Narrative Update • Jun 25

In the last week, Hospitality has been flat. As for the longer term, the industry has declined 8.6% in the last year. Earnings are forecast to grow by 19% annually.
Has the U.K. Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 30 Jun 2026 | UK£74.1b | UK£73.1b | UK£2.1b | 16.3x | 35.9x | 1x |
| Thu, 28 May 2026 | UK£71.2b | UK£73.0b | UK£2.1b | 17.3x | 34.6x | 1x |
| Sat, 25 Apr 2026 | UK£70.0b | UK£70.3b | UK£1.9b | 14.7x | 37.2x | 1x |
| Mon, 23 Mar 2026 | UK£53.6b | UK£58.8b | UK£1.4b | 15.3x | 37.5x | 0.9x |
| Wed, 18 Feb 2026 | UK£55.7b | UK£58.0b | UK£1.6b | 13x | 35.6x | 1x |
| Fri, 16 Jan 2026 | UK£59.5b | UK£58.4b | UK£1.6b | 13.6x | 37.4x | 1x |
| Sun, 14 Dec 2025 | UK£59.2b | UK£58.4b | UK£1.6b | 14.8x | 37.3x | 1x |
| Tue, 11 Nov 2025 | UK£62.2b | UK£57.2b | UK£1.3b | 15.6x | 47.1x | 1.1x |
| Thu, 09 Oct 2025 | UK£65.2b | UK£56.6b | UK£1.3b | 16.8x | 50.5x | 1.2x |
| Sat, 06 Sep 2025 | UK£68.2b | UK£58.4b | UK£1.3b | 17x | 53.1x | 1.2x |
| Mon, 04 Aug 2025 | UK£71.4b | UK£58.8b | UK£1.4b | 19.5x | 50.2x | 1.2x |
| Wed, 02 Jul 2025 | UK£67.7b | UK£57.6b | UK£1.4b | 17.1x | 48.5x | 1.2x |
| Fri, 30 May 2025 | UK£69.3b | UK£58.1b | UK£1.4b | 17.9x | 49.2x | 1.2x |
| Sun, 27 Apr 2025 | UK£64.3b | UK£57.0b | UK£1.3b | 17.8x | 48.1x | 1.1x |
| Tue, 25 Mar 2025 | UK£63.8b | UK£58.8b | UK£1.6b | 17.9x | 40.4x | 1.1x |
| Thu, 20 Feb 2025 | UK£72.5b | UK£59.2b | UK£1.7b | 15.8x | 43.6x | 1.2x |
| Sat, 18 Jan 2025 | UK£70.7b | UK£60.7b | UK£1.7b | 18.3x | 41.8x | 1.2x |
| Mon, 16 Dec 2024 | UK£72.7b | UK£59.5b | UK£1.7b | 19.8x | 43.9x | 1.2x |
| Wed, 13 Nov 2024 | UK£70.4b | UK£58.3b | UK£1.7b | 22.3x | 40.4x | 1.2x |
| Fri, 11 Oct 2024 | UK£68.5b | UK£57.6b | UK£1.8b | 21.5x | 38.8x | 1.2x |
| Sun, 08 Sep 2024 | UK£67.5b | UK£57.3b | UK£1.7b | 23.4x | 39.3x | 1.2x |
| Tue, 06 Aug 2024 | UK£63.6b | UK£58.1b | UK£1.2b | 21.7x | 51.8x | 1.1x |
| Thu, 04 Jul 2024 | UK£61.2b | UK£58.0b | UK£1.2b | 21.7x | 49.9x | 1.1x |
| Sat, 01 Jun 2024 | UK£89.6b | UK£67.6b | UK£215.7m | 22x | 415.4x | 1.3x |
| Mon, 29 Apr 2024 | UK£90.4b | UK£65.8b | UK£85.2m | 21.4x | 1060.9x | 1.4x |
| Wed, 27 Mar 2024 | UK£95.8b | UK£65.4b | UK£892.1m | 23.5x | 107.4x | 1.5x |
| Fri, 23 Feb 2024 | UK£94.7b | UK£65.0b | UK£1.1b | 21.3x | 85.1x | 1.5x |
| Sun, 21 Jan 2024 | UK£93.9b | UK£66.2b | UK£980.8m | 21.5x | 95.7x | 1.4x |
| Tue, 19 Dec 2023 | UK£88.3b | UK£66.2b | UK£982.2m | 22.4x | 89.9x | 1.3x |
| Thu, 16 Nov 2023 | UK£85.8b | UK£64.3b | UK£1.0b | 20.7x | 81.8x | 1.3x |
| Sat, 14 Oct 2023 | UK£86.0b | UK£64.0b | UK£988.5m | 21.8x | 87x | 1.3x |
| Mon, 11 Sep 2023 | UK£90.2b | UK£63.9b | UK£1.0b | 18x | 89.1x | 1.4x |
| Wed, 09 Aug 2023 | UK£92.8b | UK£61.9b | UK£1.2b | 25.8x | 77.2x | 1.5x |
| Fri, 07 Jul 2023 | UK£91.8b | UK£61.8b | UK£1.2b | 20.9x | 77.1x | 1.5x |
77.1x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | 0.17% | |
| Consumer Discretionary | 1.73% | |
| Hospitality | 0.18% | |
| Casinos and Gaming | 6.04% | |
| Leisure Facilities | 0.72% | |
| Restaurants | -0.23% | |
| Hotels, Resorts and Cruise Lines | -1.67% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IHG InterContinental Hotels Group | US$172.75 | 1.8% +US$453.5m | 51.8% | PE33.9x | |
| ENT Entain | UK£5.91 | 8.2% +UK£288.0m | -34.4% | PS0.7x | |
| SSPG SSP Group | UK£1.89 | 3.4% +UK£47.6m | 9.9% | PS0.4x | |
| MAB Mitchells & Butlers | UK£2.45 | 2.9% +UK£41.6m | -14.5% | PE7.9x | |
| GRG Greggs | UK£16.47 | 1.8% +UK£29.6m | -14.2% | PE13.7x |