Narrative Update • May 23

Over the last 7 days, the Hospitality industry has dropped 3.3%, driven by Lottomatica Group declining 3.4%. This takes the industry's 12 month performance to a gain of 6.0%. Earnings are forecast to grow by 29% annually.
Has the Italian Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 25 May 2026 | €6.1b | €2.5b | €186.2m | 32.6x | 32.5x | 2.4x |
| Wed, 22 Apr 2026 | €6.2b | €2.5b | €170.1m | 34.5x | 36.6x | 2.5x |
| Fri, 20 Mar 2026 | €6.4b | €2.5b | €171.8m | 34.2x | 37.4x | 2.6x |
| Sun, 15 Feb 2026 | €5.3b | €2.5b | €143.3m | 34.4x | 37x | 2.1x |
| Tue, 13 Jan 2026 | €5.6b | €2.5b | €141.6m | 57x | 39.3x | 2.2x |
| Thu, 11 Dec 2025 | €5.6b | €2.5b | €141.6m | 51.2x | 39.8x | 2.3x |
| Sat, 08 Nov 2025 | €5.0b | €2.5b | €141.6m | 46x | 35.2x | 2x |
| Mon, 06 Oct 2025 | €5.8b | €2.5b | €139.8m | 55.6x | 41.2x | 2.3x |
| Wed, 03 Sep 2025 | €6.0b | €2.4b | €143.6m | 55.6x | 41.6x | 2.4x |
| Fri, 01 Aug 2025 | €6.1b | €2.4b | €121.3m | 59.3x | 50.6x | 2.6x |
| Sun, 29 Jun 2025 | €5.9b | €2.4b | €121.3m | 49.7x | 48.9x | 2.5x |
| Tue, 27 May 2025 | €6.1b | €2.4b | €122.1m | 39.4x | 49.8x | 2.5x |
| Thu, 24 Apr 2025 | €5.0b | €2.3b | €100.4m | 38.2x | 50.1x | 2.2x |
| Sat, 22 Mar 2025 | €4.7b | €2.2b | €100.0m | 21.1x | 46.6x | 2.1x |
| Mon, 17 Feb 2025 | €4.2b | €2.1b | €61.2m | 19.9x | 67.9x | 2x |
| Wed, 15 Jan 2025 | €3.4b | €2.1b | €61.2m | 17.5x | 54.9x | 1.6x |
| Fri, 13 Dec 2024 | €3.4b | €2.1b | €61.3m | 20.1x | 54.7x | 1.6x |
| Sun, 10 Nov 2024 | €3.1b | €2.1b | €61.3m | 16.8x | 50.6x | 1.5x |
| Tue, 08 Oct 2024 | €3.0b | €2.0b | €56.1m | 16.4x | 53.1x | 1.5x |
| Thu, 05 Sep 2024 | €2.9b | €2.0b | €54.4m | 17.1x | 54.1x | 1.5x |
| Sat, 03 Aug 2024 | €3.0b | €1.9b | €54.8m | 16.5x | 53.9x | 1.6x |
| Mon, 01 Jul 2024 | €3.0b | €1.9b | €54.9m | 14.3x | 53.7x | 1.6x |
| Wed, 29 May 2024 | €2.8b | €1.9b | €54.9m | 14.4x | 51.8x | 1.5x |
| Fri, 26 Apr 2024 | €2.7b | €1.8b | €67.8m | 14.2x | 39.9x | 1.5x |
| Sun, 24 Mar 2024 | €2.9b | €1.8b | €69.0m | 14.3x | 41.5x | 1.6x |
| Tue, 20 Feb 2024 | €3.0b | €1.8b | €78.1m | 14.4x | 38.5x | 1.7x |
| Thu, 18 Jan 2024 | €5.4b | €6.2b | €24.0m | 13.6x | 226.5x | 0.9x |
| Sat, 16 Dec 2023 | €5.3b | €6.2b | €24.0m | 13.7x | 219.6x | 0.8x |
| Mon, 13 Nov 2023 | €5.1b | €6.2b | €22.9m | 21.2x | 221.7x | 0.8x |
| Wed, 11 Oct 2023 | €5.0b | €6.1b | €12.1m | 23.3x | 412.6x | 0.8x |
| Fri, 08 Sep 2023 | €5.1b | €6.1b | €9.8m | 30.2x | 521.7x | 0.8x |
| Sun, 06 Aug 2023 | €5.1b | €6.1b | €9.8m | 30.8x | 525.7x | 0.8x |
| Tue, 04 Jul 2023 | €2.6b | €4.6b | -€57,895,901.00 | 93.4x | -45.4x | 0.6x |
| Thu, 01 Jun 2023 | €2.7b | €4.6b | -€57,895,901.00 | 92.5x | -45.8x | 0.6x |
-45.8x
Which industries have driven the changes within the Italian Consumer Discretionary industry?
| IT Market | 1.36% | |
| Consumer Discretionary | 4.29% | |
| Hospitality | -0.75% | |
| Hotels, Resorts and Cruise Lines | 4.86% | |
| Casinos and Gaming | -0.87% | |
| Restaurants | -2.78% | |
| Leisure Facilities | -4.24% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IGV I Grandi Viaggi | €2.39 | 7.2% +€7.6m | 30.7% | PE34.2x | |
| XHS Xenia Hôtellerie Solution. Società Benefit | €2.66 | 12.7% +€965.7k | -10.7% | PS0.1x | |
| DIT Destination Italia | €0.23 | 3.6% +€168.4k | -56.0% | PS0.07x |