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U.S. Hospitality Industry Analysis

UpdatedJul 16, 2026
DataAggregated Company Financials
Companies163
  • 7D1.4%
  • 3M3.6%
  • 1Y-9.6%
  • YTD-4.4%

In the last week, the Hospitality industry is flat overall, with McDonald's standing out by going down 4.7%. As for the longer term, the industry has declined 10% in the last year. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Jul 2026US$799.0bUS$356.1bUS$27.2b24.2x29.4x2.2x
Sat, 13 Jun 2026US$774.4bUS$355.0bUS$27.4b22.7x28.3x2.2x
Mon, 11 May 2026US$764.4bUS$356.5bUS$26.3b20.2x29x2.1x
Wed, 08 Apr 2026US$741.8bUS$350.2bUS$25.4b20.9x29.2x2.1x
Fri, 06 Mar 2026US$777.7bUS$349.1bUS$25.9b22.8x30x2.2x
Sun, 01 Feb 2026US$809.8bUS$342.1bUS$26.0b21.2x31.1x2.4x
Tue, 30 Dec 2025US$854.6bUS$340.6bUS$25.6b22.1x33.4x2.5x
Thu, 27 Nov 2025US$793.7bUS$339.8bUS$25.7b21.4x30.9x2.3x
Sat, 25 Oct 2025US$834.9bUS$329.6bUS$25.9b23.9x32.3x2.5x
Mon, 22 Sep 2025US$855.4bUS$329.1bUS$24.3b24x35.1x2.6x
Wed, 20 Aug 2025US$852.4bUS$327.9bUS$24.1b23.1x35.4x2.6x
Fri, 18 Jul 2025US$885.0bUS$324.4bUS$24.9b24.2x35.6x2.7x
Sun, 15 Jun 2025US$806.5bUS$325.5bUS$24.5b22.4x32.9x2.5x
Tue, 13 May 2025US$770.9bUS$323.6bUS$25.2b23x30.6x2.4x
Thu, 10 Apr 2025US$659.3bUS$316.0bUS$24.0b22.9x27.5x2.1x
Sat, 08 Mar 2025US$780.7bUS$318.1bUS$23.9b23.9x32.7x2.5x
Mon, 03 Feb 2025US$832.3bUS$309.0bUS$20.6b24.8x40.4x2.7x
Wed, 01 Jan 2025US$796.3bUS$303.6bUS$20.1b23.4x39.6x2.6x
Fri, 29 Nov 2024US$826.8bUS$303.9bUS$19.8b25x41.8x2.7x
Sun, 27 Oct 2024US$761.7bUS$302.1bUS$20.3b23.7x37.6x2.5x
Tue, 24 Sep 2024US$716.2bUS$301.5bUS$19.7b20.9x36.3x2.4x
Thu, 22 Aug 2024US$657.1bUS$300.0bUS$19.3b19.8x34.1x2.2x
Sat, 20 Jul 2024US$674.9bUS$296.5bUS$19.8b19.3x34.1x2.3x
Mon, 17 Jun 2024US$654.7bUS$283.2bUS$20.6b19.5x31.7x2.3x
Wed, 15 May 2024US$669.4bUS$284.6bUS$20.4b20.3x32.9x2.4x
Fri, 12 Apr 2024US$683.3bUS$278.9bUS$20.2b20.2x33.8x2.4x
Sun, 10 Mar 2024US$673.7bUS$277.4bUS$19.4b19.7x34.8x2.4x
Tue, 06 Feb 2024US$628.3bUS$268.3bUS$19.1b19.7x32.8x2.3x
Thu, 04 Jan 2024US$604.8bUS$269.0bUS$18.0b19.8x33.6x2.2x
Sat, 02 Dec 2023US$586.0bUS$267.3bUS$16.5b20.3x35.5x2.2x
Mon, 30 Oct 2023US$524.9bUS$261.5bUS$11.9b19.7x44x2x
Wed, 27 Sep 2023US$557.6bUS$255.5bUS$8.4b19.5x66x2.2x
Fri, 25 Aug 2023US$586.2bUS$254.6bUS$7.9b19.1x74.3x2.3x
Sun, 23 Jul 2023US$636.2bUS$246.5bUS$5.8b20.8x109.7x2.6x
Price to Earnings Ratio

