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U.S. General Merchandise and Department Stores Industry Analysis

UpdatedJun 18, 2026
DataAggregated Company Financials
Companies33
  • 7D-1.6%
  • 3M9.8%
  • 1Y4.4%
  • YTD-3.0%

Over the last 7 days, the General Merchandise and Department Stores industry has dropped 1.6%, driven by Amazon.com declining 1.7%. Meanwhile, Coupang actually outperformed within the industry, gaining 25% in the last week. In the past year, the industry has gained 4.4%. Earnings are forecast to grow by 17% 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
Thu, 18 Jun 2026US$3.2tUS$1.3tUS$130.7b18.4x24.7x2.4x
Sat, 16 May 2026US$3.6tUS$1.3tUS$130.6b21.3x27.8x2.7x
Mon, 13 Apr 2026US$3.3tUS$1.3tUS$117.1b21.4x28.1x2.5x
Wed, 11 Mar 2026US$3.0tUS$1.3tUS$122.0b16.8x24.9x2.4x
Fri, 06 Feb 2026US$3.3tUS$1.3tUS$122.4b18.4x27.1x2.7x
Sun, 04 Jan 2026US$3.3tUS$1.2tUS$122.1b19.3x26.9x2.6x
Tue, 02 Dec 2025US$3.4tUS$1.2tUS$121.6b19.9x27.8x2.7x
Thu, 30 Oct 2025US$3.5tUS$1.2tUS$119.2b20.8x29x2.9x
Sat, 27 Sep 2025US$3.3tUS$1.2tUS$118.9b19.8x28.1x2.8x
Mon, 25 Aug 2025US$3.2tUS$1.2tUS$115.1b20.7x27.9x2.7x
Wed, 23 Jul 2025US$3.2tUS$1.1tUS$111.0b15.8x28.6x2.8x
Fri, 20 Jun 2025US$3.0tUS$1.1tUS$110.9b16.1x26.8x2.6x
Sun, 18 May 2025US$2.9tUS$1.2tUS$113.0b15.9x26x2.5x
Tue, 15 Apr 2025US$2.6tUS$1.1tUS$103.5b14.8x24.8x2.3x
Thu, 13 Mar 2025US$2.8tUS$1.1tUS$103.3b16.4x27.5x2.5x
Sat, 08 Feb 2025US$3.2tUS$1.1tUS$97.8b19.9x32.8x2.9x
Mon, 06 Jan 2025US$3.0tUS$1.1tUS$88.2b21.4x33.5x2.7x
Wed, 04 Dec 2024US$2.8tUS$1.1tUS$88.3b19.6x32x2.6x
Fri, 01 Nov 2024US$2.6tUS$1.1tUS$79.4b21.1x33.1x2.4x
Sun, 29 Sep 2024US$2.7tUS$1.1tUS$80.6b19.7x33.5x2.5x
Tue, 27 Aug 2024US$2.5tUS$1.1tUS$77.1b19.6x32.5x2.3x
Thu, 25 Jul 2024US$2.5tUS$1.1tUS$70.1b16.5x36.3x2.4x
Sat, 22 Jun 2024US$2.6tUS$1.1tUS$70.1b18x36.4x2.4x
Mon, 20 May 2024US$2.6tUS$1.1tUS$67.3b24.6x38.6x2.5x
Wed, 17 Apr 2024US$2.5tUS$1.0tUS$62.8b20.3x39.2x2.4x
Fri, 15 Mar 2024US$2.4tUS$1.0tUS$61.0b21.3x39.7x2.4x
Sun, 11 Feb 2024US$2.4tUS$1.0tUS$60.1b18.6x39.7x2.3x
Tue, 09 Jan 2024US$2.1tUS$1.0tUS$54.3b23.7x38.6x2.1x
Thu, 07 Dec 2023US$2.1tUS$1.0tUS$54.0b16.7x38.5x2.1x
Sat, 04 Nov 2023US$2.0tUS$994.3bUS$41.6b25x48.1x2x
Mon, 02 Oct 2023US$1.9tUS$977.5bUS$34.3b23.1x54.4x1.9x
Wed, 30 Aug 2023US$2.0tUS$975.4bUS$33.9b24.4x58.2x2x
Fri, 28 Jul 2023US$1.9tUS$948.5bUS$26.1b24.4x72.7x2x
Sun, 25 Jun 2023US$1.8tUS$947.2bUS$25.3b27.5x73.1x2x
Price to Earnings Ratio

