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U.S. Hospitality Industry Analysis

UpdatedJul 13, 2026
DataAggregated Company Financials
Companies163
  • 7D0.5%
  • 3M5.6%
  • 1Y-9.7%
  • YTD-3.8%

Last week, the Hospitality industry hasn't moved much but Starbucks is up 3.8% in that time. Unfortunately though, the industry is down 9.7% 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
Tue, 14 Jul 2026US$808.3bUS$356.1bUS$27.2b24.2x29.8x2.3x
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
Fri, 21 Jul 2023US$632.9bUS$246.5bUS$5.8b21x109.1x2.6x
Price to Earnings Ratio

109.1x


Total Market Cap: US$632.9bTotal Earnings: US$5.8bTotal Revenue: US$246.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 37.8x202420252026
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 29.8x which is lower than its 3-year average PE of 37.9x.
  • 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 74% 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 Market0.11%
Consumer Discretionary-0.052%
Hospitality0.47%
Leisure Facilities2.82%
Restaurants1.57%
Casinos and Gaming-0.077%
Hotels, Resorts and Cruise Lines-0.27%
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 25.3%, 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 59.8x.
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$106.013.8%
+US$4.4b		13.5%PE80.8x
CMG Chipotle Mexican GrillUS$35.253.7%
+US$1.6b		-35.7%PE31.1x
DASH DoorDashUS$191.821.8%
+US$1.5b		-21.0%PE90.3x
TCOM Trip.com GroupUS$42.804.4%
+US$1.1b		-30.6%PE5.8x
QSR Restaurant Brands InternationalUS$75.262.7%
+US$697.4m		11.8%PE24.2x

Latest News

CMG
US$36.63
Chipotle Mexican Grill
7D
7.8%
1Y
-33.2%
Seeking Alpha • 3h

Chipotle: Patience Now, Payoff Once Spending Returns

Summary Chipotle Mexican Grill remains a dominant fast-casual player with robust revenue growth and premium margins. I maintain my Buy rating on CMG, despite recent underperformance and its premium valuation, as fundamentals remain strong. CMG trades at a 31x forward P/E—about a 97% premium to sector median—yet its fundamentals justify the multiple. Risks include potential margin erosion and weaker consumer spending if high interest rates persist, but no structural bull case concerns. Read the full article on Seeking Alpha
FLUT
US$112.40
Flutter Entertainment
7D
4.6%
1Y
-61.9%
SBUX
US$107.34
Starbucks
7D
5.1%
1Y
14.9%
Seeking Alpha • 11h

Starbucks: Using AI To Cut Costs While Compounding Dividends And EPS

Summary Starbucks (SBUX) delivered Q2 revenue of $9.53B and 22% YoY EPS growth, confirming its turnaround and justifying a bullish outlook. SBUX raised FY2026 guidance, with global comps up 6.2%, margin expansion, and a robust 15-year dividend growth track record supporting its investment case. Operational improvements, a $2B cost savings program leveraging AI, and international expansion—especially in India and China—are key forward growth drivers. Despite a 44x FY2026 P/E and balance sheet risks, I see SBUX’s forward earnings growth and capital allocation as compelling for long-term investors. Read the full article on Seeking Alpha
CCL
US$26.61
Carnival
7D
-3.3%
1Y
-9.2%
QSR
US$75.57
Restaurant Brands International
7D
3.2%
1Y
12.3%
YUM
US$161.68
Yum! Brands
7D
-2.6%
1Y
9.9%
YUMC
US$43.90
Yum China Holdings
7D
3.3%
1Y
-7.5%
TCOM
US$42.36
Trip.com Group
7D
3.4%
1Y
-31.3%
New Narrative • Jul 10

Inbound Travel And AI Infrastructure Will Drive Long-Term Upside For This Travel Platform

Catalysts About Trip.com Group Trip.com Group operates a global online travel platform connecting travelers with accommodation, transportation, tours and local experiences. What are the underlying business or industry changes driving this perspective?
EAT
US$189.27
Brinker International
7D
7.4%
1Y
14.4%
Narrative Update • Jul 09

EAT: Margin Pressures And Traffic Headwinds Will Restrain Chili’s Earnings Power

Brinker International's analyst price target has shifted lower, moving from about $160 to roughly $148, as analysts factor in updated expectations for revenue growth, profit margins, and future P/E multiples following mixed revisions across recent research reports. Analyst Commentary Recent Street research around Brinker International reflects a mixed backdrop, with several bearish analysts trimming price targets even as a few others make modest upward adjustments.
BKNG
US$175.80
Booking Holdings
7D
-2.9%
1Y
-23.8%
HLT
US$322.45
Hilton Worldwide Holdings
7D
-5.0%
1Y
15.7%
MCD
US$272.61
McDonald's
7D
-2.5%
1Y
-9.7%
H
US$184.72
Hyatt Hotels
7D
-4.5%
1Y
22.8%
Narrative Update • Jul 03

H: New Convention Property And Buybacks Will Support Future Earnings Quality

Analysts have nudged their price target on Hyatt Hotels to $221, reflecting updated assumptions for slightly lower discount rates, higher projected revenue growth, stronger profit margins, and a more moderate future P/E multiple compared with prior estimates. What’s in the News for Hyatt Hotels Hyatt Hotels, together with HSL Properties and Desert Hospitality Management, plans to open the Hyatt Regency Tucson Convention Center in late 2027, the first Hyatt Regency property in Tucson, with 291 guestrooms and suites and about 22,000 square feet of meeting and event space.
VIK
US$98.19
Viking Holdings
7D
-2.3%
1Y
70.9%
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$362.91
Marriott International
7D
-4.4%
1Y
28.3%
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.
ARMK
US$58.15
Aramark
7D
3.8%
1Y
33.2%
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.