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U.S. Hospitality Industry Analysis

UpdatedAug 16, 2026
DataAggregated Company Financials
Companies156
  • 7D1.0%
  • 3M17.1%
  • 1Y0.2%
  • YTD4.0%

The Hospitality is pretty flat in the last 7 days, but Airbnb has stood out, gaining 3.4%. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Aug 2026US$831.3bUS$349.6bUS$28.5b23.6x29.2x2.4x
Tue, 14 Jul 2026US$808.3bUS$356.0bUS$27.2b23.9x29.8x2.3x
Thu, 11 Jun 2026US$759.2bUS$354.9bUS$27.3b21.3x27.8x2.1x
Sat, 09 May 2026US$776.3bUS$356.5bUS$26.3b20.2x29.5x2.2x
Mon, 06 Apr 2026US$738.7bUS$350.1bUS$25.4b21.3x29.1x2.1x
Wed, 04 Mar 2026US$777.1bUS$348.6bUS$25.7b22.9x30.2x2.2x
Fri, 30 Jan 2026US$810.9bUS$342.2bUS$26.0b22x31.2x2.4x
Sun, 28 Dec 2025US$860.5bUS$340.6bUS$25.6b22.3x33.6x2.5x
Tue, 25 Nov 2025US$779.8bUS$342.9bUS$26.1b21.2x29.9x2.3x
Thu, 23 Oct 2025US$833.4bUS$329.3bUS$24.5b24.3x34.1x2.5x
Sat, 20 Sep 2025US$856.5bUS$329.1bUS$24.3b24x35.2x2.6x
Mon, 18 Aug 2025US$845.5bUS$327.9bUS$24.1b23.1x35.1x2.6x
Wed, 16 Jul 2025US$894.8bUS$324.4bUS$24.9b23.7x36x2.8x
Fri, 13 Jun 2025US$827.3bUS$325.5bUS$24.5b23.3x33.7x2.5x
Sun, 11 May 2025US$761.1bUS$317.7bUS$24.9b22.7x30.5x2.4x
Tue, 08 Apr 2025US$673.2bUS$318.3bUS$24.1b22x28x2.1x
Thu, 06 Mar 2025US$802.1bUS$318.3bUS$23.8b24.3x33.7x2.5x
Sat, 01 Feb 2025US$846.2bUS$309.0bUS$20.6b24.8x41x2.7x
Mon, 30 Dec 2024US$804.2bUS$303.7bUS$20.1b23.3x40x2.6x
Wed, 27 Nov 2024US$817.6bUS$303.9bUS$19.8b25x41.4x2.7x
Fri, 25 Oct 2024US$755.8bUS$301.9bUS$20.3b23.6x37.3x2.5x
Sun, 22 Sep 2024US$716.2bUS$301.5bUS$19.7b20.9x36.3x2.4x
Tue, 20 Aug 2024US$655.1bUS$299.9bUS$19.2b19.8x34x2.2x
Thu, 18 Jul 2024US$706.9bUS$296.6bUS$19.8b19.3x35.7x2.4x
Sat, 15 Jun 2024US$663.6bUS$283.2bUS$20.6b19.5x32.2x2.3x
Mon, 13 May 2024US$666.5bUS$284.2bUS$20.3b19.2x32.9x2.3x
Wed, 10 Apr 2024US$690.4bUS$279.0bUS$20.2b20.1x34.1x2.5x
Fri, 08 Mar 2024US$672.8bUS$277.4bUS$19.4b19.7x34.7x2.4x
Sun, 04 Feb 2024US$636.8bUS$271.5bUS$19.4b19.8x32.9x2.3x
Tue, 02 Jan 2024US$625.0bUS$269.2bUS$18.0b20.5x34.7x2.3x
Thu, 30 Nov 2023US$589.4bUS$267.4bUS$16.5b20.1x35.6x2.2x
Sat, 28 Oct 2023US$525.4bUS$261.5bUS$11.9b19.7x44.1x2x
Mon, 25 Sep 2023US$565.2bUS$255.5bUS$8.5b20x66.9x2.2x
Wed, 23 Aug 2023US$632.9bUS$254.6bUS$7.9b19.3x80.3x2.5x
Price to Earnings Ratio

80.3x


Total Market Cap: US$632.9bTotal Earnings: US$7.9bTotal Revenue: US$254.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 35.8x202420252026
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 29.3x which is lower than its 3-year average PE of 35.8x.
  • 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 53% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market0.63%
Consumer Discretionary-1.86%
Hospitality1.04%
Casinos and Gaming3.51%
Restaurants2.76%
Leisure Facilities2.38%
Hotels, Resorts and Cruise Lines-0.79%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 132x.
    • Analysts are expecting annual earnings growth of 32.0%, which is higher than its past year's earnings growth of 26.5% per year.
  • Investors are most pessimistic about the Hotels, Resorts and Cruise Lines industry, which is trading below its 3-year average of 26.6x.
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 growth rate of 27% per year.
  • 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
ABNB AirbnbUS$184.063.4%
+US$3.5b		47.1%PE40.3x
EXPE Expedia GroupUS$332.697.1%
+US$2.6b		60.4%PE19.6x
SBUX StarbucksUS$107.692.0%
+US$2.4b		18.9%PE61.9x
HLT Hilton Worldwide HoldingsUS$327.213.0%
+US$2.2b		22.2%PE46.5x
ARMK AramarkUS$62.3911.5%
+US$1.7b		57.4%PE43x

