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U.S. Hospitality Industry Analysis

UpdatedNov 09, 2025
DataAggregated Company Financials
Companies163
  • 7D-4.3%
  • 3M-8.0%
  • 1Y-5.1%
  • YTD-4.3%

Over the last 7 days, the Hospitality industry has dropped 4.3%, driven by DoorDash declining 20%. Meanwhile, Marriott International actually outperformed within the industry, gaining 12% in the last week. Overall the industry is down 5.4% in 12 months. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 09 Nov 2025US$762.5bUS$334.0bUS$24.8b21.2x30.8x2.3x
Tue, 07 Oct 2025US$837.3bUS$329.3bUS$24.5b24.9x34.2x2.5x
Thu, 04 Sep 2025US$867.8bUS$328.5bUS$24.3b24x35.7x2.6x
Sat, 02 Aug 2025US$858.3bUS$325.5bUS$25.0b21.9x34.4x2.6x
Mon, 30 Jun 2025US$849.2bUS$325.5bUS$24.9b23.5x34.1x2.6x
Wed, 28 May 2025US$785.0bUS$324.9bUS$24.6b22.5x31.9x2.4x
Fri, 25 Apr 2025US$730.5bUS$318.1bUS$24.1b22.3x30.3x2.3x
Sun, 23 Mar 2025US$772.4bUS$318.2bUS$24.0b24x32.2x2.4x
Tue, 18 Feb 2025US$876.1bUS$308.4bUS$21.6b25.6x40.6x2.8x
Thu, 16 Jan 2025US$775.8bUS$303.5bUS$20.1b22.7x38.6x2.6x
Sat, 14 Dec 2024US$836.8bUS$303.8bUS$19.7b23.7x42.4x2.8x
Mon, 11 Nov 2024US$801.2bUS$305.4bUS$19.7b23.5x40.7x2.6x
Wed, 09 Oct 2024US$745.9bUS$302.4bUS$20.4b23.7x36.7x2.5x
Fri, 06 Sep 2024US$664.9bUS$301.2bUS$19.7b19.8x33.7x2.2x
Sun, 04 Aug 2024US$631.5bUS$295.3bUS$19.9b18.6x31.8x2.1x
Tue, 02 Jul 2024US$697.3bUS$296.5bUS$19.8b19.7x35.2x2.4x
Thu, 30 May 2024US$653.1bUS$283.2bUS$20.7b18.2x31.6x2.3x
Sat, 27 Apr 2024US$682.1bUS$281.0bUS$20.8b20.4x32.8x2.4x
Mon, 25 Mar 2024US$692.4bUS$277.7bUS$19.7b20.2x35.1x2.5x
Wed, 21 Feb 2024US$640.6bUS$272.0bUS$19.4b19.8x33x2.4x
Fri, 19 Jan 2024US$617.0bUS$269.0bUS$18.0b19.5x34.3x2.3x
Sun, 17 Dec 2023US$621.4bUS$267.5bUS$16.5b20.4x37.7x2.3x
Tue, 14 Nov 2023US$564.1bUS$264.9bUS$15.4b21x36.7x2.1x
Thu, 12 Oct 2023US$556.3bUS$258.0bUS$10.3b19.8x54.2x2.2x
Sat, 09 Sep 2023US$595.1bUS$255.2bUS$8.2b18.4x72.2x2.3x
Mon, 07 Aug 2023US$616.1bUS$252.4bUS$7.3b21.6x84.2x2.4x
Wed, 05 Jul 2023US$612.5bUS$244.8bUS$5.2b20.4x118.4x2.5x
Fri, 02 Jun 2023US$560.3bUS$240.9bUS$3.2b19.7x177.4x2.3x
Sun, 30 Apr 2023US$671.6bUS$250.4bUS$2.7b19.8x248.5x2.7x
Tue, 28 Mar 2023US$628.5bUS$245.0bUS$759.2m19.5x827.8x2.6x
Thu, 23 Feb 2023US$641.0bUS$234.8bUS$804.0m18.6x797.3x2.7x
Sat, 21 Jan 2023US$660.5bUS$235.1bUS$1.2b19x542.5x2.8x
Mon, 19 Dec 2022US$594.5bUS$231.9bUS$311.7m17.9x1907.1x2.6x
Wed, 16 Nov 2022US$615.2bUS$231.0bUS$8.9m19x68816.8x2.7x
Price to Earnings Ratio

