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U.K. (FTSE) Hospitality Industry Analysis

UpdatedAug 12, 2026
DataAggregated Company Financials
Companies34
  • 7D0.8%
  • 3M5.1%
  • 1Y-7.4%
  • YTD2.1%

Over the last 7 days, the Hospitality industry has remained flat. Unfortunately though, the industry is down 7.4% over the past 12 months. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 12 Aug 2026UK£75.9bUK£73.1bUK£2.1b18.4x36.8x1x
Fri, 10 Jul 2026UK£72.5bUK£73.0bUK£2.1b16.1x35.3x1x
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
Price to Earnings Ratio

85.7x


Total Market Cap: UK£87.2bTotal Earnings: UK£1.0bTotal Revenue: UK£63.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Hospitality Industry Price to Earnings3Y Average 101.1x202420252026
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 36.8x which is lower than its 3-year average PE of 101x.
  • 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 26% per year over the last three years.
  • Revenues for these companies have grown 4.7% 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 Market0.01%
Consumer Discretionary0.98%
Hospitality0.85%
Restaurants1.20%
Casinos and Gaming0.45%
Hotels, Resorts and Cruise Lines-1.25%
Leisure Facilities-1.41%
Industry PE
  • Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 32.1x.
    • Analysts are expecting annual earnings growth of 11.8%, 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 62% 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
CPG Compass GroupUS$33.031.6%
+US$867.2m		-4.7%PE27.8x
ENT EntainUK£5.551.1%
+UK£39.7m		-39.6%PS0.7x
FSTA Fuller Smith & TurnerUK£7.403.1%
+UK£11.6m		32.1%PE18.4x
HSW Hostelworld GroupUK£1.148.6%
+UK£11.2m		1.8%PE25.8x
TRN TrainlineUK£2.511.3%
+UK£11.0m		-4.9%PE10.8x

Latest News

IHG
US$155.80
InterContinental Hotels Group
7D
-0.6%
1Y
30.9%
DOM
UK£2.00
Domino's Pizza Group
7D
-9.1%
1Y
-2.8%
PPH
UK£15.12
PPHE Hotel Group
7D
-1.4%
1Y
-11.6%
Narrative Update • Aug 06

PPH: Freehold Acquisition And Dividend Policy Will Support Future Upside

Analysts have adjusted their price target on PPHE Hotel Group from £20.50 to £18.50, citing updated assumptions that include a revised discount rate of 11.83%, revenue growth of 3.58% and a P/E of 22.25x, alongside a profit margin forecast of 9.20%. What's in the News PPHE Hotel Group concluded its Strategic Review and Formal Sales Process on 19 June 2026 and confirmed it is not in discussions with any party regarding a potential sale of the company, according to the Board's Independent Committee.
GRG
UK£18.92
Greggs
7D
-2.8%
1Y
16.6%
Narrative Update • Aug 05

GRG: Refined Expectations And Cost Efficiency Constraints Will Shape Balanced Forward Returns

Analysts have lifted their fair value estimate for Greggs to about £17.77 per share from roughly £17.01, citing updated price targets that balance higher Street forecasts, including a new £2,210 target alongside a £1,960 target, with views that future cost savings may be less accessible after the recent share price move. Analyst Commentary Recent research on Greggs shows a split in opinion on how much upside is left in the share price following the recent rally.
CPG
US$33.03
Compass Group
7D
1.6%
1Y
-4.7%
HSW
UK£1.14
Hostelworld Group
7D
8.6%
1Y
1.8%
BOWL
UK£2.78
Hollywood Bowl Group
7D
-4.0%
1Y
8.4%
SSPG
UK£2.11
SSP Group
7D
0.7%
1Y
28.5%
ENT
UK£5.55
Entain
7D
1.1%
1Y
-39.6%
WTB
UK£24.65
Whitbread
7D
-2.2%
1Y
-19.4%
EVOK
UK£0.46
Evoke
7D
2.9%
1Y
-27.0%
Narrative Update • Jul 21

EVOK: Raised Outlook Suggests Future Upside From All Share Acquisition Terms

Analysts have lifted their price target on Evoke to £0.52 from £0.34, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, which they say support a higher valuation framework. What's in the News for Evoke Bally's Intralot S.A. and Evoke agreed terms for a recommended all share acquisition of Evoke's entire issued and to be issued share capital.
YNGA
UK£8.98
Young's Brewery
7D
-1.8%
1Y
5.4%
TRN
UK£2.51
Trainline
7D
1.3%
1Y
-4.9%
MARS
UK£0.52
Marston's
7D
1.6%
1Y
27.8%
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£7.40
Fuller Smith & Turner
7D
3.1%
1Y
32.1%
MAB
UK£2.80
Mitchells & Butlers
7D
-1.1%
1Y
4.3%