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U.S. General Merchandise and Department Stores Industry Analysis

UpdatedJan 07, 2026
DataAggregated Company Financials
Companies34
  • 7D3.9%
  • 3M0.8%
  • 1Y14.7%
  • YTD5.2%

The General Merchandise and Department Stores industry is up 3.9% in the last week, with Amazon.com up 4.7%. In the last 12 months, the industry was up 15%. 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
Thu, 08 Jan 2026US$3.5tUS$1.2tUS$122.0b18.9x28.4x2.8x
Sat, 06 Dec 2025US$3.3tUS$1.2tUS$121.6b19.3x27.5x2.7x
Mon, 03 Nov 2025US$3.6tUS$1.2tUS$124.9b19x28.7x2.9x
Wed, 01 Oct 2025US$3.4tUS$1.2tUS$119.0b20x28.5x2.8x
Fri, 29 Aug 2025US$3.2tUS$1.2tUS$115.2b19.4x27.8x2.7x
Sun, 27 Jul 2025US$3.2tUS$1.1tUS$111.0b17.1x28.8x2.8x
Tue, 24 Jun 2025US$2.9tUS$1.1tUS$111.0b15.5x26.4x2.6x
Thu, 22 May 2025US$2.9tUS$1.1tUS$112.7b16.1x25.9x2.6x
Sat, 19 Apr 2025US$2.5tUS$1.1tUS$103.6b14.3x23.9x2.2x
Mon, 17 Mar 2025US$2.9tUS$1.1tUS$103.4b16.3x27.8x2.5x
Wed, 12 Feb 2025US$3.2tUS$1.1tUS$97.7b21.7x32.5x2.8x
Fri, 10 Jan 2025US$2.9tUS$1.1tUS$88.2b20x33.2x2.7x
Sun, 08 Dec 2024US$3.0tUS$1.1tUS$88.5b20.1x33.9x2.7x
Tue, 05 Nov 2024US$2.8tUS$1.1tUS$85.0b21x32.4x2.5x
Thu, 03 Oct 2024US$2.7tUS$1.1tUS$80.5b20.7x33.2x2.5x
Sat, 31 Aug 2024US$2.4tUS$1.1tUS$79.8b19.9x29.8x2.2x
Mon, 29 Jul 2024US$2.5tUS$1.1tUS$70.1b16.5x35.6x2.4x
Wed, 26 Jun 2024US$2.5tUS$1.1tUS$70.1b17.2x36.3x2.4x
Fri, 24 May 2024US$2.5tUS$1.1tUS$70.0b22.4x36.3x2.4x
Sun, 21 Apr 2024US$2.4tUS$1.0tUS$62.8b20.7x37.5x2.3x
Tue, 19 Mar 2024US$2.4tUS$1.0tUS$61.0b20.7x39.3x2.3x
Thu, 15 Feb 2024US$2.3tUS$1.0tUS$60.0b19.1x38.7x2.2x
Sat, 13 Jan 2024US$2.2tUS$1.0tUS$54.2b24.8x40.6x2.2x
Mon, 11 Dec 2023US$2.1tUS$1.0tUS$54.0b17.5x39x2.1x
Wed, 08 Nov 2023US$2.0tUS$995.2bUS$44.4b22.2x45.3x2x
Fri, 06 Oct 2023US$1.8tUS$977.5bUS$34.3b23.1x53.7x1.9x
Sun, 03 Sep 2023US$2.0tUS$979.2bUS$34.5b24.1x59x2.1x
Tue, 01 Aug 2023US$2.0tUS$948.7bUS$26.1b25.6x76.1x2.1x
Thu, 29 Jun 2023US$1.8tUS$944.3bUS$25.1b28.4x73.6x2x
Sat, 27 May 2023US$1.7tUS$953.1bUS$25.8b21.8x67.4x1.8x
Mon, 24 Apr 2023US$1.6tUS$945.3bUS$9.1b35.3x179x1.7x
Wed, 22 Mar 2023US$10.8mUS$0US$0n/an/an/a
Fri, 17 Feb 2023US$194.7bUS$252.8bUS$10.8b17.8x18.1x0.8x
Sun, 15 Jan 2023US$188.7bUS$252.9bUS$10.8b17.3x17.5x0.7x
Price to Earnings Ratio

17.5x


Total Market Cap: US$188.7bTotal Earnings: US$10.8bTotal Revenue: US$252.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. General Merchandise and Department Stores Industry Price to Earnings3Y Average 42x202420252026
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 27.7x which is lower than its 3-year average PE of 42.0x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Multiline Retail industry have grown 125% 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 Market1.04%
Consumer Discretionary1.56%
General Merchandise and Department Stores3.94%
Broadline Retail3.94%
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 43.8x.
    • Analysts are expecting annual earnings growth of 16.3%, 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 43.8x.
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 decline of 5.5% 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$241.624.7%
+US$115.5b		8.8%PE33.8x
PDD PDD HoldingsUS$120.996.7%
+US$10.8b		20.6%PE11.8x
MELI MercadoLibreUS$2.16k7.4%
+US$7.5b		24.4%PE52.8x
SE SeaUS$139.249.1%
+US$6.9b		27.3%PE58.1x
EBAY eBayUS$90.153.5%
+US$1.4b		29.9%PE18.9x

