5x | 1x |
| Wed, 05 Jul 2023 | UK£48.3b | UK£43.5b | UK£1.2b | 20.3x | 40.2x | 1.1x |
| Fri, 02 Jun 2023 | UK£49.6b | UK£43.4b | UK£1.2b | 21x | 40.9x | 1.1x |
40.9x
How does U.K. Restaurants compare with similar industries?
| GB Market | 1.42% | |
| Consumer Discretionary | 0.69% | |
| Hospitality | -3.27% | |
| Restaurants | -4.24% | |
| Hotels, Resorts and Cruise Lines | 1.32% | |
| Casinos and Gaming | 0.35% | |
| Leisure Facilities | 0.037% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SSPG SSP Group | UK£1.69 | 3.9% +UK£49.4m | -0.4% | PS0.3x | |
| GRG Greggs | UK£17.33 | 2.5% +UK£43.8m | -18.2% | PE14.5x | |
| YNGA Young's Brewery | UK£7.73 | 7.2% +UK£31.6m | -18.4% | PE40.9x | |
| JDW J D Wetherspoon | UK£6.16 | 2.9% +UK£18.3m | -16.0% | PE11.7x | |
| DOM Domino's Pizza Group | UK£1.90 | 1.4% +UK£9.9m | -28.5% | PE12.4x |