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U.S. General Merchandise and Department Stores Industry Analysis

UpdatedOct 05, 2025
DataAggregated Company Financials
Companies34
  • 7D-0.6%
  • 3M8.1%
  • 1Y22.6%
  • YTD12.8%

Over the last 7 days, the General Merchandise and Department Stores industry has remained flat, although notably Alibaba Group Holding gained 9.4%. The past year has been better, since the industry has gained 20% in that time. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

Has the U.S. General Merchandise and Department Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 06 Oct 2025US$3.4tUS$1.2tUS$119.0b20.1x28.4x2.8x
Wed, 03 Sep 2025US$3.3tUS$1.2tUS$119.0b20.9x28x2.8x
Fri, 01 Aug 2025US$3.2tUS$1.1tUS$111.0b17.2x28.5x2.8x
Sun, 29 Jun 2025US$3.1tUS$1.1tUS$111.0b16x27.8x2.7x
Tue, 27 May 2025US$2.9tUS$1.1tUS$112.8b16.2x25.5x2.5x
Thu, 24 Apr 2025US$2.6tUS$1.1tUS$103.7b15.1x24.9x2.3x
Sat, 22 Mar 2025US$2.8tUS$1.1tUS$103.9b15.8x27.4x2.5x
Mon, 17 Feb 2025US$3.2tUS$1.1tUS$97.9b23.8x32.5x2.8x
Wed, 15 Jan 2025US$2.9tUS$1.1tUS$88.2b19.6x32.6x2.6x
Fri, 13 Dec 2024US$3.0tUS$1.1tUS$88.5b20.5x34.4x2.8x
Sun, 10 Nov 2024US$2.8tUS$1.1tUS$84.8b20.4x33.5x2.6x
Tue, 08 Oct 2024US$2.7tUS$1.1tUS$80.5b21.4x33.2x2.5x
Thu, 05 Sep 2024US$2.4tUS$1.1tUS$79.8b19.7x30.5x2.2x
Sat, 03 Aug 2024US$2.5tUS$1.1tUS$77.5b16.2x32.5x2.3x
Mon, 01 Jul 2024US$2.6tUS$1.1tUS$70.1b16.6x37.2x2.5x
Wed, 29 May 2024US$2.5tUS$1.1tUS$70.0b23.2x36.4x2.4x
Fri, 26 Apr 2024US$2.4tUS$1.0tUS$62.8b22.1x38.1x2.3x
Sun, 24 Mar 2024US$2.4tUS$1.0tUS$62.8b20.7x38.7x2.4x
Tue, 20 Feb 2024US$2.4tUS$1.0tUS$60.0b20.4x39.3x2.3x
Thu, 18 Jan 2024US$2.1tUS$1.0tUS$54.2b23.8x39.6x2.1x
Sat, 16 Dec 2023US$2.2tUS$1.0tUS$54.2b17.2x39.9x2.1x
Mon, 13 Nov 2023US$2.0tUS$997.3bUS$45.8b25.6x44.6x2x
Wed, 11 Oct 2023US$1.9tUS$977.7bUS$34.3b25.7x55.6x2x
Fri, 08 Sep 2023US$2.0tUS$976.3bUS$34.2b22.8x58.5x2.1x
Sun, 06 Aug 2023US$2.0tUS$973.1bUS$32.3b24.4x63x2.1x
Tue, 04 Jul 2023US$1.9tUS$944.6bUS$25.1b29.2x74.1x2x
Thu, 01 Jun 2023US$1.7tUS$951.2bUS$25.8b21.9x67.6x1.8x
Sat, 29 Apr 2023US$1.6tUS$955.3bUS$18.0b38.5x89.4x1.7x
Mon, 27 Mar 2023US$1.5tUS$946.8bUS$9.1b33.5x169.5x1.6x
Wed, 22 Feb 2023US$187.5bUS$252.8bUS$10.8b17x17.4x0.7x
Fri, 20 Jan 2023US$183.1bUS$252.8bUS$10.8b17x17x0.7x
Sun, 18 Dec 2022US$178.7bUS$252.8bUS$10.8b16x16.6x0.7x
Tue, 15 Nov 2022US$199.0bUS$251.9bUS$11.8b15.9x16.8x0.8x
Thu, 13 Oct 2022US$177.8bUS$251.6bUS$12.0b12x14.8x0.7x
Price to Earnings Ratio

