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U.K. (FTSE) Hospitality Industry Analysis

UpdatedJul 27, 2026
DataAggregated Company Financials
Companies34
  • 7D-2.9%
  • 3M2.4%
  • 1Y-16.5%
  • YTD-5.0%

Over the last 7 days, the Hospitality industry has dropped 2.9%, driven by Compass Group declining 4.1%. The industry has fallen 17% in the last year. Looking forward, 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
Mon, 27 Jul 2026UK£70.4bUK£73.0bUK£2.1b18.2x34.3x1x
Wed, 24 Jun 2026UK£72.9bUK£73.0bUK£2.1b16.3x35.3x1x
Fri, 22 May 2026UK£71.5bUK£72.8bUK£2.0b15.5x35x1x
Sun, 19 Apr 2026UK£68.3bUK£70.3bUK£1.9b14.7x36.3x1x
Tue, 17 Mar 2026UK£56.9bUK£59.0bUK£1.5b14.7x39.2x1x
Thu, 12 Feb 2026UK£54.5bUK£57.7bUK£1.6b13.3x35x0.9x
Sat, 10 Jan 2026UK£60.5bUK£58.3bUK£1.6b13.5x38.1x1x
Mon, 08 Dec 2025UK£64.0bUK£58.5bUK£1.6b16.7x40.3x1.1x
Wed, 05 Nov 2025UK£63.1bUK£57.4bUK£1.3b15.9x48x1.1x
Fri, 03 Oct 2025UK£65.2bUK£56.4bUK£1.3b16x50.1x1.2x
Sun, 31 Aug 2025UK£67.6bUK£58.4bUK£1.3b17.1x52.7x1.2x
Tue, 29 Jul 2025UK£71.3bUK£58.5bUK£1.4b18.9x50x1.2x
Thu, 26 Jun 2025UK£67.0bUK£57.8bUK£1.4b16.9x47.9x1.2x
Sat, 24 May 2025UK£69.9bUK£58.0bUK£1.4b17.7x49.6x1.2x
Mon, 21 Apr 2025UK£65.5bUK£57.1bUK£1.3b18x49x1.1x
Wed, 19 Mar 2025UK£67.2bUK£58.5bUK£1.6b14.9x42.8x1.1x
Fri, 14 Feb 2025UK£72.4bUK£59.6bUK£1.7b15.7x43.2x1.2x
Sun, 12 Jan 2025UK£70.1bUK£60.6bUK£1.7b18.3x41.6x1.2x
Tue, 10 Dec 2024UK£73.2bUK£59.1bUK£1.6b19.8x44.7x1.2x
Thu, 07 Nov 2024UK£71.2bUK£58.0bUK£1.7b23.2x41.7x1.2x
Sat, 05 Oct 2024UK£68.1bUK£57.3bUK£1.7b22.2x39x1.2x
Mon, 02 Sep 2024UK£67.1bUK£57.3bUK£1.7b23.5x39.1x1.2x
Wed, 31 Jul 2024UK£65.6bUK£57.8bUK£1.2b21.8x53.5x1.1x
Fri, 28 Jun 2024UK£62.1bUK£58.3bUK£1.2b21.5x50x1.1x
Sun, 26 May 2024UK£92.4bUK£67.6bUK£215.9m22.4x428.1x1.4x
Tue, 23 Apr 2024UK£90.1bUK£65.9bUK£75.6m21.8x1191.8x1.4x
Thu, 21 Mar 2024UK£92.8bUK£65.3bUK£897.3m20.2x103.5x1.4x
Sat, 17 Feb 2024UK£95.5bUK£65.1bUK£1.1b21.4x85.8x1.5x
Mon, 15 Jan 2024UK£89.1bUK£66.2bUK£980.7m21.6x90.8x1.3x
Wed, 13 Dec 2023UK£86.2bUK£66.2bUK£982.4m22.4x87.8x1.3x
Fri, 10 Nov 2023UK£83.4bUK£64.3bUK£1.0b20.2x79.5x1.3x
Sun, 08 Oct 2023UK£85.5bUK£64.0bUK£988.4m22.4x86.5x1.3x
Tue, 05 Sep 2023UK£89.7bUK£63.8bUK£1.0b20.3x85.8x1.4x
Thu, 03 Aug 2023UK£92.2bUK£61.9bUK£1.2b24x76.7x1.5x
Price to Earnings Ratio

