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U.S. Hospitality Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies163
  • 7D3.0%
  • 3M-1.0%
  • 1Y-5.1%
  • YTD-9.5%

Over the last 7 days, the Hospitality industry has risen 3.0%, driven by gains from Royal Caribbean Cruises of 13%. During this same period, the Starbucks underperformed, falling 6.4%. However, the industry is down 5.1% over the past year. 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, 02 Jun 2026US$760.7bUS$354.9bUS$27.4b20.3x27.8x2.1x
Thu, 30 Apr 2026US$762.7bUS$351.3bUS$25.5b21.6x29.9x2.2x
Sat, 28 Mar 2026US$733.6bUS$349.8bUS$25.0b20.2x29.3x2.1x
Mon, 23 Feb 2026US$790.1bUS$346.2bUS$26.1b22.2x30.3x2.3x
Wed, 21 Jan 2026US$824.4bUS$340.8bUS$25.7b21.2x32x2.4x
Fri, 19 Dec 2025US$841.5bUS$340.1bUS$25.5b23.5x33x2.5x
Sun, 16 Nov 2025US$762.8bUS$335.0bUS$23.3b21.1x32.7x2.3x
Tue, 14 Oct 2025US$805.7bUS$329.3bUS$24.4b23.1x33x2.4x
Thu, 11 Sep 2025US$860.1bUS$328.8bUS$24.3b23.8x35.4x2.6x
Sat, 09 Aug 2025US$852.2bUS$330.2bUS$24.3b22.5x35x2.6x
Mon, 07 Jul 2025US$887.6bUS$324.4bUS$24.9b24.4x35.7x2.7x
Wed, 04 Jun 2025US$806.1bUS$325.4bUS$24.5b22.7x32.9x2.5x
Fri, 02 May 2025US$687.6bUS$302.3bUS$21.3b22.2x32.3x2.3x
Sun, 30 Mar 2025US$749.5bUS$318.1bUS$24.0b23x31.3x2.4x
Tue, 25 Feb 2025US$816.3bUS$309.2bUS$21.7b24.9x37.6x2.6x
Thu, 23 Jan 2025US$799.7bUS$303.7bUS$20.1b23.2x39.7x2.6x
Sat, 21 Dec 2024US$798.2bUS$304.5bUS$20.1b23.7x39.8x2.6x
Mon, 18 Nov 2024US$790.3bUS$303.5bUS$19.5b24.4x40.6x2.6x
Wed, 16 Oct 2024US$754.6bUS$301.8bUS$20.3b22.8x37.2x2.5x
Fri, 13 Sep 2024US$673.9bUS$301.2bUS$19.7b19.5x34.2x2.2x
Sun, 11 Aug 2024US$641.4bUS$299.2bUS$19.0b18.2x33.7x2.1x
Tue, 09 Jul 2024US$693.1bUS$296.5bUS$19.8b19.2x35x2.3x
Thu, 06 Jun 2024US$653.6bUS$283.2bUS$20.6b19.1x31.7x2.3x
Sat, 04 May 2024US$666.1bUS$283.1bUS$19.9b20.3x33.4x2.4x
Mon, 01 Apr 2024US$679.4bUS$278.9bUS$20.2b20.5x33.6x2.4x
Wed, 28 Feb 2024US$654.5bUS$276.6bUS$19.5b20.1x33.6x2.4x
Fri, 26 Jan 2024US$621.8bUS$270.9bUS$18.6b19.9x33.4x2.3x
Sun, 24 Dec 2023US$626.9bUS$269.1bUS$18.0b20.4x34.8x2.3x
Tue, 21 Nov 2023US$590.2bUS$265.9bUS$15.6b21.6x37.8x2.2x
Thu, 19 Oct 2023US$538.1bUS$258.0bUS$10.2b19.9x52.7x2.1x
Sat, 16 Sep 2023US$590.0bUS$255.2bUS$8.4b19.1x70.4x2.3x
Mon, 14 Aug 2023US$607.1bUS$254.2bUS$8.0b20.1x76.1x2.4x
Wed, 12 Jul 2023US$620.8bUS$244.9bUS$5.2b20.1x119.5x2.5x
Fri, 09 Jun 2023US$583.9bUS$241.8bUS$3.8b20x155.3x2.4x
Price to Earnings Ratio

