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U.S. General Merchandise and Department Stores Industry Analysis

UpdatedMar 06, 2026
DataAggregated Company Financials
Companies33
  • 7D2.1%
  • 3M-7.8%
  • 1Y3.1%
  • YTD-6.2%

Last week, the General Merchandise and Department Stores industry hasn't moved much but Amazon.com is up 5.3% in that time. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 16% 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
Fri, 06 Mar 2026US$3.1tUS$1.3tUS$121.8b17x25.2x2.4x
Sun, 01 Feb 2026US$3.4tUS$1.3tUS$122.3b18.7x28x2.7x
Tue, 30 Dec 2025US$3.3tUS$1.2tUS$122.0b18.5x27.4x2.7x
Thu, 27 Nov 2025US$3.3tUS$1.2tUS$121.6b19.7x27.4x2.7x
Sat, 25 Oct 2025US$3.3tUS$1.2tUS$119.0b20.4x28x2.8x
Mon, 22 Sep 2025US$3.5tUS$1.2tUS$119.0b21.1x29.1x2.9x
Wed, 20 Aug 2025US$3.2tUS$1.2tUS$115.0b18x28x2.7x
Fri, 18 Jul 2025US$3.1tUS$1.1tUS$110.9b16x27.8x2.7x
Sun, 15 Jun 2025US$2.9tUS$1.1tUS$111.0b15.8x26.5x2.6x
Tue, 13 May 2025US$3.0tUS$1.2tUS$111.3b16.5x26.6x2.6x
Thu, 10 Apr 2025US$2.4tUS$1.1tUS$103.5b14.1x23.2x2.1x
Sat, 08 Mar 2025US$2.9tUS$1.1tUS$103.5b16.6x28x2.6x
Mon, 03 Feb 2025US$3.2tUS$1.1tUS$88.5b19.1x35.7x2.9x
Wed, 01 Jan 2025US$2.9tUS$1.1tUS$88.3b20x32.9x2.6x
Fri, 29 Nov 2024US$2.8tUS$1.1tUS$88.5b18.3x31.4x2.5x
Sun, 27 Oct 2024US$2.6tUS$1.1tUS$80.1b19.8x33.1x2.4x
Tue, 24 Sep 2024US$2.6tUS$1.1tUS$80.4b18.4x32.6x2.4x
Thu, 22 Aug 2024US$2.5tUS$1.1tUS$76.8b20.3x32.9x2.3x
Sat, 20 Jul 2024US$2.5tUS$1.1tUS$70.1b16.6x35.8x2.4x
Mon, 17 Jun 2024US$2.5tUS$1.1tUS$70.1b18.3x36.1x2.4x
Wed, 15 May 2024US$2.6tUS$1.0tUS$70.0b24x37.1x2.5x
Fri, 12 Apr 2024US$2.5tUS$1.0tUS$62.8b24.1x39.9x2.4x
Sun, 10 Mar 2024US$2.4tUS$1.0tUS$60.5b21.7x39.2x2.3x
Tue, 06 Feb 2024US$2.3tUS$1.0tUS$64.5b18.2x36.2x2.3x
Thu, 04 Jan 2024US$2.1tUS$1.0tUS$54.3b22.4x39.5x2.1x
Sat, 02 Dec 2023US$2.1tUS$1.0tUS$54.0b22.1x39.2x2.1x
Mon, 30 Oct 2023US$1.9tUS$992.8bUS$41.3b25.5x45.2x1.9x
Wed, 27 Sep 2023US$1.8tUS$977.1bUS$34.3b22.1x53.8x1.9x
Fri, 25 Aug 2023US$1.9tUS$975.9bUS$33.9b20.4x56.2x1.9x
Sun, 23 Jul 2023US$1.9tUS$946.8bUS$25.3b33.1x74.9x2x
Tue, 20 Jun 2023US$1.9tUS$949.5bUS$25.4b29x72.8x1.9x
Thu, 18 May 2023US$1.7tUS$953.4bUS$19.6b37x88.2x1.8x
Sat, 15 Apr 2023US$1.6tUS$946.5bUS$9.1b26.2x175x1.7x
Mon, 13 Mar 2023US$179.4bUS$252.8bUS$9.0b19.9x19.9x0.7x
Price to Earnings Ratio

19.9x


Total Market Cap: US$179.4bTotal Earnings: US$9.0bTotal Revenue: US$252.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. General Merchandise and Department Stores Industry Price to Earnings3Y Average 42.5x202420252026
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 24.1x which is lower than its 3-year average PE of 42.5x.
  • The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Multiline Retail industry have grown 139% per year over the last three years.
  • Revenues for these companies have grown 72% 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-1.24%
Consumer Discretionary-0.67%
General Merchandise and Department Stores2.10%
Broadline Retail2.10%
Department Stores0%0
General Merchandise Stores0%0
Industry PE
  • Investors are most optimistic about the Broadline Retail industry even though it's trading below its 3-year average PE ratio of 42.9x.
    • Analysts are expecting annual earnings growth of 15.9%, which is higher than its past year's earnings decline of 1.6% per year.
  • Investors are most pessimistic about the Broadline Retail industry, which is trading below its 3-year average of 42.9x.
Forecasted Growth
  • Analysts are most optimistic on the Broadline Retail industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings decline of 1.6% per year.
  • In contrast, the Broadline Retail 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
AMZN Amazon.comUS$218.945.3%
+US$118.3b		9.1%PE30.3x
EBAY eBayUS$93.045.8%
+US$2.3b		37.1%PE20.9x
MELI MercadoLibreUS$1.78k2.3%
+US$2.0b		-13.0%PE45.2x
CPNG CoupangUS$19.373.5%
+US$1.2b		-16.4%PE170.3x
PTRN Pattern GroupUS$11.6410.5%
+US$195.6m		n/aPS0.9x

