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U.S. Broadline Retail Industry Analysis

UpdatedJul 20, 2026
DataAggregated Company Financials
Companies33
  • 7D0.5%
  • 3M-2.2%
  • 1Y3.0%
  • YTDn/a

The Broadline Retail industry has been flat over the last week, but Sea has lost 6.0%. As for the the longer term, the industry is up 3.0% over the past 12 months. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jul 2026US$3.4tUS$1.3tUS$130.6b19.6x25.8x2.5x
Thu, 18 Jun 2026US$3.2tUS$1.3tUS$130.7b18.4x24.7x2.4x
Sat, 16 May 2026US$3.6tUS$1.3tUS$130.6b21.3x27.8x2.7x
Mon, 13 Apr 2026US$3.3tUS$1.3tUS$117.1b21.4x28.1x2.5x
Wed, 11 Mar 2026US$3.0tUS$1.3tUS$122.0b16.8x24.9x2.4x
Fri, 06 Feb 2026US$3.3tUS$1.3tUS$122.4b18.4x27.1x2.7x
Sun, 04 Jan 2026US$3.3tUS$1.2tUS$122.1b19.3x26.9x2.6x
Tue, 02 Dec 2025US$3.4tUS$1.2tUS$121.6b19.9x27.8x2.7x
Thu, 30 Oct 2025US$3.5tUS$1.2tUS$119.2b20.8x29x2.9x
Sat, 27 Sep 2025US$3.3tUS$1.2tUS$118.9b19.8x28.1x2.8x
Mon, 25 Aug 2025US$3.2tUS$1.2tUS$115.1b20.7x27.9x2.7x
Wed, 23 Jul 2025US$3.2tUS$1.1tUS$111.0b15.8x28.6x2.8x
Fri, 20 Jun 2025US$3.0tUS$1.1tUS$110.9b16.1x26.8x2.6x
Sun, 18 May 2025US$2.9tUS$1.2tUS$113.0b15.9x26x2.5x
Tue, 15 Apr 2025US$2.6tUS$1.1tUS$103.5b14.8x24.8x2.3x
Thu, 13 Mar 2025US$2.8tUS$1.1tUS$103.3b16.4x27.5x2.5x
Sat, 08 Feb 2025US$3.2tUS$1.1tUS$97.8b19.9x32.8x2.9x
Mon, 06 Jan 2025US$3.0tUS$1.1tUS$88.2b21.4x33.5x2.7x
Wed, 04 Dec 2024US$2.8tUS$1.1tUS$88.3b19.6x32x2.6x
Fri, 01 Nov 2024US$2.6tUS$1.1tUS$79.4b21.1x33.1x2.4x
Sun, 29 Sep 2024US$2.7tUS$1.1tUS$80.6b19.7x33.5x2.5x
Tue, 27 Aug 2024US$2.5tUS$1.1tUS$77.1b19.6x32.5x2.3x
Thu, 25 Jul 2024US$2.5tUS$1.1tUS$70.1b16.5x36.3x2.4x
Sat, 22 Jun 2024US$2.6tUS$1.1tUS$70.1b18x36.4x2.4x
Mon, 20 May 2024US$2.6tUS$1.1tUS$67.3b24.6x38.6x2.5x
Wed, 17 Apr 2024US$2.5tUS$1.0tUS$62.8b20.3x39.2x2.4x
Fri, 15 Mar 2024US$2.4tUS$1.0tUS$61.0b21.3x39.7x2.4x
Sun, 11 Feb 2024US$2.4tUS$1.0tUS$60.1b18.6x39.7x2.3x
Tue, 09 Jan 2024US$2.1tUS$1.0tUS$54.3b23.7x38.6x2.1x
Thu, 07 Dec 2023US$2.1tUS$1.0tUS$54.0b16.7x38.5x2.1x
Sat, 04 Nov 2023US$2.0tUS$994.3bUS$41.6b25x48.1x2x
Mon, 02 Oct 2023US$1.9tUS$977.5bUS$34.3b23.1x54.4x1.9x
Wed, 30 Aug 2023US$2.0tUS$975.4bUS$33.9b24.4x58.2x2x
Fri, 28 Jul 2023US$1.9tUS$948.5bUS$26.1b24.4x72.7x2x
Price to Earnings Ratio

72.7x


Total Market Cap: US$1.9tTotal Earnings: US$26.1bTotal Revenue: US$948.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Broadline Retail Industry Price to Earnings3Y Average 34x202420252026
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 25.8x which is lower than its 3-year average PE of 34.0x.
  • 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 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 Comparison

