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U.S. Broadline Retail Industry Analysis

UpdatedAug 15, 2026
DataAggregated Company Financials
Companies30
  • 7D-4.1%
  • 3M-0.6%
  • 1Y6.4%
  • YTDn/a

Over the last 7 days, the Broadline Retail industry has dropped 2.7%, driven by Amazon.com declining 4.3%. On the other hand Sea is actually up 7.5%. In the past year, the industry has gained 7.2%. As for the next few years, earnings are expected to grow by 9.5% per annum.

Industry Valuation and Performance

Has the U.S. Broadline Retail Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 15 Aug 2026US$3.6tUS$1.4tUS$175.2b18.5x20.5x2.6x
Mon, 13 Jul 2026US$3.3tUS$1.3tUS$130.6b18.6x25.6x2.5x
Wed, 10 Jun 2026US$3.3tUS$1.3tUS$130.6b18.9x25.4x2.5x
Fri, 08 May 2026US$3.7tUS$1.3tUS$129.4b23.3x28.6x2.8x
Sun, 05 Apr 2026US$3.0tUS$1.3tUS$116.8b21.1x25.4x2.3x
Tue, 03 Mar 2026US$3.0tUS$1.3tUS$123.7b17.6x24.6x2.4x
Thu, 29 Jan 2026US$3.5tUS$1.3tUS$122.3b20x28.6x2.8x
Sat, 27 Dec 2025US$3.3tUS$1.2tUS$122.0b19x27.3x2.7x
Mon, 24 Nov 2025US$3.2tUS$1.2tUS$124.7b17x25.8x2.6x
Wed, 22 Oct 2025US$3.3tUS$1.2tUS$119.0b20.2x28.1x2.8x
Fri, 19 Sep 2025US$3.5tUS$1.2tUS$119.0b20.8x29.2x2.9x
Sun, 17 Aug 2025US$3.2tUS$1.2tUS$115.0b17.7x27.9x2.7x
Tue, 15 Jul 2025US$3.1tUS$1.1tUS$111.0b16x27.7x2.7x
Thu, 12 Jun 2025US$3.0tUS$1.1tUS$110.9b16.7x27.3x2.6x
Sat, 10 May 2025US$2.8tUS$1.2tUS$111.0b16.2x25x2.4x
Mon, 07 Apr 2025US$2.5tUS$1.1tUS$103.7b14.6x23.9x2.2x
Wed, 05 Mar 2025US$2.9tUS$1.1tUS$102.1b17.7x28.5x2.6x
Fri, 31 Jan 2025US$3.1tUS$1.1tUS$88.5b19.7x35.5x2.9x
Sun, 29 Dec 2024US$2.9tUS$1.1tUS$88.3b20.1x33.3x2.7x
Tue, 26 Nov 2024US$2.7tUS$1.1tUS$88.6b16.7x30.2x2.4x
Thu, 24 Oct 2024US$2.7tUS$1.1tUS$80.1b20.2x33.5x2.5x
Sat, 21 Sep 2024US$2.6tUS$1.1tUS$80.4b18.4x32.4x2.4x
Mon, 19 Aug 2024US$2.5tUS$1.1tUS$76.7b20.3x32.8x2.3x
Wed, 17 Jul 2024US$2.6tUS$1.1tUS$70.1b17.1x37.5x2.5x
Fri, 14 Jun 2024US$2.5tUS$1.1tUS$70.1b18.6x36.3x2.4x
Sun, 12 May 2024US$2.6tUS$1.0tUS$70.0b23.9x36.9x2.5x
Tue, 09 Apr 2024US$2.5tUS$1.0tUS$62.8b23.7x39.5x2.4x
Thu, 07 Mar 2024US$2.4tUS$1.0tUS$60.4b22.7x39.2x2.3x
Sat, 03 Feb 2024US$2.3tUS$1.0tUS$64.4b18.5x36.4x2.3x
Mon, 01 Jan 2024US$2.2tUS$1.0tUS$54.5b22.8x40.2x2.2x
Wed, 29 Nov 2023US$2.1tUS$1.0tUS$53.3b20.9x39.4x2.1x
Fri, 27 Oct 2023US$1.8tUS$976.9bUS$34.3b25.3x51.9x1.8x
Sun, 24 Sep 2023US$1.9tUS$977.6bUS$34.3b22.5x55.1x1.9x
Tue, 22 Aug 2023US$1.9tUS$976.3bUS$34.2b20.4x55.9x2x
Price to Earnings Ratio

55.9x


Total Market Cap: US$1.9tTotal Earnings: US$34.2bTotal Revenue: US$976.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Broadline Retail Industry Price to Earnings3Y Average 33x202420252026
Current Industry PE
  • Investors are pessimistic on the American Broadline 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 20.7x which is lower than its 3-year average PE of 33.0x.
  • The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Broadline 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 Comparison

How does U.S. Broadline Retail compare with similar industries?