Latest News

JD
US$25.47
JD.com
7D
-5.6%
1Y
-42.0%
M
US$19.19
Macy's
7D
-5.7%
1Y
45.2%
SE
US$95.52
Sea
7D
-13.9%
1Y
-31.4%

Logistics Strains And Credit Risks Will Persist Yet Long Term Commerce Tailwinds Will Support

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CPNG
US$19.37
Coupang
7D
3.5%
1Y
-16.4%
EBAY
US$93.04
eBay
7D
5.8%
1Y
37.1%
DDS
US$620.57
Dillard's
7D
1.3%
1Y
72.2%

Dillard's Inc. (DDS): The Retail Cash Machine – Navigating Seasonal Storms with a Fortress Balance Sheet in 2026.

Dillard's (DDS) is currently operating as a masterclass in capital discipline within the retail sector, trading at $611.60 as of the March 3, 2026, close. The stock has been a battleground for investors lately, as it works to digest its Q4 2025 earnings report released on February 24.
AMZN
US$218.94
Amazon.com
7D
5.3%
1Y
9.1%
KSS
US$15.67
Kohl's
7D
-10.2%
1Y
39.5%

KSS: Margin Execution And Hold Ratings Will Support Higher Future Share Price

Analysts have trimmed their fair value estimate for Kohl's by about $0.60 per share, reflecting recent price target cuts to $20 and a Hold stance from firms covering the stock. Analyst Commentary Recent research updates on Kohl's highlight a cautious but engaged analyst community.
BABA
US$130.35
Alibaba Group Holding
7D
-12.0%
1Y
-6.9%

Alibaba Group Holding Ltd (BABA): The Value Rebound – Scaling AI Clouds Amidst a Global Trade Reset

Alibaba (BABA) is currently one of the most debated "deep value" plays in the global tech sector as it enters March 2026. As of the February 27 close, the stock is trading at $144.11 , a significant recovery from its 2024–2025 lows but still well below its historical peaks.
VIPS
US$15.97
Vipshop Holdings
7D
-11.9%
1Y
-5.6%
MELI
US$1,780.36
MercadoLibre
7D
2.3%
1Y
-13.0%
MNSO
US$16.63
MINISO Group Holding
7D
-8.6%
1Y
-13.8%

MNSO: Global Experiential Flagship Rollout Will Support Future Profit Margins

Analysts have nudged their price target on MINISO Group Holding higher, with fair value moving from about $22.11 to roughly $22.35 as they factor in updated assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples. What's in the News Opened its first Polish flagship store at Warsaw's Zlote Tarasy, a more than 1,000 square meter location focused on IP collectibles and lifestyle products, with over 60% of offerings tied to licensed characters such as Disney, Sanrio, Chiikawa, BT21, and Zootopia themed collections (Key Developments).
GLBE
US$36.67
Global-E Online
7D
2.0%
1Y
-6.7%

GLBE: Q4 Execution And Take Rate Compression Will Shape Balanced Forward Outlook

The analyst price target for Global-E Online shifts to $40, down from $43, as analysts weigh strong Q4 results, 2026 guidance above prior forecasts, and a mix of higher P/E assumptions with more measured expectations for revenue growth and profit margins. Analyst Commentary Across recent research, analysts generally highlight Global-E Online's solid Q4 delivery and 2026 outlook, but not all are leaning in the same direction.
ETSY
US$56.63
Etsy
7D
2.6%
1Y
20.6%

ETSY: AI Initiatives And Depop Sale Will Support Core Marketplace Renewal

The analyst price target for Etsy in our model has moved lower to $62.08 from $68.59. This reflects a blend of Street views that highlight steady core marketplace progress, the Depop sale, and ongoing questions around the pace of Gross Merchandise Sales growth and the impact of AI driven product and marketing initiatives.
PDD
US$100.74
PDD Holdings
7D
-4.4%
1Y
-15.9%

PDD: Tariff Resilience And Smaller Regulatory Fine Will Support Future Upside

Analysts reduced their price target on PDD Holdings by $28 to $170, reflecting slightly lower fair value and revenue growth assumptions, along with a modest increase in projected profit margin and future P/E, as they factor in recent regulatory developments and ongoing investment-driven margin pressure. Analyst Commentary Recent research on PDD Holdings shows a split between bullish analysts who focus on long-term growth potential and bearish analysts who are more focused on regulatory risk, valuation reset, and sustained margin pressure.
PTRN
US$11.64
Pattern Group
7D
10.5%
1Y
n/a