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U.K. (FTSE) Hospitality Industry Analysis

UpdatedAug 04, 2026
DataAggregated Company Financials
Companies34
  • 7D-1.2%
  • 3M9.0%
  • 1Y-10.6%
  • YTD0.4%

Over the last 7 days, the Hospitality industry has dropped 1.2%, driven by a pullback from Compass Group of 2.2%. On the other hand Greggs is actually up 15%. However, the industry is down 11% over the past year. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

Has the U.K. Hospitality Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 04 Aug 2026UK£74.5bUK£73.1bUK£2.1b18.1x36.1x1x
Thu, 02 Jul 2026UK£73.0bUK£73.0bUK£2.1b16.4x35.5x1x
Sat, 30 May 2026UK£73.1bUK£73.0bUK£2.1b17.2x35.6x1x
Mon, 27 Apr 2026UK£70.0bUK£70.3bUK£1.9b14.7x37.2x1x
Wed, 25 Mar 2026UK£54.1bUK£58.7bUK£1.4b15.4x38x0.9x
Fri, 20 Feb 2026UK£57.2bUK£58.3bUK£1.6b12.8x36.3x1x
Sun, 18 Jan 2026UK£59.5bUK£58.4bUK£1.6b13.5x37.4x1x
Tue, 16 Dec 2025UK£59.6bUK£58.4bUK£1.6b14.9x37.7x1x
Thu, 13 Nov 2025UK£62.5bUK£57.2bUK£1.3b15.3x47.3x1.1x
Sat, 11 Oct 2025UK£64.8bUK£56.7bUK£1.3b16.9x50.1x1.1x
Mon, 08 Sep 2025UK£68.2bUK£58.4bUK£1.3b17x53.1x1.2x
Wed, 06 Aug 2025UK£71.4bUK£58.8bUK£1.4b19.5x50.3x1.2x
Fri, 04 Jul 2025UK£68.6bUK£57.8bUK£1.4b17.3x48.9x1.2x
Sun, 01 Jun 2025UK£68.5bUK£58.2bUK£1.4b18.4x48.6x1.2x
Tue, 29 Apr 2025UK£64.6bUK£56.8bUK£1.3b17.9x48.7x1.1x
Thu, 27 Mar 2025UK£64.8bUK£58.8bUK£1.6b17.8x40.9x1.1x
Sat, 22 Feb 2025UK£71.6bUK£59.1bUK£1.7b15.7x43.2x1.2x
Mon, 20 Jan 2025UK£70.7bUK£60.7bUK£1.7b18.3x41.8x1.2x
Wed, 18 Dec 2024UK£72.0bUK£59.2bUK£1.6b19.6x43.8x1.2x
Fri, 15 Nov 2024UK£70.8bUK£58.6bUK£1.8b20.7x40.2x1.2x
Sun, 13 Oct 2024UK£68.4bUK£57.5bUK£1.8b21.4x38.8x1.2x
Tue, 10 Sep 2024UK£68.7bUK£57.5bUK£1.7b23.6x39.9x1.2x
Thu, 08 Aug 2024UK£64.2bUK£58.3bUK£1.2b22.1x51.9x1.1x
Sat, 06 Jul 2024UK£61.6bUK£57.8bUK£1.2b21.8x50.5x1.1x
Mon, 03 Jun 2024UK£89.6bUK£67.6bUK£215.7m22x415.4x1.3x
Wed, 01 May 2024UK£91.0bUK£65.9bUK£58.9m22.7x1544.3x1.4x
Fri, 29 Mar 2024UK£94.4bUK£65.7bUK£94.1m21.4x1003.3x1.4x
Sun, 25 Feb 2024UK£94.5bUK£65.0bUK£1.1b21x84.9x1.5x
Tue, 23 Jan 2024UK£93.9bUK£66.2bUK£980.8m21.5x95.8x1.4x
Thu, 21 Dec 2023UK£91.6bUK£66.2bUK£984.9m23.3x93x1.4x
Sat, 18 Nov 2023UK£85.9bUK£64.3bUK£1.0b21x82.4x1.3x
Mon, 16 Oct 2023UK£86.0bUK£64.0bUK£988.5m21.8x87x1.3x
Wed, 13 Sep 2023UK£89.8bUK£63.9bUK£1.0b18.2x88.7x1.4x
Fri, 11 Aug 2023UK£93.2bUK£63.4bUK£1.4b26.2x64.4x1.5x
Price to Earnings Ratio

