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U.S. Hospitality Industry Analysis

UpdatedOct 16, 2025
DataAggregated Company Financials
Companies163
  • 7D0.2%
  • 3M-5.8%
  • 1Y9.7%
  • YTD4.5%

The Hospitality is pretty flat in the last 7 days, but McDonald's has stood out, gaining 3.7%. As for the the longer term, the industry is up 9.7% over the past 12 months. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Oct 2025US$828.9bUS$329.3bUS$24.5b23.8x33.9x2.5x
Sat, 13 Sep 2025US$869.2bUS$328.8bUS$24.3b24x35.8x2.6x
Mon, 11 Aug 2025US$826.2bUS$327.5bUS$24.3b22.5x34x2.5x
Wed, 09 Jul 2025US$885.5bUS$324.4bUS$24.9b24.4x35.6x2.7x
Fri, 06 Jun 2025US$823.3bUS$325.5bUS$24.5b22.6x33.6x2.5x
Sun, 04 May 2025US$771.9bUS$318.3bUS$24.0b22.6x32.1x2.4x
Tue, 01 Apr 2025US$749.2bUS$318.2bUS$24.0b23x31.3x2.4x
Thu, 27 Feb 2025US$803.2bUS$307.1bUS$22.0b24.1x36.5x2.6x
Sat, 25 Jan 2025US$801.6bUS$303.8bUS$20.1b23.6x39.8x2.6x
Mon, 23 Dec 2024US$812.0bUS$303.7bUS$20.1b23.7x40.4x2.7x
Wed, 20 Nov 2024US$795.1bUS$303.8bUS$19.8b24.4x40.2x2.6x
Fri, 18 Oct 2024US$758.7bUS$301.8bUS$20.3b22.8x37.4x2.5x
Sun, 15 Sep 2024US$685.2bUS$301.2bUS$19.7b19.9x34.7x2.3x
Tue, 13 Aug 2024US$641.4bUS$299.2bUS$19.0b18.8x33.7x2.1x
Thu, 11 Jul 2024US$685.7bUS$296.5bUS$19.8b19.4x34.6x2.3x
Sat, 08 Jun 2024US$665.0bUS$283.2bUS$20.7b19.2x32.2x2.3x
Mon, 06 May 2024US$669.6bUS$283.1bUS$19.9b20.3x33.6x2.4x
Wed, 03 Apr 2024US$697.5bUS$278.9bUS$20.2b20.5x34.5x2.5x
Fri, 01 Mar 2024US$662.6bUS$276.8bUS$19.5b20.2x33.9x2.4x
Sun, 28 Jan 2024US$629.2bUS$270.9bUS$18.6b19.9x33.8x2.3x
Tue, 26 Dec 2023US$627.1bUS$269.1bUS$18.0b20.4x34.8x2.3x
Thu, 23 Nov 2023US$591.7bUS$266.9bUS$16.2b20.6x36.5x2.2x
Sat, 21 Oct 2023US$528.4bUS$259.8bUS$10.8b19.5x48.8x2x
Mon, 18 Sep 2023US$593.2bUS$255.2bUS$8.4b19x70.7x2.3x
Wed, 16 Aug 2023US$597.7bUS$254.1bUS$8.0b20x74.7x2.4x
Fri, 14 Jul 2023US$632.2bUS$245.0bUS$5.2b20.6x121.5x2.6x
Sun, 11 Jun 2023US$587.1bUS$241.8bUS$3.7b19.9x158x2.4x
Tue, 09 May 2023US$574.7bUS$239.7bUS$2.7b18.4x216.5x2.4x
Thu, 06 Apr 2023US$643.4bUS$248.2bUS$1.9b19.5x347.5x2.6x
Sat, 04 Mar 2023US$648.7bUS$236.1bUS$1.2b19.7x532.8x2.7x
Mon, 30 Jan 2023US$692.7bUS$235.2bUS$1.3b19.2x535x2.9x
Wed, 28 Dec 2022US$579.8bUS$234.8bUS$1.3b17.4x445.4x2.5x
Fri, 25 Nov 2022US$602.0bUS$230.7bUS$396.5m18.5x1518.4x2.6x
Sun, 23 Oct 2022US$576.8bUS$219.0b-US$2,444,955,685.0018.2x-235.9x2.6x
Price to Earnings Ratio

