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U.S. Broadline Retail Industry Analysis

UpdatedJul 16, 2026
DataAggregated Company Financials
Companies33
  • 7D4.5%
  • 3M-0.2%
  • 1Y7.7%
  • YTDn/a

The Broadline Retail industry is up 4.5% in the last week, with Amazon.com up 4.7%. Meanwhile, Coupang actually underperformed within the industry, shrinking 8.3% in the last week. This means that the industry has gained 7.7% over the past year. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Jul 2026US$3.4tUS$1.3tUS$130.6b19.3x25.8x2.5x
Sat, 13 Jun 2026US$3.2tUS$1.3tUS$130.6b18.8x24.8x2.4x
Mon, 11 May 2026US$3.7tUS$1.3tUS$129.4b23.4x28.5x2.8x
Wed, 08 Apr 2026US$3.0tUS$1.3tUS$117.0b21.5x25.6x2.3x
Fri, 06 Mar 2026US$3.1tUS$1.3tUS$121.8b17x25.2x2.4x
Sun, 01 Feb 2026US$3.4tUS$1.3tUS$122.3b18.7x28x2.7x
Tue, 30 Dec 2025US$3.3tUS$1.2tUS$122.0b18.5x27.4x2.7x
Thu, 27 Nov 2025US$3.3tUS$1.2tUS$121.6b19.7x27.4x2.7x
Sat, 25 Oct 2025US$3.3tUS$1.2tUS$119.0b20.4x28x2.8x
Mon, 22 Sep 2025US$3.5tUS$1.2tUS$119.0b21.1x29.1x2.9x
Wed, 20 Aug 2025US$3.2tUS$1.2tUS$115.0b18x28x2.7x
Fri, 18 Jul 2025US$3.1tUS$1.1tUS$110.9b16x27.8x2.7x
Sun, 15 Jun 2025US$2.9tUS$1.1tUS$111.0b15.8x26.5x2.6x
Tue, 13 May 2025US$3.0tUS$1.2tUS$111.3b16.5x26.6x2.6x
Thu, 10 Apr 2025US$2.4tUS$1.1tUS$103.5b14.1x23.2x2.1x
Sat, 08 Mar 2025US$2.9tUS$1.1tUS$103.5b16.6x28x2.6x
Mon, 03 Feb 2025US$3.2tUS$1.1tUS$88.5b19.1x35.7x2.9x
Wed, 01 Jan 2025US$2.9tUS$1.1tUS$88.3b20x32.9x2.6x
Fri, 29 Nov 2024US$2.8tUS$1.1tUS$88.5b18.3x31.4x2.5x
Sun, 27 Oct 2024US$2.6tUS$1.1tUS$80.1b19.8x33.1x2.4x
Tue, 24 Sep 2024US$2.6tUS$1.1tUS$80.4b18.4x32.6x2.4x
Thu, 22 Aug 2024US$2.5tUS$1.1tUS$76.8b20.3x32.9x2.3x
Sat, 20 Jul 2024US$2.5tUS$1.1tUS$70.1b16.6x35.8x2.4x
Mon, 17 Jun 2024US$2.5tUS$1.1tUS$70.1b18.3x36.1x2.4x
Wed, 15 May 2024US$2.6tUS$1.0tUS$70.0b24x37.1x2.5x
Fri, 12 Apr 2024US$2.5tUS$1.0tUS$62.8b24.1x39.9x2.4x
Sun, 10 Mar 2024US$2.4tUS$1.0tUS$60.5b21.7x39.2x2.3x
Tue, 06 Feb 2024US$2.3tUS$1.0tUS$64.5b18.2x36.2x2.3x
Thu, 04 Jan 2024US$2.1tUS$1.0tUS$54.3b22.4x39.5x2.1x
Sat, 02 Dec 2023US$2.1tUS$1.0tUS$54.0b22.1x39.2x2.1x
Mon, 30 Oct 2023US$1.9tUS$992.8bUS$41.3b25.5x45.2x1.9x
Wed, 27 Sep 2023US$1.8tUS$977.1bUS$34.3b22.1x53.8x1.9x
Fri, 25 Aug 2023US$1.9tUS$975.9bUS$33.9b20.4x56.2x1.9x
Sun, 23 Jul 2023US$1.9tUS$946.8bUS$25.3b33.1x74.9x2x
Price to Earnings Ratio

