Seeking Alpha • Jun 14

Over the last 7 days, the Restaurants industry has risen 5.6%, driven by gains from Starbucks of 8.7%. In contrast, the industry has lost 18% in the last 12 months. As for the next few years, earnings are expected to grow by 19% per annum.
Has the U.S. Restaurants Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | US$266.2b | US$132.2b | US$7.3b | 23.4x | 36.6x | 2x |
| Wed, 13 May 2026 | US$261.9b | US$131.3b | US$7.2b | 20.5x | 36.4x | 2x |
| Fri, 10 Apr 2026 | US$267.8b | US$128.6b | US$6.9b | 20.1x | 38.6x | 2.1x |
| Sun, 08 Mar 2026 | US$276.2b | US$128.4b | US$7.0b | 20.2x | 39.4x | 2.2x |
| Tue, 03 Feb 2026 | US$287.0b | US$125.7b | US$7.2b | 19.5x | 40x | 2.3x |
| Thu, 01 Jan 2026 | US$292.0b | US$125.6b | US$7.2b | 19.2x | 40.8x | 2.3x |
| Sat, 29 Nov 2025 | US$279.3b | US$125.3b | US$7.2b | 19.5x | 38.8x | 2.2x |
| Mon, 27 Oct 2025 | US$314.0b | US$121.8b | US$7.1b | 21.4x | 43.9x | 2.6x |
| Wed, 24 Sep 2025 | US$311.2b | US$122.2b | US$7.2b | 21.4x | 43.5x | 2.5x |
| Fri, 22 Aug 2025 | US$315.5b | US$121.8b | US$7.2b | 22.5x | 43.9x | 2.6x |
| Sun, 20 Jul 2025 | US$326.2b | US$119.1b | US$7.1b | 23.6x | 45.9x | 2.7x |
| Tue, 17 Jun 2025 | US$321.9b | US$118.8b | US$7.1b | 24.5x | 45.3x | 2.7x |
| Thu, 15 May 2025 | US$314.4b | US$118.5b | US$7.1b | 25x | 44.4x | 2.7x |
| Sat, 12 Apr 2025 | US$284.1b | US$114.5b | US$6.5b | 24.5x | 43.8x | 2.5x |
| Mon, 10 Mar 2025 | US$295.7b | US$114.4b | US$6.5b | 27x | 45.7x | 2.6x |
| Wed, 05 Feb 2025 | US$320.1b | US$112.6b | US$6.3b | 29.1x | 51.1x | 2.8x |
| Fri, 03 Jan 2025 | US$297.9b | US$107.6b | US$5.9b | 23.9x | 50.3x | 2.8x |
| Sun, 01 Dec 2024 | US$312.3b | US$108.2b | US$5.9b | 27.8x | 52.9x | 2.9x |
| Tue, 29 Oct 2024 | US$288.4b | US$109.0b | US$5.6b | 27x | 51.5x | 2.6x |
| Thu, 26 Sep 2024 | US$277.6b | US$109.4b | US$5.6b | 24.9x | 49.5x | 2.5x |
| Sat, 24 Aug 2024 | US$257.1b | US$108.5b | US$5.6b | 23.8x | 45.7x | 2.4x |
| Mon, 22 Jul 2024 | US$245.4b | US$108.1b | US$5.9b | 21.9x | 41.3x | 2.3x |
| Wed, 19 Jun 2024 | US$272.4b | US$107.9b | US$6.0b | 22.1x | 45.7x | 2.5x |
| Fri, 17 May 2024 | US$271.1b | US$107.8b | US$6.0b | 26x | 45.4x | 2.5x |
| Sun, 14 Apr 2024 | US$272.8b | US$107.7b | US$6.0b | 18.1x | 45.5x | 2.5x |
| Tue, 12 Mar 2024 | US$262.8b | US$107.4b | US$6.0b | 19.3x | 44.1x | 2.4x |
| Thu, 08 Feb 2024 | US$242.2b | US$105.7b | US$5.0b | 19.8x | 48.2x | 2.3x |
| Sat, 06 Jan 2024 | US$228.6b | US$105.7b | US$5.0b | 19.8x | 45.9x | 2.2x |
| Mon, 04 Dec 2023 | US$228.8b | US$105.4b | US$5.0b | 19.9x | 45.9x | 2.2x |
| Wed, 01 Nov 2023 | US$209.0b | US$105.2b | US$4.8b | 17.4x | 43.9x | 2x |
| Fri, 29 Sep 2023 | US$211.8b | US$104.8b | US$4.7b | 18.2x | 45x | 2x |
| Sun, 27 Aug 2023 | US$218.7b | US$105.1b | US$4.6b | 19x | 47.6x | 2.1x |
| Tue, 25 Jul 2023 | US$239.2b | US$101.3b | US$3.4b | 21.6x | 70.7x | 2.4x |
| Thu, 22 Jun 2023 | US$227.2b | US$101.1b | US$3.3b | 21.2x | 68.2x | 2.2x |
68.2x
How does U.S. Restaurants compare with similar industries?
| US Market | 0.50% | |
| Consumer Discretionary | -0.13% | |
| Hospitality | 3.88% | |
| Restaurants | 5.56% | |
| Casinos and Gaming | 4.58% | |
| Hotels, Resorts and Cruise Lines | 2.53% | |
| Leisure Facilities | 1.49% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SBUX Starbucks | US$101.59 | 7.1% +US$7.7b | 8.7% | PE77.4x | |
| DASH DoorDash | US$168.09 | 10.2% +US$6.8b | -24.2% | PE79.1x | |
| MCD McDonald's | US$286.12 | 3.0% +US$5.9b | -3.4% | PE23.4x | |
| CMG Chipotle Mexican Grill | US$32.73 | 11.8% +US$4.4b | -37.7% | PE28.9x | |
| YUM Yum! Brands | US$154.67 | 5.0% +US$2.0b | 9.0% | PE24.5x |