-235.9x


Total Market Cap: US$576.8bTotal Earnings: -US$2,444,955,685.00Total Revenue: US$219.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 179.5x202320242025
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 33.9x which is lower than its 3-year average PE of 180x.
  • The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
  • Total earnings for the Hospitality industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 15% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market-1.18%
Consumer Discretionary-2.46%
Hospitality0.21%
Hotels, Resorts and Cruise Lines1.00%
Restaurants0.45%
Casinos and Gaming-1.56%
Leisure Facilities-2.88%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry, which is trading close to its 3-year average PE ratio of 67.1x.
    • Analysts are expecting annual earnings growth of 32.4%, which is higher than its past year's earnings decline of 0.03% per year.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 32% over the next 5 years.
  • This is better than its past earnings decline of 0.03% per year.
  • In contrast, the Hotels, Resorts and Cruise Lines 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
MCD McDonald'sUS$305.253.7%
+US$7.7b		-2.5%PE26x
SBUX StarbucksUS$82.863.5%
+US$3.2b		-13.2%PE35.8x
ABNB AirbnbUS$124.263.6%
+US$2.6b		-8.1%PE29x
HLT Hilton Worldwide HoldingsUS$265.111.9%
+US$1.2b		11.6%PE39.2x
CMG Chipotle Mexican GrillUS$41.771.9%
+US$1.1b		-29.3%PE36.3x

Latest News

LVS
US$49.03
Las Vegas Sands
7D
-8.0%
1Y
-5.1%
SBUX
US$82.86
Starbucks
7D
3.5%
1Y
-13.2%
BKNG
US$5,080.86
Booking Holdings
7D
-1.0%
1Y
17.1%
MCD
US$305.25
McDonald's
7D
3.7%
1Y
-2.5%

International Expansion And Digital Commerce Will Shape Future Success

Analysts have modestly reduced their fair value estimate for McDonald's to $331.52, a decrease of about $4. This adjustment reflects cautious outlooks on the company's value-driven strategy and continued pressure on lower-income consumer spending.
MAR
US$266.19
Marriott International
7D
-0.7%
1Y
1.4%
ABNB
US$124.26
Airbnb
7D
3.6%
1Y
-8.1%
HLT
US$265.11
Hilton Worldwide Holdings
7D
1.9%
1Y
11.6%
DASH
US$272.61
DoorDash
7D
-3.0%
1Y
81.9%
TCOM
US$69.81
Trip.com Group
7D
-1.8%
1Y
20.4%

Expanding Asia-Pacific Market Will Drive International Tourism

Analysts have raised their price target for Trip.com Group, increasing it from about $82.70 to $83.54. They cite stronger-than-expected revenue growth and improving profit margins in the latest quarter.
CMG
US$41.77
Chipotle Mexican Grill
7D
1.9%
1Y
-29.3%

Restaurant Expansion In Mexico And Europe Will Boost Performance

Analysts have lowered their price target for Chipotle Mexican Grill to approximately $56.94 from about $57.75. This modest reduction reflects tempered revenue growth expectations, despite recent performance improvements and ongoing industry challenges.
SBET
US$15.15
SharpLink Gaming
7D
-13.8%
1Y
61.7%
RCL
US$311.16
Royal Caribbean Cruises
7D
0.9%
1Y
54.2%

New Cruise Ships And Private Destinations Will Expand Markets

Analysts have raised Royal Caribbean Cruises' price target to $355.87, citing strong forward demand, robust pricing power, industry-leading margins, and accretive land-based initiatives, while recent share gains leave some caution on tactical positioning. Analyst Commentary Bullish analysts cite strong forward demand and robust pricing power driving significant upward EPS revisions for Royal Caribbean through 2027/2028.
YUM
US$144.51
Yum! Brands
7D
-1.0%
1Y
8.4%
CHDN
US$86.85
Churchill Downs
7D
-6.2%
1Y
-38.0%
VIK
US$61.75
Viking Holdings
7D
3.4%
1Y
58.3%

Global Expansion Will Unlock Premium Travel Experiences

With both net profit margin and discount rate largely unchanged, the consensus analyst price target for Viking Holdings has seen only a marginal increase, rising from $65.24 to $66.35. What's in the News Viking continues aggressive fleet expansion with new river ships delivered in Portugal (Viking Gyda) and Egypt (Viking Amun), plus plans for 27 additional river ships by 2028 and 10 more ocean ships by 2031.
BROS
US$55.01
Dutch Bros
7D
14.8%
1Y
57.8%

Sun Belt Expansion And Drive-Thru Focus Will Shape Future Success

Analysts remain bullish on Dutch Bros due to strong store growth, robust comparable sales, and impressive quarterly results, resulting in the consensus analyst price target staying unchanged at $82.62. Analyst Commentary Bullish analysts cite Dutch Bros' industry-leading store growth and sustained sales and traffic momentum, with expectations that this momentum is likely to continue through 2026 due to a strong catalyst path.