74.9x


Total Market Cap: US$1.9tTotal Earnings: US$25.3bTotal Revenue: US$946.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Broadline Retail Industry Price to Earnings3Y Average 34.2x202420252026
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 25.8x which is lower than its 3-year average PE of 34.2x.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
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 Market0.81%
Consumer Discretionary2.01%
General Merchandise and Department Stores4.49%
Broadline Retail4.49%
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$254.964.7%
+US$122.0b		14.2%PE30.2x
BABA Alibaba Group HoldingUS$117.698.0%
+US$19.8b		1.7%PE17.2x
SE SeaUS$111.365.7%
+US$3.7b		-31.0%PE42.5x
JD JD.comUS$29.286.0%
+US$2.2b		-7.5%PE19.3x
MELI MercadoLibreUS$1.84k2.0%
+US$1.8b		-21.6%PE48.7x

Latest News

AMZN
US$254.96
Amazon.com
7D
4.7%
1Y
14.2%
HEPS
US$2.96
D-Market Elektronik Hizmetler ve Ticaret
7D
-0.3%
1Y
13.0%
BABA
US$117.69
Alibaba Group Holding
7D
8.0%
1Y
1.7%
DIBS
US$4.64
1stdibs.Com
7D
-2.9%
1Y
68.1%
EBAY
US$112.76
eBay
7D
-2.2%
1Y
46.6%
Narrative Update • Jul 14

EBAY: Hostile Bid And Category Reinvestment Will Likely Cap Future Earnings Power

eBay's analyst price target has been revised higher, with the model fair value estimate moving from $78.30 to $80.70 as analysts point to stronger earnings power, firmer growth expectations in key categories, and moderating AI disintermediation concerns. Analyst Commentary Recent commentary on eBay reflects a mix of optimism around earnings power and category momentum, alongside pockets of caution around valuation, competitive pressures, and execution risks.
MELI
US$1,843.19
MercadoLibre
7D
2.0%
1Y
-21.6%
JD
US$29.28
JD.com
7D
6.0%
1Y
-7.5%
PDD
US$85.74
PDD Holdings
7D
1.2%
1Y
-18.4%
Narrative Update • Jul 09

PDD: Supply Chain Investment Cycle Will Underpin Future Repricing Potential

PDD Holdings' updated analyst price target reflects a lower fair value estimate to about $160, as analysts factor in reduced revenue growth and profit margin assumptions, along with more cautious views on the company's China e-commerce exposure and investment-heavy strategy. Analyst Commentary Recent research on PDD Holdings points to a more cautious tone, with several firms trimming price targets and tempering expectations after the latest quarterly update and sector data points from China e-commerce.
ETSY
US$85.74
Etsy
7D
11.1%
1Y
53.0%
Narrative Update • Jul 09

ETSY: AI And App Execution Will Support Balanced Buyer And Marketplace Engagement

The analyst price target for Etsy has been raised from $78.59 to $85.00 as analysts highlight improving buyer metrics, stronger merchandise sales trends, and early benefits from search, app, and AI driven initiatives. Analyst Commentary Recent research on Etsy points to a mix of cautious ratings and constructive updates, with several bullish analysts focusing on execution around search, app performance, and AI as potential supports for the stock's valuation and growth profile.
GLBE
US$38.98
Global-E Online
7D
8.3%
1Y
17.1%
CPNG
US$17.42
Coupang
7D
-8.3%
1Y
-44.2%
UZX
US$0.28
Linkage Global
7D
-8.0%
1Y
-88.9%
SE
US$111.36
Sea
7D
5.7%
1Y
-31.0%
BZUN
US$2.62
Baozun
7D
-7.4%
1Y
-10.9%
HOUR
US$1.94
Hour Loop
7D
-4.7%
1Y
15.5%
NEXR
US$0.42
Nexera Technologies
7D
-24.3%
1Y
-99.5%