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U.S. Broadline Retail Industry Analysis

UpdatedAug 20, 2026
DataAggregated Company Financials
Companies31
  • 7D-0.3%
  • 3M-0.5%
  • 1Y10.9%
  • YTDn/a

The Broadline Retail industry has stayed flat over the last week. The past year has been better, since the industry has gained 11% in that time. Earnings are forecast to grow by 9.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 20 Aug 2026US$3.5tUS$1.4tUS$175.2b19.2x20.2x2.6x
Sat, 18 Jul 2026US$3.4tUS$1.3tUS$130.6b19.6x25.9x2.5x
Mon, 15 Jun 2026US$3.2tUS$1.3tUS$130.6b18.8x24.8x2.4x
Wed, 13 May 2026US$3.6tUS$1.3tUS$129.5b22.5x28.1x2.7x
Fri, 10 Apr 2026US$3.2tUS$1.3tUS$117.1b21.5x27.6x2.5x
Sun, 08 Mar 2026US$3.0tUS$1.3tUS$121.8b16.5x24.9x2.4x
Tue, 03 Feb 2026US$3.5tUS$1.3tUS$122.3b18.9x28.4x2.8x
Thu, 01 Jan 2026US$3.3tUS$1.2tUS$122.1b18.3x27.3x2.7x
Sat, 29 Nov 2025US$3.4tUS$1.2tUS$121.6b19.8x27.8x2.7x
Mon, 27 Oct 2025US$3.4tUS$1.2tUS$119.0b20.4x28.4x2.8x
Wed, 24 Sep 2025US$3.4tUS$1.2tUS$119.0b20.4x28.7x2.8x
Fri, 22 Aug 2025US$3.1tUS$1.2tUS$115.0b19.8x27.2x2.7x
Sun, 20 Jul 2025US$3.1tUS$1.1tUS$111.0b15.9x28.3x2.7x
Tue, 17 Jun 2025US$2.9tUS$1.1tUS$111.0b16.2x26.5x2.6x
Thu, 15 May 2025US$3.0tUS$1.2tUS$111.8b16.2x27x2.6x
Sat, 12 Apr 2025US$2.5tUS$1.1tUS$103.7b14.2x24.5x2.2x
Mon, 10 Mar 2025US$2.9tUS$1.1tUS$103.5b16.6x27.8x2.5x
Wed, 05 Feb 2025US$3.1tUS$1.1tUS$88.5b19.9x35.5x2.9x
Fri, 03 Jan 2025US$2.9tUS$1.1tUS$88.3b21.1x32.7x2.6x
Sun, 01 Dec 2024US$2.8tUS$1.1tUS$88.5b19.3x31.6x2.5x
Tue, 29 Oct 2024US$2.7tUS$1.1tUS$80.1b21x33.2x2.5x
Thu, 26 Sep 2024US$2.7tUS$1.1tUS$80.5b18x33.5x2.5x
Sat, 24 Aug 2024US$2.5tUS$1.1tUS$77.0b20.7x32.5x2.3x
Mon, 22 Jul 2024US$2.5tUS$1.1tUS$70.1b16.6x35.7x2.4x
Wed, 19 Jun 2024US$2.5tUS$1.1tUS$70.1b17.9x36.2x2.4x
Fri, 17 May 2024US$2.6tUS$1.1tUS$67.4b24.4x38x2.4x
Sun, 14 Apr 2024US$2.5tUS$1.0tUS$62.8b23.2x40.5x2.5x
Tue, 12 Mar 2024US$2.4tUS$1.0tUS$60.5b22.2x38.8x2.3x
Thu, 08 Feb 2024US$2.3tUS$1.0tUS$64.4b18.3x36.3x2.3x
Sat, 06 Jan 2024US$2.1tUS$1.0tUS$54.3b24.1x38.6x2.1x
Mon, 04 Dec 2023US$2.1tUS$1.0tUS$54.0b22.1x39.3x2.1x
Wed, 01 Nov 2023US$1.9tUS$992.8bUS$41.3b23.9x46.4x1.9x
Fri, 29 Sep 2023US$1.8tUS$977.5bUS$34.3b22.5x53.9x1.9x
Sun, 27 Aug 2023US$1.9tUS$975.2bUS$33.9b20.9x56.7x2x
Price to Earnings Ratio

56.7x


Total Market Cap: US$1.9tTotal Earnings: US$33.9bTotal Revenue: US$975.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Broadline Retail Industry Price to Earnings3Y Average 32.8x202420252026
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 20.2x which is lower than its 3-year average PE of 32.8x.
  • 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-0.79%
Consumer Discretionary0.83%
General Merchandise and Department Stores-0.27%
Broadline Retail-0.27%
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
BABA Alibaba Group HoldingUS$128.902.9%
+US$8.4b		7.9%PE18.7x
MELI MercadoLibreUS$1.91k4.4%
+US$4.1b		-18.3%PE51.9x
PDD PDD HoldingsUS$90.201.3%
+US$1.7b		-23.6%PE9x
CPNG CoupangUS$16.662.1%
+US$611.2m		-42.2%PS0.8x
EBAY eBayUS$102.640.3%
+US$146.9m		3.5%PE20.8x

