Narrative Update • Jun 16

In the last week, the Hospitality industry is up 2.2%, with InterContinental Hotels Group up 5.8%. In the past year, the industry is down 6.1%. 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 |
|---|---|---|---|---|---|---|
| Thu, 18 Jun 2026 | UK£75.9b | UK£73.1b | UK£2.1b | 15.8x | 36.7x | 1x |
| Sat, 16 May 2026 | UK£71.9b | UK£72.7b | UK£2.0b | 15.4x | 36x | 1x |
| Mon, 13 Apr 2026 | UK£65.5b | UK£70.3b | UK£1.9b | 14.7x | 34.7x | 0.9x |
| Wed, 11 Mar 2026 | UK£57.4b | UK£58.5b | UK£1.4b | 14.9x | 40.1x | 1x |
| Fri, 06 Feb 2026 | UK£56.6b | UK£58.0b | UK£1.6b | 13.1x | 36.2x | 1x |
| Sun, 04 Jan 2026 | UK£60.1b | UK£58.2b | UK£1.6b | 13.4x | 38x | 1x |
| Tue, 02 Dec 2025 | UK£60.0b | UK£58.7b | UK£1.6b | 16.1x | 36.5x | 1x |
| Thu, 30 Oct 2025 | UK£64.2b | UK£57.1b | UK£1.3b | 16x | 49.3x | 1.1x |
| Sat, 27 Sep 2025 | UK£68.0b | UK£58.6b | UK£1.3b | 15.9x | 53.3x | 1.2x |
| Mon, 25 Aug 2025 | UK£70.0b | UK£58.4b | UK£1.3b | 17.2x | 54.3x | 1.2x |
| Wed, 23 Jul 2025 | UK£72.2b | UK£58.1b | UK£1.4b | 17.3x | 51.2x | 1.2x |
| Fri, 20 Jun 2025 | UK£66.7b | UK£58.2b | UK£1.4b | 18.5x | 47.2x | 1.1x |
| Sun, 18 May 2025 | UK£69.2b | UK£58.5b | UK£1.5b | 18x | 47.4x | 1.2x |
| Tue, 15 Apr 2025 | UK£64.4b | UK£57.4b | UK£1.3b | 17.8x | 47.9x | 1.1x |
| Thu, 13 Mar 2025 | UK£67.3b | UK£58.6b | UK£1.6b | 14.8x | 41.4x | 1.1x |
| Sat, 08 Feb 2025 | UK£72.0b | UK£60.1b | UK£1.7b | 15.7x | 42.6x | 1.2x |
| Mon, 06 Jan 2025 | UK£71.3b | UK£60.0b | UK£1.7b | 20.2x | 42.9x | 1.2x |
| Wed, 04 Dec 2024 | UK£73.3b | UK£59.2b | UK£1.6b | 20.5x | 46.2x | 1.2x |
| Fri, 01 Nov 2024 | UK£69.8b | UK£58.0b | UK£1.7b | 23.4x | 40.9x | 1.2x |
| Sun, 29 Sep 2024 | UK£69.6b | UK£56.8b | UK£1.7b | 23.2x | 41x | 1.2x |
| Tue, 27 Aug 2024 | UK£66.7b | UK£57.2b | UK£1.7b | 23.5x | 39.1x | 1.2x |
| Thu, 25 Jul 2024 | UK£64.3b | UK£57.6b | UK£1.2b | 21.4x | 53.1x | 1.1x |
| Sat, 22 Jun 2024 | UK£63.5b | UK£58.3b | UK£1.2b | 21.7x | 51.1x | 1.1x |
| Mon, 20 May 2024 | UK£93.9b | UK£67.4b | UK£169.2m | 21.7x | 554.8x | 1.4x |
| Wed, 17 Apr 2024 | UK£90.3b | UK£65.8b | UK£79.5m | 21.6x | 1135.6x | 1.4x |
| Fri, 15 Mar 2024 | UK£94.9b | UK£65.3b | UK£898.1m | 20.8x | 105.7x | 1.5x |
| Sun, 11 Feb 2024 | UK£96.6b | UK£65.0b | UK£1.1b | 21.7x | 86.8x | 1.5x |
| Tue, 09 Jan 2024 | UK£90.3b | UK£66.2b | UK£980.6m | 21.3x | 92x | 1.4x |
| Thu, 07 Dec 2023 | UK£85.4b | UK£66.2b | UK£982.5m | 22.3x | 86.9x | 1.3x |
| Sat, 04 Nov 2023 | UK£87.3b | UK£64.3b | UK£1.0b | 20.3x | 83.3x | 1.4x |
| Mon, 02 Oct 2023 | UK£86.3b | UK£64.0b | UK£997.3m | 23.3x | 86.6x | 1.3x |
| Wed, 30 Aug 2023 | UK£90.1b | UK£63.7b | UK£1.0b | 23.9x | 88.4x | 1.4x |
| Fri, 28 Jul 2023 | UK£93.6b | UK£61.8b | UK£1.2b | 24.5x | 78.8x | 1.5x |
| Sun, 25 Jun 2023 | UK£95.2b | UK£61.8b | UK£1.2b | 21.2x | 79.8x | 1.5x |
79.8x
Which industries have driven the changes within the U.K. Consumer Discretionary industry?
| GB Market | 2.65% | |
| Consumer Discretionary | 1.89% | |
| Hospitality | 2.16% | |
| Hotels, Resorts and Cruise Lines | 2.86% | |
| Leisure Facilities | 2.27% | |
| Restaurants | 2.16% | |
| Casinos and Gaming | 1.42% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IHG InterContinental Hotels Group | US$171.95 | 6.0% +US$1.4b | 53.4% | PE33.8x | |
| SSPG SSP Group | UK£1.78 | 9.4% +UK£117.8m | 7.8% | PS0.4x | |
| WTB Whitbread | UK£23.96 | 2.4% +UK£93.6m | -14.1% | PE18.8x | |
| OTB On the Beach Group | UK£1.71 | 11.4% +UK£25.2m | -35.6% | PE13.5x | |
| YNGA Young's Brewery | UK£8.42 | 4.0% +UK£19.5m | -13.4% | PE18.3x |