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U.S. Hospitality Industry Analysis

UpdatedJul 10, 2026
DataAggregated Company Financials
Companies163
  • 7D-1.0%
  • 3M8.3%
  • 1Y-10.4%
  • YTD-4.4%

Over the last 7 days, the Hospitality industry has dropped 1.0%, driven by a pullback from Booking Holdings of 4.9%. However, the industry is down 10% over the past 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
Fri, 10 Jul 2026US$791.7bUS$356.0bUS$27.1b24.1x29.2x2.2x
Sun, 07 Jun 2026US$752.6bUS$354.9bUS$27.4b20.2x27.5x2.1x
Tue, 05 May 2026US$773.3bUS$352.5bUS$25.8b20.8x30x2.2x
Thu, 02 Apr 2026US$731.4bUS$350.2bUS$25.5b21.2x28.7x2.1x
Sat, 28 Feb 2026US$806.6bUS$348.5bUS$26.0b23.4x31x2.3x
Mon, 26 Jan 2026US$820.3bUS$340.8bUS$25.7b21.5x31.9x2.4x
Wed, 24 Dec 2025US$868.3bUS$340.6bUS$25.6b22x33.9x2.5x
Fri, 21 Nov 2025US$773.5bUS$342.9bUS$26.1b20.7x29.7x2.3x
Sun, 19 Oct 2025US$819.4bUS$329.3bUS$24.5b23.5x33.5x2.5x
Tue, 16 Sep 2025US$855.0bUS$328.8bUS$24.3b24.3x35.2x2.6x
Thu, 14 Aug 2025US$845.1bUS$327.6bUS$24.2b23.3x35x2.6x
Sat, 12 Jul 2025US$892.2bUS$324.4bUS$24.9b24.9x35.9x2.8x
Mon, 09 Jun 2025US$829.4bUS$325.5bUS$24.5b22.7x33.8x2.5x
Wed, 07 May 2025US$770.1bUS$319.3bUS$24.4b21.9x31.6x2.4x
Fri, 04 Apr 2025US$765.7bUS$318.2bUS$24.0b22.4x32x2.4x
Sun, 02 Mar 2025US$825.9bUS$318.1bUS$22.9b25x36.1x2.6x
Tue, 28 Jan 2025US$799.0bUS$303.8bUS$20.1b23.7x39.7x2.6x
Thu, 26 Dec 2024US$814.8bUS$303.7bUS$20.1b23.8x40.6x2.7x
Sat, 23 Nov 2024US$812.2bUS$303.8bUS$19.8b25x41x2.7x
Mon, 21 Oct 2024US$738.8bUS$301.8bUS$20.3b23.1x36.4x2.4x
Wed, 18 Sep 2024US$688.7bUS$300.4bUS$19.7b20.1x35x2.3x
Fri, 16 Aug 2024US$642.6bUS$299.8bUS$19.3b19.1x33.4x2.1x
Sun, 14 Jul 2024US$694.5bUS$296.6bUS$19.8b19.8x35.1x2.3x
Tue, 11 Jun 2024US$658.4bUS$283.2bUS$20.7b19x31.9x2.3x
Thu, 09 May 2024US$671.3bUS$283.7bUS$19.8b20.1x33.9x2.4x
Sat, 06 Apr 2024US$681.6bUS$279.0bUS$20.2b20.5x33.7x2.4x
Mon, 04 Mar 2024US$671.7bUS$276.9bUS$19.6b20.3x34.3x2.4x
Wed, 31 Jan 2024US$638.2bUS$270.9bUS$18.6b20.1x34.3x2.4x
Fri, 29 Dec 2023US$625.7bUS$269.1bUS$18.0b20.5x34.7x2.3x
Sun, 26 Nov 2023US$592.6bUS$267.3bUS$16.5b20.4x35.8x2.2x
Tue, 24 Oct 2023US$534.6bUS$259.9bUS$10.8b19.6x49.4x2.1x
Thu, 21 Sep 2023US$583.1bUS$255.2bUS$8.5b19.7x68.9x2.3x
Sat, 19 Aug 2023US$583.8bUS$254.6bUS$7.9b19.6x74.2x2.3x
Mon, 17 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 38.1x202420252026
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 29.2x which is lower than its 3-year average PE of 38.1x.
  • 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 Market0.59%
Consumer Discretionary1.24%
Hospitality-1.03%
Leisure Facilities2.62%
Casinos and Gaming0.021%
Restaurants-1.10%
Hotels, Resorts and Cruise Lines-1.48%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 118x.
    • Analysts are expecting annual earnings growth of 25.4%, 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 65.9x.
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
SBUX StarbucksUS$106.412.1%
+US$2.4b		11.8%PE81.1x
FLUT Flutter EntertainmentUS$110.794.5%
+US$825.1m		-61.7%PS1.1x
ARMK AramarkUS$57.882.8%
+US$418.1m		32.7%PE42.6x
WYNN Wynn ResortsUS$98.833.0%
+US$298.6m		-11.7%PE27x
TCOM Trip.com GroupUS$41.431.0%
+US$270.8m		-33.0%PE5.6x

