Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Broadline Retail Industry Analysis

UpdatedJul 30, 2026
DataAggregated Company Financials
Companies33
  • 7D-5.5%
  • 3M-12.4%
  • 1Y-4.3%
  • YTDn/a

Over the last 7 days, the Broadline Retail industry has dropped 5.5%, driven by a pullback from Amazon.com of 7.4%. In contrast, PDD Holdings has gained 6.0%. The industry has fallen 4.3% in the last year. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 30 Jul 2026US$3.2tUS$1.3tUS$130.6b21.3x24.5x2.4x
Sat, 27 Jun 2026US$3.1tUS$1.3tUS$130.5b17.4x23.4x2.3x
Mon, 25 May 2026US$3.6tUS$1.3tUS$130.7b20.6x27.5x2.7x
Wed, 22 Apr 2026US$3.5tUS$1.3tUS$117.1b23x29.5x2.7x
Fri, 20 Mar 2026US$3.0tUS$1.3tUS$117.4b20.4x25.4x2.3x
Sun, 15 Feb 2026US$2.9tUS$1.3tUS$123.8b18.1x23.8x2.3x
Tue, 13 Jan 2026US$3.5tUS$1.2tUS$122.2b20.2x28.7x2.8x
Thu, 11 Dec 2025US$3.3tUS$1.2tUS$121.7b19.7x27.2x2.7x
Sat, 08 Nov 2025US$3.6tUS$1.2tUS$124.6b17.8x28.5x2.9x
Mon, 06 Oct 2025US$3.4tUS$1.2tUS$119.0b20.1x28.4x2.8x
Wed, 03 Sep 2025US$3.3tUS$1.2tUS$119.0b20.9x28x2.8x
Fri, 01 Aug 2025US$3.2tUS$1.1tUS$111.0b17.2x28.5x2.8x
Sun, 29 Jun 2025US$3.1tUS$1.1tUS$111.0b16x27.8x2.7x
Tue, 27 May 2025US$2.9tUS$1.1tUS$112.8b16.2x25.5x2.5x
Thu, 24 Apr 2025US$2.6tUS$1.1tUS$103.7b15.1x24.9x2.3x
Sat, 22 Mar 2025US$2.8tUS$1.1tUS$103.9b15.8x27.4x2.5x
Mon, 17 Feb 2025US$3.2tUS$1.1tUS$97.9b23.8x32.5x2.8x
Wed, 15 Jan 2025US$2.9tUS$1.1tUS$88.2b19.6x32.6x2.6x
Fri, 13 Dec 2024US$3.0tUS$1.1tUS$88.5b20.5x34.4x2.8x
Sun, 10 Nov 2024US$2.8tUS$1.1tUS$84.8b20.4x33.5x2.6x
Tue, 08 Oct 2024US$2.7tUS$1.1tUS$80.5b21.4x33.2x2.5x
Thu, 05 Sep 2024US$2.4tUS$1.1tUS$79.8b19.7x30.5x2.2x
Sat, 03 Aug 2024US$2.5tUS$1.1tUS$77.5b16.2x32.5x2.3x
Mon, 01 Jul 2024US$2.6tUS$1.1tUS$70.1b16.6x37.2x2.5x
Wed, 29 May 2024US$2.5tUS$1.1tUS$70.0b23.2x36.4x2.4x
Fri, 26 Apr 2024US$2.4tUS$1.0tUS$62.8b22.1x38.1x2.3x
Sun, 24 Mar 2024US$2.4tUS$1.0tUS$62.8b20.7x38.7x2.4x
Tue, 20 Feb 2024US$2.4tUS$1.0tUS$60.0b20.4x39.3x2.3x
Thu, 18 Jan 2024US$2.1tUS$1.0tUS$54.2b23.8x39.6x2.1x
Sat, 16 Dec 2023US$2.2tUS$1.0tUS$54.2b17.2x39.9x2.1x
Mon, 13 Nov 2023US$2.0tUS$997.3bUS$45.8b25.6x44.6x2x
Wed, 11 Oct 2023US$1.9tUS$977.7bUS$34.3b25.7x55.6x2x
Fri, 08 Sep 2023US$2.0tUS$976.3bUS$34.2b22.8x58.5x2.1x
Sun, 06 Aug 2023US$2.0tUS$973.1bUS$32.3b24.4x63x2.1x
Price to Earnings Ratio

