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U.S. General Merchandise and Department Stores Industry Analysis

UpdatedAug 16, 2025
DataAggregated Company Financials
Companies32
  • 7D3.4%
  • 3M9.4%
  • 1Y26.9%
  • YTD9.7%

The General Merchandise and Department Stores industry is up 3.4% in the last week, with Amazon.com up 3.7%. During this same period, the Global-E Online underperformed, falling 11%. This takes the industry's 12 month performance to a gain of 27%. 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
Sat, 16 Aug 2025US$3.2tUS$1.2tUS$115.0b17.7x27.9x2.7x
Mon, 14 Jul 2025US$3.1tUS$1.1tUS$111.0b15.9x27.7x2.7x
Wed, 11 Jun 2025US$3.0tUS$1.1tUS$110.9b16.8x27.3x2.6x
Fri, 09 May 2025US$2.7tUS$1.2tUS$111.0b15.8x24.6x2.4x
Sun, 06 Apr 2025US$2.5tUS$1.1tUS$103.7b14.6x23.9x2.2x
Tue, 04 Mar 2025US$3.0tUS$1.1tUS$101.9b17.9x29.4x2.7x
Thu, 30 Jan 2025US$3.2tUS$1.1tUS$88.5b19.1x35.7x2.9x
Sat, 28 Dec 2024US$3.0tUS$1.1tUS$88.3b20.1x33.4x2.7x
Mon, 25 Nov 2024US$2.7tUS$1.1tUS$88.6b16.5x30.2x2.4x
Wed, 23 Oct 2024US$2.7tUS$1.1tUS$80.1b20.3x33.4x2.5x
Fri, 20 Sep 2024US$2.6tUS$1.1tUS$80.3b18.6x31.8x2.3x
Sun, 18 Aug 2024US$2.5tUS$1.1tUS$76.7b20.3x32.8x2.3x
Tue, 16 Jul 2024US$2.7tUS$1.1tUS$70.1b17.1x38x2.5x
Thu, 13 Jun 2024US$2.6tUS$1.1tUS$70.2b18.7x36.8x2.4x
Sat, 11 May 2024US$2.6tUS$1.0tUS$70.0b23.9x37.2x2.5x
Mon, 08 Apr 2024US$2.5tUS$1.0tUS$62.8b22.7x39.5x2.4x
Wed, 06 Mar 2024US$2.4tUS$1.0tUS$60.4b24.9x39.9x2.4x
Fri, 02 Feb 2024US$2.2tUS$1.0tUS$54.1b19.1x40.9x2.2x
Sun, 31 Dec 2023US$2.2tUS$1.0tUS$54.5b22.8x40.2x2.2x
Tue, 28 Nov 2023US$2.1tUS$1.0tUS$53.2b20.7x39.3x2.1x
Thu, 26 Oct 2023US$1.8tUS$976.8bUS$34.3b25.3x52.3x1.8x
Sat, 23 Sep 2023US$1.9tUS$977.6bUS$34.3b22.5x55.1x1.9x
Mon, 21 Aug 2023US$1.9tUS$976.3bUS$34.2b20.1x55.9x2x
Wed, 19 Jul 2023US$1.9tUS$947.2bUS$25.3b32.5x75.8x2x
Fri, 16 Jun 2023US$1.8tUS$949.7bUS$25.4b29.6x72.8x1.9x
Sun, 14 May 2023US$1.6tUS$955.2bUS$19.6b37.9x84.1x1.7x
Tue, 11 Apr 2023US$1.6tUS$946.4bUS$9.0b27.1x178.8x1.7x
Thu, 09 Mar 2023US$184.1bUS$253.2bUS$9.6b19.4x19.2x0.7x
Sat, 04 Feb 2023US$197.2bUS$252.8bUS$10.8b18.5x18.3x0.8x
Mon, 02 Jan 2023US$179.1bUS$252.8bUS$10.8b15.7x16.6x0.7x
Wed, 30 Nov 2022US$194.4bUS$251.9bUS$10.8b16.5x17.9x0.8x
Fri, 28 Oct 2022US$193.3bUS$251.6bUS$12.0b13.1x16.1x0.8x
Sun, 25 Sep 2022US$178.1bUS$251.6bUS$12.0b11.6x14.8x0.7x
Tue, 23 Aug 2022US$194.4bUS$250.2bUS$12.0b10.1x16.1x0.8x
Price to Earnings Ratio

16.1x


Total Market Cap: US$194.4bTotal Earnings: US$12.0bTotal Revenue: US$250.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. General Merchandise and Department Stores Industry Price to Earnings3Y Average 40.5x202320242025
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 27.9x which is lower than its 3-year average PE of 40.5x.
  • The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Multiline Retail industry have grown 112% 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 Market1.01%
Consumer Discretionary2.71%
General Merchandise and Department Stores3.38%
Broadline Retail3.38%
Department Stores0%0
General Merchandise Stores0%0
Industry PE
  • Investors are most optimistic about the Broadline Retail industry even though it's trading below its 3-year average PE ratio of 46.5x.
    • Analysts are expecting annual earnings growth of 15.2%, which is higher than its past year's earnings decline of 3.9% per year.
  • Investors are most pessimistic about the Broadline Retail industry, which is trading below its 3-year average of 46.5x.
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 3.9% 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
AMZN Amazon.comUS$231.033.7%
+US$88.9b
30.5%PE34.9x
PDD PDD HoldingsUS$118.954.1%
+US$6.7b
-20.3%PE12.2x
EBAY eBayUS$100.708.1%
+US$3.5b
81.4%PE21x
BABA Alibaba Group HoldingUS$121.260.7%
+US$2.0b
45.8%PE15x
MELI MercadoLibreUS$2.39k1.6%
+US$2.0b
20.9%PE59.1x

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