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U.K. (FTSE) Hospitality Industry Analysis

UpdatedJul 07, 2026
DataAggregated Company Financials
Companies34
  • 7D-2.3%
  • 3M7.6%
  • 1Y-11.7%
  • YTD-3.2%

Over the last 7 days, the Hospitality industry has dropped 2.3%, driven by pullbacks in Compass Group and InterContinental Hotels Group of 2.2% and 4.7%, respectively. Overall the industry is down 12% in 12 months. 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
Tue, 07 Jul 2026UK£72.1bUK£73.0bUK£2.1b16.5x35.1x1x
Thu, 04 Jun 2026UK£73.3bUK£73.0bUK£2.1b17.2x35.7x1x
Sat, 02 May 2026UK£65.6bUK£70.3bUK£1.9b14.7x34.9x0.9x
Mon, 30 Mar 2026UK£52.1bUK£58.9bUK£1.4b15x36.5x0.9x
Wed, 25 Feb 2026UK£56.7bUK£58.0bUK£1.6b12.7x36.2x1x
Fri, 23 Jan 2026UK£58.6bUK£58.1bUK£1.6b13.6x37.1x1x
Sun, 21 Dec 2025UK£61.4bUK£58.4bUK£1.6b13.6x38.6x1.1x
Tue, 18 Nov 2025UK£61.2bUK£57.1bUK£1.3b15.8x46.6x1.1x
Thu, 16 Oct 2025UK£64.5bUK£56.6bUK£1.3b17x50x1.1x
Sat, 13 Sep 2025UK£68.9bUK£58.3bUK£1.3b14.6x54.7x1.2x
Mon, 11 Aug 2025UK£69.9bUK£58.4bUK£1.4b19.9x50.7x1.2x
Wed, 09 Jul 2025UK£68.9bUK£58.0bUK£1.4b17.2x49x1.2x
Fri, 06 Jun 2025UK£68.5bUK£57.9bUK£1.4b18.2x48.8x1.2x
Sun, 04 May 2025UK£67.5bUK£57.1bUK£1.4b18x49.7x1.2x
Tue, 01 Apr 2025UK£64.6bUK£58.0bUK£1.4b17.3x47.1x1.1x
Thu, 27 Feb 2025UK£71.4bUK£59.0bUK£1.7b15.7x43.2x1.2x
Sat, 25 Jan 2025UK£70.5bUK£59.8bUK£1.7b18.3x42.5x1.2x
Mon, 23 Dec 2024UK£71.4bUK£59.6bUK£1.7b20.1x43.2x1.2x
Wed, 20 Nov 2024UK£70.7bUK£58.6bUK£1.8b20.4x40.1x1.2x
Fri, 18 Oct 2024UK£70.1bUK£57.6bUK£1.7b23.2x41.4x1.2x
Sun, 15 Sep 2024UK£68.6bUK£57.4bUK£1.7b23x39.8x1.2x
Tue, 13 Aug 2024UK£65.2bUK£58.2bUK£1.7b21.5x38.6x1.1x
Thu, 11 Jul 2024UK£62.2bUK£57.8bUK£1.2b21.8x51.1x1.1x
Sat, 08 Jun 2024UK£90.4bUK£67.7bUK£217.3m22x416x1.3x
Mon, 06 May 2024UK£92.2bUK£65.7bUK£169.6m22.9x544x1.4x
Wed, 03 Apr 2024UK£92.2bUK£65.7bUK£90.8m21.3x1015.5x1.4x
Fri, 01 Mar 2024UK£94.2bUK£65.0bUK£1.1b20.7x84.7x1.4x
Sun, 28 Jan 2024UK£95.0bUK£66.2bUK£980.9m21x96.9x1.4x
Tue, 26 Dec 2023UK£90.9bUK£66.2bUK£984.8m23.4x92.3x1.4x
Thu, 23 Nov 2023UK£86.3bUK£65.7bUK£1.1b21x79.7x1.3x
Sat, 21 Oct 2023UK£84.0bUK£64.3bUK£1.0b19.9x80.2x1.3x
Mon, 18 Sep 2023UK£92.4bUK£63.9bUK£1.0b19.1x91.5x1.4x
Wed, 16 Aug 2023UK£90.3bUK£63.7bUK£990.0m24.3x91.2x1.4x
Fri, 14 Jul 2023UK£95.2bUK£61.8bUK£1.2b23.8x80.1x1.5x
Price to Earnings Ratio

