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U.S. Hospitality Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies164
  • 7D-0.1%
  • 3M-10.9%
  • 1Y-3.9%
  • YTD-4.4%

In the last week, the Hospitality industry is flat overall, with Flutter Entertainment standing out by going down 14%. As for the longer term, the industry has declined 3.9% in the last year. As for the next few years, earnings are expected to grow by 22% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$777.3bUS$334.8bUS$23.2b21.4x33.5x2.3x
Thu, 16 Oct 2025US$828.9bUS$329.3bUS$24.5b23.8x33.9x2.5x
Sat, 13 Sep 2025US$869.2bUS$328.8bUS$24.3b24x35.8x2.6x
Mon, 11 Aug 2025US$826.2bUS$327.5bUS$24.3b22.5x34x2.5x
Wed, 09 Jul 2025US$885.5bUS$324.4bUS$24.9b24.4x35.6x2.7x
Fri, 06 Jun 2025US$823.3bUS$325.5bUS$24.5b22.6x33.6x2.5x
Sun, 04 May 2025US$771.9bUS$318.3bUS$24.0b22.6x32.1x2.4x
Tue, 01 Apr 2025US$749.2bUS$318.2bUS$24.0b23x31.3x2.4x
Thu, 27 Feb 2025US$803.2bUS$307.1bUS$22.0b24.1x36.5x2.6x
Sat, 25 Jan 2025US$801.6bUS$303.8bUS$20.1b23.6x39.8x2.6x
Mon, 23 Dec 2024US$812.0bUS$303.7bUS$20.1b23.7x40.4x2.7x
Wed, 20 Nov 2024US$795.1bUS$303.8bUS$19.8b24.4x40.2x2.6x
Fri, 18 Oct 2024US$758.7bUS$301.8bUS$20.3b22.8x37.4x2.5x
Sun, 15 Sep 2024US$685.2bUS$301.2bUS$19.7b19.9x34.7x2.3x
Tue, 13 Aug 2024US$641.4bUS$299.2bUS$19.0b18.8x33.7x2.1x
Thu, 11 Jul 2024US$685.7bUS$296.5bUS$19.8b19.4x34.6x2.3x
Sat, 08 Jun 2024US$665.0bUS$283.2bUS$20.7b19.2x32.2x2.3x
Mon, 06 May 2024US$669.6bUS$283.1bUS$19.9b20.3x33.6x2.4x
Wed, 03 Apr 2024US$697.5bUS$278.9bUS$20.2b20.5x34.5x2.5x
Fri, 01 Mar 2024US$662.6bUS$276.8bUS$19.5b20.2x33.9x2.4x
Sun, 28 Jan 2024US$629.2bUS$270.9bUS$18.6b19.9x33.8x2.3x
Tue, 26 Dec 2023US$627.1bUS$269.1bUS$18.0b20.4x34.8x2.3x
Thu, 23 Nov 2023US$591.7bUS$266.9bUS$16.2b20.6x36.5x2.2x
Sat, 21 Oct 2023US$528.4bUS$259.8bUS$10.8b19.5x48.8x2x
Mon, 18 Sep 2023US$593.2bUS$255.2bUS$8.4b19x70.7x2.3x
Wed, 16 Aug 2023US$597.7bUS$254.1bUS$8.0b20x74.7x2.4x
Fri, 14 Jul 2023US$632.2bUS$245.0bUS$5.2b20.6x121.5x2.6x
Sun, 11 Jun 2023US$587.1bUS$241.8bUS$3.7b19.9x158x2.4x
Tue, 09 May 2023US$574.7bUS$239.7bUS$2.7b18.4x216.5x2.4x
Thu, 06 Apr 2023US$643.4bUS$248.2bUS$1.9b19.5x347.5x2.6x
Sat, 04 Mar 2023US$648.7bUS$236.1bUS$1.2b19.7x532.8x2.7x
Mon, 30 Jan 2023US$692.7bUS$235.2bUS$1.3b19.2x535x2.9x
Wed, 28 Dec 2022US$579.8bUS$234.8bUS$1.3b17.4x445.4x2.5x
Fri, 25 Nov 2022US$602.0bUS$230.7bUS$396.5m18.5x1518.4x2.6x
Price to Earnings Ratio

1518.4x


Total Market Cap: US$602.0bTotal Earnings: US$396.5mTotal Revenue: US$230.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 193.5x202320242025
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 33.5x which is lower than its 3-year average PE of 195x.
  • 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 288% 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-0.39%
Consumer Discretionary-3.22%
Hospitality-0.13%
Restaurants1.28%
Hotels, Resorts and Cruise Lines0.047%
Casinos and Gaming-2.56%
Leisure Facilities-2.84%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry, which is trading close to its 3-year average PE ratio of 68.0x.
    • Analysts are expecting annual earnings growth of 34.7%, which is higher than its past year's earnings growth of 1.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Casinos and Gaming industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings growth rate of 1.8% per year.
  • In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 17% 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
MCD McDonald'sUS$304.901.9%
+US$4.1b		4.7%PE25.8x
DASH DoorDashUS$210.653.2%
+US$2.8b		22.0%PE105.2x
EAT Brinker InternationalUS$121.0913.6%
+US$643.4m		-1.5%PE12.1x
YUMC Yum China HoldingsUS$46.383.5%
+US$564.0m		-2.7%PE18.5x
TXRH Texas RoadhouseUS$169.714.9%
+US$527.2m		-13.3%PE25.7x

