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U.S. Broadline Retail Industry Analysis

UpdatedAug 29, 2026
DataAggregated Company Financials
Companies31
  • 7D2.3%
  • 3M-0.7%
  • 1Y6.4%
  • YTDn/a

Over the last 7 days, the Broadline Retail industry has dropped 2.3%, driven by Amazon.com declining 1.5%. Over the past 12 months, the industry was up 3.2%. Earnings are forecast to grow by 9.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 29 Aug 2026US$3.5tUS$1.4tUS$170.2b21.2x20.6x2.5x
Mon, 27 Jul 2026US$3.2tUS$1.3tUS$130.6b19.9x24.4x2.4x
Wed, 24 Jun 2026US$3.1tUS$1.3tUS$130.5b17.3x24.1x2.4x
Fri, 22 May 2026US$3.6tUS$1.3tUS$130.6b20.9x27.6x2.7x
Sun, 19 Apr 2026US$3.5tUS$1.3tUS$117.1b23.8x29.8x2.7x
Tue, 17 Mar 2026US$3.0tUS$1.3tUS$121.9b16.6x24.4x2.3x
Thu, 12 Feb 2026US$3.0tUS$1.3tUS$123.7b18.3x24.6x2.4x
Sat, 10 Jan 2026US$3.5tUS$1.2tUS$122.2b19.1x28.8x2.8x
Mon, 08 Dec 2025US$3.3tUS$1.2tUS$121.6b19.3x27.5x2.7x
Wed, 05 Nov 2025US$3.7tUS$1.2tUS$124.8b18.6x29.5x3x
Fri, 03 Oct 2025US$3.4tUS$1.2tUS$119.0b20.2x28.3x2.8x
Sun, 31 Aug 2025US$3.2tUS$1.2tUS$117.8b18.9x27.4x2.7x
Tue, 29 Jul 2025US$3.2tUS$1.1tUS$111.0b17.1x28.8x2.8x
Thu, 26 Jun 2025US$3.0tUS$1.1tUS$111.0b16x26.9x2.6x
Sat, 24 May 2025US$2.9tUS$1.1tUS$112.8b15.4x25.8x2.5x
Mon, 21 Apr 2025US$2.5tUS$1.1tUS$103.6b14.3x23.9x2.2x
Wed, 19 Mar 2025US$2.8tUS$1.1tUS$103.4b16.4x27.5x2.5x
Fri, 14 Feb 2025US$3.1tUS$1.1tUS$97.7b23x32.2x2.8x
Sun, 12 Jan 2025US$2.9tUS$1.1tUS$88.2b20.4x32.6x2.6x
Tue, 10 Dec 2024US$3.0tUS$1.1tUS$88.5b20.6x33.9x2.7x
Thu, 07 Nov 2024US$2.8tUS$1.1tUS$84.6b20.4x32.9x2.5x
Sat, 05 Oct 2024US$2.7tUS$1.1tUS$80.4b21.9x33.2x2.5x
Mon, 02 Sep 2024US$2.5tUS$1.1tUS$79.9b19.8x30.8x2.3x
Wed, 31 Jul 2024US$2.5tUS$1.1tUS$70.1b16.2x35.7x2.4x
Fri, 28 Jun 2024US$2.6tUS$1.1tUS$70.1b16.6x37.5x2.5x
Sun, 26 May 2024US$2.5tUS$1.1tUS$70.0b23x36.4x2.4x
Tue, 23 Apr 2024US$2.4tUS$1.0tUS$62.8b20.7x37.5x2.3x
Thu, 21 Mar 2024US$2.4tUS$1.0tUS$62.9b21.1x38.3x2.3x
Sat, 17 Feb 2024US$2.4tUS$1.0tUS$60.0b20.3x39.3x2.3x
Mon, 15 Jan 2024US$2.2tUS$1.0tUS$54.2b24.8x40.6x2.2x
Wed, 13 Dec 2023US$2.1tUS$1.0tUS$54.0b17.4x39.3x2.1x
Fri, 10 Nov 2023US$2.0tUS$996.1bUS$45.8b21.8x44.4x2x
Sun, 08 Oct 2023US$1.9tUS$977.5bUS$34.3b24.8x54.9x1.9x
Tue, 05 Sep 2023US$2.0tUS$979.2bUS$34.5b24.1x59x2.1x
Price to Earnings Ratio

