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U.S. Hospitality Industry Analysis

UpdatedJul 21, 2026
DataAggregated Company Financials
Companies162
  • 7D-1.2%
  • 3M0.9%
  • 1Y-10.9%
  • YTD-5.1%

Over the last 7 days, the Hospitality industry has dropped 1.2%, and Chipotle Mexican Grill contributed the most with a 9.6% decline. However, the industry is down 11% over the past year. Looking forward, 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
Tue, 21 Jul 2026US$796.6bUS$356.1bUS$27.2b23.8x29.3x2.2x
Thu, 18 Jun 2026US$799.3bUS$355.0bUS$27.4b22.7x29.2x2.3x
Sat, 16 May 2026US$738.9bUS$354.3bUS$27.5b20x26.9x2.1x
Mon, 13 Apr 2026US$748.6bUS$350.4bUS$25.5b21.5x29.4x2.1x
Wed, 11 Mar 2026US$768.6bUS$349.3bUS$25.3b21.9x30.4x2.2x
Fri, 06 Feb 2026US$810.0bUS$342.8bUS$26.2b21x30.9x2.4x
Sun, 04 Jan 2026US$847.3bUS$340.7bUS$25.7b21.7x33x2.5x
Tue, 02 Dec 2025US$800.0bUS$339.8bUS$25.7b21.3x31.2x2.4x
Thu, 30 Oct 2025US$819.7bUS$330.0bUS$26.3b23.7x31.2x2.5x
Sat, 27 Sep 2025US$843.1bUS$329.0bUS$24.3b24.5x34.6x2.6x
Mon, 25 Aug 2025US$870.6bUS$328.0bUS$24.2b24x36x2.7x
Wed, 23 Jul 2025US$883.1bUS$323.4bUS$24.8b24.5x35.7x2.7x
Fri, 20 Jun 2025US$817.3bUS$324.6bUS$24.5b22.6x33.4x2.5x
Sun, 18 May 2025US$816.3bUS$325.0bUS$24.4b22x33.4x2.5x
Tue, 15 Apr 2025US$705.4bUS$316.2bUS$24.0b22.7x29.4x2.2x
Thu, 13 Mar 2025US$753.3bUS$318.3bUS$23.9b24.1x31.5x2.4x
Sat, 08 Feb 2025US$838.1bUS$309.9bUS$21.0b24.7x39.9x2.7x
Mon, 06 Jan 2025US$797.9bUS$303.5bUS$20.1b23.3x39.7x2.6x
Wed, 04 Dec 2024US$831.3bUS$303.8bUS$19.7b25.1x42.1x2.7x
Fri, 01 Nov 2024US$757.6bUS$304.5bUS$21.1b24.2x36x2.5x
Sun, 29 Sep 2024US$738.6bUS$301.6bUS$19.7b23.5x37.5x2.4x
Tue, 27 Aug 2024US$672.2bUS$300.1bUS$19.3b19.5x34.9x2.2x
Thu, 25 Jul 2024US$684.4bUS$296.6bUS$19.8b19.5x34.6x2.3x
Sat, 22 Jun 2024US$694.9bUS$295.6bUS$19.3b19.9x36x2.4x
Mon, 20 May 2024US$673.1bUS$282.7bUS$20.4b19.5x33x2.4x
Wed, 17 Apr 2024US$666.0bUS$279.0bUS$20.2b19.9x32.9x2.4x
Fri, 15 Mar 2024US$685.4bUS$277.3bUS$19.5b19.8x35.2x2.5x
Sun, 11 Feb 2024US$646.9bUS$269.9bUS$19.1b20x33.8x2.4x
Tue, 09 Jan 2024US$610.4bUS$269.1bUS$18.0b20.3x33.9x2.3x
Thu, 07 Dec 2023US$596.3bUS$267.2bUS$16.5b20x36.1x2.2x
Sat, 04 Nov 2023US$563.6bUS$264.3bUS$14.6b20x38.5x2.1x
Mon, 02 Oct 2023US$566.4bUS$258.0bUS$10.3b19.9x55.1x2.2x
Wed, 30 Aug 2023US$600.6bUS$254.9bUS$8.1b19.2x74.4x2.4x
Fri, 28 Jul 2023US$638.1bUS$246.9bUS$5.9b20.7x108.1x2.6x
Price to Earnings Ratio

108.1x


Total Market Cap: US$638.1bTotal Earnings: US$5.9bTotal Revenue: US$246.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 37.2x202420252026
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 29.3x which is lower than its 3-year average PE of 37.2x.
  • 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 66% 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 Market-1.36%
Consumer Discretionary-0.72%
Hospitality-1.23%
Leisure Facilities0.021%
Hotels, Resorts and Cruise Lines-0.25%
Casinos and Gaming-1.49%
Restaurants-2.44%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 119x.
    • Analysts are expecting annual earnings growth of 25.8%, 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 43.6x.
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$179.452.1%
+US$2.8b		-21.0%PE22.6x
TCOM Trip.com GroupUS$44.194.3%
+US$1.2b		-30.3%PE6x
MAR Marriott InternationalUS$366.931.1%
+US$1.1b		35.1%PE37.4x
DPZ Domino's PizzaUS$328.976.2%
+US$636.0m		-28.8%PE18.5x
H Hyatt HotelsUS$189.552.6%
+US$454.8m		28.7%PS5.2x