80.1x


Total Market Cap: UK£95.2bTotal Earnings: UK£1.2bTotal Revenue: UK£61.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Hospitality Industry Price to Earnings3Y Average 102.5x202420252026
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 35.1x which is lower than its 3-year average PE of 103x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.99x.
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 Market1.66%
Consumer Discretionary-1.32%
Hospitality-2.28%
Leisure Facilities-0.93%
Hotels, Resorts and Cruise Lines-1.05%
Restaurants-1.91%
Casinos and Gaming-7.05%
Industry PE
  • Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 32.5x.
    • Analysts are expecting annual earnings growth of 12.1%, 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 81% 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
MAB Mitchells & ButlersUK£2.533.3%
+UK£47.5m		-10.9%PE8.2x
TRN TrainlineUK£2.194.1%
+UK£30.8m		-21.2%PE9.8x
WVIA Winvia EntertainmentUK£2.5510.4%
+UK£25.2m		n/aPE70.4x
SSPG SSP GroupUK£1.921.5%
+UK£22.2m		2.2%PS0.4x
MARS Marston'sUK£0.536.2%
+UK£19.6m		26.8%PE4.5x

Latest News

PPH
UK£16.44
PPHE Hotel Group
7D
-2.3%
1Y
2.0%
Narrative Update • Jul 06

PPH: Higher Margins And Dividend Support Will Drive Future Upside

Analysts have raised their price target on PPHE Hotel Group from £18.33 to £21.00, citing updated assumptions. These include steadier revenue trends, a higher projected profit margin of 16.75%, and a lower future P/E of 16.17x as key drivers of the change.
IHG
US$164.65
InterContinental Hotels Group
7D
-4.7%
1Y
39.6%
Narrative Update • Jul 06

IHG: Future Returns Will Hinge On RevPAR Trends And Net Unit Acceleration

InterContinental Hotels Group's analyst price targets have moved higher into a $188 to $195 range as analysts point to stronger than expected RevPAR momentum in the U.S., improving net unit growth and a healthier pipeline as key supports for the updated valuation. Analyst Commentary Recent research on InterContinental Hotels Group highlights a cluster of higher price targets, with analysts focusing on RevPAR trends, net unit growth and the development pipeline as key drivers behind their views on the stock's valuation and execution risk.
RNK
UK£0.94
Rank Group
7D
-9.4%
1Y
-33.1%
GRG
UK£15.20
Greggs
7D
-7.7%
1Y
-10.7%
WVIA
UK£2.55
Winvia Entertainment
7D
10.4%
1Y
n/a
TRN
UK£2.19
Trainline
7D
4.1%
1Y
-21.2%
MARS
UK£0.53
Marston's
7D
6.2%
1Y
26.8%
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?
GYM
UK£2.10
Gym Group
7D
-1.9%
1Y
34.6%
Narrative Update • Jun 26

GYM: New Format Rollout And Refurbishments Will Drive Long-Term Upside

Analysts have lifted their price target for Gym Group to £2.42 from £2.11, citing refreshed assumptions that include updated fair value, discount rate, revenue growth, profit margin and future P/E inputs. What's in the News for Gym Group Gym Group outlined a rollout plan for a new gym format design that is intended to be scalable and cost effective across its estate.
DOM
UK£1.87
Domino's Pizza Group
7D
2.8%
1Y
-26.7%
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£5.32
Entain
7D
-10.1%
1Y
-41.6%
CPG
US$31.57
Compass Group
7D
-2.2%
1Y
-7.9%
Narrative Update • Jun 22

CPG: BNP Upgrade And Premium P/E Will Drive Future Upside

Analysts have nudged their price target for Compass Group slightly higher to $38.30 from $38.28, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E following recent research, including a BNP Paribas upgrade. What's in the News for Compass Group Recent research on Compass Group includes updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E.
WTB
UK£23.58
Whitbread
7D
-1.9%
1Y
-19.4%
Narrative Update • Jun 18

WTB: Trading Momentum And P E Reset Will Drive Future Upside

Whitbread's analyst price target has been trimmed by £1.41 to £36.52, as analysts adjust fair value and profit margin assumptions while also expecting different future P/E and revenue growth inputs compared with previous estimates. Analyst Commentary Recent research on Whitbread highlights a mix of caution and optimism, with several price target revisions reflecting updated assumptions on valuation multiples and profit margins.
PTEC
UK£3.28
Playtech
7D
2.1%
1Y
-12.1%
Narrative Update • Jun 11

PTEC: Future Upside Will Rely On Repriced Earnings Power And Buyback Execution

Analysts have lifted the fair value estimate for Playtech from £6.90 to about £7.59, reflecting a series of recent price target increases. These include Deutsche Bank's move to £4.60 and other upward revisions from Jefferies and Citi, supported by updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
JDW
UK£7.06
J D Wetherspoon
7D
2.5%
1Y
-9.9%
Analysis Article • Jun 11

Is It Time To Consider Buying J D Wetherspoon plc (LON:JDW)?

J D Wetherspoon plc ( LON:JDW ), might not be a large cap stock, but it saw a decent share price growth of 17% on the...
MAB
UK£2.53
Mitchells & Butlers
7D
3.3%
1Y
-10.9%
SSPG
UK£1.92
SSP Group
7D
1.5%
1Y
2.2%