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U.S. General Merchandise and Department Stores Industry Analysis

UpdatedJan 14, 2026
DataAggregated Company Financials
Companies34
  • 7D0.7%
  • 3M7.1%
  • 1Y17.4%
  • YTD6.1%

Over the last 7 days, the General Merchandise and Department Stores industry has remained flat, although notably Alibaba Group Holding gained 11%. As for the the longer term, the industry is up 17% over the past 12 months. 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
Wed, 14 Jan 2026US$3.5tUS$1.2tUS$122.2b19.8x29x2.8x
Fri, 12 Dec 2025US$3.4tUS$1.2tUS$121.7b19.6x27.6x2.7x
Sun, 09 Nov 2025US$3.6tUS$1.2tUS$124.6b17.8x28.6x2.9x
Tue, 07 Oct 2025US$3.4tUS$1.2tUS$119.0b20.1x28.4x2.8x
Thu, 04 Sep 2025US$3.3tUS$1.2tUS$118.9b20.9x27.8x2.7x
Sat, 02 Aug 2025US$3.2tUS$1.2tUS$115.6b16.7x27.9x2.8x
Mon, 30 Jun 2025US$3.1tUS$1.1tUS$111.0b16x27.8x2.7x
Wed, 28 May 2025US$2.9tUS$1.1tUS$112.7b15.7x25.5x2.5x
Fri, 25 Apr 2025US$2.6tUS$1.1tUS$103.7b15.3x25x2.3x
Sun, 23 Mar 2025US$2.8tUS$1.1tUS$103.9b15.8x27.4x2.5x
Tue, 18 Feb 2025US$3.2tUS$1.1tUS$97.9b23.8x32.5x2.8x
Thu, 16 Jan 2025US$2.9tUS$1.1tUS$88.2b19.1x32.5x2.6x
Sat, 14 Dec 2024US$3.0tUS$1.1tUS$88.4b20.1x34.3x2.7x
Mon, 11 Nov 2024US$2.8tUS$1.1tUS$84.8b20.4x33.5x2.6x
Wed, 09 Oct 2024US$2.7tUS$1.1tUS$80.4b20.6x33.3x2.5x
Fri, 06 Sep 2024US$2.4tUS$1.1tUS$79.8b19.6x30x2.2x
Sun, 04 Aug 2024US$2.4tUS$1.1tUS$77.5b16.2x30.4x2.2x
Tue, 02 Jul 2024US$2.6tUS$1.1tUS$70.1b16.6x37.2x2.5x
Thu, 30 May 2024US$2.5tUS$1.1tUS$70.0b23.2x36.4x2.4x
Sat, 27 Apr 2024US$2.5tUS$1.0tUS$62.8b22.3x39.2x2.4x
Mon, 25 Mar 2024US$2.4tUS$1.0tUS$62.8b20.7x38.7x2.4x
Wed, 21 Feb 2024US$2.3tUS$1.0tUS$60.0b20.5x38.6x2.2x
Fri, 19 Jan 2024US$2.2tUS$1.0tUS$54.1b23.6x39.9x2.1x
Sun, 17 Dec 2023US$2.2tUS$1.0tUS$54.2b17.2x39.9x2.1x
Tue, 14 Nov 2023US$2.0tUS$997.3bUS$45.8b25.6x44.3x2x
Thu, 12 Oct 2023US$1.9tUS$977.5bUS$34.3b25.9x56.4x2x
Sat, 09 Sep 2023US$2.0tUS$975.7bUS$34.2b22.5x58.5x2.1x
Mon, 07 Aug 2023US$2.0tUS$973.1bUS$32.3b24.4x63x2.1x
Wed, 05 Jul 2023US$1.9tUS$945.6bUS$25.2b29.2x73.9x2x
Fri, 02 Jun 2023US$1.8tUS$950.7bUS$25.4b28.5x69.7x1.9x
Sun, 30 Apr 2023US$1.6tUS$955.3bUS$18.0b38.5x89.4x1.7x
Tue, 28 Mar 2023US$1.5tUS$946.3bUS$9.0b34.1x169.2x1.6x
Thu, 23 Feb 2023US$186.8bUS$252.8bUS$10.8b17x17.4x0.7x
Sat, 21 Jan 2023US$187.3bUS$252.8bUS$10.8b17.6x17.4x0.7x
Price to Earnings Ratio

17.4x


Total Market Cap: US$187.3bTotal Earnings: US$10.8bTotal Revenue: US$252.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. General Merchandise and Department Stores Industry Price to Earnings3Y Average 42.1x202420252026
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 29.0x which is lower than its 3-year average PE of 42.1x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.8x.
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 Market0.24%
Consumer Discretionary1.71%
General Merchandise and Department Stores0.70%
Broadline Retail0.70%
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 16.5%, 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
BABA Alibaba Group HoldingUS$167.0110.7%
+US$36.0b		104.5%PE20.8x
AMZN Amazon.comUS$242.600.7%
+US$17.9b		11.4%PE33.9x
EBAY eBayUS$94.373.1%
+US$1.3b		46.5%PE19.8x
DDS Dillard'sUS$700.237.3%
+US$741.3m		60.6%PE18.8x
GLBE Global-E OnlineUS$40.706.6%
+US$427.7m		-25.4%PE942.8x

Latest News

AMZN
US$242.60
Amazon.com
7D
0.7%
1Y
11.4%
M
US$22.00
Macy's
7D
-5.3%
1Y
56.9%
SE
US$129.86
Sea
7D
-9.1%
1Y
17.6%

