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U.S. General Merchandise and Department Stores Industry Analysis

UpdatedMay 20, 2026
DataAggregated Company Financials
Companies33
  • 7D-1.9%
  • 3M16.8%
  • 1Y16.2%
  • YTD7.0%

Over the last 7 days, the General Merchandise and Department Stores industry has dropped 1.9%, driven by Amazon.com declining 2.4%. Over the past 12 months, the industry was up 16%. 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
Wed, 20 May 2026US$3.6tUS$1.3tUS$130.5b21.5x27.5x2.7x
Fri, 17 Apr 2026US$3.4tUS$1.3tUS$117.1b23.4x29.3x2.7x
Sun, 15 Mar 2026US$3.0tUS$1.3tUS$121.9b16.6x24.4x2.3x
Tue, 10 Feb 2026US$3.1tUS$1.3tUS$123.7b18.5x25.1x2.4x
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
Price to Earnings Ratio

67.4x


Total Market Cap: US$1.7tTotal Earnings: US$25.8bTotal Revenue: US$953.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. General Merchandise and Department Stores Industry Price to Earnings3Y Average 36.6x202420252026
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 27.5x which is lower than its 3-year average PE of 36.6x.
  • The 3-year average PS ratio of 2.4x 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 72% 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 Market-1.01%
Consumer Discretionary-3.21%
General Merchandise and Department Stores-1.92%
Department Stores0%0
General Merchandise Stores0%0
Broadline Retail-1.92%
Industry PE
  • Investors are most optimistic about the Broadline Retail industry even though it's trading below its 3-year average PE ratio of 36.6x.
    • Analysts are expecting annual earnings growth of 16.8%, which is higher than its past year's earnings decline of 1.8% per year.
  • Investors are most pessimistic about the Broadline Retail industry, which is trading below its 3-year average of 36.6x.
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 decline of 1.8% 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
PDD PDD HoldingsUS$97.341.7%
+US$2.3b		-17.1%PE9.6x
BABA Alibaba Group HoldingUS$135.640.6%
+US$2.0b		8.4%PE19.9x
EBAY eBayUS$114.243.5%
+US$1.7b		57.4%PE25.3x
JD JD.comUS$32.382.8%
+US$1.2b		-4.6%PE21.5x
MELI MercadoLibreUS$1.59k1.0%
+US$815.2m		-38.2%PE42.1x

Latest News

JMIA
US$6.89
Jumia Technologies
7D
-13.7%
1Y
125.9%
SE
US$87.28
Sea
7D
-9.1%
1Y
-46.3%
BABA
US$135.64
Alibaba Group Holding
7D
0.6%
1Y
8.4%
AMZN
US$259.34
Amazon.com
7D
-2.4%
1Y
27.1%
M
US$19.05
Macy's
7D
2.9%
1Y
57.6%
EBAY
US$114.24
eBay
7D
3.5%
1Y
57.4%
Narrative Update • May 17

EBAY: Reinvestment And Depop Deal Will Likely Restrain Future Earnings Power

eBay's fair value estimate has been raised by about $4, with analysts pointing to a higher assumed future P/E multiple, along with small adjustments to revenue growth, profit margins, and discount rate, as they respond to a broad wave of upward price target revisions following recent research updates. Analyst Commentary Recent research has been dominated by higher price targets after eBay's Q4 and Q1 updates, with several firms highlighting stronger Gross Merchandise Volume, better than expected earnings and the planned US$1.2b Depop acquisition as key supports for their models.
VIPS
US$14.11
Vipshop Holdings
7D
-3.2%
1Y
-1.7%
DDS
US$531.00
Dillard's
7D
-0.8%
1Y
26.6%
MELI
US$1,594.86
MercadoLibre
7D
1.0%
1Y
-38.2%
Narrative Update • May 16

MELI: Heavy Investment Cycle And Brazil Competition Will Shape Future Margin Upside

MercadoLibre's analyst fair value estimate is updated from $1,827 to $1,750 as analysts factor in softer revenue growth assumptions, lower margin expectations tied to ongoing competitive and investment pressures, and a higher discount rate, partially balanced by a higher future P/E multiple. Analyst Commentary Recent Street research points to a clear reset in expectations for MercadoLibre, with many bearish analysts cutting price targets and turning more cautious on the near term risk and reward.
GLBE
US$28.63
Global-E Online
7D
-5.3%
1Y
-12.4%
KSS
US$11.74
Kohl's
7D
-7.8%
1Y
41.4%
PDD
US$97.34
PDD Holdings
7D
1.7%
1Y
-17.1%
OLLI
US$79.69
Ollie's Bargain Outlet Holdings
7D
6.0%
1Y
-31.8%
CPNG
US$15.26
Coupang
7D
-4.0%
1Y
-43.7%
JD
US$32.38
JD.com
7D
2.8%
1Y
-4.6%
PTRN
US$17.58
Pattern Group
7D
6.4%
1Y
n/a