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U.S. Broadline Retail Industry Analysis

UpdatedMay 18, 2026
DataAggregated Company Financials
Companies33
  • 7D-2.7%
  • 3M20.9%
  • 1Y16.9%
  • YTDn/a

Over the last 7 days, the Broadline Retail industry has dropped 3.1%, driven by Amazon.com declining 3.1%. Meanwhile, eBay actually outperformed within the industry, gaining 7.8% in the last week. Over the past 12 months, the industry was up 17%. Looking forward, 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
Mon, 18 May 2026US$3.6tUS$1.3tUS$130.5b21.3x27.4x2.7x
Wed, 15 Apr 2026US$3.4tUS$1.3tUS$117.2b22.5x29.2x2.6x
Fri, 13 Mar 2026US$3.0tUS$1.3tUS$122.0b16.4x24.8x2.4x
Sun, 08 Feb 2026US$3.1tUS$1.3tUS$123.6b18.4x25.1x2.4x
Tue, 06 Jan 2026US$3.4tUS$1.2tUS$122.1b19.4x27.7x2.7x
Thu, 04 Dec 2025US$3.4tUS$1.2tUS$121.7b19.5x27.8x2.7x
Sat, 01 Nov 2025US$3.3tUS$1.2tUS$124.9b19x26.8x2.7x
Mon, 29 Sep 2025US$3.3tUS$1.2tUS$118.9b19.8x28.2x2.8x
Wed, 27 Aug 2025US$3.2tUS$1.2tUS$114.9b19.7x27.9x2.7x
Fri, 25 Jul 2025US$3.2tUS$1.1tUS$111.1b16.9x28.6x2.8x
Sun, 22 Jun 2025US$3.0tUS$1.1tUS$111.0b15.4x26.7x2.6x
Tue, 20 May 2025US$2.9tUS$1.2tUS$113.0b15.9x26x2.5x
Thu, 17 Apr 2025US$2.5tUS$1.1tUS$103.6b14.1x24.2x2.2x
Sat, 15 Mar 2025US$2.8tUS$1.1tUS$103.4b16.3x27.2x2.5x
Mon, 10 Feb 2025US$3.1tUS$1.1tUS$97.8b19.9x31.8x2.8x
Wed, 08 Jan 2025US$3.0tUS$1.1tUS$88.2b19.9x33.9x2.7x
Fri, 06 Dec 2024US$2.9tUS$1.1tUS$88.5b20.5x32.8x2.6x
Sun, 03 Nov 2024US$2.8tUS$1.1tUS$84.9b20.9x32.4x2.5x
Tue, 01 Oct 2024US$2.7tUS$1.1tUS$80.5b20.2x33.5x2.5x
Thu, 29 Aug 2024US$2.4tUS$1.1tUS$79.7b19.1x30.1x2.2x
Sat, 27 Jul 2024US$2.5tUS$1.1tUS$70.1b16.5x35.1x2.3x
Mon, 24 Jun 2024US$2.6tUS$1.1tUS$70.1b18x36.9x2.4x
Wed, 22 May 2024US$2.6tUS$1.1tUS$67.3b24.5x38.5x2.5x
Fri, 19 Apr 2024US$2.4tUS$1.0tUS$62.8b20.8x38.3x2.3x
Sun, 17 Mar 2024US$2.4tUS$1.0tUS$61.0b21x39.2x2.3x
Tue, 13 Feb 2024US$2.4tUS$1.0tUS$59.9b19.1x39.6x2.3x
Thu, 11 Jan 2024US$2.2tUS$1.0tUS$54.2b24.8x39.9x2.1x
Sat, 09 Dec 2023US$2.1tUS$1.0tUS$54.0b17.5x39x2.1x
Mon, 06 Nov 2023US$2.0tUS$994.1bUS$44.3b21.9x45.1x2x
Wed, 04 Oct 2023US$1.9tUS$977.5bUS$34.3b23x55.2x1.9x
Fri, 01 Sep 2023US$2.0tUS$979.3bUS$34.5b23.1x58.5x2.1x
Sun, 30 Jul 2023US$1.9tUS$948.4bUS$26.0b25.3x72.5x2x
Tue, 27 Jun 2023US$1.8tUS$944.9bUS$25.1b28.2x72.6x1.9x
Thu, 25 May 2023US$1.7tUS$951.6bUS$25.2b22.3x67.2x1.8x
Price to Earnings Ratio

