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U.S. Hospitality Industry Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies164
  • 7D-0.6%
  • 3M-0.08%
  • 1Y-7.3%
  • YTD-10.0%

Over the last 7 days, the Hospitality industry has dropped 1.0%, driven by Starbucks declining 6.6%. However, the industry is down 8.4% 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
Fri, 05 Jun 2026US$751.0bUS$354.9bUS$27.4b20x27.4x2.1x
Sun, 03 May 2026US$773.4bUS$352.5bUS$25.8b21.6x30x2.2x
Tue, 31 Mar 2026US$706.9bUS$350.1bUS$25.4b20.3x27.9x2x
Thu, 26 Feb 2026US$774.9bUS$346.5bUS$26.2b23.2x29.6x2.2x
Sat, 24 Jan 2026US$825.4bUS$340.8bUS$25.7b21.5x32.1x2.4x
Mon, 22 Dec 2025US$863.2bUS$340.5bUS$25.6b22x33.7x2.5x
Wed, 19 Nov 2025US$750.9bUS$336.7bUS$25.1b20.8x29.9x2.2x
Fri, 17 Oct 2025US$830.9bUS$329.3bUS$24.5b23.4x34x2.5x
Sun, 14 Sep 2025US$854.9bUS$328.8bUS$24.3b24x35.2x2.6x
Tue, 12 Aug 2025US$827.1bUS$327.5bUS$24.3b22.4x34x2.5x
Thu, 10 Jul 2025US$886.6bUS$324.4bUS$24.9b24.5x35.7x2.7x
Sat, 07 Jun 2025US$822.3bUS$325.5bUS$24.5b22.7x33.5x2.5x
Mon, 05 May 2025US$771.7bUS$318.3bUS$24.0b22.6x32.1x2.4x
Wed, 02 Apr 2025US$746.2bUS$318.1bUS$24.0b23.2x31.1x2.3x
Fri, 28 Feb 2025US$826.4bUS$319.8bUS$22.9b23.8x36.1x2.6x
Sun, 26 Jan 2025US$783.6bUS$303.8bUS$20.1b23.6x38.9x2.6x
Tue, 24 Dec 2024US$811.8bUS$303.7bUS$20.1b23.6x40.4x2.7x
Thu, 21 Nov 2024US$799.3bUS$303.9bUS$19.8b24.4x40.4x2.6x
Sat, 19 Oct 2024US$758.8bUS$301.8bUS$20.3b23.1x37.4x2.5x
Mon, 16 Sep 2024US$685.2bUS$301.2bUS$19.7b19.9x34.7x2.3x
Wed, 14 Aug 2024US$637.3bUS$299.3bUS$19.0b18.9x33.5x2.1x
Fri, 12 Jul 2024US$683.9bUS$296.5bUS$19.8b19.5x34.5x2.3x
Sun, 09 Jun 2024US$658.1bUS$283.2bUS$20.7b18.9x31.8x2.3x
Tue, 07 May 2024US$678.1bUS$283.3bUS$19.9b19.8x34x2.4x
Thu, 04 Apr 2024US$693.2bUS$278.9bUS$20.2b20.7x34.3x2.5x
Sat, 02 Mar 2024US$670.3bUS$277.2bUS$19.5b20.3x34.4x2.4x
Mon, 29 Jan 2024US$629.2bUS$270.9bUS$18.6b19.9x33.8x2.3x
Wed, 27 Dec 2023US$627.1bUS$269.1bUS$18.0b20.7x34.8x2.3x
Fri, 24 Nov 2023US$588.2bUS$266.9bUS$16.2b20.8x36.3x2.2x
Sun, 22 Oct 2023US$528.4bUS$259.8bUS$10.8b19.5x48.8x2x
Tue, 19 Sep 2023US$592.8bUS$255.2bUS$8.4b19.4x70.7x2.3x
Thu, 17 Aug 2023US$592.8bUS$254.3bUS$8.1b19.4x73.4x2.3x
Sat, 15 Jul 2023US$631.2bUS$245.1bUS$5.2b20.2x121.2x2.6x
Mon, 12 Jun 2023US$587.1bUS$241.8bUS$3.7b19.9x158x2.4x
Price to Earnings Ratio

