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U.S. Hospitality Industry Analysis

UpdatedJun 27, 2026
DataAggregated Company Financials
Companies162
  • 7D1.6%
  • 3M16.3%
  • 1Y-4.6%
  • YTD-3.0%

In the last week, the Hospitality industry is up 1.6%, with Booking Holdings up 5.6%. In contrast, the industry has lost 4.6% in the last 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
Sat, 27 Jun 2026US$797.8bUS$355.5bUS$27.0b23.9x29.5x2.2x
Mon, 25 May 2026US$738.5bUS$354.9bUS$27.4b19.8x27x2.1x
Wed, 22 Apr 2026US$809.2bUS$350.3bUS$25.5b22.2x31.8x2.3x
Fri, 20 Mar 2026US$745.7bUS$349.5bUS$25.4b21.1x29.4x2.1x
Sun, 15 Feb 2026US$767.9bUS$344.9bUS$26.3b21.4x29.2x2.2x
Tue, 13 Jan 2026US$868.4bUS$340.7bUS$25.7b21.9x33.8x2.5x
Thu, 11 Dec 2025US$813.6bUS$339.8bUS$25.7b23.6x31.7x2.4x
Sat, 08 Nov 2025US$745.0bUS$334.0bUS$24.8b21.8x30x2.2x
Mon, 06 Oct 2025US$837.4bUS$329.3bUS$24.5b24.4x34.2x2.5x
Wed, 03 Sep 2025US$881.6bUS$328.5bUS$24.3b24x36.3x2.7x
Fri, 01 Aug 2025US$869.5bUS$325.3bUS$25.1b22.5x34.7x2.7x
Sun, 29 Jun 2025US$849.2bUS$325.5bUS$24.9b23.5x34.1x2.6x
Tue, 27 May 2025US$784.8bUS$324.9bUS$24.6b21.6x31.9x2.4x
Thu, 24 Apr 2025US$720.5bUS$318.0bUS$24.2b22.4x29.8x2.3x
Sat, 22 Mar 2025US$774.5bUS$318.2bUS$24.0b24x32.3x2.4x
Mon, 17 Feb 2025US$876.1bUS$308.4bUS$21.6b25.6x40.6x2.8x
Wed, 15 Jan 2025US$775.4bUS$303.5bUS$20.1b22.7x38.6x2.6x
Fri, 13 Dec 2024US$840.3bUS$303.8bUS$19.7b24.2x42.6x2.8x
Sun, 10 Nov 2024US$801.2bUS$305.4bUS$19.7b23.5x40.7x2.6x
Tue, 08 Oct 2024US$751.3bUS$302.5bUS$20.4b24x36.9x2.5x
Thu, 05 Sep 2024US$661.3bUS$301.1bUS$19.7b19.6x33.6x2.2x
Sat, 03 Aug 2024US$647.7bUS$295.3bUS$19.9b18.6x32.6x2.2x
Mon, 01 Jul 2024US$697.6bUS$296.5bUS$19.8b19.6x35.2x2.4x
Wed, 29 May 2024US$653.9bUS$283.1bUS$20.6b18.4x31.7x2.3x
Fri, 26 Apr 2024US$675.7bUS$281.0bUS$20.9b20.3x32.4x2.4x
Sun, 24 Mar 2024US$692.3bUS$277.7bUS$19.7b20.2x35.1x2.5x
Tue, 20 Feb 2024US$649.9bUS$272.0bUS$19.1b20.3x34x2.4x
Thu, 18 Jan 2024US$605.6bUS$269.0bUS$18.0b19.3x33.6x2.3x
Sat, 16 Dec 2023US$621.4bUS$267.5bUS$16.5b20.4x37.7x2.3x
Mon, 13 Nov 2023US$560.8bUS$264.9bUS$15.4b21.2x36.5x2.1x
Wed, 11 Oct 2023US$555.6bUS$258.0bUS$10.3b19.7x54.1x2.2x
Fri, 08 Sep 2023US$594.4bUS$255.2bUS$8.2b18.4x72.1x2.3x
Sun, 06 Aug 2023US$616.2bUS$252.4bUS$7.2b21.6x85.1x2.4x
Tue, 04 Jul 2023US$612.5bUS$244.8bUS$5.2b20.4x118.5x2.5x
Price to Earnings Ratio

118.5x


Total Market Cap: US$612.5bTotal Earnings: US$5.2bTotal Revenue: US$244.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 39.2x202420252026
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 29.5x which is lower than its 3-year average PE of 39.2x.
  • 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 74% 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-2.65%
Consumer Discretionary-2.94%
Hospitality1.60%
Leisure Facilities4.95%
Restaurants2.50%
Hotels, Resorts and Cruise Lines1.07%
Casinos and Gaming0.81%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 116x.
    • Analysts are expecting annual earnings growth of 24.4%, 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 92.6x.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 24% over the next 5 years.
  • However this is lower than its past earnings growth rate of 31% per year.
  • 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$181.465.6%
+US$7.5b		-20.3%PE22.8x
SBUX StarbucksUS$104.603.9%
+US$4.5b		13.6%PE79.7x
DASH DoorDashUS$183.095.6%
+US$4.2b		-24.4%PE86.2x
VIK Viking HoldingsUS$103.266.3%
+US$2.7b		95.9%PE38.4x
EXPE Expedia GroupUS$262.809.1%
+US$2.6b		53.9%PE21.2x

Latest News

CCL
US$29.07
Carnival
7D
-5.8%
1Y
6.6%
SBUX
US$104.60
Starbucks
7D
3.9%
1Y
13.6%
TCOM
US$40.89
Trip.com Group
7D
-9.3%
1Y
-30.3%
New Narrative • Jun 26

