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U.S. Hospitality Industry Analysis

UpdatedFeb 17, 2026
DataAggregated Company Financials
Companies162
  • 7D-6.3%
  • 3M-0.3%
  • 1Y-13.1%
  • YTD-9.3%

Over the last 7 days, the Hospitality industry has dropped 6.3%, driven by DoorDash declining 14%. In contrast, Marriott International has gained 6.8%. Overall the industry is down 13% in 12 months. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Feb 2026US$767.9bUS$344.9bUS$26.3b21.4x29.2x2.2x
Thu, 15 Jan 2026US$858.6bUS$340.7bUS$25.7b21.4x33.4x2.5x
Sat, 13 Dec 2025US$834.7bUS$339.8bUS$25.6b24.6x32.5x2.5x
Mon, 10 Nov 2025US$762.5bUS$334.0bUS$24.8b21.2x30.8x2.3x
Wed, 08 Oct 2025US$840.5bUS$329.3bUS$24.5b24.8x34.4x2.6x
Fri, 05 Sep 2025US$867.1bUS$328.5bUS$24.3b24.1x35.7x2.6x
Sun, 03 Aug 2025US$845.9bUS$325.5bUS$25.0b21.9x33.8x2.6x
Tue, 01 Jul 2025US$866.0bUS$325.6bUS$24.9b23.6x34.7x2.7x
Thu, 29 May 2025US$802.3bUS$324.9bUS$24.6b22.5x32.6x2.5x
Sat, 26 Apr 2025US$738.5bUS$318.1bUS$24.0b22.2x30.7x2.3x
Mon, 24 Mar 2025US$772.4bUS$318.2bUS$24.0b24x32.2x2.4x
Wed, 19 Feb 2025US$876.1bUS$308.4bUS$21.6b25.2x40.6x2.8x
Fri, 17 Jan 2025US$782.1bUS$303.5bUS$20.1b22.8x38.9x2.6x
Sun, 15 Dec 2024US$824.5bUS$303.8bUS$19.7b23.7x41.8x2.7x
Tue, 12 Nov 2024US$801.2bUS$305.3bUS$19.7b24.1x40.7x2.6x
Thu, 10 Oct 2024US$743.8bUS$302.4bUS$20.3b23.6x36.6x2.5x
Sat, 07 Sep 2024US$659.5bUS$301.2bUS$19.7b19.5x33.5x2.2x
Mon, 05 Aug 2024US$631.7bUS$297.8bUS$19.3b18.6x32.7x2.1x
Wed, 03 Jul 2024US$689.8bUS$296.5bUS$19.8b19.7x34.8x2.3x
Fri, 31 May 2024US$646.5bUS$283.2bUS$20.7b18.4x31.3x2.3x
Sun, 28 Apr 2024US$682.2bUS$281.0bUS$20.8b20.4x32.8x2.4x
Tue, 26 Mar 2024US$692.4bUS$277.8bUS$19.7b20.2x35.1x2.5x
Thu, 22 Feb 2024US$641.0bUS$272.0bUS$19.5b19.9x32.9x2.4x
Sat, 20 Jan 2024US$617.2bUS$269.0bUS$18.0b19.4x34.3x2.3x
Mon, 18 Dec 2023US$621.1bUS$267.5bUS$16.5b20.4x37.6x2.3x
Wed, 15 Nov 2023US$564.2bUS$265.0bUS$15.4b21.7x36.7x2.1x
Fri, 13 Oct 2023US$556.9bUS$258.0bUS$10.2b19.5x54.4x2.2x
Sun, 10 Sep 2023US$582.5bUS$255.2bUS$8.2b18.4x70.6x2.3x
Tue, 08 Aug 2023US$623.8bUS$252.8bUS$7.5b21.6x83.4x2.5x
Thu, 06 Jul 2023US$604.9bUS$244.7bUS$5.2b19.7x117.1x2.5x
Sat, 03 Jun 2023US$564.4bUS$240.9bUS$3.2b19.8x178.8x2.3x
Mon, 01 May 2023US$671.6bUS$250.4bUS$2.7b19.8x248.5x2.7x
Wed, 29 Mar 2023US$632.2bUS$247.9bUS$2.0b19.8x315.1x2.6x
Fri, 24 Feb 2023US$635.9bUS$235.5bUS$866.1m19.1x734.2x2.7x
Price to Earnings Ratio

734.2x


Total Market Cap: US$635.9bTotal Earnings: US$866.1mTotal Revenue: US$235.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 78.9x202420252026
Current Industry PE
  • Investors are pessimistic on the American 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 29.2x which is lower than its 3-year average PE of 78.9x.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 212% per year over the last three years.
  • Revenues for these companies have grown 14% 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.S. Consumer Discretionary industry?