158x


Total Market Cap: US$587.1bTotal Earnings: US$3.7bTotal Revenue: US$241.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 41.8x202420252026
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 27.7x which is lower than its 3-year average PE of 42.0x.
  • 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 95% 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 Market-0.11%
Consumer Discretionary-4.28%
Hospitality-0.58%
Casinos and Gaming2.88%
Hotels, Resorts and Cruise Lines0.77%
Leisure Facilities-1.35%
Restaurants-3.95%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 114x.
    • 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 91.1x.
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$293.284.3%
+US$3.2b		8.1%PE17.6x
DASH DoorDashUS$160.072.2%
+US$1.5b		-25.8%PE75.3x
MGM MGM Resorts InternationalUS$47.9411.7%
+US$1.3b		53.2%PE65.3x
FLUT Flutter EntertainmentUS$100.835.5%
+US$910.0m		-58.4%PS1x
TCOM Trip.com GroupUS$48.062.1%
+US$617.1m		-22.5%PE6.2x

Latest News

NCLH
US$19.13
Norwegian Cruise Line Holdings
7D
4.6%
1Y
-1.1%
MGM
US$47.94
MGM Resorts International
7D
11.7%
1Y
53.2%
CMG
US$28.18
Chipotle Mexican Grill
7D
-13.1%
1Y
-46.4%
Seeking Alpha • 19h

Chipotle: The Trough Is Not The Trend

Summary Chipotle Mexican Grill is rated Buy, with the market undervaluing its recovery potential at ~$28/share versus a DCF-derived intrinsic value of $40.48. I see current headwinds as cyclical, not structural, with operational catalysts—HEAP equipment rollout and loyalty program enhancements—already visible and measurable. CMG’s unique company-owned, non-franchise model amplifies both downside volatility and upside leverage in recoveries, directly benefiting shareholders. Read the full article on Seeking Alpha
QSR
US$71.83
Restaurant Brands International
7D
-3.3%
1Y
0.6%
DASH
US$160.07
DoorDash
7D
2.2%
1Y
-25.8%
Narrative Update • Jun 04

DASH: Local Commerce Expansion And Margin Gains Will Support Future Upside

DoorDash’s updated analyst price target edges lower to about $246 from roughly $251, as analysts factor in a slightly higher discount rate, more moderate revenue growth assumptions, and stronger profit margin expectations, alongside a reduced future P/E of around 43x. Analyst Commentary Recent Street research on DoorDash shows a mix of optimism and caution, with several firms adjusting price targets both higher and lower and a new bullish initiation.
DKNG
US$25.37
DraftKings
7D
3.4%
1Y
-24.8%
TCOM
US$48.06
Trip.com Group
7D
2.1%
1Y
-22.5%
Narrative Update • Jun 03

TCOM: AI Expansion And Global Partnerships Should Support Future Overseas Demand

Analysts have inched their price target for Trip.com Group higher to about $77.06 from around $76.91, citing updated fair value estimates, a slightly revised discount rate, and a modest adjustment to expected future P/E levels. What's in the News Trip.com Group hosted its Envision 2026 Global Partner Conference, highlighting new artificial intelligence tools aimed at more personalized travel experiences in the Attractions & Tours segment.
VIK
US$89.99
Viking Holdings
7D
-2.5%
1Y
87.8%
Narrative Update • Jun 03

VIK: Leadership Shift And Low Emission Fleet Expansion Will Support Balanced Outlook

Analysts have raised their price target on Viking Holdings to $97.05 from $86.11, citing updated assumptions regarding revenue growth, profit margins, discount rates and future P/E expectations. What's in the News Leadership transition at Viking Holdings, with Leah Talactac appointed CEO and Torstein Hagen moving to executive chairman, while Linh Banh becomes CFO, effective May 14, 2026.
SBUX
US$94.14
Starbucks
7D
-6.6%
1Y
8.2%
FLUT
US$100.83
Flutter Entertainment
7D
5.5%
1Y
-58.4%
MCD
US$272.72
McDonald's
7D
-1.9%
1Y
-11.7%
DRI
US$193.46
Darden Restaurants
7D
-5.4%
1Y
-10.0%
TXRH
US$161.30
Texas Roadhouse
7D
-10.6%
1Y
-15.8%
RCL
US$293.28
Royal Caribbean Cruises
7D
4.3%
1Y
8.1%
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.
NAVN
US$22.26
Navan
7D
9.5%
1Y
n/a
BKNG
US$167.49
Booking Holdings
7D
-1.4%
1Y
-24.8%
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.