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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 a pullback from Alibaba Group Holding of 5.0%. This takes the industry's 12 month performance to a gain of 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
Fri, 19 Jun 2026US$3.2tUS$1.3tUS$130.7b18.4x24.7x2.4x
Sun, 17 May 2026US$3.6tUS$1.3tUS$130.6b21.3x27.4x2.7x
Tue, 14 Apr 2026US$3.3tUS$1.3tUS$117.1b22x28.2x2.5x
Thu, 12 Mar 2026US$3.1tUS$1.3tUS$122.0b16.7x25.1x2.4x
Sat, 07 Feb 2026US$3.1tUS$1.3tUS$123.6b18.4x24.9x2.4x
Mon, 05 Jan 2026US$3.3tUS$1.2tUS$122.1b19.3x26.9x2.6x
Wed, 03 Dec 2025US$3.4tUS$1.2tUS$121.7b19.9x28.1x2.7x
Fri, 31 Oct 2025US$3.5tUS$1.2tUS$119.1b19.7x29.1x2.9x
Sun, 28 Sep 2025US$3.3tUS$1.2tUS$118.9b19.8x28.2x2.8x
Tue, 26 Aug 2025US$3.2tUS$1.2tUS$115.0b20.6x28x2.7x
Thu, 24 Jul 2025US$3.2tUS$1.1tUS$111.1b15.7x28.5x2.8x
Sat, 21 Jun 2025US$3.0tUS$1.1tUS$111.0b15.4x26.7x2.6x
Mon, 19 May 2025US$2.9tUS$1.2tUS$113.0b15.9x26x2.5x
Wed, 16 Apr 2025US$2.6tUS$1.1tUS$103.5b14.8x25x2.3x
Fri, 14 Mar 2025US$2.9tUS$1.1tUS$103.3b15.7x27.7x2.5x
Sun, 09 Feb 2025US$3.1tUS$1.1tUS$97.8b19.9x31.8x2.8x
Tue, 07 Jan 2025US$3.0tUS$1.1tUS$88.2b20.2x33.5x2.7x
Thu, 05 Dec 2024US$2.9tUS$1.1tUS$88.4b20.6x32.3x2.6x
Sat, 02 Nov 2024US$2.6tUS$1.1tUS$84.9b20.9x31x2.4x
Mon, 30 Sep 2024US$2.7tUS$1.1tUS$80.6b19.7x33.5x2.5x
Wed, 28 Aug 2024US$2.4tUS$1.1tUS$79.7b19.5x30.4x2.2x
Fri, 26 Jul 2024US$2.5tUS$1.1tUS$70.2b16.3x35.3x2.3x
Sun, 23 Jun 2024US$2.6tUS$1.1tUS$70.1b18x36.9x2.4x
Tue, 21 May 2024US$2.6tUS$1.1tUS$67.3b24.6x38.6x2.5x
Thu, 18 Apr 2024US$2.4tUS$1.0tUS$62.8b20.2x38.7x2.4x
Sat, 16 Mar 2024US$2.4tUS$1.0tUS$61.0b21x39.9x2.4x
Mon, 12 Feb 2024US$2.4tUS$1.0tUS$60.1b18.6x39.7x2.3x
Wed, 10 Jan 2024US$2.2tUS$1.0tUS$54.3b24.8x39.9x2.1x
Fri, 08 Dec 2023US$2.1tUS$1.0tUS$54.1b17.2x38.4x2.1x
Sun, 05 Nov 2023US$2.0tUS$994.1bUS$44.3b21.9x45.1x2x
Tue, 03 Oct 2023US$1.9tUS$977.5bUS$34.3b23.4x54.4x1.9x
Thu, 31 Aug 2023US$2.0tUS$978.1bUS$34.4b23x57.8x2x
Sat, 29 Jul 2023US$1.9tUS$948.4bUS$26.0b25.3x72.5x2x
Mon, 26 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 35.4x202420252026
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
AMZN Amazon.comUS$244.391.2%
+US$31.0b		15.0%PE29x
SE SeaUS$91.286.5%
+US$3.4b		-41.4%PE34.9x
CPNG CoupangUS$18.004.3%
+US$1.3b		-36.6%PS0.9x
MELI MercadoLibreUS$1.64k1.6%
+US$1.3b		-31.9%PE43.2x
ETSY EtsyUS$73.956.5%
+US$428.0m		33.7%PE23.2x

Latest News

PTRN
US$21.40
Pattern Group
7D
1.5%
1Y
n/a
M
US$24.14
Macy's
7D
-3.6%
1Y
118.1%
Seeking Alpha • 14h

Macy's: Salvaged From The Dumpster, This Is A Growth Story Again

Summary Macy’s has defied sector pessimism, delivering >100% stock gains in twelve months and reaching new multiyear highs after a strong Q1 beat-and-raise. I reiterate my buy rating, citing continued upside driven by resilient sales to higher-income consumers, operational rigor, and new growth avenues. M remains attractively valued at 11.4x FY26 P/E and 10.3x FY27 P/E, trading below peers like Kohl’s despite stronger sales momentum. Operational improvements—AI-driven forecasting, logistics gains, and fresher inventory—position M for further margin expansion and reduced reliance on markdowns. Read the full article on Seeking Alpha
BABA
US$107.10
Alibaba Group Holding
7D
-5.0%
1Y
-5.6%
EBAY
US$108.24
eBay
7D
-1.2%
1Y
39.6%
Narrative Update • Jun 17

EBAY: AI Commerce Push And GameStop Overhang Will Shape Stock Outlook

The analyst fair value estimate for eBay has increased to $107.84 from $99.30 as analysts cite stronger execution in focus categories and a broad wave of higher price targets across the Street. Analyst Commentary Street research on eBay centers on how recent execution in focus categories feeds into valuation and where the risk or upside may sit for the stock.
ETSY
US$73.95
Etsy
7D
6.5%
1Y
33.7%
DDS
US$554.86
Dillard's
7D
-9.7%
1Y
39.2%
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$244.39
Amazon.com
7D
1.2%
1Y
15.0%
PDD
US$79.53
PDD Holdings
7D
-2.2%
1Y
-22.2%
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$13.33
Vipshop Holdings
7D
-4.0%
1Y
-9.4%
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$1,635.15
MercadoLibre
7D
1.6%
1Y
-31.9%
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$11.94
MINISO Group Holding
7D
-9.6%
1Y
-33.5%
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$18.00
Coupang
7D
4.3%
1Y
-36.6%
JD
US$27.57
JD.com
7D
-1.7%
1Y
-15.2%
SE
US$91.28
Sea
7D
6.5%
1Y
-41.4%
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.
SVV
US$10.15
Savers Value Village
7D
1.8%
1Y
-2.3%
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.
ORBS
US$1.02
Eightco Holdings
7D
14.6%
1Y
-12.8%