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U.S. Hospitality Industry Analysis

UpdatedJul 22, 2026
DataAggregated Company Financials
Companies162
  • 7D-0.7%
  • 3M1.6%
  • 1Y-12.0%
  • YTD-5.8%

In the last week, the Hospitality industry is flat overall, with Chipotle Mexican Grill standing out by going down 8.5%. Unfortunately though, the industry is down 12% 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
Thu, 23 Jul 2026US$796.5bUS$356.1bUS$27.2b23.7x29.3x2.2x
Sat, 20 Jun 2026US$801.0bUS$355.0bUS$27.4b23.2x29.3x2.3x
Mon, 18 May 2026US$737.1bUS$354.3bUS$27.5b20x26.8x2.1x
Wed, 15 Apr 2026US$762.6bUS$350.4bUS$25.5b21.6x29.9x2.2x
Fri, 13 Mar 2026US$759.3bUS$349.3bUS$25.3b21.3x30.1x2.2x
Sun, 08 Feb 2026US$819.4bUS$342.8bUS$26.2b22x31.3x2.4x
Tue, 06 Jan 2026US$856.0bUS$340.7bUS$25.7b21.8x33.3x2.5x
Thu, 04 Dec 2025US$813.3bUS$339.8bUS$25.7b21.2x31.7x2.4x
Sat, 01 Nov 2025US$790.7bUS$330.6bUS$26.0b23.3x30.4x2.4x
Mon, 29 Sep 2025US$849.9bUS$329.0bUS$24.3b24.5x34.9x2.6x
Wed, 27 Aug 2025US$866.6bUS$328.1bUS$24.2b23.8x35.8x2.6x
Fri, 25 Jul 2025US$888.6bUS$320.8bUS$24.5b23.9x36.2x2.8x
Sun, 22 Jun 2025US$817.0bUS$324.6bUS$24.5b22.7x33.4x2.5x
Tue, 20 May 2025US$816.2bUS$324.4bUS$24.5b22.5x33.2x2.5x
Thu, 17 Apr 2025US$714.8bUS$317.9bUS$24.3b22.1x29.4x2.2x
Sat, 15 Mar 2025US$734.7bUS$317.7bUS$24.0b23.8x30.7x2.3x
Mon, 10 Feb 2025US$838.3bUS$309.9bUS$21.0b24.7x39.9x2.7x
Wed, 08 Jan 2025US$794.0bUS$303.5bUS$20.1b22.4x39.5x2.6x
Fri, 06 Dec 2024US$844.7bUS$303.9bUS$19.8b25.1x42.8x2.8x
Sun, 03 Nov 2024US$762.2bUS$304.2bUS$21.1b23.1x36.2x2.5x
Tue, 01 Oct 2024US$738.5bUS$301.5bUS$19.7b23.8x37.5x2.4x
Thu, 29 Aug 2024US$676.8bUS$300.3bUS$19.7b19.8x34.3x2.3x
Sat, 27 Jul 2024US$652.9bUS$298.2bUS$20.4b18.8x32x2.2x
Mon, 24 Jun 2024US$698.6bUS$295.6bUS$19.3b19.9x36.2x2.4x
Wed, 22 May 2024US$671.7bUS$282.7bUS$20.4b18.8x32.9x2.4x
Fri, 19 Apr 2024US$657.6bUS$279.8bUS$20.6b19.4x32x2.4x
Sun, 17 Mar 2024US$673.8bUS$277.3bUS$19.5b19.9x34.5x2.4x
Tue, 13 Feb 2024US$653.2bUS$269.8bUS$19.1b20.2x34.2x2.4x
Thu, 11 Jan 2024US$616.4bUS$269.0bUS$18.0b20x34.2x2.3x
Sat, 09 Dec 2023US$601.2bUS$267.2bUS$16.5b19.9x36.5x2.3x
Mon, 06 Nov 2023US$562.9bUS$264.3bUS$14.5b20.4x38.7x2.1x
Wed, 04 Oct 2023US$562.0bUS$258.0bUS$10.3b19.2x54.7x2.2x
Fri, 01 Sep 2023US$601.2bUS$254.8bUS$8.2b19.2x73.5x2.4x
Sun, 30 Jul 2023US$633.3bUS$248.6bUS$6.7b21.5x93.9x2.5x
Price to Earnings Ratio

93.9x


Total Market Cap: US$633.3bTotal Earnings: US$6.7bTotal Revenue: US$248.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 37.1x202420252026
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 29.3x which is lower than its 3-year average PE of 37.1x.
  • 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 59% 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-0.68%
Consumer Discretionary-0.82%
Hospitality-0.73%
Leisure Facilities0.97%
Hotels, Resorts and Cruise Lines0.10%
Casinos and Gaming-1.09%
Restaurants-1.75%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry which is trading above its 3-year average PE ratio of 119x.
    • Analysts are expecting annual earnings growth of 25.9%, 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 41.5x.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 26% 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
VIK Viking HoldingsUS$100.352.2%
+US$963.7m		72.2%PE37.4x
EAT Brinker InternationalUS$187.234.8%
+US$368.4m		16.6%PE17.3x
LVS Las Vegas SandsUS$45.251.0%
+US$304.8m		-7.1%PE16.3x
DPZ Domino's PizzaUS$319.852.9%
+US$298.8m		-33.1%PE18x
CAKE Cheesecake FactoryUS$85.686.7%
+US$268.8m		25.1%PE25.8x