64.4x


Total Market Cap: UK£93.2bTotal Earnings: UK£1.4bTotal Revenue: UK£63.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Hospitality Industry Price to Earnings3Y Average 101.4x202420252026
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 36.1x which is lower than its 3-year average PE of 101x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 4.9% 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 Market0.027%
Consumer Discretionary-0.83%
Hospitality-1.22%
Hotels, Resorts and Cruise Lines1.01%
Leisure Facilities-0.56%
Restaurants-1.19%
Casinos and Gaming-4.04%
Industry PE
  • Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 32.1x.
    • Analysts are expecting annual earnings growth of 11.9%, 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 74% 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
GRG GreggsUK£19.4415.0%
+UK£259.0m		21.9%PE15x
JDW J D WetherspoonUK£8.177.6%
+UK£59.6m		12.2%PE15.2x
WTB WhitbreadUK£25.431.1%
+UK£45.1m		-15.2%PE20x
MAB Mitchells & ButlersUK£2.832.7%
+UK£44.5m		3.5%PE9.1x
TRN TrainlineUK£2.482.5%
+UK£20.6m		-8.2%PE10.7x

Latest News

PPH
UK£15.62
PPHE Hotel Group
7D
-1.6%
1Y
-8.4%
WVIA
UK£2.54
Winvia Entertainment
7D
2.4%
1Y
n/a
IHG
US$157.15
InterContinental Hotels Group
7D
-2.5%
1Y
37.9%
Narrative Update • Aug 03

IHG: RevPAR And Net Unit Momentum Will Support Higher Market Repricing

Analysts have raised their fair value estimate for InterContinental Hotels Group to $228.15 from $117.22. This reflects recent price target increases across the Street that are tied to stronger RevPAR trends, improving profit margins and expectations for firmer net unit growth supported by the current brand and pipeline positioning.
GRG
UK£19.44
Greggs
7D
15.0%
1Y
21.9%
JDW
UK£8.17
J D Wetherspoon
7D
7.6%
1Y
12.2%
ENT
UK£5.47
Entain
7D
-4.6%
1Y
-46.0%
RNK
UK£1.00
Rank Group
7D
-0.8%
1Y
-37.6%
PTEC
UK£3.75
Playtech
7D
-5.3%
1Y
-12.2%
Narrative Update • Jul 24

PTEC: Higher Forward P/E Assumptions Will Pressure Overvalued Shares

The analyst price target for Playtech has been raised, with the updated fair value estimate moving from £2.15 to £2.88 per share, as analysts point to adjusted assumptions on revenue growth, discount rate, profit margin and future P/E in light of recent target increases from several banks. Analyst Commentary Recent Street research on Playtech shows a split in opinion, with several firms lifting their price targets but expressing different levels of conviction on where the stock should trade.
WTB
UK£25.43
Whitbread
7D
1.1%
1Y
-15.2%
CPG
US$32.12
Compass Group
7D
-2.2%
1Y
-8.6%
Narrative Update • Jul 20

CPG: Revised Fair Value And P/E Assumptions Will Shape Returns

Analysts have lifted their price target on Compass Group from $28.57 to $31.00, citing updated assumptions for fair value, discount rate, revenue, profit margin, and future P/E that modestly adjust the risk and return profile investors may want to consider. What’s in the News for Compass Group No recent Compass Group company specific news items were identified in the provided sources, so the updated price target currently reflects analyst model adjustments rather than newly disclosed events.
TRN
UK£2.48
Trainline
7D
2.5%
1Y
-8.2%
MARS
UK£0.51
Marston's
7D
-1.5%
1Y
22.4%
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?
FSTA
UK£7.20
Fuller Smith & Turner
7D
-2.2%
1Y
21.6%
DOM
UK£2.04
Domino's Pizza Group
7D
0.9%
1Y
0.7%
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.
OTB
UK£1.88
On the Beach Group
7D
2.5%
1Y
-27.3%
Narrative Update • Jun 23

OTB: Share Buybacks And Execution Progress Will Support Future Upside

On the Beach Group’s updated analyst price target has been trimmed in line with recent cuts to around £2.80 to £3.14 from prior levels near £3.05 to £3.45, as analysts factor in slightly adjusted fair value, discount rate, revenue growth and profit margin assumptions, while maintaining broadly positive views on the stock. Analyst Commentary Recent research on On the Beach Group points to a mixed but generally constructive stance, with analysts trimming price targets while keeping positive ratings.
MAB
UK£2.83
Mitchells & Butlers
7D
2.7%
1Y
3.5%