68816.8x


Total Market Cap: US$615.2bTotal Earnings: US$8.9mTotal Revenue: US$231.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 190.1x202320242025
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 30.0x which is lower than its 3-year average PE of 190x.
  • The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Hospitality industry have grown 1,305% 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-1.96%
Consumer Discretionary-2.25%
Hospitality-4.28%
Casinos and Gaming1.30%
Leisure Facilities-2.96%
Hotels, Resorts and Cruise Lines-3.23%
Restaurants-8.58%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry even though it's trading below its 3-year average PE ratio of 66.3x.
    • Analysts are expecting annual earnings growth of 31.0%, which is higher than its past year's earnings growth of 2.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings growth rate of 2.6% per year.
  • In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 16% 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
MAR Marriott InternationalUS$291.1611.7%
+US$7.4b		3.7%PE29.9x
SBUX StarbucksUS$85.575.8%
+US$5.3b		-12.3%PE37x
EXPE Expedia GroupUS$258.2517.4%
+US$4.4b		42.9%PE22.8x
LVS Las Vegas SandsUS$65.219.9%
+US$4.0b		29.4%PE28.3x
HLT Hilton Worldwide HoldingsUS$273.326.4%
+US$3.8b		10.4%PE38.2x

Latest News

ABNB
US$120.88
Airbnb
7D
-4.5%
1Y
-10.2%
H
US$155.34
Hyatt Hotels
7D
13.0%
1Y
0.1%
NCLH
US$19.07
Norwegian Cruise Line Holdings
7D
-14.9%
1Y
-30.2%
MAR
US$291.16
Marriott International
7D
11.7%
1Y
3.7%
EXPE
US$258.25
Expedia Group
7D
17.4%
1Y
42.9%
CMG
US$30.59
Chipotle Mexican Grill
7D
-3.5%
1Y
-48.0%

Chipotle Mexican Grill, Inc. (NYSE:CMG) Stocks Pounded By 25% But Not Lagging Market On Growth Or Pricing

Nov 07
Chipotle Mexican Grill, Inc. (NYSE:CMG) Stocks Pounded By 25% But Not Lagging Market On Growth Or Pricing
PLNT
US$106.35
Planet Fitness
7D
17.3%
1Y
11.6%
DASH
US$204.31
DoorDash
7D
-19.7%
1Y
19.2%
CCL
US$26.73
Carnival Corporation &
7D
-7.3%
1Y
11.1%
RCL
US$256.01
Royal Caribbean Cruises
7D
-10.7%
1Y
13.6%
SBUX
US$85.57
Starbucks
7D
5.8%
1Y
-12.3%

SBUX: Store Restructuring And Cost Efforts Will Support Gradual Earnings Recovery

Starbucks’ average analyst price target has edged down from approximately $96.60 to $94.17, as analysts cite persistent macroeconomic challenges, slower expected revenue growth, and sustained margin pressures, even as there are signs of operational improvement. Analyst Commentary Recent analyst notes on Starbucks highlight a mix of optimism about the company's operational progress, alongside heightened caution about macro pressures and execution challenges.
YUM
US$149.12
Yum! Brands
7D
7.9%
1Y
8.7%

YUM: Upcoming Earnings and Segment Performance Will Define Near-Term Trajectory

The analyst price target for Yum! Brands was raised slightly in recent updates, with the average moving from $158.67 to $161.33.
FLUT
US$223.03
Flutter Entertainment
7D
-4.1%
1Y
-10.1%

FLUT: Recent Prediction Market Volatility Will Unlock Buying Opportunity

Flutter Entertainment's analyst price target has been reduced slightly to $330 from $340, as analysts cite near-term headwinds and expectations for a softer Q3. However, they continue to view the company as well positioned in the industry.
BKNG
US$4,940.00
Booking Holdings
7D
-2.7%
1Y
-0.07%
LVS
US$65.21
Las Vegas Sands
7D
9.9%
1Y
29.4%

LVS: Singapore And Macau Performance Will Balance Ongoing Market Uncertainties

Analysts have raised their price target for Las Vegas Sands from $60.68 to $65.34, citing stronger profit margins, higher revenue growth expectations, and ongoing improvements in both Singapore and Macau operations. Analyst Commentary Recent street research has provided a nuanced view of Las Vegas Sands as analysts weigh both positive developments and lingering uncertainties for the company’s near-term outlook.
HLT
US$273.32
Hilton Worldwide Holdings
7D
6.4%
1Y
10.4%

Future Expansion in Asia-Pacific Luxury and Lifestyle Will Drive Steady Returns

Hilton Worldwide Holdings’ analyst price target has increased from $276 to approximately $281 per share. Analysts cite robust business execution, a resilient earnings outlook, and strong development trends despite macroeconomic challenges.