Narrative Update • Jul 06

Over the last 7 days, the Restaurants industry has dropped 3.6%, driven by Compass Group declining 4.2%. The industry has fallen 7.4% in the last 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 |
|---|---|---|---|---|---|---|
| Fri, 10 Jul 2026 | UK£60.8b | UK£61.4b | UK£2.5b | 12.9x | 24.6x | 1x |
| Sun, 07 Jun 2026 | UK£62.1b | UK£61.4b | UK£2.4b | 11.8x | 25.4x | 1x |
| Tue, 05 May 2026 | UK£54.2b | UK£58.8b | UK£2.2b | 11.9x | 24.1x | 0.9x |
| Thu, 02 Apr 2026 | UK£56.7b | UK£58.9b | UK£2.3b | 12.2x | 25.2x | 1x |
| Sat, 28 Feb 2026 | UK£46.0b | UK£46.9b | UK£1.8b | 11.2x | 25.4x | 1x |
| Mon, 26 Jan 2026 | UK£45.1b | UK£46.4b | UK£1.8b | 11.3x | 25.1x | 1x |
| Wed, 24 Dec 2025 | UK£47.5b | UK£46.8b | UK£1.8b | 11.7x | 26.3x | 1x |
| Fri, 21 Nov 2025 | UK£47.5b | UK£46.1b | UK£1.6b | 10.2x | 30.4x | 1x |
| Sun, 19 Oct 2025 | UK£49.4b | UK£45.1b | UK£1.5b | 10.9x | 32.1x | 1.1x |
| Tue, 16 Sep 2025 | UK£52.7b | UK£46.8b | UK£1.5b | 11x | 34.9x | 1.1x |
| Thu, 14 Aug 2025 | UK£52.9b | UK£46.9b | UK£1.5b | 10.3x | 35x | 1.1x |
| Sat, 12 Jul 2025 | UK£53.0b | UK£46.8b | UK£1.5b | 10.2x | 34.2x | 1.1x |
| Mon, 09 Jun 2025 | UK£53.7b | UK£46.8b | UK£1.5b | 10.1x | 34.9x | 1.1x |
| Wed, 07 May 2025 | UK£53.4b | UK£45.6b | UK£1.5b | 12.4x | 35.8x | 1.2x |
| Fri, 04 Apr 2025 | UK£52.6b | UK£46.4b | UK£1.5b | 11.8x | 34.8x | 1.1x |
| Sun, 02 Mar 2025 | UK£55.8b | UK£47.5b | UK£1.6b | 15x | 35.4x | 1.2x |
| Tue, 28 Jan 2025 | UK£55.0b | UK£48.1b | UK£1.6b | 15.3x | 34.6x | 1.1x |
| Thu, 26 Dec 2024 | UK£55.1b | UK£47.9b | UK£1.6b | 17.6x | 34.8x | 1.2x |
| Sat, 23 Nov 2024 | UK£54.9b | UK£47.2b | UK£1.7b | 22.5x | 32x | 1.2x |
| Mon, 21 Oct 2024 | UK£53.4b | UK£45.8b | UK£1.6b | 31x | 32.5x | 1.2x |
| Wed, 18 Sep 2024 | UK£53.1b | UK£45.5b | UK£1.6b | 31.1x | 33.1x | 1.2x |
| Fri, 16 Aug 2024 | UK£51.9b | UK£46.3b | UK£1.6b | 29.5x | 33.1x | 1.1x |
| Sun, 14 Jul 2024 | UK£48.2b | UK£45.9b | UK£1.6b | 27.5x | 31x | 1x |
| Tue, 11 Jun 2024 | UK£48.8b | UK£46.5b | UK£1.6b | 22.1x | 30.4x | 1x |
| Thu, 09 May 2024 | UK£49.2b | UK£44.7b | UK£1.5b | 21.1x | 33x | 1.1x |
| Sat, 06 Apr 2024 | UK£46.4b | UK£44.9b | UK£1.4b | 21.4x | 33x | 1x |
| Mon, 04 Mar 2024 | UK£47.3b | UK£44.8b | UK£1.3b | 25.1x | 37.6x | 1.1x |
| Wed, 31 Jan 2024 | UK£48.5b | UK£45.8b | UK£1.2b | 28.3x | 40x | 1.1x |
| Fri, 29 Dec 2023 | UK£48.1b | UK£45.8b | UK£1.2b | 27.9x | 39.7x | 1.1x |
| Sun, 26 Nov 2023 | UK£46.5b | UK£45.2b | UK£1.3b | 24.8x | 35.3x | 1x |
| Tue, 24 Oct 2023 | UK£45.3b | UK£43.8b | UK£1.3b | 23.9x | 35.2x | 1x |
| Thu, 21 Sep 2023 | UK£46.3b | UK£43.7b | UK£1.3b | 18.7x | 35.6x | 1.1x |
| Sat, 19 Aug 2023 | UK£44.3b | UK£43.7b | UK£1.3b | 18.3x | 34.6x | 1x |
| Mon, 17 Jul 2023 | UK£47.2b | UK£43.5b | UK£1.2b | 22.3x | 39.4x | 1.1x |
39.4x
How does U.K. Restaurants compare with similar industries?
| GB Market | -1.69% | |
| Consumer Discretionary | -2.14% | |
| Hospitality | -3.09% | |
| Restaurants | -3.61% | |
| Casinos and Gaming | 1.04% | |
| Leisure Facilities | -2.00% | |
| Hotels, Resorts and Cruise Lines | -2.51% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MAB Mitchells & Butlers | UK£2.63 | 3.3% +UK£50.5m | -8.0% | PE8.5x | |
| JDW J D Wetherspoon | UK£7.30 | 1.7% +UK£12.4m | -6.0% | PE13.7x | |
| MARS Marston's | UK£0.54 | 2.1% +UK£7.0m | 24.8% | PE4.6x | |
| DOM Domino's Pizza Group | UK£1.89 | 0.9% +UK£6.1m | -23.9% | PE12.3x | |
| YNGA Young's Brewery | UK£8.74 | 1.2% +UK£6.1m | -6.0% | PE19x |