US Market-1.93%
Consumer Discretionary-2.39%
Hospitality-6.32%
Hotels, Resorts and Cruise Lines-4.27%
Leisure Facilities-4.59%
Restaurants-8.08%
Casinos and Gaming-8.48%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry even though it's trading below its 3-year average PE ratio of 91.6x.
    • Analysts are expecting annual earnings growth of 24.0%, which is higher than its past year's earnings growth of 7.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Leisure Facilities industry, expecting annual earnings growth of 28% over the next 5 years.
  • However this is lower than its past earnings growth rate of 58% per year.
  • In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 15% 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
MCD McDonald'sUS$327.580.5%
+US$1.1b		7.5%PE27.2x
YUM Yum! BrandsUS$160.571.1%
+US$476.4m		9.1%PE28.5x
HTHT H World GroupUS$52.531.2%
+US$184.6m		43.5%PE28.2x
DRI Darden RestaurantsUS$211.500.6%
+US$145.1m		5.5%PE21.7x
LVS Las Vegas SandsUS$57.150.2%
+US$87.3m		30.4%PE23.6x

Latest News

EXPE
US$212.67
Expedia Group
7D
-12.0%
1Y
4.1%
DASH
US$160.34
DoorDash
7D
-13.6%
1Y
-24.4%

The Elhedery Cleansing: Dismantling the Global Generalist

The February 18th Reckoning DoorDash is set to report on February 18, 2026 , and the stakes couldn't be higher. The stock has recently cooled off from its 2025 highs, but it still trades at a significant premium to its fundamental cash-flow floor.
RCL
US$319.61
Royal Caribbean Cruises
7D
-8.0%
1Y
22.1%
HLT
US$314.62
Hilton Worldwide Holdings
7D
-2.8%
1Y
17.0%
LVS
US$57.15
Las Vegas Sands
7D
0.2%
1Y
30.4%
YUM
US$160.57
Yum! Brands
7D
1.1%
1Y
9.1%
MCD
US$327.58
McDonald's
7D
0.5%
1Y
7.5%

MCD: Value Positioning And Brand Repositioning Are Expected To Support Breakout Potential

Analysts have nudged their McDonald's price target higher to about $339 from $331, citing modestly stronger revenue growth assumptions, a slightly lower discount rate, and only small tweaks to long term profit margin and future P/E expectations. Analyst Commentary Recent research on McDonald's has been active, with several price target revisions and rating changes clustered around a similar thesis.
CMG
US$36.30
Chipotle Mexican Grill
7D
-5.6%
1Y
-33.4%
FLUT
US$125.17
Flutter Entertainment
7D
-17.5%
1Y
-57.5%

FLUT: U.S. Sports Betting Expansion Will Counter U.K. Tax And Promotion Pressures

Analysts have trimmed their average price target on Flutter Entertainment to about $275 from roughly $285. This reflects slightly lower assumptions for revenue growth and profit margins, a modestly higher discount rate, and a higher future P/E multiple based on recent sector research updates.
SGHC
US$8.96
Super Group (SGHC)
7D
1.1%
1Y
6.7%
HTHT
US$52.53
H World Group
7D
1.2%
1Y
43.5%

Do H World Group's (NASDAQ:HTHT) Earnings Warrant Your Attention?

Feb 10
Do H World Group's (NASDAQ:HTHT) Earnings Warrant Your Attention?
BKNG
US$4,140.60
Booking Holdings
7D
-3.3%
1Y
-19.5%
LUCK
US$7.83
Lucky Strike Entertainment
7D
3.7%
1Y
-32.1%

LUCK: New Southern California Venues Will Support Long Term Earnings Upside

Analysts have trimmed their price target on Lucky Strike Entertainment from $13.55 to $11.30, citing updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Company reaffirms earnings guidance for fiscal 2026, with total revenue expected in the range of $1,260m to $1,310m and total revenue growth guidance of 5% to 9% (company guidance).
SBUX
US$93.79
Starbucks
7D
-3.8%
1Y
-17.0%
DRI
US$211.50
Darden Restaurants
7D
0.6%
1Y
5.5%

DRI: Beef Tariff Cuts And Value Discipline Will Shape Casual Dining Resilience

Narrative Update: Darden Restaurants The analyst price target for Darden Restaurants has been adjusted modestly higher by about US$1.80 to reflect slightly higher fair value estimates and profit margin assumptions, as analysts weigh recent upgrades that highlight value discipline and sector positioning, while also considering ongoing concerns about sales drivers and a challenging 2026 setup for casual dining. Analyst Commentary Recent research on Darden Restaurants presents a mixed picture, with some analysts more constructive on valuation support and discipline, while others flag earnings and sales uncertainty into 2026.
SBET
US$6.85
Sharplink
7D
3.0%
1Y
13.5%