59x


Total Market Cap: US$2.0tTotal Earnings: US$34.5bTotal Revenue: US$979.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Broadline Retail Industry Price to Earnings3Y Average 32.5x202420252026
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 20.8x which is lower than its 3-year average PE of 32.5x.
  • 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 70% 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 Market0.25%
Consumer Discretionary-0.33%
General Merchandise and Department Stores2.28%
Broadline Retail2.28%
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$266.433.0%
+US$84.1b		16.3%PE21.2x
BABA Alibaba Group HoldingUS$118.90-0.4%
US$9.5b		-11.9%PE27x
MELI MercadoLibreUS$1.97k2.3%
+US$2.2b		-20.5%PE53.5x
SE SeaUS$119.361.6%
+US$1.1b		-36.0%PE44.6x
EBAY eBayUS$105.621.4%
+US$663.1m		16.6%PE21.4x

Latest News

BABA
US$118.90
Alibaba Group Holding
7D
-0.4%
1Y
-11.9%
MNSO
US$10.33
MINISO Group Holding
7D
-6.3%
1Y
-58.4%
EBAY
US$105.62
eBay
7D
1.4%
1Y
16.6%
M
US$22.01
Macy's
7D
-3.5%
1Y
66.4%
AMZN
US$266.43
Amazon.com
7D
3.0%
1Y
16.3%
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Summary Amazon remains a 'buy' as its expanding moat, cloud acceleration, and disciplined CAPEX drive long-term value. AWS delivered 36.7% YoY revenue growth and margin expansion, now contributing 60.5% of EBIT and 21.1% of revenue. Management revealed server/network payback periods (<3 years) and multi-year AI contracts, supporting robust future FCF. My updated model values AMZN as 65% undervalued, with a $423/share 12-24 month price target under constructive assumptions. Read the full article on Seeking Alpha
ETSY
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Etsy
7D
3.2%
1Y
57.7%
PDD
US$85.69
PDD Holdings
7D
-3.0%
1Y
-28.7%
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PDD Holdings aims for higher revenues with 8.15% growth rate

PDD Holdings combines a profitable domestic e-commerce platform with the international growth opportunity represented by Temu. The company has strong financial resources, with cash and short-term investments equivalent to approximately 50% of its market capitalisation.
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Sea
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1.6%
1Y
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VIPS
US$13.50
Vipshop Holdings
7D
-7.1%
1Y
-19.4%
Narrative Update • Aug 26

VIPS: Buybacks Will Counter Softer Earnings Outlook And Weaker Revenue Trends

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JD
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JD.com
7D
-2.1%
1Y
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GLBE
US$39.95
Global-E Online
7D
-1.5%
1Y
19.4%
Narrative Update • Aug 25

GLBE: Passport Synergies And Buybacks Will Drive Future Upside Potential

Analysts have lifted the Global-e Online fair value estimate from $45.92 to $50.62. This reflects higher assumed revenue growth and future P/E, partly offset by a lower profit margin outlook and a slightly higher discount rate, in line with recent price target increases across major firms following strong Q2 results and updated guidance.
OLLI
US$72.42
Ollie's Bargain Outlet Holdings
7D
-4.8%
1Y
-42.9%
Narrative Update • Aug 20

OLLI: Softer Q2 Comps And Multiple Compression Will Shape A More Cautious Outlook

Analysts have trimmed the fair value estimate for Ollie's Bargain Outlet Holdings to $73.00 from $87.00. This reflects lower price targets across the Street as they factor in softer Q2 same-store sales expectations, a modestly higher discount rate, and reduced assumptions for revenue growth, profit margin, and future P/E multiples.
CPNG
US$16.52
Coupang
7D
0.4%
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.
SVV
US$10.57
Savers Value Village
7D
-1.7%
1Y
-12.6%
MELI
US$1,966.25
MercadoLibre
7D
2.3%
1Y
-20.5%
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Eightco Holdings
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-8.6%
1Y
-46.7%