109.7x


Total Market Cap: US$636.2bTotal Earnings: US$5.8bTotal Revenue: US$246.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 37.6x202420252026
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 29.7x which is lower than its 3-year average PE of 37.7x.
  • 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 67% per year over the last three years.
  • Revenues for these companies have grown 13% 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 Market0.81%
Consumer Discretionary2.01%
Hospitality1.35%
Hotels, Resorts and Cruise Lines2.95%
Leisure Facilities1.37%
Restaurants0.76%
Casinos and Gaming-1.87%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 118x.
    • Analysts are expecting annual earnings growth of 25.5%, which is lower than the prior year's growth of 31.3% per year.
  • Investors are most pessimistic about the Hotels, Resorts and Cruise Lines industry, which is trading below its 3-year average of 55.8x.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Leisure Facilities industry is expected to see its earnings grow by 14% 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
BKNG Booking HoldingsUS$182.804.9%
+US$6.6b		-19.2%PE23x
ABNB AirbnbUS$148.383.8%
+US$3.2b		8.5%PE35x
RCL Royal Caribbean CruisesUS$292.174.0%
+US$3.0b		-13.9%PE17.5x
CMG Chipotle Mexican GrillUS$34.633.6%
+US$1.5b		-35.1%PE30.6x
SBUX StarbucksUS$105.111.2%
+US$1.4b		13.6%PE80.1x

Latest News

SBUX
US$105.11
Starbucks
7D
1.2%
1Y
13.6%
LVS
US$44.79
Las Vegas Sands
7D
-3.0%
1Y
-8.8%
TCOM
US$42.87
Trip.com Group
7D
3.6%
1Y
-32.0%
DKNG
US$25.25
DraftKings
7D
-7.1%
1Y
-41.8%
ABNB
US$148.38
Airbnb
7D
3.8%
1Y
8.5%
Seeking Alpha • 13h

Airbnb's Cost Of Market Creation And Regulatory Survival

Summary Airbnb is one of those rare marketplaces that derive the supermajority of their demand organically. However, Airbnb appears to have a different "recurring" expense to keep their business growing: field operations and policy expenses, which is reported under Sales & Marketing (S&M). Over the last few years, the regulatory headaches around the impact of short-term rentals on housing has been intensifying. Airbnb is fairly resilient to any city-specific regulations, since no city represents more than 1% of its revenue, but it could become a major headache if very restrictive policies spread like wildfire to more and more cities over time. Read the full article on Seeking Alpha
CMG
US$34.63
Chipotle Mexican Grill
7D
3.6%
1Y
-35.1%
MAR
US$369.05
Marriott International
7D
-0.6%
1Y
34.9%
RCL
US$292.17
Royal Caribbean Cruises
7D
4.0%
1Y
-13.9%
Narrative Update • Jul 14

RCL: Future Upside Will Come From Resilient Cruise Demand Strength

Royal Caribbean Cruises' analyst price target is updated to $413.58 from $425.00, as analysts weigh strong cruise demand, expanding capacity, and cost control against project delays and mixed revisions across recent research coverage. Analyst Commentary Recent research coverage on Royal Caribbean Cruises highlights a mix of optimism around demand, pricing, and cost control, alongside caution around project timing and industry headlines.
CCL
US$26.59
Carnival
7D
3.7%
1Y
-8.4%
YUM
US$152.57
Yum! Brands
7D
-7.7%
1Y
4.4%
EXPE
US$267.11
Expedia Group
7D
2.6%
1Y
49.8%
DRI
US$196.06
Darden Restaurants
7D
-2.5%
1Y
-5.9%
BKNG
US$182.80
Booking Holdings
7D
4.9%
1Y
-19.2%
HLT
US$328.48
Hilton Worldwide Holdings
7D
-1.4%
1Y
20.1%
MCD
US$264.95
McDonald's
7D
-4.8%
1Y
-11.4%
SGHC
US$14.75
Super Group (SGHC)
7D
-4.9%
1Y
24.3%