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U.S. Hospitality Industry Analysis

UpdatedJul 08, 2026
DataAggregated Company Financials
Companies162
  • 7D-0.2%
  • 3M6.4%
  • 1Y-9.1%
  • YTD-4.3%

The Hospitality is pretty flat in the last 7 days, but McDonald's has stood out, gaining 4.4%. As for the longer term, the industry has declined 9.1% in the last year. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 Jul 2026US$802.6bUS$356.0bUS$27.1b23.8x29.6x2.3x
Sat, 06 Jun 2026US$756.2bUS$354.9bUS$27.4b20.2x27.6x2.1x
Mon, 04 May 2026US$773.4bUS$352.5bUS$25.8b21.6x30x2.2x
Wed, 01 Apr 2026US$711.8bUS$350.1bUS$25.4b20.6x28x2x
Fri, 27 Feb 2026US$788.0bUS$348.1bUS$26.1b23.5x30.2x2.3x
Sun, 25 Jan 2026US$820.3bUS$340.8bUS$25.7b21.5x31.9x2.4x
Tue, 23 Dec 2025US$864.3bUS$340.5bUS$25.6b21.9x33.8x2.5x
Thu, 20 Nov 2025US$751.6bUS$336.7bUS$25.1b20.7x29.9x2.2x
Sat, 18 Oct 2025US$818.6bUS$329.3bUS$24.5b23.5x33.5x2.5x
Mon, 15 Sep 2025US$855.2bUS$328.8bUS$24.3b24x35.2x2.6x
Wed, 13 Aug 2025US$831.2bUS$327.6bUS$24.2b22.8x34.4x2.5x
Fri, 11 Jul 2025US$892.2bUS$324.4bUS$24.9b24.9x35.9x2.8x
Sun, 08 Jun 2025US$829.4bUS$325.5bUS$24.5b22.7x33.8x2.5x
Tue, 06 May 2025US$772.7bUS$318.5bUS$24.0b22.3x32.2x2.4x
Thu, 03 Apr 2025US$752.2bUS$318.1bUS$24.0b23.4x31.4x2.4x
Sat, 01 Mar 2025US$814.4bUS$318.1bUS$22.9b25x35.6x2.6x
Mon, 27 Jan 2025US$783.6bUS$303.8bUS$20.1b23.6x38.9x2.6x
Wed, 25 Dec 2024US$813.9bUS$303.7bUS$20.1b23.8x40.5x2.7x
Fri, 22 Nov 2024US$805.0bUS$303.9bUS$19.8b24.5x40.6x2.6x
Sun, 20 Oct 2024US$738.8bUS$301.8bUS$20.3b23.1x36.4x2.4x
Tue, 17 Sep 2024US$685.3bUS$300.4bUS$19.7b19.8x34.8x2.3x
Thu, 15 Aug 2024US$641.7bUS$300.0bUS$19.2b18.7x33.4x2.1x
Sat, 13 Jul 2024US$687.6bUS$296.6bUS$19.8b19.8x34.7x2.3x
Mon, 10 Jun 2024US$657.9bUS$283.2bUS$20.7b18.9x31.8x2.3x
Wed, 08 May 2024US$671.4bUS$283.6bUS$19.8b19.6x34x2.4x
Fri, 05 Apr 2024US$692.9bUS$279.0bUS$20.2b20.4x34.3x2.5x
Sun, 03 Mar 2024US$671.7bUS$276.9bUS$19.6b20.3x34.3x2.4x
Tue, 30 Jan 2024US$629.2bUS$270.8bUS$18.6b20.1x33.9x2.3x
Thu, 28 Dec 2023US$625.1bUS$269.1bUS$18.0b20.6x34.7x2.3x
Sat, 25 Nov 2023US$592.3bUS$266.9bUS$16.0b20.8x36.9x2.2x
Mon, 23 Oct 2023US$527.7bUS$259.8bUS$10.8b19.5x48.8x2x
Wed, 20 Sep 2023US$588.5bUS$255.2bUS$8.5b19.7x69.6x2.3x
Fri, 18 Aug 2023US$592.5bUS$254.3bUS$8.1b19.3x73.3x2.3x
Sun, 16 Jul 2023US$631.3bUS$245.1bUS$5.2b20.2x121.3x2.6x
Price to Earnings Ratio

121.3x


Total Market Cap: US$631.3bTotal Earnings: US$5.2bTotal Revenue: US$245.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 38.2x202420252026
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 29.6x which is lower than its 3-year average PE of 38.3x.
  • 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 73% 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-0.65%
Consumer Discretionary0.29%
Hospitality-0.23%
Leisure Facilities2.91%
Casinos and Gaming2.35%
Restaurants1.44%
Hotels, Resorts and Cruise Lines-2.39%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 117x.
    • Analysts are expecting annual earnings growth of 25.2%, 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 70.0x.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 25% 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
MCD McDonald'sUS$278.253.3%
+US$6.3b		-5.0%PE22.8x
QSR Restaurant Brands InternationalUS$74.454.2%
+US$1.0b		10.7%PE23.9x
FLUT Flutter EntertainmentUS$111.325.6%
+US$1.0b		-61.1%PS1.1x
YUM Yum! BrandsUS$165.252.3%
+US$1.0b		9.5%PE26.2x
SGHC Super Group (SGHC)US$15.5111.0%
+US$782.4m		29.4%PE32.2x

