Narrative Update • Jun 11

Over the last 7 days, the Hospitality industry has risen 3.7%, driven by gains from Compass Group of 1.7%. However, the industry is down 5.3% over the past year. As for the next few years, earnings are expected to grow by 19% per annum.
Has the U.K. Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | UK£76.1b | UK£73.1b | UK£2.1b | 16.2x | 36.8x | 1x |
| Thu, 14 May 2026 | UK£72.5b | UK£72.7b | UK£2.0b | 15.5x | 36.3x | 1x |
| Sat, 11 Apr 2026 | UK£65.5b | UK£70.3b | UK£1.9b | 14.7x | 34.7x | 0.9x |
| Mon, 09 Mar 2026 | UK£58.1b | UK£58.6b | UK£1.4b | 15x | 40.5x | 1x |
| Wed, 04 Feb 2026 | UK£56.0b | UK£57.6b | UK£1.6b | 13.2x | 36.1x | 1x |
| Fri, 02 Jan 2026 | UK£60.7b | UK£58.2b | UK£1.6b | 13.6x | 38.4x | 1x |
| Sun, 30 Nov 2025 | UK£60.5b | UK£58.7b | UK£1.6b | 16.3x | 36.8x | 1x |
| Tue, 28 Oct 2025 | UK£65.8b | UK£56.7b | UK£1.3b | 16.5x | 50.9x | 1.2x |
| Thu, 25 Sep 2025 | UK£66.6b | UK£58.5b | UK£1.3b | 15.4x | 52.4x | 1.1x |
| Sat, 23 Aug 2025 | UK£70.0b | UK£58.4b | UK£1.3b | 17.2x | 54.3x | 1.2x |
| Mon, 21 Jul 2025 | UK£69.3b | UK£58.4b | UK£1.4b | 17.4x | 48.8x | 1.2x |
| Wed, 18 Jun 2025 | UK£68.1b | UK£58.3b | UK£1.4b | 18.7x | 48.1x | 1.2x |
| Fri, 16 May 2025 | UK£69.1b | UK£58.4b | UK£1.5b | 18.2x | 47.4x | 1.2x |
| Sun, 13 Apr 2025 | UK£63.6b | UK£57.6b | UK£1.4b | 17.5x | 46.9x | 1.1x |
| Tue, 11 Mar 2025 | UK£67.3b | UK£58.8b | UK£1.6b | 14.5x | 41.4x | 1.1x |
| Thu, 06 Feb 2025 | UK£71.8b | UK£59.8b | UK£1.7b | 16x | 42.7x | 1.2x |
| Sat, 04 Jan 2025 | UK£71.3b | UK£60.0b | UK£1.7b | 20.2x | 42.8x | 1.2x |
| Mon, 02 Dec 2024 | UK£72.3b | UK£59.0b | UK£1.6b | 19.3x | 45.8x | 1.2x |
| Wed, 30 Oct 2024 | UK£69.6b | UK£57.7b | UK£1.7b | 23.3x | 41.1x | 1.2x |
| Fri, 27 Sep 2024 | UK£69.2b | UK£56.7b | UK£1.7b | 23.1x | 40.8x | 1.2x |
| Sun, 25 Aug 2024 | UK£66.7b | UK£57.2b | UK£1.7b | 23.5x | 39.1x | 1.2x |
| Tue, 23 Jul 2024 | UK£63.0b | UK£57.6b | UK£1.2b | 21.6x | 52.1x | 1.1x |
| Thu, 20 Jun 2024 | UK£63.0b | UK£58.1b | UK£1.3b | 21.3x | 50.4x | 1.1x |
| Sat, 18 May 2024 | UK£93.9b | UK£76.4b | UK£1.1b | 21.7x | 84.9x | 1.2x |
| Mon, 15 Apr 2024 | UK£90.8b | UK£65.8b | UK£80.8m | 21.2x | 1124.5x | 1.4x |
| Wed, 13 Mar 2024 | UK£93.9b | UK£65.3b | UK£726.0m | 20.9x | 129.3x | 1.4x |
| Fri, 09 Feb 2024 | UK£95.5b | UK£65.0b | UK£1.1b | 21.6x | 85.8x | 1.5x |
| Sun, 07 Jan 2024 | UK£89.3b | UK£66.2b | UK£980.6m | 21.2x | 91.1x | 1.3x |
| Tue, 05 Dec 2023 | UK£83.8b | UK£65.9b | UK£1.1b | 20.4x | 77.8x | 1.3x |
| Thu, 02 Nov 2023 | UK£86.0b | UK£64.3b | UK£1.0b | 20.4x | 82.1x | 1.3x |
| Sat, 30 Sep 2023 | UK£86.3b | UK£64.0b | UK£994.5m | 23.3x | 86.8x | 1.3x |
| Mon, 28 Aug 2023 | UK£89.3b | UK£63.7b | UK£1.0b | 23.8x | 87.6x | 1.4x |
| Wed, 26 Jul 2023 | UK£92.7b | UK£61.8b | UK£1.2b | 24.1x | 78x | 1.5x |
| Fri, 23 Jun 2023 | UK£95.4b | UK£61.8b | UK£1.2b | 21.1x | 79.9x | 1.5x |
79.9x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | 0.74% | |
| Consumer Discretionary | 1.98% | |
| Hospitality | 2.19% | |
| Leisure Facilities | 4.56% | |
| Casinos and Gaming | 2.65% | |
| Hotels, Resorts and Cruise Lines | 2.12% | |
| Restaurants | 2.11% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CPG Compass Group | US$33.54 | 1.7% +US$952.2m | -3.4% | PE28.3x | |
| IHG InterContinental Hotels Group | US$167.90 | 3.1% +US$760.6m | 47.7% | PE33x | |
| ENT Entain | UK£5.89 | 3.3% +UK£120.3m | -32.0% | PS0.7x | |
| SSPG SSP Group | UK£1.76 | 5.8% +UK£74.1m | 7.4% | PS0.4x | |
| WTB Whitbread | UK£23.89 | 1.7% +UK£68.5m | -15.2% | PE18.8x |