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U.S. General Merchandise and Department Stores Industry Analysis

UpdatedNov 23, 2025
DataAggregated Company Financials
Companies34
  • 7D-5.7%
  • 3M-3.2%
  • 1Y16.1%
  • YTD7.2%

Over the last 7 days, the General Merchandise and Department Stores industry has dropped 5.7%, driven by Amazon.com declining 6.0%. This takes the industry's 12 month performance to a gain of 16%. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

Has the U.S. General Merchandise and Department Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 23 Nov 2025US$3.2tUS$1.2tUS$124.7b17x25.8x2.6x
Tue, 21 Oct 2025US$3.3tUS$1.2tUS$119.0b20.8x27.6x2.7x
Thu, 18 Sep 2025US$3.5tUS$1.2tUS$119.1b20.9x29.2x2.9x
Sat, 16 Aug 2025US$3.2tUS$1.2tUS$115.0b17.7x27.9x2.7x
Mon, 14 Jul 2025US$3.1tUS$1.1tUS$111.0b15.9x27.7x2.7x
Wed, 11 Jun 2025US$3.0tUS$1.1tUS$110.9b16.8x27.3x2.6x
Fri, 09 May 2025US$2.7tUS$1.2tUS$111.0b15.8x24.6x2.4x
Sun, 06 Apr 2025US$2.5tUS$1.1tUS$103.7b14.6x23.9x2.2x
Tue, 04 Mar 2025US$3.0tUS$1.1tUS$101.9b17.9x29.4x2.7x
Thu, 30 Jan 2025US$3.2tUS$1.1tUS$88.5b19.1x35.7x2.9x
Sat, 28 Dec 2024US$3.0tUS$1.1tUS$88.3b20.1x33.4x2.7x
Mon, 25 Nov 2024US$2.7tUS$1.1tUS$88.6b16.5x30.2x2.4x
Wed, 23 Oct 2024US$2.7tUS$1.1tUS$80.1b20.3x33.4x2.5x
Fri, 20 Sep 2024US$2.6tUS$1.1tUS$80.3b18.6x31.8x2.3x
Sun, 18 Aug 2024US$2.5tUS$1.1tUS$76.7b20.3x32.8x2.3x
Tue, 16 Jul 2024US$2.7tUS$1.1tUS$70.1b17.1x38x2.5x
Thu, 13 Jun 2024US$2.6tUS$1.1tUS$70.2b18.7x36.8x2.4x
Sat, 11 May 2024US$2.6tUS$1.0tUS$70.0b23.9x37.2x2.5x
Mon, 08 Apr 2024US$2.5tUS$1.0tUS$62.8b22.7x39.5x2.4x
Wed, 06 Mar 2024US$2.4tUS$1.0tUS$60.4b24.9x39.9x2.4x
Fri, 02 Feb 2024US$2.2tUS$1.0tUS$54.1b19.1x40.9x2.2x
Sun, 31 Dec 2023US$2.2tUS$1.0tUS$54.5b22.8x40.2x2.2x
Tue, 28 Nov 2023US$2.1tUS$1.0tUS$53.2b20.7x39.3x2.1x
Thu, 26 Oct 2023US$1.8tUS$976.8bUS$34.3b25.3x52.3x1.8x
Sat, 23 Sep 2023US$1.9tUS$977.6bUS$34.3b22.5x55.1x1.9x
Mon, 21 Aug 2023US$1.9tUS$976.3bUS$34.2b20.1x55.9x2x
Wed, 19 Jul 2023US$1.9tUS$947.2bUS$25.3b32.5x75.8x2x
Fri, 16 Jun 2023US$1.8tUS$949.7bUS$25.4b29.6x72.8x1.9x
Sun, 14 May 2023US$1.6tUS$955.2bUS$19.6b37.9x84.1x1.7x
Tue, 11 Apr 2023US$1.6tUS$946.4bUS$9.0b27.1x178.8x1.7x
Thu, 09 Mar 2023US$184.1bUS$253.2bUS$9.6b19.4x19.2x0.7x
Sat, 04 Feb 2023US$197.2bUS$252.8bUS$10.8b18.5x18.3x0.8x
Mon, 02 Jan 2023US$179.1bUS$252.8bUS$10.8b15.7x16.6x0.7x
Wed, 30 Nov 2022US$194.4bUS$251.9bUS$10.8b16.5x17.9x0.8x
Price to Earnings Ratio