Latest News

MCD
US$267.64
McDonald's
7D
-1.8%
1Y
-9.5%
Seeking Alpha • Jul 20

McDonald's: Still Not Good Enough

Summary McDonald’s is rated Hold, with current valuation reflecting an optimistic fair value despite persistent near-term macro headwinds and potential margin pressure. Near-term cost inflation and weakening consumer demand threaten margins, though MCD’s scale and value menu initiatives provide relative resilience. Dividend King status is very likely by late 2026, with a combined yield of ~3.58% potentially attracting more investors if the stock declines. DCF-based intrinsic value is estimated at $271.24 per share, nearly identical to current levels, offering insufficient margin of safety for new positions. Read the full article on Seeking Alpha
DPZ
US$328.97
Domino's Pizza
7D
6.2%
1Y
-28.8%
TXRH
US$196.26
Texas Roadhouse
7D
2.2%
1Y
7.2%
CMG
US$33.13
Chipotle Mexican Grill
7D
-9.6%
1Y
-36.8%
New Narrative • Jul 17

Chipotle Mexican Grill will thrive with a 5% revenue boost

Chipotle is a fast-casual restaurant business that makes almost all of its money from company-owned restaurants selling Mexican-inspired food (burritos, bowls, tacos, etc.). Its growth strategy is straightforward: open more stores, increase digital sales, and improve restaurant productivity.
DKNG
US$24.32
DraftKings
7D
-8.1%
1Y
-45.3%
Seeking Alpha • Jul 16

DraftKings: A 40% Selloff Runs Contrary To The 64% Adjusted EBITDA Increase

Summary DraftKings (DKNG) is transitioning from a waiting game to approaching consistent profitability, as evidenced by strong Q1 2026 results. Q1 2026 revenue grew 17% YoY, while EBITDA surged 64% YoY, highlighting significant operating leverage. DKNG now benefits from multiple growth drivers: improved sportsbook margins, iGaming expansion, prediction markets, and higher revenue per customer. Despite a 4% decline in monthly unique players, DKNG is extracting more value per user and diversifying its revenue streams. Read the full article on Seeking Alpha
H
US$189.55
Hyatt Hotels
7D
2.6%
1Y
28.7%
SBUX
US$104.81
Starbucks
7D
-2.4%
1Y
13.1%
TCOM
US$44.19
Trip.com Group
7D
4.3%
1Y
-30.3%
Narrative Update • Jul 15

TCOM: Softer Q2 Outlook And Regulatory Scrutiny Will Test Travel Resilience

Trip.com Group's analyst price target has been reduced by about $4.65 as analysts factor in softer Q2 guidance, an ongoing regulatory overhang in China, higher fuel costs pressuring travel demand, lower projected profit margins around 15.5%, and a higher assumed future P/E of about 18.4x, despite slightly firmer revenue growth expectations. Analyst Commentary Recent Street research on Trip.com Group points to a more cautious tone, with several Bearish analysts trimming price targets and revisiting growth and valuation assumptions following the latest results and guidance.
ABNB
US$144.94
Airbnb
7D
-0.9%
1Y
5.0%
Seeking Alpha • Jul 15

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
CAVA
US$63.51
CAVA Group
7D
-12.4%
1Y
-27.4%
NAVN
US$27.73
Navan
7D
6.1%
1Y
n/a
Seeking Alpha • Jul 15

Navan: Customer Ramps And AI Leverage

Summary Navan earns a buy rating due to its deeply embedded, all-in-one business travel and expense platform, driving strong customer retention. NAVN's long growth runway is supported by multi-year customer ramping, expanding product adoption, and increasing enterprise wins, evidenced by 45 S&P 500 customers in Q1 2027. AI-driven automation, especially the Ava assistant, is significantly reducing support costs and expanding gross margins, reaching 75% in Q1 2027. With reliable FY2027 revenue guidance of $910M and potential 25% growth in FY2028, NAVN's premium ~6x NTM revenue multiple appears justified if growth persists. Read the full article on Seeking Alpha
MAR
US$366.93
Marriott International
7D
1.1%
1Y
35.1%
FLUT
US$106.53
Flutter Entertainment
7D
-5.2%
1Y
-64.8%
YUM
US$147.37
Yum! Brands
7D
-8.9%
1Y
1.3%
PLNT
US$55.25
Planet Fitness
7D
9.4%
1Y
-49.8%
BKNG
US$179.45
Booking Holdings
7D
2.1%
1Y
-21.0%