US Market0.58%
Consumer Discretionary-1.89%
General Merchandise and Department Stores-4.14%
Broadline Retail-4.14%
Department Stores0%0
General Merchandise Stores0%0
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SE SeaUS$121.947.5%
+US$5.2b		-31.2%PE45.6x
MELI MercadoLibreUS$1.84k1.3%
+US$1.2b		-22.9%PE50.2x
ORBS Eightco HoldingsUS$0.724.7%
+US$14.0m		-54.0%PS12.3x
HEPS D-Market Elektronik Hizmetler ve TicaretUS$2.790.7%
+US$7.1m		-5.7%PS0.5x
GLBE Global-E OnlineUS$42.360.09%
+US$6.7m		37.5%PE46.3x

Latest News

JD
US$29.06
JD.com
7D
-11.9%
1Y
-8.3%
DDS
US$560.88
Dillard's
7D
-8.4%
1Y
8.8%
BABA
US$123.81
Alibaba Group Holding
7D
-3.6%
1Y
2.1%
EBAY
US$103.14
eBay
7D
-7.9%
1Y
2.4%
JMIA
US$6.23
Jumia Technologies
7D
0.6%
1Y
-19.6%
New Narrative • Aug 13

Rising Online Adoption And Higher Take Rates Will Reshape This African E Commerce Leader

Catalysts About Jumia Technologies Jumia Technologies operates a pan African e commerce marketplace supported by an integrated logistics and advertising platform. What are the underlying business or industry changes driving this perspective?
SE
US$121.94
Sea
7D
7.5%
1Y
-31.2%
HOUR
US$1.94
Hour Loop
7D
0.2%
1Y
10.8%
GLBE
US$42.36
Global-E Online
7D
0.09%
1Y
37.5%
AMZN
US$262.65
Amazon.com
7D
-4.3%
1Y
13.7%
Seeking Alpha • Aug 13

Amazon's $220 Billion Inflection Point

Summary Amazon.com, Inc.'s AWS revenue surged 36.7% YoY to $42.2 billion, marking five consecutive quarters of accelerating growth for AMZN despite its enormous scale. AWS backlog reached $496 billion, rising $130 billion QoQ, while 2027 capacity is largely reserved and 2028 demand remains strong. AWS operating margin expanded to approximately 39.4%, strengthening the case that rapidly growing AI workloads can deliver attractive profitability. Amazon expects $220 billion of 2026 cash CapEx, pushing TTM FCF to negative $7.6 billion despite strengthening underlying demand. AMZN Q2 GAAP EPS of $5.75 benefited substantially from $53.4 billion of non-operating income, creating an important earnings-quality risk. Read the full article on Seeking Alpha
MELI
US$1,844.58
MercadoLibre
7D
1.3%
1Y
-22.9%
Analysis Article • Aug 09

Analysts Have Made A Financial Statement On MercadoLibre, Inc.'s (NASDAQ:MELI) Second-Quarter Report

MercadoLibre, Inc. ( NASDAQ:MELI ) defied analyst predictions to release its quarterly results, which were ahead of...
ORBS
US$0.72
Eightco Holdings
7D
4.7%
1Y
-54.0%
HEPS
US$2.79
D-Market Elektronik Hizmetler ve Ticaret
7D
0.7%
1Y
-5.7%
PDD
US$84.79
PDD Holdings
7D
-7.6%
1Y
-28.7%
Seeking Alpha • Aug 08

PDD: Cheap, But Regulatory Risk Makes The Discount Deserved

Summary PDD Holdings is fundamentally cheap, highly profitable, and maintains a real competitive edge in lower-end Chinese retail. With growing regulatory scrutiny both in China and internationally over food and product safety and PDD's compliance record, I believe a meaningful discount is warranted. PDD received the harshest penalty in China's “ghost takeout” crackdown, with regulators specifically citing false information and repeated obstruction during the investigation. The financial impact of the penalty is minor, but ongoing regulatory scrutiny, reputation risks, and general uncertainty now weigh heavily on the investment thesis and PDD's rerating potential. At this valuation I cannot justify rating PDD a Sell, but I would avoid initiating new positions until PDD demonstrates materially better regulatory cooperation and compliance; I rate PDD a hold. Read the full article on Seeking Alpha
VIPS
US$14.18
Vipshop Holdings
7D
-9.6%
1Y
-16.4%
Narrative Update • Jul 27

VIPS: Earnings Resilience And Buybacks Will Offset Competitive And Demand Pressures

Analysts have trimmed their fair value estimate for Vipshop Holdings from about $15.77 to roughly $13.00, reflecting updated assumptions for discount rate, revenue growth, profit margins, and future P/E. The revised estimate also highlights the stock's earnings resilience and shareholder returns in recent research.
M
US$23.41
Macy's
7D
-7.8%
1Y
82.7%
Narrative Update • Jul 23

M: Beauty Leadership And Share Repurchases Will Support Higher Future P/E Multiple

Analysts have raised their price target on Macy's from $25 to $30 per share, citing updated assumptions on revenue trends, profit margins, the discount rate, and future P/E that collectively support a higher fair value estimate. What’s in the News for Macy’s Macy’s appointed Alexandre Choueiri as CEO of Bluemercury, effective August 3, 2026, to lead the business and growth strategy in prestige beauty, bringing more than 25 years of global luxury beauty experience.
MOGU
US$1.99
MOGU
7D
6.6%
1Y
-11.6%