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U.S. General Merchandise and Department Stores Industry Analysis

UpdatedAug 11, 2025
DataAggregated Company Financials
Companies32
  • 7D3.3%
  • 3M4.1%
  • 1Y29.8%
  • YTD6.1%

Over the last 7 days, the General Merchandise and Department Stores industry has risen 3.3%, driven by gains from Amazon.com of 5.2%. In the same time, Coupang was down 6.1%. This takes the industry's 12 month performance to a gain of 30%. As for the next few years, earnings are expected to grow by 15% per annum.

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, 11 Aug 2025US$3.1tUS$1.2tUS$115.9b18x26.8x2.7x
Wed, 09 Jul 2025US$3.1tUS$1.1tUS$111.0b16.4x27.7x2.7x
Fri, 06 Jun 2025US$2.9tUS$1.1tUS$111.0b16.3x26.3x2.5x
Sun, 04 May 2025US$2.7tUS$1.1tUS$110.5b15.5x24.8x2.4x
Tue, 01 Apr 2025US$2.8tUS$1.1tUS$103.8b15.9x26.9x2.5x
Thu, 27 Feb 2025US$3.0tUS$1.1tUS$102.1b19x29.7x2.7x
Sat, 25 Jan 2025US$3.1tUS$1.1tUS$88.6b19.3x34.8x2.8x
Mon, 23 Dec 2024US$3.0tUS$1.1tUS$88.3b19.5x33.4x2.7x
Wed, 20 Nov 2024US$2.8tUS$1.1tUS$87.3b17.4x31.5x2.5x
Fri, 18 Oct 2024US$2.7tUS$1.1tUS$80.1b19.3x33.3x2.5x
Sun, 15 Sep 2024US$2.6tUS$1.1tUS$80.2b17.6x31.8x2.3x
Tue, 13 Aug 2024US$2.4tUS$1.1tUS$77.3b17.8x30.8x2.2x
Thu, 11 Jul 2024US$2.7tUS$1.1tUS$70.0b17x38.4x2.5x
Sat, 08 Jun 2024US$2.6tUS$1.1tUS$70.1b18.3x36.5x2.4x
Mon, 06 May 2024US$2.6tUS$1.0tUS$70.1b24x36.8x2.5x
Wed, 03 Apr 2024US$2.5tUS$1.0tUS$62.8b23.7x39.1x2.4x
Fri, 01 Mar 2024US$2.4tUS$1.0tUS$60.4b25.1x39.3x2.3x
Sun, 28 Jan 2024US$2.2tUS$1.0tUS$54.3b22.3x41.3x2.2x
Tue, 26 Dec 2023US$2.2tUS$1.0tUS$54.2b22.1x40.5x2.2x
Thu, 23 Nov 2023US$2.1tUS$1.0tUS$52.9b27x39.2x2.1x
Sat, 21 Oct 2023US$1.8tUS$976.9bUS$34.3b24.2x53.1x1.9x
Mon, 18 Sep 2023US$2.0tUS$978.6bUS$34.4b23.3x58.7x2.1x
Wed, 16 Aug 2023US$2.0tUS$973.1bUS$33.8b20.9x58.6x2x
Fri, 14 Jul 2023US$2.0tUS$948.2bUS$25.3b33.2x77.1x2.1x
Sun, 11 Jun 2023US$1.8tUS$949.4bUS$25.4b29.3x71x1.9x
Tue, 09 May 2023US$1.6tUS$955.9bUS$18.1b38.2x88.5x1.7x
Thu, 06 Apr 2023US$1.6tUS$946.5bUS$9.1b34.5x176.7x1.7x
Sat, 04 Mar 2023US$187.7bUS$253.2bUS$9.6b20.4x19.6x0.7x
Mon, 30 Jan 2023US$192.7bUS$252.8bUS$10.8b18.1x17.9x0.8x
Wed, 28 Dec 2022US$178.3bUS$252.8bUS$10.8b15.9x16.5x0.7x
Fri, 25 Nov 2022US$194.7bUS$251.9bUS$10.8b16.8x18x0.8x
Sun, 23 Oct 2022US$183.2bUS$251.6bUS$12.0b12.6x15.3x0.7x
Tue, 20 Sep 2022US$186.7bUS$251.7bUS$12.0b12.8x15.5x0.7x
Thu, 18 Aug 2022US$204.4bUS$249.7bUS$13.9b11.4x14.7x0.8x
Price to Earnings Ratio

14.7x


Total Market Cap: US$204.4bTotal Earnings: US$13.9bTotal Revenue: US$249.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. General Merchandise and Department Stores Industry Price to Earnings3Y Average 40.4x202320242025
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 26.8x which is lower than its 3-year average PE of 40.4x.
  • 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 103% per year over the last three years.
  • Revenues for these companies have grown 67% 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 Market2.39%
Consumer Discretionary3.28%
General Merchandise and Department Stores3.25%
Broadline Retail3.25%
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 46.6x.
    • Analysts are expecting annual earnings growth of 15.1%, which is higher than its past year's earnings growth of 2.2% per year.
  • Investors are most pessimistic about the Broadline Retail industry, which is trading below its 3-year average of 46.6x.
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 growth rate of 2.2% 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$222.695.2%
+US$117.7b		33.5%PE33.6x
BABA Alibaba Group HoldingUS$120.362.4%
+US$6.4b		48.8%PE14.9x
PDD PDD HoldingsUS$114.262.0%
+US$3.2b		-19.8%PE11.7x
GLBE Global-E OnlineUS$34.707.3%
+US$398.9m		5.2%PS7.4x
ETSY EtsyUS$60.916.3%
+US$356.8m		14.5%PE36.8x

Latest News

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1Y
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1Y
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7D
3.9%
1Y
27.1%
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SVV
US$11.15
Savers Value Village
7D
-4.2%
1Y
27.1%
MELI
US$2,353.70
MercadoLibre
7D
-1.8%
1Y
23.8%
CPNG
US$27.83
Coupang
7D
-6.1%
1Y
22.4%
ETSY
US$60.91
Etsy
7D
6.3%
1Y
14.5%
GLBE
US$34.70
Global-E Online
7D
7.3%
1Y
5.2%

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VIPS
US$15.34
Vipshop Holdings
7D
-0.8%
1Y
9.3%
JD
US$31.49
JD.com
7D
-0.4%
1Y
20.8%
PDD
US$114.26
PDD Holdings
7D
2.0%
1Y
-19.8%

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KSS
US$11.12
Kohl's
7D
-2.4%
1Y
-42.3%
BABA
US$120.36
Alibaba Group Holding
7D
2.4%
1Y
48.8%
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US$2.65
Baozun
7D
-0.7%
1Y
16.2%

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OLLI
US$135.10
Ollie's Bargain Outlet Holdings
7D
-3.6%
1Y
52.4%