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U.S. General Merchandise and Department Stores Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies33
  • 7D-2.9%
  • 3M6.3%
  • 1Y4.8%
  • YTD-2.3%

Over the last 7 days, the General Merchandise and Department Stores industry has dropped 2.9%, driven by Amazon.com declining 3.0%. In contrast, Coupang has gained 11%. This takes the industry's 12 month performance to a gain of 4.8%. 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
Mon, 15 Jun 2026US$3.2tUS$1.3tUS$130.6b18.8x24.8x2.4x
Wed, 13 May 2026US$3.6tUS$1.3tUS$129.5b22.5x28.1x2.7x
Fri, 10 Apr 2026US$3.2tUS$1.3tUS$117.1b21.5x27.6x2.5x
Sun, 08 Mar 2026US$3.0tUS$1.3tUS$121.8b16.5x24.9x2.4x
Tue, 03 Feb 2026US$3.5tUS$1.3tUS$122.3b18.9x28.4x2.8x
Thu, 01 Jan 2026US$3.3tUS$1.2tUS$122.1b18.3x27.3x2.7x
Sat, 29 Nov 2025US$3.4tUS$1.2tUS$121.6b19.8x27.8x2.7x
Mon, 27 Oct 2025US$3.4tUS$1.2tUS$119.0b20.4x28.4x2.8x
Wed, 24 Sep 2025US$3.4tUS$1.2tUS$119.0b20.4x28.7x2.8x
Fri, 22 Aug 2025US$3.1tUS$1.2tUS$115.0b19.8x27.2x2.7x
Sun, 20 Jul 2025US$3.1tUS$1.1tUS$111.0b15.9x28.3x2.7x
Tue, 17 Jun 2025US$2.9tUS$1.1tUS$111.0b16.2x26.5x2.6x
Thu, 15 May 2025US$3.0tUS$1.2tUS$111.8b16.2x27x2.6x
Sat, 12 Apr 2025US$2.5tUS$1.1tUS$103.7b14.2x24.5x2.2x
Mon, 10 Mar 2025US$2.9tUS$1.1tUS$103.5b16.6x27.8x2.5x
Wed, 05 Feb 2025US$3.1tUS$1.1tUS$88.5b19.9x35.5x2.9x
Fri, 03 Jan 2025US$2.9tUS$1.1tUS$88.3b21.1x32.7x2.6x
Sun, 01 Dec 2024US$2.8tUS$1.1tUS$88.5b19.3x31.6x2.5x
Tue, 29 Oct 2024US$2.7tUS$1.1tUS$80.1b21x33.2x2.5x
Thu, 26 Sep 2024US$2.7tUS$1.1tUS$80.5b18x33.5x2.5x
Sat, 24 Aug 2024US$2.5tUS$1.1tUS$77.0b20.7x32.5x2.3x
Mon, 22 Jul 2024US$2.5tUS$1.1tUS$70.1b16.6x35.7x2.4x
Wed, 19 Jun 2024US$2.5tUS$1.1tUS$70.1b17.9x36.2x2.4x
Fri, 17 May 2024US$2.6tUS$1.1tUS$67.4b24.4x38x2.4x
Sun, 14 Apr 2024US$2.5tUS$1.0tUS$62.8b23.2x40.5x2.5x
Tue, 12 Mar 2024US$2.4tUS$1.0tUS$60.5b22.2x38.8x2.3x
Thu, 08 Feb 2024US$2.3tUS$1.0tUS$64.4b18.3x36.3x2.3x
Sat, 06 Jan 2024US$2.1tUS$1.0tUS$54.3b24.1x38.6x2.1x
Mon, 04 Dec 2023US$2.1tUS$1.0tUS$54.0b22.1x39.3x2.1x
Wed, 01 Nov 2023US$1.9tUS$992.8bUS$41.3b23.9x46.4x1.9x
Fri, 29 Sep 2023US$1.8tUS$977.5bUS$34.3b22.5x53.9x1.9x
Sun, 27 Aug 2023US$1.9tUS$975.2bUS$33.9b20.9x56.7x2x
Tue, 25 Jul 2023US$1.9tUS$946.8bUS$25.3b34.5x75x2x
Thu, 22 Jun 2023US$1.8tUS$947.1bUS$25.3b27.8x71.8x1.9x
Price to Earnings Ratio