155.3x


Total Market Cap: US$583.9bTotal Earnings: US$3.8bTotal Revenue: US$241.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 42.2x202420252026
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 27.8x which is lower than its 3-year average PE of 42.2x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 94% 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 Market1.58%
Consumer Discretionary1.58%
Hospitality3.01%
Hotels, Resorts and Cruise Lines5.61%
Leisure Facilities3.52%
Casinos and Gaming1.55%
Restaurants0.26%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 113x.
    • Analysts are expecting annual earnings growth of 24.3%, 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 90.9x.
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 9.0% 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
RCL Royal Caribbean CruisesUS$289.0512.9%
+US$8.8b		10.4%PE17.3x
BKNG Booking HoldingsUS$169.255.1%
+US$6.3b		-23.6%PE21.3x
VIK Viking HoldingsUS$91.849.0%
+US$3.4b		101.4%PE34.2x
ABNB AirbnbUS$137.874.2%
+US$3.3b		6.4%PE32.5x
MGM MGM Resorts InternationalUS$50.6932.0%
+US$3.1b		62.6%PE69.1x

Latest News

MGM
US$50.69
MGM Resorts International
7D
32.0%
1Y
62.6%
HLT
US$332.65
Hilton Worldwide Holdings
7D
3.6%
1Y
33.5%
QSR
US$72.86
Restaurant Brands International
7D
-3.3%
1Y
1.2%
VIK
US$91.84
Viking Holdings
7D
9.0%
1Y
101.4%
CCL
US$27.51
Carnival
7D
5.9%
1Y
16.9%
YUM
US$147.51
Yum! Brands
7D
-4.9%
1Y
2.0%
RCL
US$289.05
Royal Caribbean Cruises
7D
12.9%
1Y
10.4%
Narrative Update • Jun 01

RCL: Future Earnings Power Will Depend On Mexico Project Resolution

Royal Caribbean Cruises' analyst price target has been trimmed by about $10 to reflect lower fair value, modestly softer revenue growth and profit margin assumptions, and a slightly lower future P/E, after analysts highlighted potential earnings and capacity risks tied to the Perfect Day Mexico project and recent booking headwinds in the broader cruise group. Analyst Commentary Recent research on Royal Caribbean has been active, with several firms revisiting their models after project updates, booking trends and earnings guidance changes.
SBUX
US$96.51
Starbucks
7D
-6.4%
1Y
13.3%
Narrative Update • Jun 01

SBUX: Elevated Labor Investments Will Keep Pressure On Rich P/E Multiple

Analysts have raised the Starbucks fair value estimate from about $77.51 to $81.20. This reflects broadly higher price targets tied to expectations for margin recovery, labor investments, and potential sales and earnings upside highlighted in recent research.
ABNB
US$137.87
Airbnb
7D
4.2%
1Y
6.4%
YUMC
US$42.91
Yum China Holdings
7D
-3.7%
1Y
-2.4%
BKNG
US$169.25
Booking Holdings
7D
5.1%
1Y
-23.6%
Narrative Update • May 29

BKNG: AI Disruption Fears Will Fade After ChatGPT Checkout Pivot

Booking Holdings' updated analyst price target edges slightly lower by about $0.25 to roughly $224, as analysts factor in modestly softer assumptions for revenue growth and profit margins. This is partly offset by a higher future P/E and mixed recent target resets across the Street following the stock split and shifting views on AI related disruption risks.
LVS
US$53.27
Las Vegas Sands
7D
7.8%
1Y
29.6%
CMG
US$30.55
Chipotle Mexican Grill
7D
-7.1%
1Y
-38.7%
MCD
US$276.11
McDonald's
7D
-2.2%
1Y
-11.7%
Seeking Alpha • May 27

McDonald's: Still Lovin' The Moat

Summary McDonald’s is rated Buy, with a DCF-implied share price of $315.98, offering 11.94% upside. MCD’s resilient franchise and real-estate-backed model drive durable mid-single-digit revenue growth and sustained operating margins above 40%. Q1 FY2026 delivered 9.4% YoY revenue growth and 45.3% EBIT margin, supported by menu innovation, digital engagement, and international expansion. Key risks include cost inflation, FX volatility, and regulatory pressures, but MCD’s global brand and capital allocation discipline support long-term compounding. Read the full article on Seeking Alpha
SGHC
US$13.01
Super Group (SGHC)
7D
-3.7%
1Y
48.7%
CAVA
US$74.67
CAVA Group
7D
-7.2%
1Y
-8.1%