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U.S. Broadline Retail Industry Analysis

UpdatedAug 06, 2026
DataAggregated Company Financials
Companies33
  • 7D17.1%
  • 3M-0.02%
  • 1Y14.9%
  • YTDn/a

In the last week, the Broadline Retail industry is up 17%, with Amazon.com up 20%. Meanwhile, eBay actually underperformed within the industry, shrinking 6.7% in the last week. This means that the industry has gained 20% over the past year. Looking forward, earnings are forecast to grow by 9.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Aug 2026US$3.8tUS$1.4tUS$174.6b21.4x21.5x2.7x
Sat, 04 Jul 2026US$3.3tUS$1.3tUS$130.5b18x25x2.4x
Mon, 01 Jun 2026US$3.6tUS$1.3tUS$130.6b19x27.7x2.7x
Wed, 29 Apr 2026US$3.6tUS$1.3tUS$117.0b22.5x30.4x2.8x
Fri, 27 Mar 2026US$3.0tUS$1.3tUS$116.8b20.1x25.3x2.3x
Sun, 22 Feb 2026US$3.1tUS$1.3tUS$123.7b19.1x24.9x2.4x
Tue, 20 Jan 2026US$3.4tUS$1.2tUS$122.2b19.5x28.1x2.7x
Thu, 18 Dec 2025US$3.2tUS$1.2tUS$121.8b18.5x26.4x2.6x
Sat, 15 Nov 2025US$3.5tUS$1.2tUS$124.1b17.6x27.9x2.8x
Mon, 13 Oct 2025US$3.2tUS$1.2tUS$119.0b19.7x27.3x2.7x
Wed, 10 Sep 2025US$3.5tUS$1.2tUS$119.0b21.6x29.3x2.9x
Fri, 08 Aug 2025US$3.1tUS$1.2tUS$115.9b18.3x26.9x2.7x
Sun, 06 Jul 2025US$3.1tUS$1.1tUS$111.0b16.1x27.7x2.7x
Tue, 03 Jun 2025US$2.9tUS$1.1tUS$110.8b15.5x25.9x2.5x
Thu, 01 May 2025US$2.7tUS$1.1tUS$103.8b15.7x25.6x2.3x
Sat, 29 Mar 2025US$2.9tUS$1.1tUS$103.8b15.9x28x2.6x
Mon, 24 Feb 2025US$3.1tUS$1.1tUS$103.1b19.6x30.1x2.8x
Wed, 22 Jan 2025US$3.0tUS$1.1tUS$88.4b19.9x33.8x2.7x
Fri, 20 Dec 2024US$2.9tUS$1.1tUS$88.3b19.5x33x2.6x
Sun, 17 Nov 2024US$2.8tUS$1.1tUS$87.3b17x31.5x2.5x
Tue, 15 Oct 2024US$2.7tUS$1.1tUS$80.3b20.6x34.1x2.5x
Thu, 12 Sep 2024US$2.5tUS$1.1tUS$79.7b20.3x31.7x2.3x
Sat, 10 Aug 2024US$2.4tUS$1.1tUS$77.4b17.1x30.6x2.2x
Mon, 08 Jul 2024US$2.7tUS$1.1tUS$70.1b16.7x38.3x2.5x
Wed, 05 Jun 2024US$2.5tUS$1.1tUS$70.1b19x35.6x2.4x
Fri, 03 May 2024US$2.5tUS$1.0tUS$69.9b23.7x35.1x2.3x
Sun, 31 Mar 2024US$2.4tUS$1.0tUS$62.9b23.5x38.8x2.4x
Tue, 27 Feb 2024US$2.4tUS$1.0tUS$60.0b20.8x39.9x2.3x
Thu, 25 Jan 2024US$2.2tUS$1.0tUS$54.3b22.7x40.7x2.2x
Sat, 23 Dec 2023US$2.2tUS$1.0tUS$54.2b22.1x40.5x2.2x
Mon, 20 Nov 2023US$2.1tUS$1.0tUS$52.9b26.7x39x2.1x
Wed, 18 Oct 2023US$1.9tUS$977.0bUS$34.3b24.7x55.7x2x
Fri, 15 Sep 2023US$2.1tUS$978.5bUS$34.4b23.2x60.1x2.1x
Sun, 13 Aug 2023US$2.0tUS$975.1bUS$33.9b21.2x59.2x2.1x
Price to Earnings Ratio