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

US Market-1.36%
Consumer Discretionary-0.88%
General Merchandise and Department Stores0.52%
Broadline Retail0.52%
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
AMZN Amazon.comUS$249.991.1%
+US$28.8b		9.0%PE29.6x
BABA Alibaba Group HoldingUS$120.347.1%
+US$18.2b		0.06%PE17.5x
JD JD.comUS$30.606.0%
+US$2.3b		-8.4%PE20.2x
PDD PDD HoldingsUS$86.051.8%
+US$2.1b		-22.9%PE8.7x
DDS Dillard'sUS$555.995.8%
+US$476.1m		19.7%PE13.2x

Latest News

BABA
US$120.34
Alibaba Group Holding
7D
7.1%
1Y
0.06%
JMIA
US$6.33
Jumia Technologies
7D
-5.7%
1Y
35.5%
EBAY
US$114.19
eBay
7D
-0.8%
1Y
44.5%
AMZN
US$249.99
Amazon.com
7D
1.1%
1Y
9.0%
GLBE
US$36.58
Global-E Online
7D
-5.4%
1Y
6.5%
ETSY
US$84.03
Etsy
7D
4.3%
1Y
39.1%
SE
US$105.69
Sea
7D
-4.5%
1Y
-31.9%
Seeking Alpha • Jul 17

Sea Limited: 3 Growth Engines, 1 Undervalued Stock

Summary Sea Limited integrates Shopee, Monee, and Garena into a synergistic business model spanning e-commerce, financial services, and gaming. Q1 2026 results demonstrated robust growth across all segments, with revenue surpassing $7 billion, up 47% year-over-year. Adjusted EBITDA exceeded $1 billion for the first time, signaling operational efficiency and a clear path to sustainable profitability. I see SE’s diversified growth and expanding profitability as strong justification for a bullish stance at current price levels. Read the full article on Seeking Alpha
HEPS
US$2.78
D-Market Elektronik Hizmetler ve Ticaret
7D
-6.1%
1Y
6.9%
PTRN
US$28.01
Pattern Group
7D
-1.5%
1Y
n/a
Narrative Update • Jul 14

PTRN: Future Returns Will Depend On Sustained 30% Revenue Momentum

Analysts have lifted their blended price target on Pattern Group to $30 from $27, reflecting updated assumptions for revenue growth and profit margins, along with recent research that points to premium valuation expectations at current levels. Analyst Commentary Recent Street research on Pattern Group points to a more mixed but still constructive setup, with valuation now front and center after a sharp share price move.
VIPS
US$14.60
Vipshop Holdings
7D
4.9%
1Y
-7.4%
Narrative Update • Jul 13

VIPS: Earnings Resilience And Buybacks Will Drive Future Shareholder Returns

Analysts have trimmed the fair value estimate for Vipshop Holdings to about $18.26 from $18.99, aligning it with a revised Street price target of $18.50. They point to resilient earnings supported by strong margin control, contributions from Shanshan offline outlets, and potential capital return and asset monetization in the coming years.
MNSO
US$12.79
MINISO Group Holding
7D
12.0%
1Y
-27.5%
Narrative Update • Jul 13

MNSO: Share Repurchases And Experiential Expansion Will Support Future Profit Margins

The latest Narrative Update for MINISO Group Holding reflects a lower analyst price target, with fair value moving from about $19.30 to $14.32 as analysts incorporate reduced revenue growth and profit margin assumptions, along with a lower future P/E outlook following recent target cuts such as the move from $26 to $16. What’s in the News for MINISO Group Holding Board authorizes a new share repurchase program allowing MINISO Group Holding to buy back up to HK$2b of ordinary shares and ADSs over 12 months starting June 30, 2026, funded from surplus cash on the balance sheet.
MELI
US$1,832.42
MercadoLibre
7D
-1.9%
1Y
-23.0%
JD
US$30.60
JD.com
7D
6.0%
1Y
-8.4%
PDD
US$86.05
PDD Holdings
7D
1.8%
1Y
-22.9%
Narrative Update • Jul 09

PDD: Supply Chain Investment Cycle Will Underpin Future Repricing Potential

PDD Holdings' updated analyst price target reflects a lower fair value estimate to about $160, as analysts factor in reduced revenue growth and profit margin assumptions, along with more cautious views on the company's China e-commerce exposure and investment-heavy strategy. Analyst Commentary Recent research on PDD Holdings points to a more cautious tone, with several firms trimming price targets and tempering expectations after the latest quarterly update and sector data points from China e-commerce.
CPNG
US$16.44
Coupang
7D
-8.3%
1Y
-47.6%
DDS
US$555.99
Dillard's
7D
5.8%
1Y
19.7%