Latest News

HTHT
US$44.94
H World Group
7D
0.7%
1Y
24.4%
CZR
US$20.61
Caesars Entertainment
7D
2.9%
1Y
-43.6%

CZR: Future Cash Flow Will Benefit From Digital Player Growth Momentum

Analysts have lowered their fair value estimate for Caesars Entertainment from approximately $35.88 to $34.71 per share. They cite recent earnings misses, cautious outlooks on Las Vegas performance, and ongoing margin pressures as key reasons for the reduced price target.
HLT
US$266.05
Hilton Worldwide Holdings
7D
-3.1%
1Y
6.8%
EXPE
US$244.16
Expedia Group
7D
-8.9%
1Y
35.3%

EXPE: Future Performance Will Reflect Balance Of Opportunity And Risk Ahead

Expedia Group’s analyst price target has been raised significantly, moving from approximately $227 to $265 per share. Analysts cite stronger-than-expected third-quarter results as well as improved growth and margin expectations.
MAR
US$282.89
Marriott International
7D
-2.6%
1Y
0.5%
DASH
US$210.65
DoorDash
7D
3.2%
1Y
22.0%

The Price Is Right For DoorDash, Inc. (NASDAQ:DASH) Even After Diving 28%

Nov 13
The Price Is Right For DoorDash, Inc. (NASDAQ:DASH) Even After Diving 28%
BKNG
US$4,804.01
Booking Holdings
7D
-3.1%
1Y
-4.3%

BKNG: Strong Q3 Performance And AI Momentum Will Drive Further Upside

The analyst price target for Booking Holdings has increased by $69.84 to $6,210. Analysts cite strong Q3 performance, healthy future guidance, and continued cost efficiencies as supporting factors for the upward revision.
RCL
US$246.71
Royal Caribbean Cruises
7D
-6.9%
1Y
6.5%

RCL: Earnings Upside Will Emerge As Conservative 2026 Guidance Resets Expectations

Analysts have modestly reduced their price target for Royal Caribbean Cruises, trimming it from approximately $344 to $337. They cite a slightly higher discount rate, marginally slower revenue growth and profit margin projections, as well as recent indications of softer yield momentum in upcoming quarters.
FLUT
US$191.11
Flutter Entertainment
7D
-16.9%
1Y
-28.4%
TXRH
US$169.71
Texas Roadhouse
7D
4.9%
1Y
-13.3%

Analyst Estimates: Here's What Brokers Think Of Texas Roadhouse, Inc. (NASDAQ:TXRH) After Its Third-Quarter Report

Nov 12
Analyst Estimates: Here's What Brokers Think Of Texas Roadhouse, Inc. (NASDAQ:TXRH) After Its Third-Quarter Report
EAT
US$121.09
Brinker International
7D
13.6%
1Y
-1.5%

EAT: Operational Momentum And Share Repurchases Will Drive Confidence Ahead

Brinker International's consensus analyst price target has decreased from $171 to $159. This change reflects analysts' more cautious outlook on near-term sales momentum and profit growth, even though there is continued optimism for Chili's longer-term transformation initiatives.
TCOM
US$70.89
Trip.com Group
7D
-3.7%
1Y
15.6%

TCOM: Revenue Momentum And Margins Will Be Driven By Inbound Travel

Trip.com Group's analyst price target has been slightly increased to $83.78 from $83.58. Analysts cite stronger-than-expected revenue and margin performance, along with robust volume growth overcoming pricing pressures.
MCD
US$304.90
McDonald's
7D
1.9%
1Y
4.7%

MCD: Value Focus And Consumer Trends Will Shape Performance Amid Mixed Signals

McDonald's analyst price target edged slightly lower to $330.87 from $331.14, a modest adjustment reflecting analysts' cautious outlook over mixed consumer traffic trends and evolving value strategies, while balancing these factors against resilient revenue growth forecasts. Analyst Commentary Recent Street research on McDonald's reflects a broad mix of optimism and caution, with price targets being adjusted in response to changing consumer dynamics and evolving company strategies.
CMG
US$30.53
Chipotle Mexican Grill
7D
0.2%
1Y
-48.1%

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
YUMC
US$46.38
Yum China Holdings
7D
3.5%
1Y
-2.7%

YUMC: Share Buybacks And Improving Margins Will Drive Long-Term Upside

Analysts have slightly lowered their price target for Yum China Holdings from $58.48 to $57.99. They cite adjustments in projected profit margins, discount rates, and forward price-earnings ratios as reasons for the change.
CCL
US$25.36
Carnival Corporation &
7D
-5.7%
1Y
3.5%