Latest News

BKNG
US$174.29
Booking Holdings
7D
-4.6%
1Y
-23.1%
CAVA
US$67.59
CAVA Group
7D
-15.3%
1Y
-24.5%
Narrative Update • Jul 07

CAVA: Same Store Sales Strength Will Support Ongoing Restaurant Expansion Plans

Analysts have nudged the fair value estimate for CAVA Group higher from $87.27 to $92.88, citing a series of price target increases that highlight confidence in same-store sales momentum, improving margins, and the company’s long-term growth plan, even as some caution that the stock’s valuation leaves limited room for execution missteps. Analyst Commentary Recent research on CAVA Group reflects a mix of enthusiasm for the company’s growth trajectory and caution around how much of that optimism is already reflected in the stock price.
BROS
US$64.93
Dutch Bros
7D
-11.4%
1Y
-2.1%
CMG
US$33.43
Chipotle Mexican Grill
7D
-4.5%
1Y
-40.2%
Narrative Update • Jul 06

CMG: Reset Multiple And Store Expansion Plan Will Support Recovery

Analysts have trimmed the Chipotle Mexican Grill fair value estimate from $54.79 to $52.00 as they temper revenue growth, margin, and future P/E assumptions, while still pointing to a reset valuation that some see as offering "quality growth at the right price". Analyst Commentary Recent Street research around Chipotle Mexican Grill has become more divided, with some high profile firms seeing the current share price reset as an entry point while others flag a slower growth and margin story.
YUM
US$165.25
Yum! Brands
7D
2.3%
1Y
9.5%
MCD
US$278.25
McDonald's
7D
3.3%
1Y
-5.0%
SGHC
US$15.51
Super Group (SGHC)
7D
11.0%
1Y
29.4%
ABNB
US$142.95
Airbnb
7D
-3.0%
1Y
4.5%
VIK
US$97.97
Viking Holdings
7D
-4.0%
1Y
74.1%
Narrative Update • Jul 02

VIK: Future Fleet Expansion And Margin Improvements Will Drive Upside

Analysts have lifted their price target for Viking Holdings to $118.48 from $80.21, citing updated assumptions for slightly lower discount rates, higher projected revenue growth, improved profit margins, and a richer future P/E multiple. What’s in the News for Viking Holdings Viking Holdings reported Q1 revenue growth of 17.5% year over year, ahead of analyst expectations, with higher net profit and operating efficiency supporting a 19% rise in the stock price in the latest trading reaction to results.
MAR
US$371.16
Marriott International
7D
0.8%
1Y
32.9%
Narrative Update • Jun 30

MAR: Expansion Into China And Saudi Arabia Will Drive Future Upside

Analysts have lifted their price target on Marriott International from $370 to $446, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E that adjust their view of the stock's valuation profile. What's in the News Marriott International introduced the AI powered Ask Bonvoy tool in beta, using conversational search to help travelers find and book stays across its portfolio of more than 10,000 properties.
RCL
US$280.95
Royal Caribbean Cruises
7D
-8.3%
1Y
-15.8%
Narrative Update • Jun 30

RCL: Project And Fuel Headwinds Will Cap Further Upside Potential

Royal Caribbean Cruises' analyst fair value has been adjusted slightly lower from $268.88 to $261.31. This reflects updated assumptions on discount rates, revenue growth, margins, and a more conservative future P/E, even as several firms revise price targets following shifts in fuel cost expectations and project specific risks around Perfect Day Mexico.
CCL
US$25.64
Carnival
7D
-10.1%
1Y
-11.1%
Narrative Update • Jun 30

CCL: Fuel Efficiency And Cost Control Will Support Future Upside Potential

The analyst price target for Carnival has been revised to $35.60 from $37.70 as analysts weigh stronger fuel efficiency benefits and cost control against softer European booking trends and lowered yield guidance. Analyst Commentary Carnival sits in the middle of a split analyst debate, with most recent research pointing to improved cost execution and fuel savings, while also flagging pressure on future yield guidance and pockets of softer demand, especially in Europe.
FLUT
US$111.32
Flutter Entertainment
7D
5.6%
1Y
-61.1%
DKNG
US$27.17
DraftKings
7D
5.4%
1Y
-36.5%
QSR
US$74.45
Restaurant Brands International
7D
4.2%
1Y
10.7%
Narrative Update • Jun 25

QSR: Reinvestment And Marketing Execution Will Drive Future Earnings Re Rating Potential

Analysts have nudged their price targets for Restaurant Brands International higher toward $85, citing years of reinvestment, operational improvements, and more effective marketing as key supports for their updated earnings estimates. Analyst Commentary Recent Street research on Restaurant Brands International shows a cluster of price target revisions and refreshed earnings models, with most firms moving their fair value assumptions higher while a smaller group has adjusted targets lower.
YUMC
US$42.72
Yum China Holdings
7D
4.3%
1Y
-9.5%
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.