Narrative Update • Jun 25

In the last week, the Hospitality industry is flat overall, with InterContinental Hotels Group standing out by going down 3.0%. Unfortunately though, the industry is down 9.3% over the past 12 months. As for the next few years, earnings are expected to grow by 18% per annum.
Has the U.K. Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 06 Jul 2026 | UK£74.2b | UK£73.0b | UK£2.1b | 16.3x | 36x | 1x |
| Wed, 03 Jun 2026 | UK£72.9b | UK£73.0b | UK£2.1b | 17.1x | 35.5x | 1x |
| Fri, 01 May 2026 | UK£65.7b | UK£70.3b | UK£1.9b | 14.7x | 34.9x | 0.9x |
| Sun, 29 Mar 2026 | UK£52.1b | UK£58.9b | UK£1.4b | 15x | 36.5x | 0.9x |
| Tue, 24 Feb 2026 | UK£56.1b | UK£58.1b | UK£1.6b | 12.7x | 35.8x | 1x |
| Thu, 22 Jan 2026 | UK£57.8b | UK£58.3b | UK£1.6b | 13.4x | 36.4x | 1x |
| Sat, 20 Dec 2025 | UK£61.4b | UK£58.4b | UK£1.6b | 13.6x | 38.6x | 1.1x |
| Mon, 17 Nov 2025 | UK£60.8b | UK£57.2b | UK£1.3b | 15.9x | 46.2x | 1.1x |
| Wed, 15 Oct 2025 | UK£65.3b | UK£56.7b | UK£1.3b | 17x | 50.4x | 1.2x |
| Fri, 12 Sep 2025 | UK£69.3b | UK£58.3b | UK£1.3b | 14.5x | 54.1x | 1.2x |
| Sun, 10 Aug 2025 | UK£69.9b | UK£58.4b | UK£1.4b | 19.9x | 50.7x | 1.2x |
| Tue, 08 Jul 2025 | UK£68.7b | UK£57.9b | UK£1.4b | 17.1x | 48.9x | 1.2x |
| Thu, 05 Jun 2025 | UK£68.1b | UK£58.0b | UK£1.4b | 18x | 48.4x | 1.2x |
| Sat, 03 May 2025 | UK£67.5b | UK£57.1b | UK£1.4b | 18x | 49.9x | 1.2x |
| Mon, 31 Mar 2025 | UK£65.3b | UK£57.9b | UK£1.4b | 17.7x | 47.7x | 1.1x |
| Wed, 26 Feb 2025 | UK£71.2b | UK£59.1b | UK£1.7b | 15.7x | 42.9x | 1.2x |
| Fri, 24 Jan 2025 | UK£71.2b | UK£60.2b | UK£1.7b | 18.3x | 42.5x | 1.2x |
| Sun, 22 Dec 2024 | UK£71.4b | UK£59.6b | UK£1.7b | 20.1x | 43.2x | 1.2x |
| Tue, 19 Nov 2024 | UK£70.6b | UK£58.8b | UK£1.8b | 20.7x | 39.9x | 1.2x |
| Thu, 17 Oct 2024 | UK£69.6b | UK£57.7b | UK£1.7b | 23.2x | 41x | 1.2x |
| Sat, 14 Sep 2024 | UK£68.6b | UK£57.4b | UK£1.7b | 24x | 39.8x | 1.2x |
| Mon, 12 Aug 2024 | UK£64.8b | UK£58.2b | UK£1.7b | 21.7x | 38.3x | 1.1x |
| Wed, 10 Jul 2024 | UK£61.7b | UK£57.9b | UK£1.2b | 22x | 50.4x | 1.1x |
| Fri, 07 Jun 2024 | UK£90.1b | UK£67.5b | UK£215.7m | 22x | 417.4x | 1.3x |
| Sun, 05 May 2024 | UK£92.2b | UK£65.7b | UK£169.6m | 22.9x | 544x | 1.4x |
| Tue, 02 Apr 2024 | UK£94.4b | UK£65.7b | UK£93.4m | 21.4x | 1010.8x | 1.4x |
| Thu, 29 Feb 2024 | UK£94.2b | UK£65.0b | UK£1.1b | 20.9x | 84.6x | 1.4x |
| Sat, 27 Jan 2024 | UK£95.0b | UK£66.2b | UK£980.9m | 21x | 96.9x | 1.4x |
| Mon, 25 Dec 2023 | UK£90.9b | UK£66.2b | UK£984.8m | 23.4x | 92.3x | 1.4x |
| Wed, 22 Nov 2023 | UK£85.1b | UK£65.7b | UK£1.1b | 21x | 78.6x | 1.3x |
| Fri, 20 Oct 2023 | UK£84.9b | UK£64.1b | UK£988.3m | 22.5x | 85.9x | 1.3x |
| Sun, 17 Sep 2023 | UK£92.4b | UK£63.9b | UK£1.0b | 19.1x | 91.5x | 1.4x |
| Tue, 15 Aug 2023 | UK£91.0b | UK£63.7b | UK£990.1m | 24.4x | 91.9x | 1.4x |
| Thu, 13 Jul 2023 | UK£94.7b | UK£61.8b | UK£1.2b | 24x | 79.7x | 1.5x |
79.7x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | 1.90% | |
| Consumer Discretionary | 0.02% | |
| Hospitality | 0.40% | |
| Restaurants | 1.33% | |
| Leisure Facilities | 1.04% | |
| Hotels, Resorts and Cruise Lines | 0.17% | |
| Casinos and Gaming | -7.60% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CPG Compass Group | US$32.71 | 1.3% +US$731.1m | -4.6% | PE27.6x | |
| MAB Mitchells & Butlers | UK£2.55 | 3.9% +UK£56.4m | -10.4% | PE8.2x | |
| JDW J D Wetherspoon | UK£7.18 | 4.3% +UK£30.6m | -8.3% | PE13.5x | |
| TRN Trainline | UK£2.18 | 3.5% +UK£26.5m | -21.6% | PE9.8x | |
| SSPG SSP Group | UK£1.93 | 1.8% +UK£26.0m | 2.4% | PS0.4x |