67.2x


Total Market Cap: US$1.7tTotal Earnings: US$25.2bTotal Revenue: US$951.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Broadline Retail Industry Price to Earnings3Y Average 36.7x202420252026
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 27.4x which is lower than its 3-year average PE of 36.8x.
  • The 3-year average PS ratio of 2.4x is lower than the industry's current PS ratio of 2.7x.
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-0.26%
Consumer Discretionary-3.28%
General Merchandise and Department Stores-2.73%
Broadline Retail-2.73%
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
EBAY eBayUS$116.137.4%
+US$3.6b		60.3%PE25.7x
SE SeaUS$88.234.0%
+US$2.1b		-45.8%PE33.7x
JD JD.comUS$32.014.8%
+US$1.4b		-5.0%PE21.3x
OLLI Ollie's Bargain Outlet HoldingsUS$78.493.6%
+US$167.4m		-35.0%PE19.8x
PTRN Pattern GroupUS$16.512.9%
+US$83.1m		n/aPS1.1x

Latest News

VIPS
US$13.96
Vipshop Holdings
7D
-4.6%
1Y
-9.8%
AMZN
US$264.14
Amazon.com
7D
-1.8%
1Y
28.1%
DDS
US$538.69
Dillard's
7D
-3.3%
1Y
32.6%
MELI
US$1,546.81
MercadoLibre
7D
-0.7%
1Y
-40.0%
Narrative Update • May 16

MELI: Heavy Investment Cycle And Brazil Competition Will Shape Future Margin Upside

MercadoLibre's analyst fair value estimate is updated from $1,827 to $1,750 as analysts factor in softer revenue growth assumptions, lower margin expectations tied to ongoing competitive and investment pressures, and a higher discount rate, partially balanced by a higher future P/E multiple. Analyst Commentary Recent Street research points to a clear reset in expectations for MercadoLibre, with many bearish analysts cutting price targets and turning more cautious on the near term risk and reward.
BABA
US$132.59
Alibaba Group Holding
7D
-3.4%
1Y
7.8%
GLBE
US$27.89
Global-E Online
7D
-6.8%
1Y
-14.7%
PDD
US$95.83
PDD Holdings
7D
-3.0%
1Y
-19.1%
ETSY
US$58.07
Etsy
7D
-3.0%
1Y
23.5%
GRPN
US$17.46
Groupon
7D
3.5%
1Y
-34.1%
Narrative Update • May 15

GRPN: AI And Core SMB Focus Will Support Future Turnaround Execution

Groupon's updated analyst price target of $40, with a lower implied future P/E and slightly adjusted growth and margin assumptions, reflects analysts balancing recent execution challenges against ongoing user growth and a clearer focus on AI and core SMB merchants. Analyst Commentary Recent research on Groupon shows a wide spread in views, with price targets ranging from US$10 to US$40 and ratings running from Sell to Buy.
OLLI
US$78.49
Ollie's Bargain Outlet Holdings
7D
3.6%
1Y
-35.0%
EBAY
US$116.13
eBay
7D
7.4%
1Y
60.3%
DIBS
US$4.46
1stdibs.Com
7D
8.5%
1Y
79.1%
Narrative Update • May 13

DIBS: First EBITDA Profit Quarter Will Mark Share Buyback Inflection Point

Analysts now keep their $7 price target for 1stdibs.com, highlighting the recent move to adjusted EBITDA profitability and what they view as a potential inflection point for the company. Analyst Commentary Recent research around 1stdibs.com centers on the move to adjusted EBITDA profitability and the view that the latest quarter and outlook could mark an inflection point for the business.
JD
US$32.01
JD.com
7D
4.8%
1Y
-5.0%
SE
US$88.23
Sea
7D
4.0%
1Y
-45.8%
PTRN
US$16.51
Pattern Group
7D
2.9%
1Y
n/a