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U.S. Broadline Retail Industry Analysis

UpdatedAug 26, 2026
DataAggregated Company Financials
Companies31
  • 7D0.5%
  • 3M-2.8%
  • 1Y6.2%
  • YTDn/a

The Broadline Retail industry has been flat over the last week, but Alibaba Group Holding has lost 6.8%. The past year has been better, since the industry has gained 6.2% in that time. As for the next few years, earnings are expected to grow by 9.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 27 Aug 2026US$3.6tUS$1.4tUS$169.9b20.8x20.9x2.6x
Sat, 25 Jul 2026US$3.2tUS$1.3tUS$130.6b19.9x24.6x2.4x
Mon, 22 Jun 2026US$3.3tUS$1.3tUS$130.6b18.2x25.2x2.5x
Wed, 20 May 2026US$3.6tUS$1.3tUS$130.5b21.5x27.5x2.7x
Fri, 17 Apr 2026US$3.4tUS$1.3tUS$117.1b23.4x29.3x2.7x
Sun, 15 Mar 2026US$3.0tUS$1.3tUS$121.9b16.6x24.4x2.3x
Tue, 10 Feb 2026US$3.1tUS$1.3tUS$123.7b18.5x25.1x2.4x
Thu, 08 Jan 2026US$3.5tUS$1.2tUS$122.0b18.9x28.4x2.8x
Sat, 06 Dec 2025US$3.3tUS$1.2tUS$121.6b19.3x27.5x2.7x
Mon, 03 Nov 2025US$3.6tUS$1.2tUS$124.9b19x28.7x2.9x
Wed, 01 Oct 2025US$3.4tUS$1.2tUS$119.0b20x28.5x2.8x
Fri, 29 Aug 2025US$3.2tUS$1.2tUS$115.2b19.4x27.8x2.7x
Sun, 27 Jul 2025US$3.2tUS$1.1tUS$111.0b17.1x28.8x2.8x
Tue, 24 Jun 2025US$2.9tUS$1.1tUS$111.0b15.5x26.4x2.6x
Thu, 22 May 2025US$2.9tUS$1.1tUS$112.7b16.1x25.9x2.6x
Sat, 19 Apr 2025US$2.5tUS$1.1tUS$103.6b14.3x23.9x2.2x
Mon, 17 Mar 2025US$2.9tUS$1.1tUS$103.4b16.3x27.8x2.5x
Wed, 12 Feb 2025US$3.2tUS$1.1tUS$97.7b21.7x32.5x2.8x
Fri, 10 Jan 2025US$2.9tUS$1.1tUS$88.2b20x33.2x2.7x
Sun, 08 Dec 2024US$3.0tUS$1.1tUS$88.5b20.1x33.9x2.7x
Tue, 05 Nov 2024US$2.8tUS$1.1tUS$85.0b21x32.4x2.5x
Thu, 03 Oct 2024US$2.7tUS$1.1tUS$80.5b20.7x33.2x2.5x
Sat, 31 Aug 2024US$2.4tUS$1.1tUS$79.8b19.9x29.8x2.2x
Mon, 29 Jul 2024US$2.5tUS$1.1tUS$70.1b16.5x35.6x2.4x
Wed, 26 Jun 2024US$2.5tUS$1.1tUS$70.1b17.2x36.3x2.4x
Fri, 24 May 2024US$2.5tUS$1.1tUS$70.0b22.4x36.3x2.4x
Sun, 21 Apr 2024US$2.4tUS$1.0tUS$62.8b20.7x37.5x2.3x
Tue, 19 Mar 2024US$2.4tUS$1.0tUS$61.0b20.7x39.3x2.3x
Thu, 15 Feb 2024US$2.3tUS$1.0tUS$60.0b19.1x38.7x2.2x
Sat, 13 Jan 2024US$2.2tUS$1.0tUS$54.2b24.8x40.6x2.2x
Mon, 11 Dec 2023US$2.1tUS$1.0tUS$54.0b17.5x39x2.1x
Wed, 08 Nov 2023US$2.0tUS$995.2bUS$44.4b22.2x45.3x2x
Fri, 06 Oct 2023US$1.8tUS$977.5bUS$34.3b23.1x53.7x1.9x
Sun, 03 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 32.6x202420252026
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 20.9x which is lower than its 3-year average PE of 32.6x.
  • 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 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 Market-0.31%
Consumer Discretionary1.19%
General Merchandise and Department Stores0.51%
Broadline Retail0.51%
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
MELI MercadoLibreUS$1.95k2.2%
+US$2.1b		-19.2%PE53.1x
VIPS Vipshop HoldingsUS$14.08-2.6%
US$850.6m		-16.5%PE5.1x
EBAY eBayUS$104.201.5%
+US$694.2m		11.2%PE21.1x
DDS Dillard'sUS$632.052.6%
+US$252.7m		15.2%PE14.5x
ETSY EtsyUS$81.741.6%
+US$117.5m		50.2%PE20.2x

Latest News

BABA
US$119.83
Alibaba Group Holding
7D
-7.0%
1Y
-2.0%
VIPS
US$14.08
Vipshop Holdings
7D
-2.6%
1Y
-16.5%
JD
US$28.77
JD.com
7D
-2.0%
1Y
-6.7%
PDD
US$86.74
PDD Holdings
7D
-3.1%
1Y
-29.0%
Narrative Update • Aug 25

PDD: Future Returns Will Weigh Ecosystem Investment Against Margin And Regulatory Risks

The analyst fair value estimate for PDD Holdings has moved higher by about $5 to $85, with recent Street research pointing to softer revenue growth assumptions, a higher discount rate, and a lower future P/E. These factors are partially offset by stronger projected profit margins as analysts weigh near term earnings visibility against longer term investment in ecosystem health and supply chain.
M
US$22.82
Macy's
7D
-2.5%
1Y
67.8%
GLBE
US$39.13
Global-E Online
7D
-5.1%
1Y
18.3%
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.
DDS
US$632.05
Dillard's
7D
2.6%
1Y
15.2%
AMZN
US$260.28
Amazon.com
7D
-2.1%
1Y
13.6%
ETSY
US$81.74
Etsy
7D
1.6%
1Y
50.2%
Narrative Update • Aug 21

ETSY: AI Execution And Marketplace Focus Will Support Durable Buyer Engagement

The analyst fair value estimate for Etsy has been raised from $95 to $105, as analysts point to more durable growth under CEO Kruti Patel Goyal, improving marketplace fundamentals, and a series of higher price targets across the Street. Analyst Commentary Recent research updates on Etsy highlight a shift toward a more constructive tone, with several bullish analysts pointing to improving marketplace fundamentals, execution under CEO Kruti Patel Goyal, and a reset in expectations following recent quarterly results.
OLLI
US$74.27
Ollie's Bargain Outlet Holdings
7D
-6.4%
1Y
-43.1%
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.
PTRN
US$21.10
Pattern Group
7D
1.8%
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$16.53
Coupang
7D
-0.8%
1Y
-41.5%
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.
MNSO
US$11.42
MINISO Group Holding
7D
2.7%
1Y
-54.1%
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.
EBAY
US$104.20
eBay
7D
1.5%
1Y
11.2%
MELI
US$1,950.44
MercadoLibre
7D
2.2%
1Y
-19.2%
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...
ORBS
US$0.80
Eightco Holdings
7D
7.8%
1Y
-46.2%