17.9x


Total Market Cap: US$194.4bTotal Earnings: US$10.8bTotal Revenue: US$251.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. General Merchandise and Department Stores Industry Price to Earnings3Y Average 41.6x202320242025
Current Industry PE
  • Investors are pessimistic on the American Multiline Retail 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 25.8x which is lower than its 3-year average PE of 41.6x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Multiline Retail industry have grown 126% per year over the last three years.
  • Revenues for these companies have grown 70% 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-2.02%
Consumer Discretionary-3.54%
General Merchandise and Department Stores-5.68%
Department Stores0%0
General Merchandise Stores0%0
Broadline Retail-5.68%
Industry PE
  • Investors are most optimistic about the Broadline Retail industry even though it's trading below its 3-year average PE ratio of 44.6x.
    • Analysts are expecting annual earnings growth of 15.4%, which is higher than its past year's earnings decline of 5.5% per year.
  • Investors are most pessimistic about the Broadline Retail industry, which is trading below its 3-year average of 44.6x.
Forecasted Growth
  • Analysts are most optimistic on the Broadline Retail industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings decline of 5.5% per year.
  • In contrast, the Broadline Retail industry is expected to see its earnings grow by 15% 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
GLBE Global-E OnlineUS$35.901.1%
+US$67.9m		-28.0%PE831.6x
SVV Savers Value VillageUS$8.353.0%
+US$37.5m		-8.5%PS0.8x
M Macy'sUS$20.120.7%
+US$34.9m		23.4%PE10.9x
QVCG.A QVC GroupUS$9.6847.6%
+US$25.2m		-51.5%PS0.008x
DIBS 1stdibs.ComUS$5.011.0%
+US$1.8m		30.1%PS2.1x

Latest News

AMZN
US$220.69
Amazon.com
7D
-6.0%
1Y
12.0%
MNSO
US$19.57
MINISO Group Holding
7D
-8.5%
1Y
17.3%
CPNG
US$26.66
Coupang
7D
-5.5%
1Y
9.6%

CPNG: Taiwan Market Expansion Will Drive Share Price Momentum Forward

Analysts have modestly increased their fair value estimate for Coupang to $35.99 from $35.75. They cite recent positive price target revisions and sustained optimism following the company's quarterly results.
EBAY
US$80.84
eBay
7D
-3.6%
1Y
27.8%
GLBE
US$35.90
Global-E Online
7D
1.1%
1Y
-28.0%

GLBE: Strong Q3 Results Will Drive Increased Confidence in Execution

Analysts have raised their price target for Global-E Online from $47.69 to $48.85, citing strong quarterly performance as well as improved forecasts for revenue growth and profit margins. Analyst Commentary Bullish and bearish analysts have provided insights following Global-E Online's recent earnings report, reflecting both confidence and caution regarding the company's outlook and valuation.
PDD
US$113.24
PDD Holdings
7D
-13.5%
1Y
13.2%
MELI
US$1,951.78
MercadoLibre
7D
-4.7%
1Y
-2.7%

MELI: Rising Fixed Cost Leverage Will Drive Margin Expansion Despite Competition

MercadoLibre's analyst price target has moved modestly to $2,861.96 from $2,893.88, as analysts weigh ongoing competitive pressures, slight profit margin compression, and recent de-risking in Argentina. Analyst Commentary Recent Street research reflects a nuanced view of MercadoLibre's prospects, with analysts highlighting both the opportunities and ongoing risks impacting its valuation and growth outlook.
SE
US$131.34
Sea
7D
-6.8%
1Y
16.2%

SE: Share Momentum Will Continue as E-Commerce Edges Out Smaller Competitors

Analysts have slightly lowered their fair value estimate for Sea Limited from $196.66 to $192.68 per share. They cite more moderate growth expectations and ongoing investment impacts, despite continued strength across business segments.
M
US$20.12
Macy's
7D
0.7%
1Y
23.4%
BABA
US$152.93
Alibaba Group Holding
7D
-0.6%
1Y
84.0%
DIBS
US$5.01
1stdibs.Com
7D
1.0%
1Y
30.1%

Subdued Growth No Barrier To 1stdibs.Com, Inc. (NASDAQ:DIBS) With Shares Advancing 53%

Nov 08
Subdued Growth No Barrier To 1stdibs.Com, Inc. (NASDAQ:DIBS) With Shares Advancing 53%
SVV
US$8.35
Savers Value Village
7D
3.0%
1Y
-8.5%
LGCB
US$2.10
Linkage Global
7D
5.5%
1Y
-7.1%
QVCG.A
US$9.68
QVC Group
7D
47.6%
1Y
-51.5%