Latest News

DPZ
US$319.85
Domino's Pizza
7D
2.9%
1Y
-33.1%
BROS
US$64.95
Dutch Bros
7D
1.7%
1Y
3.4%
Seeking Alpha • 10h

Dutch Bros: The Energy Drink Thesis Still Works; The Valuation Doesn't (Downgrade)

Summary Dutch Bros has surged over 25% since my May 2026 'buy' call, prompting a reassessment. I now rate BROS as a 'sell,' driven primarily by stretched valuation rather than business fundamentals. My core thesis—that BROS is positioned more as an energy drink competitor than a traditional coffee chain—remains intact. The stock's rapid appreciation has outpaced current business performance, warranting caution at these levels. Read the full article on Seeking Alpha
MAR
US$369.80
Marriott International
7D
0.2%
1Y
35.2%
YUM
US$147.57
Yum! Brands
7D
-3.3%
1Y
-0.1%
RCL
US$285.85
Royal Caribbean Cruises
7D
-2.2%
1Y
-19.0%
LVS
US$45.25
Las Vegas Sands
7D
1.0%
1Y
-7.1%
Narrative Update • Jul 20

LVS: Future Upside Will Depend On Macau Margin Recovery

Las Vegas Sands' analyst price target has been trimmed by about $3 to reflect updated casino gaming models and softer expectations around Macau and Singapore performance that several firms have highlighted ahead of upcoming results. Analyst Commentary Recent research updates on Las Vegas Sands show a wide range of views on how the stock balances regional strength against softer expectations for Macau and Singapore.
EAT
US$187.23
Brinker International
7D
4.8%
1Y
16.6%
Seeking Alpha • Jul 20

Brinker International: Chili's Is Slowing, Maggiano's Is Shrinking, It's Time To Sell

Summary Brinker International (EAT) executed a successful turnaround at Chili's, improving menu, food quality, and marketing to drive strong customer returns. Sales growth at both Chili's and Maggiano's has now normalized, with revenue increases slowing compared to the recent rapid growth phase. Despite operational improvements, EAT's stock trades at a premium that appears unjustified given the normalization in sales growth. I believe Wall Street's enthusiasm has pushed EAT's valuation beyond what current fundamentals support. Read the full article on Seeking Alpha
CMG
US$32.20
Chipotle Mexican Grill
7D
-7.0%
1Y
-39.0%
Narrative Update • Jul 20

CMG: Mexico Entry And Same Store Sales Shape Balanced Medium Term Outlook

Analysts nudged the fair value estimate for Chipotle Mexican Grill higher, with the price target moving from $34.00 to $35.00 as they factor in slightly stronger same store sales assumptions, a modestly higher profit margin outlook, and updated P/E expectations reflected across recent research. Analyst Commentary Recent Street research on Chipotle Mexican Grill reflects a mix of optimism around same store sales and more cautious views on how much of that strength is already reflected in the stock's valuation.
BJRI
US$67.52
BJ's Restaurants
7D
11.4%
1Y
65.9%
Narrative Update • Jul 17

BJRI: Elevated Traffic Expectations Will Increase Risk Of Future Disappointment

The fair value estimate for BJ's Restaurants has been raised from $44.56 to $50.00 as analysts point to stronger same-store sales assumptions, traffic trends that compare well within the restaurant group, and the potential for sales and earnings estimates to move higher versus current consensus expectations. Analyst Commentary Recent analyst commentary on BJ's Restaurants focuses on stronger traffic trends, higher same-store sales assumptions, and the implications these factors could have for the company’s valuation and earnings trajectory.
CAKE
US$85.68
Cheesecake Factory
7D
6.7%
1Y
25.1%
DASH
US$177.73
DoorDash
7D
-6.5%
1Y
-26.1%
VIK
US$100.35
Viking Holdings
7D
2.2%
1Y
72.2%
Narrative Update • Jul 16

VIK: Pricing Strength And Expanded Itineraries Will Offset Margin Constraints

Analysts have raised their price target for Viking Holdings to $102.09 from $97.05, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations in their valuation work. What’s in the News for Viking Holdings Bernstein SocGen reiterated an Outperform rating on Viking Holdings with a US$120 price target, pointing to strong pricing in both river and ocean cruises and reporting that 2027 bookings are progressing with prices up 11% despite higher capacity (source: Bernstein SocGen Group).
SBUX
US$103.98
Starbucks
7D
-1.1%
1Y
8.4%
ABNB
US$140.05
Airbnb
7D
-5.6%
1Y
0.2%
Seeking Alpha • Jul 15

Airbnb's Cost Of Market Creation And Regulatory Survival

Summary Airbnb is one of those rare marketplaces that derive the supermajority of their demand organically. However, Airbnb appears to have a different "recurring" expense to keep their business growing: field operations and policy expenses, which is reported under Sales & Marketing (S&M). Over the last few years, the regulatory headaches around the impact of short-term rentals on housing has been intensifying. Airbnb is fairly resilient to any city-specific regulations, since no city represents more than 1% of its revenue, but it could become a major headache if very restrictive policies spread like wildfire to more and more cities over time. Read the full article on Seeking Alpha
FLUT
US$99.80
Flutter Entertainment
7D
-9.3%
1Y
-67.3%
BKNG
US$177.86
Booking Holdings
7D
-2.7%
1Y
-22.5%