Latest News

DDS
US$615.87
Dillard's
7D
-3.2%
1Y
23.8%
Seeking Alpha • 5h

Dillard's Remains A Dividend Idea As Q2 Results Glitter While Leverage Remains Low

Summary Dillard's, Inc. gets upgraded to a buy again after delivering its fourth consecutive earnings beat, highlighting continued operational strength in a challenging retail environment. Dillard's has achieved a total return of +116% since my 2023 buy call and continues to be a compelling dividend idea driven by yield, growth, and safety. Key investment pillars remain brand strength, scale, dividend growth, and an investment-grade rating, balanced against apparel's cyclical risks. The analysis benchmarks Dillard's against Macy's, Kohl's, and Ralph Lauren, emphasizing competitive positioning, scale, and margins. Read the full article on Seeking Alpha
M
US$23.40
Macy's
7D
-1.6%
1Y
81.7%
AMZN
US$265.84
Amazon.com
7D
-0.5%
1Y
18.8%
SE
US$119.10
Sea
7D
-7.0%
1Y
-33.4%
BABA
US$128.90
Alibaba Group Holding
7D
2.9%
1Y
7.9%
JD
US$29.35
JD.com
7D
-7.1%
1Y
-5.8%
PTRN
US$20.72
Pattern Group
7D
-7.7%
1Y
n/a
Seeking Alpha • Aug 18

Pattern Group Is A Solid GARP Play

Summary Pattern Group is a global e-commerce acceleration platform showing rapid revenue and cash flow growth, with a strong technology-driven niche. PTRN delivered 45% revenue growth in H1 2026, with net revenue retention rising to 129% and significant expansion outside Amazon channels. The company maintains a robust balance sheet, holding $345.8 million in cash and no debt, supporting operational flexibility and reducing risk. I rate PTRN a soft ‘buy’ for its GARP profile, strong growth, reasonable valuation on EV/EBITDA, and decreasing Amazon concentration. Read the full article on Seeking Alpha
CPNG
US$16.66
Coupang
7D
2.1%
1Y
-42.2%
Narrative Update • Aug 18

CPNG: Data Fines And AI Investments Will Shape Balanced Earnings Outlook

Coupang's updated fair value estimate now points to approximately $15.00 per share, slightly below the prior $16.20 level, as analysts factor in a modestly higher discount rate, slightly softer long term revenue growth and margin assumptions, and recent Street price target revisions that include both upward ratings changes and lower absolute targets. Analyst Commentary Recent Street research on Coupang presents a mixed picture, with some firms turning more positive while others lean cautious on valuation, regulatory risk, and earnings impact from fines and taxes.
PDD
US$90.20
PDD Holdings
7D
1.3%
1Y
-23.6%
MNSO
US$11.12
MINISO Group Holding
7D
-6.6%
1Y
-46.6%
Narrative Update • Aug 17

MNSO: Future Earnings Will Be Driven By Experiential Retail And Buybacks

Analysts have trimmed their fair value estimate for MINISO Group Holding from about $20.37 to $19.01. This reflects a lower Street price target of $16 that factors in slightly softer assumptions for revenue growth, profit margins and future P/E multiples.
GLBE
US$41.24
Global-E Online
7D
1.7%
1Y
29.5%
EBAY
US$102.64
eBay
7D
0.3%
1Y
3.5%
SVV
US$11.30
Savers Value Village
7D
5.5%
1Y
-1.8%
MELI
US$1,908.65
MercadoLibre
7D
4.4%
1Y
-18.3%
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...
HEPS
US$2.60
D-Market Elektronik Hizmetler ve Ticaret
7D
-8.5%
1Y
-7.5%
ETSY
US$80.46
Etsy
7D
1.0%
1Y
23.9%
Narrative Update • Aug 07

ETSY: Marketplace Execution And Social Commerce Will Support Durable Buyer Engagement

The analyst fair value estimate for Etsy has increased from $85.00 to $95.00 as analysts highlight improving marketplace fundamentals, more durable gross merchandise sales, and early traction from CEO Kruti Patel Goyal's growth and social commerce initiatives as key supports for higher long-term assumptions. Analyst Commentary Recent research on Etsy points to a more constructive view from several institutions, with many highlighting marketplace fundamentals, execution under CEO Kruti Patel Goyal, and social commerce efforts as key areas to watch.