59.2x


Total Market Cap: US$2.0tTotal Earnings: US$33.9bTotal Revenue: US$975.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Broadline Retail Industry Price to Earnings3Y Average 33.3x202420252026
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 21.8x which is lower than its 3-year average PE of 33.3x.
  • The 3-year average PS ratio of 2.5x is lower than the industry's current PS ratio of 2.8x.
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 Market5.51%
Consumer Discretionary9.27%
General Merchandise and Department Stores17.10%
Broadline Retail17.10%
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$272.6520.3%
+US$502.8b		22.6%PE21.7x
BABA Alibaba Group HoldingUS$128.5311.7%
+US$30.8b		6.3%PE18.7x
SE SeaUS$114.916.0%
+US$4.0b		-22.1%PE43.9x
PDD PDD HoldingsUS$90.943.0%
+US$3.7b		-20.2%PE9.1x
MELI MercadoLibreUS$1.92k3.2%
+US$3.0b		-17.0%PE50.8x

Latest News

EBAY
US$111.15
eBay
7D
-3.6%
1Y
20.1%
CPNG
US$16.00
Coupang
7D
5.5%
1Y
-43.0%
AMZN
US$272.65
Amazon.com
7D
20.3%
1Y
22.6%
BABA
US$128.53
Alibaba Group Holding
7D
11.7%
1Y
6.3%
Seeking Alpha • Aug 04

Alibaba: The Hub Of China's AI Ecosystem

Summary Alibaba is rapidly emerging as China's central AI hub, boasting a vertically integrated, full-stack AI ecosystem. Alibaba Cloud leads China's cloud market with a 40% share, integrating proprietary chips and AI models. This "full stack" capability gives Alibaba a competitive edge. The company owns sizable stakes in Moonshot AI, whose Kimi K3 model recently made headlines for frontier capabilities, and CXMT, which rallied 400% after going public. Despite rapid AI-driven expansion, Alibaba trades at just 19x earnings and 1.91x sales, reflecting a significant valuation discount to global tech peers. In this article I explain why I consider Alibaba undervalued at today's price. Read the full article on Seeking Alpha
JD
US$32.54
JD.com
7D
1.1%
1Y
3.8%
SE
US$114.91
Sea
7D
6.0%
1Y
-22.1%
Seeking Alpha • Jul 31

Sea Limited: Shopee Is The Key To Q2

Summary Sea Limited remains a compelling growth story, trading at ~28x forward earnings and ~20x 2027 earnings despite recent gains. Shopee's record GMV, strong revenue growth, and expanding VIP program highlight robust execution and potential for margin and GMV expansion. Competitive pressures from TikTok Shop and established players like MELI and AMZN, plus macro headwinds, warrant short-term caution but do not alter the long-term thesis. I maintain a buy rating on SE, emphasizing compounding through sustained 20%+ revenue growth and margin expansion at a reasonable valuation. Read the full article on Seeking Alpha
MELI
US$1,922.57
MercadoLibre
7D
3.2%
1Y
-17.0%
MNSO
US$12.29
MINISO Group Holding
7D
-5.5%
1Y
-37.6%
Seeking Alpha • Jul 28

Miniso: Downgrade To Hold; Solid Yield And IP Traction Offset By Capital Allocation Overhang

Summary We downgrade Miniso to HOLD from BUY due to questionable capital allocation and execution risks. MNSO's investment in Yonghui Supermarket raises concerns about capital misallocation and lack of clear strategic benefit. Despite attractive 12% total shareholder yield and low 7.4x earnings multiple, YH overhang and rising opex cap upside. US expansion and strong IP collaborations drive topline potential, but sustained operating leverage is needed for re-rating. Read the full article on Seeking Alpha
PDD
US$90.94
PDD Holdings
7D
3.0%
1Y
-20.2%
Narrative Update • Jul 24

PDD: Future Returns Will Balance Weaker Margins And Legal Regulatory Headwinds

Analysts cut their price target on PDD Holdings to $80 from $111.21, citing weaker assumed revenue growth, slimmer profit margins, a slightly higher discount rate, and a lower future P/E multiple that reflect softer e-commerce data points in China and a more cautious sector stance. Analyst Commentary Recent research on PDD Holdings has turned more cautious, with several bearish analysts flagging a mix of macro, regulatory, and company specific issues that they say could weigh on execution and growth expectations.
NEXR
US$2.55
Nexera Technologies
7D
-22.7%
1Y
-99.7%
HEPS
US$2.85
D-Market Elektronik Hizmetler ve Ticaret
7D
-0.3%
1Y
2.2%
BZUN
US$2.96
Baozun
7D
-3.9%
1Y
9.6%
DDS
US$616.55
Dillard's
7D
4.7%
1Y
31.3%