73.1x


Total Market Cap: US$1.8tTotal Earnings: US$25.3bTotal Revenue: US$947.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. General Merchandise and Department Stores Industry Price to Earnings3Y Average 35.5x202420252026
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 24.7x which is lower than its 3-year average PE of 35.5x.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Multiline Retail industry have grown 73% per year over the last three years.
  • Revenues for these companies have grown 12% 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 Market1.98%
Consumer Discretionary0.55%
General Merchandise and Department Stores-1.58%
Department Stores0%0
General Merchandise Stores0%0
Broadline Retail-1.58%
Industry PE
  • Investors are most optimistic about the Broadline Retail industry even though it's trading below its 3-year average PE ratio of 35.5x.
    • Analysts are expecting annual earnings growth of 16.9%, which is higher than its past year's earnings growth of 1.9% per year.
  • Investors are most pessimistic about the Broadline Retail industry, which is trading below its 3-year average of 35.5x.
Forecasted Growth
  • Analysts are most optimistic on the Broadline Retail industry, expecting annual earnings growth of 17% over the next 5 years.
  • This is better than its past earnings growth rate of 1.9% per year.
  • In contrast, the Broadline Retail 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
CPNG CoupangUS$18.8324.5%
+US$6.7b		-33.7%PS1x
SE SeaUS$90.8410.2%
+US$5.1b		-41.7%PE34.7x
MELI MercadoLibreUS$1.63k2.7%
+US$2.2b		-32.1%PE43.1x
EBAY eBayUS$107.891.4%
+US$657.1m		39.2%PE23.9x
ETSY EtsyUS$72.836.0%
+US$389.1m		31.7%PE22.8x

Latest News

BABA
US$107.44
Alibaba Group Holding
7D
-6.9%
1Y
-5.3%
ETSY
US$72.83
Etsy
7D
6.0%
1Y
31.7%
DDS
US$558.79
Dillard's
7D
-4.1%
1Y
40.2%
Seeking Alpha • Jun 17

Dillard's: Good Developments, But Still Not Enough For Buy

Summary Dillard’s Inc. demonstrates broader sales recovery and improved inventory management, supporting a continued hold rating. All merchandise categories posted sales growth, with home, furniture, accessories, and shoes leading; inventory growth matched sales, reducing markdown risk. Retail gross margin expanded, but improvement was uneven across categories; normalized EPS growth was modest after adjusting for one-time gains. At 15.5x forward PE, DDS’s valuation remains too high for its growth profile, limiting upside and justifying a hold stance until further consistent execution. Read the full article on Seeking Alpha
AMZN
US$237.50
Amazon.com
7D
-1.7%
1Y
11.8%
KSS
US$16.59
Kohl's
7D
4.5%
1Y
99.4%
PDD
US$79.86
PDD Holdings
7D
-2.4%
1Y
-21.9%
Seeking Alpha • Jun 16

PDD Holdings: Even 'Deeply Undervalued' May Be An Understatement Now

Summary PDD Holdings is reiterated as a Strong Buy, supported by a fortress balance sheet and compelling long-term potential. PDD is entering a major investment cycle, allocating RMB 100 billion over three years to build first-party brands and strengthen supply chains. Despite near-term margin pressure and regulatory risks, PDD's major net cash position remains among China's best, with valuation and growth metrics also being very attractive. Intrinsic value is estimated well above current levels, making the risk-reward profile highly attractive even under conservative assumptions. Read the full article on Seeking Alpha
VIPS
US$13.37
Vipshop Holdings
7D
-2.5%
1Y
-9.2%
Narrative Update • Jun 15

VIPS: Margin Discipline And Buybacks Will Support Future Earnings Resilience

Analysts have lowered the Vipshop Holdings fair value estimate from $24.67 to $24.07, citing slightly reduced profit margin assumptions while still noting resilient earnings supported by margin control and contributions from Shanshan offline outlets. Analyst Commentary Recent research has highlighted that, even with a slightly lower fair value estimate, sentiment around Vipshop remains supported by its earnings profile and margin discipline, especially as Shanshan offline outlets contribute more on a margin-accretive basis.
MELI
US$1,631.82
MercadoLibre
7D
2.7%
1Y
-32.1%
Narrative Update • Jun 15

MELI: Heavy 2026 Mexico Investment Is Expected To Reset Margins Before Expansion

Analysts have trimmed the MercadoLibre fair value estimate from $2,439.88 to $2,216.96. This reflects a series of lower price targets across the Street as they factor in a higher discount rate, more cautious margin assumptions, and recent comments about monetization and competitive pressures.
MNSO
US$12.15
MINISO Group Holding
7D
-7.7%
1Y
-32.3%
Narrative Update • Jun 15

MNSO: Future Capital Returns And Recalibrated Expectations Will Support Bullish Case

Analysts have reduced the implied fair value estimate for MINISO Group Holding by about $1.15 to $23.83. This reflects updated assumptions on discount rate, revenue growth, profit margin and future P/E following recent price target cuts from $26 to $16 and by $1.30 at major firms.
CPNG
US$18.83
Coupang
7D
24.5%
1Y
-33.7%
EBAY
US$107.89
eBay
7D
1.4%
1Y
39.2%
GLBE
US$31.98
Global-E Online
7D
-2.3%
1Y
1.6%
M
US$23.89
Macy's
7D
3.2%
1Y
115.8%
JD
US$27.91
JD.com
7D
-1.9%
1Y
-14.1%
SE
US$90.84
Sea
7D
10.2%
1Y
-41.7%
Narrative Update • Jun 12

SE: Future Upside Will Stem From AI Moat Expansion And Q1 Execution

Sea's analyst fair value nudged higher by about $0.36 to roughly $140.50 as analysts adjusted their targets in response to mixed but generally constructive Q1 research updates, which included several price target raises alongside a few modest trims. Analyst Commentary Analysts are adjusting their Sea targets in response to the Q1 update, with a mix of higher and lower fair value estimates and varied views on execution risk.
ORBS
US$1.03
Eightco Holdings
7D
15.7%
1Y
-12.0%