Narrative Update • Jun 11

Over the last 7 days, the Hospitality industry has remained flat. Unfortunately though, the industry is down 8.4% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | UK£74.5b | UK£73.0b | UK£2.1b | 16.1x | 36x | 1x |
| Sun, 10 May 2026 | UK£68.1b | UK£70.3b | UK£1.9b | 15.7x | 36.8x | 1x |
| Tue, 07 Apr 2026 | UK£68.0b | UK£70.3b | UK£1.9b | 14.7x | 36x | 1x |
| Thu, 05 Mar 2026 | UK£57.2b | UK£58.5b | UK£1.6b | 14.8x | 36.8x | 1x |
| Sat, 31 Jan 2026 | UK£56.6b | UK£57.5b | UK£1.5b | 13.3x | 36.5x | 1x |
| Mon, 29 Dec 2025 | UK£60.6b | UK£58.1b | UK£1.6b | 13.6x | 38.4x | 1x |
| Wed, 26 Nov 2025 | UK£61.0b | UK£57.1b | UK£1.3b | 16.1x | 46.4x | 1.1x |
| Fri, 24 Oct 2025 | UK£65.4b | UK£56.7b | UK£1.3b | 16.6x | 50.6x | 1.2x |
| Sun, 21 Sep 2025 | UK£67.5b | UK£58.5b | UK£1.3b | 17.2x | 53.2x | 1.2x |
| Tue, 19 Aug 2025 | UK£69.0b | UK£58.4b | UK£1.3b | 17x | 53.4x | 1.2x |
| Thu, 17 Jul 2025 | UK£68.6b | UK£58.4b | UK£1.4b | 17.1x | 48.3x | 1.2x |
| Sat, 14 Jun 2025 | UK£67.6b | UK£58.0b | UK£1.4b | 18.1x | 48.1x | 1.2x |
| Mon, 12 May 2025 | UK£67.6b | UK£57.0b | UK£1.4b | 17.2x | 49x | 1.2x |
| Wed, 09 Apr 2025 | UK£62.4b | UK£58.4b | UK£1.4b | 17.2x | 45.2x | 1.1x |
| Fri, 07 Mar 2025 | UK£67.4b | UK£58.8b | UK£1.6b | 14.6x | 41.5x | 1.1x |
| Sun, 02 Feb 2025 | UK£72.4b | UK£60.1b | UK£1.7b | 16.2x | 42.9x | 1.2x |
| Tue, 31 Dec 2024 | UK£71.2b | UK£59.8b | UK£1.7b | 20.3x | 43x | 1.2x |
| Thu, 28 Nov 2024 | UK£72.3b | UK£59.2b | UK£1.5b | 20.4x | 48.8x | 1.2x |
| Sat, 26 Oct 2024 | UK£69.6b | UK£57.7b | UK£1.7b | 23.1x | 41x | 1.2x |
| Mon, 23 Sep 2024 | UK£68.5b | UK£56.9b | UK£1.7b | 23.6x | 40.2x | 1.2x |
| Wed, 21 Aug 2024 | UK£66.3b | UK£57.6b | UK£1.7b | 22.3x | 40x | 1.2x |
| Fri, 19 Jul 2024 | UK£63.1b | UK£57.5b | UK£1.2b | 21.7x | 52.3x | 1.1x |
| Sun, 16 Jun 2024 | UK£87.3b | UK£67.8b | UK£216.2m | 21.3x | 403.8x | 1.3x |
| Tue, 14 May 2024 | UK£94.7b | UK£65.7b | UK£163.7m | 22.9x | 578.3x | 1.4x |
| Thu, 11 Apr 2024 | UK£92.6b | UK£65.7b | UK£88.3m | 21.6x | 1048.2x | 1.4x |
| Sat, 09 Mar 2024 | UK£92.7b | UK£65.3b | UK£726.1m | 21.1x | 127.6x | 1.4x |
| Mon, 05 Feb 2024 | UK£94.8b | UK£66.3b | UK£1.1b | 21.6x | 86.5x | 1.4x |
| Wed, 03 Jan 2024 | UK£90.5b | UK£66.2b | UK£981.0m | 23.4x | 92.2x | 1.4x |
| Fri, 01 Dec 2023 | UK£82.7b | UK£65.7b | UK£1.1b | 20.6x | 76.6x | 1.3x |
| Sun, 29 Oct 2023 | UK£84.7b | UK£64.3b | UK£1.0b | 20.5x | 80.9x | 1.3x |
| Tue, 26 Sep 2023 | UK£86.8b | UK£64.0b | UK£1.0b | 19.7x | 86.7x | 1.4x |
| Thu, 24 Aug 2023 | UK£88.8b | UK£63.7b | UK£1.0b | 23.8x | 87.2x | 1.4x |
| Sat, 22 Jul 2023 | UK£95.3b | UK£61.8b | UK£1.2b | 24.2x | 80.2x | 1.5x |
| Mon, 19 Jun 2023 | UK£96.6b | UK£61.7b | UK£1.2b | 22.6x | 80.6x | 1.6x |
80.6x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | -0.78% | |
| Consumer Discretionary | 0.082% | |
| Hospitality | 0.77% | |
| Leisure Facilities | 3.70% | |
| Casinos and Gaming | 2.88% | |
| Restaurants | 0.83% | |
| Hotels, Resorts and Cruise Lines | -2.01% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CPG Compass Group | US$34.18 | 4.2% +US$2.3b | -1.6% | PE28.8x | |
| IHG InterContinental Hotels Group | US$166.45 | 2.9% +US$693.5m | 48.5% | PE32.7x | |
| ENT Entain | UK£6.00 | 8.0% +UK£285.4m | -20.1% | PS0.7x | |
| MAB Mitchells & Butlers | UK£2.50 | 5.9% +UK£83.1m | -10.1% | PE8.1x | |
| JDW J D Wetherspoon | UK£6.91 | 10.0% +UK£65.4m | -3.4% | PE13x |