Latest News

ARMK
US$62.39
Aramark
7D
11.5%
1Y
57.4%
HLT
US$327.21
Hilton Worldwide Holdings
7D
3.0%
1Y
22.2%
EXPE
US$332.69
Expedia Group
7D
7.1%
1Y
60.4%
SBUX
US$107.69
Starbucks
7D
2.0%
1Y
18.9%
Narrative Update • Aug 14

SBUX: Japan Monetization And Store Revitalization Will Guide Turnaround Sustainability Risk Balance

Starbucks' analyst price target has moved higher to about $112 from roughly $106, with analysts pointing to established comparable sales recovery, stronger profitability flow through, raised same store sales and EPS estimates, and ongoing progress in the "Back to Starbucks" turnaround as key supports. Analyst Commentary Recent research updates on Starbucks highlight a mix of enthusiasm about the turnaround progress and caution on how much of that progress is already reflected in the share price.
CAVA
US$74.42
CAVA Group
7D
19.2%
1Y
6.5%
VIK
US$97.99
Viking Holdings
7D
-7.4%
1Y
61.4%
Narrative Update • Aug 13

VIK: Expanding Fleet And Itineraries Will Support Margins At Fair Valuation

Analysts have lifted their price target for Viking Holdings from about $102 to roughly $107, reflecting updated assumptions for slightly higher revenue growth, profit margins and future P/E, alongside a modestly higher discount rate. What’s in the News for Viking Holdings Viking Holdings has taken delivery of the Viking Dagur river ship in Europe, a 190 guest Longship that will sail itineraries on the Rhine, Main and Danube rivers.
ABNB
US$184.06
Airbnb
7D
3.4%
1Y
47.1%
RCL
US$305.00
Royal Caribbean Cruises
7D
-4.7%
1Y
-2.9%
Narrative Update • Aug 12

RCL: Mexican Project Uncertainty Will Constrain Future Earnings Upside

Royal Caribbean Cruises' fair value estimate has increased from $271.83 to $278.55 as analysts incorporate higher long term price targets across the Street, along with modestly adjusted assumptions for revenue growth, profit margins, discount rate, and future P/E. Analyst Commentary Street research on Royal Caribbean Cruises over recent months has been active, with a mix of higher price targets, rating changes, and adjustments to long term earnings and yield assumptions.
TCOM
US$44.98
Trip.com Group
7D
-2.5%
1Y
-27.9%
Narrative Update • Aug 12

TCOM: Regulatory Overhang And Solid Margins Will Shape Future Upside Potential

Trip.com Group's analyst fair value estimate has shifted modestly lower from $75.07 to $72.25 as analysts trim revenue growth expectations, slightly raise the discount rate, and highlight softer Q2 guidance and regulatory overhangs, even as projected profit margins remain steady to slightly higher. Analyst Commentary Recent Street research on Trip.com Group points to a mixed backdrop, with several firms trimming price targets and a few moving to more neutral ratings as they factor in softer Q2 guidance, regulatory questions, and higher fuel costs.
DRI
US$225.26
Darden Restaurants
7D
5.4%
1Y
8.6%
MCD
US$272.83
McDonald's
7D
-0.6%
1Y
-11.7%
Narrative Update • Aug 10

MCD: NEXT Automation And AI Will Drive Long Term Cash Compounding

Analysts have trimmed their blended price target for McDonald's to about $316 from roughly $324, reflecting slightly lower revenue growth assumptions and a modestly higher discount rate, partly offset by a small uplift in expected profit margin and a lower future P/E multiple. Analyst Commentary Recent research on McDonald's points to a split view.
QSR
US$77.64
Restaurant Brands International
7D
5.1%
1Y
18.9%
Seeking Alpha • Aug 10

Restaurant Brands International: Burger King Is Taking Market Share (Upgrade)

Summary Restaurant Brands International is upgraded to Buy, driven by Burger King's accelerating market share and resilient comps amid a weak sector. QSR's diversified global brand portfolio and international growth, with overseas system-wide sales exceeding 10%, provide robust long-term expansion opportunities. Despite sector headwinds, QSR delivers margin expansion and 14% pro forma EPS growth, with adjusted EBITDA margins rising to 32.1%. Trading at ~18x forward P/E, QSR is attractively valued below key peers, offering a compelling entry point for continued outperformance. Read the full article on Seeking Alpha
YUM
US$148.11
Yum! Brands
7D
-1.8%
1Y
-0.05%
YUMC
US$47.59
Yum China Holdings
7D
-0.3%
1Y
6.3%
CCL
US$28.12
Carnival
7D
-3.0%
1Y
-5.5%
BKNG
US$212.06
Booking Holdings
7D
-1.1%
1Y
-2.8%