SE: Future Share Gains Will Stem From Fintech And Share Repurchase Program

Analysts have nudged their fair value estimate for Sea slightly lower to about US$191 from roughly US$192, citing recent Street research that highlights segment wide revenue strength, ongoing growth investments, and a mix of higher and lower price targets across firms following the Q3 report. Analyst Commentary Street research around the Q3 print is fairly constructive, but with different views on how much upside is left relative to current pricing and execution risks.
BABA
US$167.01
Alibaba Group Holding
7D
10.7%
1Y
104.5%

BABA: Cloud AI And Consumer Apps Will Build Stronger Long-Term Earnings Power

Analysts have trimmed their fair value estimate for Alibaba Group Holding to $195 from about $198, as slightly higher discount rates, marginally softer long term growth and profit assumptions, and a modestly lower future P/E expectation are weighed against mixed but generally constructive Street price target revisions that reflect both rising cloud investment needs and more measured retail momentum. Analyst Commentary Street research on Alibaba has become more mixed, with both bullish and bearish analysts adjusting their price targets and assumptions in response to recent results, cloud trends, and spending plans.
JD
US$29.88
JD.com
7D
0.9%
1Y
-14.0%
MNSO
US$19.59
MINISO Group Holding
7D
-1.0%
1Y
-16.0%

MNSO: Expanded European Flagships And Rising Margins Will Support Bullish Outlook

Analysts have raised their price target on MINISO Group Holding by approximately $5.67, citing a combination of higher assumed profit margins, a slightly higher discount rate, and an updated future P/E multiple as the key drivers of the change. What's in the News MINISO opened its first Polish flagship store at Zlote Tarasy in Warsaw, a more than 1,000-square-meter location focused on IP-driven products and immersive in-store experiences, including extensive Disney and Sanrio themed zones (Key Developments).
GLBE
US$40.70
Global-E Online
7D
6.6%
1Y
-25.4%

GLBE: Fair Value View Balances GMV Upside And Take Rate Pressure

Analysts have lifted their fair value estimate for Global-E Online to $41 from $32, citing Street research that points to higher gross merchandise volume expectations, firmer revenue and profit forecasts, and increased confidence in the company’s execution. Analyst Commentary Recent Street research on Global-E Online points to a mix of optimism on execution and growth, alongside a clear pocket of caution on valuation and margins.
PDD
US$112.32
PDD Holdings
7D
-8.4%
1Y
14.5%

PDD: Long Term Tariff Resilience Will Support Future Upside Potential

The analyst price target for PDD Holdings has been raised from $140 to $170. Analysts point to the company’s resilience in adjusting to U.S. tariffs and duty rule changes, while accepting ongoing margin pressure as it continues to invest for the long term.
MELI
US$2,073.57
MercadoLibre
7D
-5.2%
1Y
18.2%

MELI: Rising Brazil Competition And Fair Valuation Will Shape Future Profit Margins

Analysts have trimmed their blended price target for MercadoLibre by about $7 per share. This reflects slightly softer revenue growth assumptions and higher discount rates, partly offset by expectations for stronger profit margins and a lower future P/E multiple in light of recent target moves from Barclays, UBS and JPMorgan.
OLLI
US$117.80
Ollie's Bargain Outlet Holdings
7D
1.9%
1Y
18.2%

OLLI: Temporary Sales Headwinds Will Set Up Future Market Share Gains

Analysts have trimmed their price target on Ollie's Bargain Outlet by US$4 to US$150, citing softer same store sales expectations tied to government shutdown effects and unfavorable weather, while still viewing the retailer as a market share gainer. Analyst Commentary Street research around Ollie's Bargain Outlet is mixed, with analysts adjusting their models to reflect near term headwinds while still seeing room for the company to grow its presence in closeout retail.
EBAY
US$94.37
eBay
7D
3.1%
1Y
46.5%

EBAY: Trading Card Reliance Will Likely Undermine Future Marketplace Momentum

Analysts have nudged their average price targets on eBay higher, with recent moves such as US$60 to US$65, US$75 to US$89, US$85 to US$95, US$87 to US$100 and a fresh US$115 target. These changes reflect views that focus categories, trading cards and product improvements, including AI driven discovery, could support merchandise volume and profit margins, even as expectations for revenue growth remain more measured.
VIPS
US$18.58
Vipshop Holdings
7D
3.6%
1Y
43.1%

VIPS: Rising Confidence In Reorganization Will Expose Execution Weaknesses

Narrative Update The analyst price target for Vipshop has moved higher, supported by recent Street research that lifted targets to US$21 and US$22. Analysts highlight improving efficiency from the company’s reorganization and expectations for steadier growth and profitability over time.
KSS
US$20.48
Kohl's
7D
-7.4%
1Y
61.3%

KSS: Expense Discipline And Brand Mix Will Shape Fairly Valued Turnaround Under Bender

Analysts have nudged their fair value estimate for Kohl's higher, with the target moving from about $21.82 to $22.17. This reflects Street research that cites a series of Q3 earnings beats, improved margins, higher forward earnings estimates and several upward price target revisions, despite ongoing concerns around sales trends and market share.
CPNG
US$21.97
Coupang
7D
-6.6%
1Y
0%

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.
DDS
US$700.23
Dillard's
7D
7.3%
1Y
60.6%
JMIA
US$13.51
Jumia Technologies
7D
-4.7%
1Y
270.1%

Jumia Technologies AG (NYSE:JMIA) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year

Nov 15
Jumia Technologies AG (NYSE:JMIA) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year