63x


Total Market Cap: US$2.0tTotal Earnings: US$32.3bTotal Revenue: US$973.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Broadline Retail Industry Price to Earnings3Y Average 33.6x202420252026
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 24.5x which is lower than its 3-year average PE of 33.6x.
  • 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 59% per year over the last three years.
  • Revenues for these companies have grown 11% 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-2.63%
Consumer Discretionary-4.83%
General Merchandise and Department Stores-5.46%
Broadline Retail-5.46%
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$235.500.8%
+US$19.8b		0.6%PE27.9x
PDD PDD HoldingsUS$87.424.9%
+US$5.9b		-22.9%PE8.8x
BABA Alibaba Group HoldingUS$116.322.0%
+US$5.2b		-3.6%PE16.9x
MELI MercadoLibreUS$1.89k4.8%
+US$4.4b		-20.6%PE49.8x
SE SeaUS$106.246.8%
+US$4.1b		-32.2%PE40.6x

Latest News

GLBE
US$39.87
Global-E Online
7D
15.6%
1Y
20.3%
EBAY
US$113.50
eBay
7D
3.8%
1Y
23.7%
AMZN
US$235.50
Amazon.com
7D
0.8%
1Y
0.6%
MELI
US$1,885.73
MercadoLibre
7D
4.8%
1Y
-20.6%
SE
US$106.24
Sea
7D
6.8%
1Y
-32.2%
JD
US$32.29
JD.com
7D
7.3%
1Y
2.5%
BABA
US$116.32
Alibaba Group Holding
7D
2.0%
1Y
-3.6%
Seeking Alpha • Jul 24

Alibaba: Qwen Powering AI Transformation

Summary Alibaba is rated bullish with a $203.29 target, implying 71% upside, driven by AI-led transformation and ecosystem integration. Qwen AI agent is deeply embedded in BABA’s e-commerce, enhancing customer engagement and merchant efficiency and driving token-based monetization. BABA’s Cloud+AI segment is now a core growth engine, with external revenue surpassing $5.3B and triple-digit AI growth for 11 straight quarters. SOTP valuation applies 18x P/E to e-commerce and 3x P/S to AI+Cloud, reflecting robust growth, but macro headwinds and high capex remain key risks. Read the full article on Seeking Alpha
PDD
US$87.42
PDD Holdings
7D
4.9%
1Y
-22.9%
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.
HOUR
US$1.80
Hour Loop
7D
-6.3%
1Y
0.04%
Analysis Article • Jul 17

We Ran A Stock Scan For Earnings Growth And Hour Loop (NASDAQ:HOUR) Passed With Ease

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
DIBS
US$4.18
1stdibs.Com
7D
-8.7%
1Y
61.4%
ORBS
US$0.61
Eightco Holdings
7D
-5.6%
1Y
-57.9%
Seeking Alpha • Jun 20

Eightco Holdings: A Tiny Public Backdoor To OpenAI, But Dilution Is The Catch

Summary Eightco Holdings is best viewed as a speculative treasury play with indirect OpenAI exposure, not as an operating company. I rate ORBS a Hold, driven by its $90M indirect OpenAI stake via SPVs, despite major dilution and weak operating performance. ORBS's operating business is deteriorating, with Q1 2026 revenue down to $7.6M and a net loss of $76.1M, making asset value the primary focus. Massive dilution and lack of transparency in the OpenAI SPV structure are key risks; I recommend monitoring for AI IPO-driven momentum. Read the full article on Seeking Alpha
YJ
US$1.18
Yunji
7D
-17.5%
1Y
-35.6%