Latest News

EBAY
US$90.15
eBay
7D
3.5%
1Y
29.9%
AMZN
US$241.62
Amazon.com
7D
4.7%
1Y
8.8%
JD
US$29.03
JD.com
7D
1.1%
1Y
-16.4%

An Intrinsic Calculation For JD.com, Inc. (NASDAQ:JD) Suggests It's 47% Undervalued

Jan 05
An Intrinsic Calculation For JD.com, Inc. (NASDAQ:JD) Suggests It's 47% Undervalued
CPNG
US$23.27
Coupang
7D
-1.4%
1Y
4.4%

CPNG Margin Expansion And Earnings Outlook Will Drive Bullish Upside Potential

Analysts have raised their fair value estimate for Coupang from $22.80 to $28.00 per share, citing increased confidence in the company’s margin expansion and earnings outlook following updated post Q3 forecasts that are reflected in higher Street price targets. Analyst Commentary While some on the Street have become more constructive following the Q3 report, bearish analysts continue to flag several risks that could limit upside to the shares despite higher price targets in parts of the coverage universe.
PDD
US$120.99
PDD Holdings
7D
6.7%
1Y
20.6%

PDD: Future Performance Will Depend On Reigniting Domestic User Engagement

Analysts have modestly raised their price target on PDD Holdings to about $119 from roughly $117, reflecting higher long term revenue growth expectations, despite a slightly lower profit margin outlook and some concerns over maturing user engagement trends in the core domestic business. Analyst Commentary Bearish analysts have begun to signal a more cautious stance on PDD Holdings, highlighting that the company is entering a phase where domestic user growth and engagement no longer provide the clear upside they once did.
JFBR
US$0.76
Jeffs' Brands
7D
-7.2%
1Y
-98.4%
ETSY
US$61.76
Etsy
7D
11.4%
1Y
15.6%

ETSY AI Investments Will Drive Stronger Marketplace Engagement And Earnings Power

We trim our Etsy fair value estimate slightly to $81 from about $81.55 per share, as analysts see moderating top line growth and a lower future P/E, partly offset by improving profitability supported by AI driven product enhancements and steadier GMS trends. Analyst Commentary Recent Street research reflects a generally constructive tone on Etsy, with multiple bullish analysts lifting price targets following the latest Q3 results and outlook.
DDS
US$651.18
Dillard's
7D
7.4%
1Y
44.7%
GRPN
US$16.27
Groupon
7D
-7.6%
1Y
33.1%

GRPN: Risk Profile Will Remain Balanced As Margins Gradually Improve

Analysts have trimmed their price target on Groupon to approximately $17 from about $19, as slightly softer revenue growth and a higher discount rate outweigh modestly improved margin expectations and a lower projected future P E multiple. Analyst Commentary Bearish analysts emphasize that the trimmed price target reflects a more cautious stance on Groupon's ability to sustain revenue growth in a competitive local commerce landscape.
MELI
US$2,162.61
MercadoLibre
7D
7.4%
1Y
24.4%

MELI: Rising Competition In Brazil Will Shape Future Profit Margin Trajectory

Our updated narrative price target for MercadoLibre rises to approximately $2,347, up from about $2,106, as analysts balance robust top line momentum and higher assumed revenue growth with a slightly richer valuation multiple and mounting competitive and margin pressures highlighted in recent Street research. Analyst Commentary Street research over the past several weeks reflects a more nuanced and selectively cautious stance on MercadoLibre, with several bearish analysts trimming price targets even as long term growth drivers remain intact.
QVCG.A
US$8.15
QVC Group
7D
-22.1%
1Y
-56.3%
SE
US$139.24
Sea
7D
9.1%
1Y
27.3%

SE: Future Share Gains Will Stem From E-Commerce And Fintech Strength

Analysts have nudged our fair value estimate for Sea slightly lower to $191.62 from $192.17, as modestly softer long term margin and valuation assumptions balance solid Q3 execution, recent upgrades, and higher Street price targets tied to stronger multi segment growth and continued investment. Analyst Commentary Street research remains broadly constructive on Sea, with a cluster of recent upgrades and price target increases reflecting confidence in the companys multi segment growth trajectory and ability to reinvest behind its leading positions while still compounding value.
DIBS
US$5.83
1stdibs.Com
7D
-2.8%
1Y
66.9%

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

Nov 08
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