71.8x


Total Market Cap: US$1.8tTotal Earnings: US$25.3bTotal Revenue: US$947.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. General Merchandise and Department Stores Industry Price to Earnings3Y Average 35.6x202420252026
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 24.8x which is lower than its 3-year average PE of 35.6x.
  • 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 Market0.50%
Consumer Discretionary-0.13%
General Merchandise and Department Stores-2.87%
Department Stores0%0
General Merchandise Stores0%0
Broadline Retail-2.87%
Industry PE
  • Investors are most optimistic about the Broadline Retail industry even though it's trading below its 3-year average PE ratio of 35.6x.
    • 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 35.6x.
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 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$16.8210.8%
+US$2.9b		-40.6%PS0.9x
M Macy'sUS$25.3714.0%
+US$818.0m		113.6%PE10x
OLLI Ollie's Bargain Outlet HoldingsUS$83.258.5%
+US$396.0m		-27.3%PE20.2x
PTRN Pattern GroupUS$20.967.2%
+US$249.4m		n/aPS1.4x
KSS Kohl'sUS$18.0611.3%
+US$208.7m		102.2%PE7.5x

Latest News

CPNG
US$16.82
Coupang
7D
10.8%
1Y
-40.6%
GLBE
US$32.73
Global-E Online
7D
1.9%
1Y
2.4%
M
US$25.37
Macy's
7D
14.0%
1Y
113.6%
JD
US$28.56
JD.com
7D
-0.1%
1Y
-14.7%
KSS
US$18.06
Kohl's
7D
11.3%
1Y
102.2%
SE
US$82.94
Sea
7D
-1.8%
1Y
-47.6%
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.
AMZN
US$238.55
Amazon.com
7D
-3.0%
1Y
12.5%
PDD
US$81.56
PDD Holdings
7D
-1.3%
1Y
-20.7%
Narrative Update • Jun 11

PDD: Heavy Supply Chain Investments Will Support Long-Term Ecosystem Upside

Analysts have trimmed their price targets on PDD Holdings, with one model price fair value moving from about $148.52 to $119.85. This reflects softer revenue growth assumptions, slightly lower margin expectations, a higher discount rate, and a reduced future P/E multiple following recent Q1 commentary.
BABA
US$112.82
Alibaba Group Holding
7D
-6.0%
1Y
-2.7%
PTRN
US$20.96
Pattern Group
7D
7.2%
1Y
n/a
Seeking Alpha • Jun 10

Pattern Group: Defensible MOAT

Summary Pattern Group has a MOAT in e-commerce optimization and is the largest player globally in this segment. EBITDA is expected to grow on average by 30% up to 2029, and the stock is trading at a reasonable forward EV/EBITDA multiple of 16x. The stock is +41% since its September 2025 IPO. Read the full article on Seeking Alpha
DDS
US$610.01
Dillard's
7D
-0.3%
1Y
47.3%
MELI
US$1,589.60
MercadoLibre
7D
-1.4%
1Y
-35.2%
SVV
US$9.99
Savers Value Village
7D
10.0%
1Y
-3.5%
Narrative Update • Jun 05

SVV: Share Repurchases And Margin Outlook Will Support Future Upside Potential

Analysts have maintained their $20.00 price target for Savers Value Village, citing largely consistent fair value assumptions along with minor adjustments to the discount rate, revenue growth, profit margin, and future P/E inputs. What's in the News Savers Value Village reported that, from January 4, 2026 to April 4, 2026, it repurchased 1,227,475 shares for US$10.45 million, representing 0.79% of its shares, under its existing buyback program.
OLLI
US$83.25
Ollie's Bargain Outlet Holdings
7D
8.5%
1Y
-27.3%
VIPS
US$13.92
Vipshop Holdings
7D
1.6%
1Y
-7.3%
Narrative Update • Jun 01

VIPS: Earnings Resilience And Buybacks Will Support Income-Focused Upside

Analysts have nudged their price expectations for Vipshop lower, with the implied fair value estimate moving from $25.24 to $24.67. This reflects a balance between a slightly higher assumed discount rate and softer revenue growth assumptions on one hand, and views of resilient earnings quality, first party margin control, and contributions from Shanshan offline outlets on the other.
MOGU
US$1.91
MOGU
7D
-7.3%
1Y
-8.2%