76.7x


Total Market Cap: UK£92.2bTotal Earnings: UK£1.2bTotal Revenue: UK£61.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Hospitality Industry Price to Earnings3Y Average 101.7x202420252026
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 34.3x which is lower than its 3-year average PE of 102x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.96x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 20% per year over the last three years.
  • Revenues for these companies have grown 5.7% 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 Market1.20%
Consumer Discretionary-1.23%
Hospitality-2.89%
Hotels, Resorts and Cruise Lines0.71%
Leisure Facilities0.26%
Casinos and Gaming-0.73%
Restaurants-3.64%
Industry PE
  • Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 32.2x.
    • Analysts are expecting annual earnings growth of 12.2%, which is higher than its past year's earnings growth of 2.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 75% 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
WTB WhitbreadUK£24.371.3%
+UK£51.8m		-23.7%PE19.1x
SSPG SSP GroupUK£1.913.3%
+UK£46.6m		7.3%PS0.4x
GYM Gym GroupUK£2.104.5%
+UK£15.9m		40.4%PE50.2x
PTEC PlaytechUK£3.721.1%
+UK£11.1m		-6.2%PS1.6x
FSTA Fuller Smith & TurnerUK£7.582.2%
+UK£8.4m		25.9%PE18.9x

Latest News

PTEC
UK£3.72
Playtech
7D
1.1%
1Y
-6.2%
Narrative Update • Jul 24

PTEC: Higher Forward P/E Assumptions Will Pressure Overvalued Shares

The analyst price target for Playtech has been raised, with the updated fair value estimate moving from £2.15 to £2.88 per share, as analysts point to adjusted assumptions on revenue growth, discount rate, profit margin and future P/E in light of recent target increases from several banks. Analyst Commentary Recent Street research on Playtech shows a split in opinion, with several firms lifting their price targets but expressing different levels of conviction on where the stock should trade.
RNK
UK£0.94
Rank Group
7D
1.3%
1Y
-39.1%
GYM
UK£2.10
Gym Group
7D
4.5%
1Y
40.4%
Narrative Update • Jul 24

GYM: New Scalable Format Rollout Will Drive Future Upside Potential

Analysts have lifted Gym Group's implied fair value from £2.38 to £2.90, citing revised assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What’s in the News for Gym Group Gym Group set out a rollout plan that includes a new format design intended to be scalable and cost effective across its estate.
WTB
UK£24.37
Whitbread
7D
1.3%
1Y
-23.7%
JDW
UK£7.17
J D Wetherspoon
7D
-5.6%
1Y
-6.1%
CPG
US$30.29
Compass Group
7D
-4.1%
1Y
-13.5%
Narrative Update • Jul 20

CPG: Revised Fair Value And P/E Assumptions Will Shape Returns

Analysts have lifted their price target on Compass Group from $28.57 to $31.00, citing updated assumptions for fair value, discount rate, revenue, profit margin, and future P/E that modestly adjust the risk and return profile investors may want to consider. What’s in the News for Compass Group No recent Compass Group company specific news items were identified in the provided sources, so the updated price target currently reflects analyst model adjustments rather than newly disclosed events.
YNGA
UK£9.07
Young's Brewery
7D
-2.7%
1Y
-2.3%
WVIA
UK£2.55
Winvia Entertainment
7D
2.0%
1Y
n/a
TRN
UK£2.20
Trainline
7D
-1.6%
1Y
-17.6%
MARS
UK£0.51
Marston's
7D
-8.2%
1Y
17.2%
New Narrative • Jun 27

Format Risks Around Format Rollout And Margins Will Define Future Pub Returns

Catalysts About Marston's Marston's operates a large, predominantly freehold pub estate in the U.K., focused on local, community-led formats. What are the underlying business or industry changes driving this perspective?
FSTA
UK£7.58
Fuller Smith & Turner
7D
2.2%
1Y
25.9%
DOM
UK£1.94
Domino's Pizza Group
7D
0.7%
1Y
-22.4%
Narrative Update • Jun 25

DOM: New Leadership And Barclays Upgrade Will Support Future Share Price Upside

Analysts have lifted their price target for Domino's Pizza Group to £2.33, citing refreshed assumptions for discount rates, profit margins, revenue growth and future P/E multiples following recent research updates. What’s in the News for Domino's Pizza Group Domino's Pizza Group has appointed Nicola Frampton as permanent CEO, following her tenure as interim CEO and a comprehensive internal and external search process.
ENT
UK£5.53
Entain
7D
-1.2%
1Y
-44.3%
BOWL
UK£2.84
Hollywood Bowl Group
7D
-2.7%
1Y
15.7%
MAB
UK£2.64
Mitchells & Butlers
7D
-2.6%
1Y
-6.5%
SSPG
UK£1.91
SSP Group
7D
3.3%
1Y
7.3%