AI And Regulatory Pressures Will Challenge Travel Platform Before Long Term Inbound Recovery

Catalysts About Trip.com Group Trip.com Group operates a global online travel platform that connects travelers with accommodation, transportation, tours and related services. What are the underlying business or industry changes driving this perspective?
ABNB
US$145.56
Airbnb
7D
2.2%
1Y
8.2%
RCL
US$318.13
Royal Caribbean Cruises
7D
1.8%
1Y
2.8%
MAR
US$377.31
Marriott International
7D
-4.8%
1Y
38.0%
BKNG
US$181.46
Booking Holdings
7D
5.6%
1Y
-20.3%
Seeking Alpha • Jun 25

Booking Holdings: The AI Disintermediation Threat Is Overstated

Summary Booking Holdings maintains a dominant position in online travel, supported by global inventory, loyalty, and direct app engagement. AI-driven disruption fears have weighed on BKNG’s valuation, yet AI is already delivering operating efficiencies and margin expansion. Despite Middle East conflict headwinds, BKNG expects 'low to mid-teens' FY 2026 EPS growth and continued EBITDA margin improvement. Shares trade at a forward P/E of 16x, historically low, presenting an attractive risk/reward if AI disintermediation remains gradual. Read the full article on Seeking Alpha
MCD
US$269.76
McDonald's
7D
-3.2%
1Y
-7.5%
TXRH
US$196.59
Texas Roadhouse
7D
10.6%
1Y
4.7%
Seeking Alpha • Jun 24

Texas Roadhouse: Higher Beef Prices Are A Competitive Edge

Summary Texas Roadhouse has compounded stock at 17% annually over the past decade, outpacing the S&P 500. TXRH is gaining market share by limiting price increases to 2%, under inflation, and now leads U.S. casual dining revenue share. Despite beef price pressures, TXRH’s disciplined pricing strategy is driving continued consumer preference and margin resilience. Expansion of Bubba’s 33 and Jaggers brands, growing 20% YoY, positions TXRH as a multi-brand restaurant corporation. Read the full article on Seeking Alpha
CAVA
US$83.40
CAVA Group
7D
-6.5%
1Y
7.1%
Narrative Update • Jun 23

CAVA: Premium P/E Will Rely On Sustained Same Restaurant Sales Strength

CAVA Group's analyst price target has been nudged higher to $65.49 from $65.14, with analysts pointing to stronger same-store-sales trends, improving traffic, and a sustained growth story supported by recent Q1 results and updated guidance. Analyst Commentary Recent research on CAVA Group has leaned positive, with several firms lifting price targets after Q1 results and updated guidance.
YUMC
US$40.85
Yum China Holdings
7D
-4.8%
1Y
-8.6%
Narrative Update • Jun 23

YUMC: Brand Ownership And Store Expansion Will Support Future Re Rating

Analysts have nudged their fair value estimate for Yum China Holdings slightly higher to about $61.22, citing supportive views on the Pizza Hut brand acquisition in Mainland China as a positive earnings contributor within a still measured valuation framework. Analyst Commentary Analysts covering Yum China Holdings are weighing the Pizza Hut brand acquisition in Mainland China against broader execution and valuation questions, giving investors a mix of optimistic and cautious signals to consider.
LVS
US$47.12
Las Vegas Sands
7D
-3.3%
1Y
6.8%
Narrative Update • Jun 22

LVS: Earnings Beat And 30 Day Catalyst Watch Will Drive Future Upside

Analysts' average price target for Las Vegas Sands has edged down by $7 to $62. This reflects a mix of recent target reductions and smaller upward revisions as they reassess discount rates, growth assumptions, and margin expectations.
DASH
US$183.09
DoorDash
7D
5.6%
1Y
-24.4%
VIK
US$103.26
Viking Holdings
7D
6.3%
1Y
95.9%
Analysis Article • Jun 20

Viking Holdings (VIK) Stock Could Be 35% Below Fair Value After Fleet Expansion

Event overview: Viking Holdings expands river cruise fleet Viking Holdings (VIK) has received two new river ships, the Viking Annar and Viking Fjolvar, built in Germany, adding capacity on key European routes across the Rhine, Main, Danube and Seine. For investors tracking Viking Holdings stock, this fleet expansion highlights ongoing investment in the company’s core river cruise segment, including itineraries centered on Paris and major Central European waterways. See our latest analysis for...
EXPE
US$262.80
Expedia Group
7D
9.1%
1Y
53.9%
Seeking Alpha • Jun 17

Expedia: I Believe Wall Street Has Incorrectly Discounted The Travel Industry

Summary Expedia is positioned at the forefront of technological shifts transforming the travel industry. EXPE's evolution leverages advanced technology to adapt to changing consumer travel behaviors and preferences. The company's strategic focus on innovation aims to capture growth opportunities in a rapidly evolving market landscape. EXPE's role as a technological leader underpins its investment thesis amid ongoing industry transformation. Read the full article on Seeking Alpha
HLT
US$332.86
Hilton Worldwide Holdings
7D
-4.6%
1Y
25.4%
Narrative Update • Jun 17

HLT: Lifestyle Brand Expansion And Q1 Earnings Outlook Shape Balanced Stock View

Analysts have modestly adjusted the Hilton Worldwide Holdings price target, reflecting a small change tied to slightly higher discount rate assumptions and recent Street research that includes a mix of minor target trims and multiple incremental target raises across major firms. Analyst Commentary Street research around Hilton Worldwide Holdings has centered on how the stock is valued relative to other global hotel groups and what that implies for execution and growth expectations over the next few years.