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U.S. General Merchandise and Department Stores Industry Analysis

UpdatedApr 13, 2025
DataAggregated Company Financials
Companies32
  • 7D4.8%
  • 3M-10.2%
  • 1Y3.1%
  • YTD-11.2%

The General Merchandise and Department Stores industry is up 4.8% in the last week, with Amazon.com up 8.1%. In the same time, Alibaba Group Holding was down 7.6%. This takes the industry's 12 month performance to a gain of 3.1%. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 14 Apr 2025US$2.6tUS$1.1tUS$103.7b14.2x25x2.3x
Wed, 12 Mar 2025US$2.8tUS$1.1tUS$103.4b16.5x27x2.5x
Fri, 07 Feb 2025US$3.2tUS$1.1tUS$88.4b19.3x35.9x2.9x
Sun, 05 Jan 2025US$3.0tUS$1.1tUS$88.2b21.4x33.5x2.7x
Tue, 03 Dec 2024US$2.8tUS$1.1tUS$88.4b19.7x31.7x2.5x
Thu, 31 Oct 2024US$2.7tUS$1.1tUS$80.1b21.3x33.6x2.5x
Sat, 28 Sep 2024US$2.7tUS$1.1tUS$80.6b19.7x33.4x2.5x
Mon, 26 Aug 2024US$2.5tUS$1.1tUS$77.1b20.5x32.5x2.3x
Wed, 24 Jul 2024US$2.5tUS$1.1tUS$70.0b16.7x35.8x2.4x
Fri, 21 Jun 2024US$2.5tUS$1.1tUS$70.1b18.1x35.9x2.4x
Sun, 19 May 2024US$2.6tUS$1.1tUS$67.3b24.6x38.6x2.5x
Tue, 16 Apr 2024US$2.5tUS$1.0tUS$62.8b21.2x39.2x2.4x
Thu, 14 Mar 2024US$2.4tUS$1.0tUS$61.0b21.8x39.4x2.3x
Sat, 10 Feb 2024US$2.4tUS$1.0tUS$60.1b18.6x39.7x2.3x
Mon, 08 Jan 2024US$2.1tUS$1.0tUS$54.3b24.1x38.6x2.1x
Wed, 06 Dec 2023US$2.1tUS$1.0tUS$54.1b16.7x38.6x2.1x
Fri, 03 Nov 2023US$2.0tUS$993.9bUS$41.5b23.9x47.1x2x
Sun, 01 Oct 2023US$1.9tUS$977.5bUS$34.3b23.1x54.4x1.9x
Tue, 29 Aug 2023US$1.9tUS$975.2bUS$33.9b20.9x56.7x2x
Thu, 27 Jul 2023US$1.9tUS$948.3bUS$25.3b33x75.2x2x
Sat, 24 Jun 2023US$1.8tUS$947.2bUS$25.3b27.5x73.1x2x
Mon, 22 May 2023US$1.7tUS$953.3bUS$25.2b24.9x67.5x1.8x
Wed, 19 Apr 2023US$1.6tUS$946.0bUS$9.1b36x175.9x1.7x
Fri, 17 Mar 2023US$179.7bUS$252.8bUS$9.0b19.6x20x0.7x
Sun, 12 Feb 2023US$191.9bUS$252.8bUS$10.8b17.9x17.8x0.8x
Tue, 10 Jan 2023US$183.3bUS$252.8bUS$10.8b17.4x17x0.7x
Thu, 08 Dec 2022US$184.7bUS$252.3bUS$10.9b14.3x16.9x0.7x
Sat, 05 Nov 2022US$188.2bUS$251.8bUS$11.8b14.4x15.9x0.7x
Mon, 03 Oct 2022US$173.8bUS$251.6bUS$12.0b11.3x14.5x0.7x
Wed, 31 Aug 2022US$183.0bUS$251.6bUS$12.0b12.2x15.2x0.7x
Fri, 29 Jul 2022US$184.3bUS$249.4bUS$13.9b9.9x13.2x0.7x
Sun, 26 Jun 2022US$189.4bUS$249.5bUS$14.0b10.7x13.6x0.8x
Tue, 24 May 2022US$169.9bUS$247.7bUS$13.7b12.2x12.4x0.7x
Thu, 21 Apr 2022US$247.8bUS$246.2bUS$14.6b16.6x16.9x1x
Price to Earnings Ratio

16.9x


Total Market Cap: US$247.8bTotal Earnings: US$14.6bTotal Revenue: US$246.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. General Merchandise and Department Stores Industry Price to Earnings3Y Average 39.1x202320242025
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 25.0x which is lower than its 3-year average PE of 39.1x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Multiline Retail industry have grown 92% per year over the last three years.
  • Revenues for these companies have grown 66% 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 Market5.42%
Consumer Discretionary3.66%
General Merchandise and Department Stores4.82%
Broadline Retail4.82%
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 49.8x.
    • Analysts are expecting annual earnings growth of 16.0%, which is higher than its past year's earnings growth of 10.4% per year.
  • Investors are most pessimistic about the Broadline Retail industry, which is trading below its 3-year average of 49.8x.
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 growth rate of 10% 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$184.878.1%
+US$149.7b
-0.7%PE33.1x
MELI MercadoLibreUS$2.00k8.5%
+US$7.9b
38.3%PE53x
CPNG CoupangUS$21.657.9%
+US$2.9b
1.9%PE253.8x
EBAY eBayUS$64.583.5%
+US$1.0b
25.9%PE15.2x
GLBE Global-E OnlineUS$33.7115.5%
+US$767.5m
-2.1%PS7.6x
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Latest News

AMZN

US$184.87

Amazon.com

7D

8.1%

1Y

-0.7%

DDS

US$311.02

Dillard's

7D

-2.0%

1Y

-24.3%

KSS

US$6.72

Kohl's

7D

-6.3%

1Y

-70.4%

VIPS

US$12.56

Vipshop Holdings

7D

-10.9%

1Y

-22.7%

ETSY

US$43.60

Etsy

7D

-1.8%

1Y

-35.0%

JD

US$36.42

JD.com

7D

-1.1%

1Y

43.4%

BABA

US$107.73

Alibaba Group Holding

7D

-7.6%

1Y

51.1%

JWN

US$23.78

Nordstrom

7D

1.9%

1Y

24.8%