Latest News

MTN
US$147.49
Vail Resorts
7D
4.8%
1Y
-13.1%
RCL
US$288.08
Royal Caribbean Cruises
7D
-2.8%
1Y
-15.6%
YUMC
US$42.31
Yum China Holdings
7D
1.5%
1Y
-11.6%
CCL
US$26.72
Carnival
7D
-4.3%
1Y
-8.2%
ABNB
US$146.89
Airbnb
7D
-1.4%
1Y
7.2%
CMG
US$34.60
Chipotle Mexican Grill
7D
-2.2%
1Y
-38.7%
WYNN
US$98.83
Wynn Resorts
7D
3.0%
1Y
-11.7%
Narrative Update • Jul 09

WYNN: Future Returns Will Hinge On UAE Project Cash Flow Execution

The analyst price target for Wynn Resorts has been reduced by about $5 to $118, as analysts factor in updated assumptions on fair value, discount rate, revenue growth and profit margins, along with recent Street research that includes both new Buy-rated initiation and a series of lowered price targets. Analyst Commentary Recent Street research on Wynn Resorts reflects a split view, with one side highlighting growth opportunities and another group of bearish analysts trimming expectations and price targets.
BKNG
US$175.52
Booking Holdings
7D
-4.9%
1Y
-23.3%
CAVA
US$68.20
CAVA Group
7D
-11.3%
1Y
-25.4%
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$65.64
Dutch Bros
7D
-9.0%
1Y
3.0%
SBUX
US$106.41
Starbucks
7D
2.1%
1Y
11.8%
MCD
US$276.49
McDonald's
7D
-1.5%
1Y
-7.3%
VIK
US$101.21
Viking Holdings
7D
0.5%
1Y
78.8%
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.
TCOM
US$41.43
Trip.com Group
7D
1.0%
1Y
-33.0%
Narrative Update • Jul 01

TCOM: AI Expansion And Partnerships Will Support Future Demand Despite Regulatory Overhang

Analysts have lowered the implied fair value for Trip.com Group from about $77.09 to $61.65. This reflects reduced revenue growth and profit margin assumptions, as recent price target cuts highlight concerns around softer Q2 guidance, regulatory uncertainty in China, and the impact of higher fuel costs on demand.
ARMK
US$57.88
Aramark
7D
2.8%
1Y
32.7%
Narrative Update • Jun 29

ARMK: Data Center Builds And Nexus Platform Will Shape Future Cash Flows

Analysts increased their fair value estimate for Aramark to $58.25 from $56.63, citing a series of recent price target raises toward $65 to $70.50 that reflect growing confidence in the Nexus platform, tighter cost control through the middle of the P&L and the long-term potential of the data center services opportunity. Analyst Commentary Recent Street research on Aramark clusters around a more constructive view of the company’s growth and margin potential, particularly around the Nexus platform and the emerging data center services business.
FLUT
US$110.79
Flutter Entertainment
7D
4.5%
1Y
-61.7%