14.8x


Total Market Cap: US$177.8bTotal Earnings: US$12.0bTotal Revenue: US$251.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. General Merchandise and Department Stores Industry Price to Earnings3Y Average 41.1x202320242025
Current Industry PE
  • Investors are pessimistic on the American Multiline 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 28.4x which is lower than its 3-year average PE of 41.1x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Multiline Retail industry have grown 115% per year over the last three years.
  • Revenues for these companies have grown 68% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market0.88%
Consumer Discretionary-1.03%
General Merchandise and Department Stores-0.57%
Department Stores0%0
General Merchandise Stores0%0
Broadline Retail-0.57%
Industry PE
  • Investors are most optimistic about the Broadline Retail industry even though it's trading below its 3-year average PE ratio of 45.5x.
    • Analysts are expecting annual earnings growth of 15.3%, which is higher than its past year's earnings decline of 2.7% per year.
  • Investors are most pessimistic about the Broadline Retail industry, which is trading below its 3-year average of 45.5x.
Forecasted Growth
  • Analysts are most optimistic on the Broadline Retail industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings decline of 2.7% per year.
  • In contrast, the Broadline Retail industry is expected to see its earnings grow by 15% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BABA Alibaba Group HoldingUS$188.034.5%
+US$18.2b		60.0%PE20.2x
PDD PDD HoldingsUS$134.253.3%
+US$6.0b		-13.0%PE13.9x
SE SeaUS$184.911.9%
+US$2.0b		94.3%PE91.6x
ETSY EtsyUS$72.3812.8%
+US$812.7m		37.1%PE43.7x
VIPS Vipshop HoldingsUS$20.306.3%
+US$596.7m		17.4%PE10.3x

Latest News

AMZN
US$219.51
Amazon.com
7D
-1.2%
1Y
21.4%

Cloud Transition And AI Adoption Will Drive Long Term Expansion

Amazon.com’s analyst price target increased modestly to $266.56 from $263.74, as analysts point to anticipated acceleration in AWS growth along with sustainable improvements in revenue and profit metrics. Analyst Commentary Recent research notes reveal a spectrum of optimism and caution among analysts covering Amazon.com as they assess the company's valuation, execution, and future growth prospects.
SE
US$184.91
Sea
7D
1.9%
1Y
94.3%

Rising Digital Adoption Will Expand Fintech, E-Commerce And Gaming Markets

Analysts have raised their price target for Sea Limited, increasing it from approximately $202 to about $204. They cited improved commission flows to earnings and strong competitive positioning as key drivers for the upward revision.
VIPS
US$20.30
Vipshop Holdings
7D
6.3%
1Y
17.4%

China Outlet Expansion And AI Investments Will Drive Success

Analysts have increased their price target for Vipshop Holdings from $18.17 to $18.90. They cite modest improvements in revenue growth and profit margin forecasts as the reason for this adjustment.
JD
US$35.40
JD.com
7D
-0.7%
1Y
-24.8%

Chinese Digital Retail And Logistics Will Open Markets Despite Risks

Analysts have modestly raised their fair value price target for JD.com from $44.52 to $44.99. They cite balanced expectations for the company's growth outlook, ongoing strategic investments, and profitability considerations.
BABA
US$188.03
Alibaba Group Holding
7D
4.5%
1Y
60.0%

Alibaba's 5-year outlook points to a fair value of $254-$318 in the market

“Deeply Undervalued Tech Giant” → Reflects Alibaba’s strong fundamentals, scale, and profitability, contrasted with its current price well below intrinsic estimates ($318 fair value, $254 risk-adjusted).
ETSY
US$72.38
Etsy
7D
12.8%
1Y
37.1%
KSS
US$16.91
Kohl's
7D
9.9%
1Y
-11.0%
SVV
US$13.27
Savers Value Village
7D
-2.5%
1Y
27.4%
MNSO
US$21.64
MINISO Group Holding
7D
-2.8%
1Y
4.9%

Global Retail Expansion And Premium IP Will Unlock Opportunity

MINISO Group Holding’s consensus price target rose to $27.42 as analysts grew more bullish following Q2 results that beat expectations, upward EPS revisions, and improved operational momentum. Analyst Commentary Q2 results beat expectations, with positive comparable store sales growth in China and resumption of new store openings.
DDS
US$616.25
Dillard's
7D
-0.6%
1Y
66.5%
M
US$18.21
Macy's
7D
1.2%
1Y
15.3%

Omni-channel Investments And Store Modernization Will Secure Long-Term Retail Success

Upward revisions to Macy’s analyst price target reflect a combination of less negative revenue growth forecasts and a lower discount rate, resulting in an increased fair value estimate from $14.77 to $15.79. What's in the News Macy's provided third quarter 2025 net sales guidance of $4.5 billion to $4.6 billion.
CPNG
US$32.36
Coupang
7D
-1.4%
1Y
25.4%

AI And Automation Will Expand Horizons In Korea And Taiwan

Coupang's consensus price target saw a modest increase to $34.52, as stronger revenue growth expectations outweighed a slight decline in net profit margin. What's in the News Coupang completed no share repurchases and spent $0 million under its latest buyback program.
EBAY
US$92.17
eBay
7D
1.1%
1Y
38.0%
GLBE
US$35.37
Global-E Online
7D
-3.7%
1Y
-3.3%
MELI
US$2,172.75
MercadoLibre
7D
-13.1%
1Y
10.7%

Digital Retail And MercadoPago Adoption Will Fuel Future Markets

Analysts have raised MercadoLibre’s price target to $2,876, reflecting confidence in its aggressive push into Brazil’s low-ASP e-commerce segment despite rising competition, driven by strong Q2 execution and potential for share gains among value-focused consumers. Analyst Commentary MercadoLibre is aggressively targeting the lower average selling price (ASP) segment in Brazil, including a significant lowering of the free shipping threshold and large-scale promotional campaigns, to directly compete with Shopee, Temu, and TikTok Shop.
PDD
US$134.25
PDD Holdings
7D
3.3%
1Y
-13.0%