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U.S. General Merchandise and Department Stores Industry Analysis

UpdatedAug 24, 2025
DataAggregated Company Financials
Companies32
  • 7D-0.07%
  • 3M11.5%
  • 1Y27.2%
  • YTD9.6%

The General Merchandise and Department Stores is pretty flat in the last 7 days, but PDD Holdings has stood out, gaining 6.9%. The past year has been better, since the industry has gained 27% in that time. 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
Sun, 24 Aug 2025US$3.2tUS$1.2tUS$115.1b20.7x27.9x2.7x
Tue, 22 Jul 2025US$3.2tUS$1.1tUS$111.0b15.8x28.6x2.8x
Thu, 19 Jun 2025US$3.0tUS$1.1tUS$110.9b16.1x27x2.6x
Sat, 17 May 2025US$2.9tUS$1.2tUS$113.0b15.9x26x2.5x
Mon, 14 Apr 2025US$2.6tUS$1.1tUS$103.7b14.2x25x2.3x
Wed, 12 Mar 2025US$2.8tUS$1.1tUS$103.4b16.5x27x2.5x
Fri, 07 Feb 2025US$3.2tUS$1.1tUS$88.4b19.3x35.9x2.9x
Sun, 05 Jan 2025US$3.0tUS$1.1tUS$88.2b21.4x33.5x2.7x
Tue, 03 Dec 2024US$2.8tUS$1.1tUS$88.4b19.7x31.7x2.5x
Thu, 31 Oct 2024US$2.7tUS$1.1tUS$80.1b21.3x33.6x2.5x
Sat, 28 Sep 2024US$2.7tUS$1.1tUS$80.6b19.7x33.4x2.5x
Mon, 26 Aug 2024US$2.5tUS$1.1tUS$77.1b20.5x32.5x2.3x
Wed, 24 Jul 2024US$2.5tUS$1.1tUS$70.0b16.7x35.8x2.4x
Fri, 21 Jun 2024US$2.5tUS$1.1tUS$70.1b18.1x35.9x2.4x
Sun, 19 May 2024US$2.6tUS$1.1tUS$67.3b24.6x38.6x2.5x
Tue, 16 Apr 2024US$2.5tUS$1.0tUS$62.8b21.2x39.2x2.4x
Thu, 14 Mar 2024US$2.4tUS$1.0tUS$61.0b21.8x39.4x2.3x
Sat, 10 Feb 2024US$2.4tUS$1.0tUS$60.1b18.6x39.7x2.3x
Mon, 08 Jan 2024US$2.1tUS$1.0tUS$54.3b24.1x38.6x2.1x
Wed, 06 Dec 2023US$2.1tUS$1.0tUS$54.1b16.7x38.6x2.1x
Fri, 03 Nov 2023US$2.0tUS$993.9bUS$41.5b23.9x47.1x2x
Sun, 01 Oct 2023US$1.9tUS$977.5bUS$34.3b23.1x54.4x1.9x
Tue, 29 Aug 2023US$1.9tUS$975.2bUS$33.9b20.9x56.7x2x
Thu, 27 Jul 2023US$1.9tUS$948.3bUS$25.3b33x75.2x2x
Sat, 24 Jun 2023US$1.8tUS$947.2bUS$25.3b27.5x73.1x2x
Mon, 22 May 2023US$1.7tUS$953.3bUS$25.2b24.9x67.5x1.8x
Wed, 19 Apr 2023US$1.6tUS$946.0bUS$9.1b36x175.9x1.7x
Fri, 17 Mar 2023US$179.7bUS$252.8bUS$9.0b19.6x20x0.7x
Sun, 12 Feb 2023US$191.9bUS$252.8bUS$10.8b17.9x17.8x0.8x
Tue, 10 Jan 2023US$183.3bUS$252.8bUS$10.8b17.4x17x0.7x
Thu, 08 Dec 2022US$184.7bUS$252.3bUS$10.9b14.3x16.9x0.7x
Sat, 05 Nov 2022US$188.2bUS$251.8bUS$11.8b14.4x15.9x0.7x
Mon, 03 Oct 2022US$173.8bUS$251.6bUS$12.0b11.3x14.5x0.7x
Wed, 31 Aug 2022US$183.0bUS$251.6bUS$12.0b12.2x15.2x0.7x
Price to Earnings Ratio

15.2x


Total Market Cap: US$183.0bTotal 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 40.6x202320242025
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 40.6x.
  • 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 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 Market0.48%
Consumer Discretionary1.57%
General Merchandise and Department Stores-0.073%
Department Stores0%0
General Merchandise Stores0%0
Broadline Retail-0.073%
Industry PE
  • Investors are most optimistic about the Broadline Retail industry even though it's trading below its 3-year average PE ratio of 46.3x.
    • Analysts are expecting annual earnings growth of 15.2%, which is higher than its past year's earnings decline of 10.8% per year.
  • Investors are most pessimistic about the Broadline Retail industry, which is trading below its 3-year average of 46.3x.
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 11% 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
PDD PDD HoldingsUS$127.116.9%
+US$11.6b		-9.1%PE13x
BABA Alibaba Group HoldingUS$122.941.4%
+US$3.8b		43.9%PE15.2x
MNSO MINISO Group HoldingUS$26.6335.0%
+US$2.1b		67.8%PE24.8x
MELI MercadoLibreUS$2.43k1.6%
+US$1.9b		21.5%PE60x
CPNG CoupangUS$28.752.2%
+US$1.1b		25.7%PE143.6x

Latest News

ETSY
US$62.66
Etsy
7D
-5.7%
1Y
13.1%
MNSO
US$26.63
MINISO Group Holding
7D
35.0%
1Y
67.8%

US And Europe Expansion And Partnerships Will Secure Lasting Success

Analysts raised their price targets for MINISO Group Holding to $25.81, driven by stronger-than-expected Q2 results, improved same-store sales in China, higher earnings forecasts, and a more favorable valuation outlook. Analyst Commentary Bullish analysts cited Miniso's better-than-expected Q2 results, highlighting positive same-store sales growth in China and resumed store openings.
GLBE
US$33.28
Global-E Online
7D
8.0%
1Y
-4.7%
EBAY
US$99.22
eBay
7D
-1.5%
1Y
68.5%
DDS
US$533.72
Dillard's
7D
3.5%
1Y
49.0%
JD
US$31.88
JD.com
7D
0.6%
1Y
18.8%

We Think That There Are Issues Underlying JD.com's (NASDAQ:JD) Earnings

Aug 21
We Think That There Are Issues Underlying JD.com's (NASDAQ:JD) Earnings
AMZN
US$228.84
Amazon.com
7D
-0.9%
1Y
29.3%
PDD
US$127.11
PDD Holdings
7D
6.9%
1Y
-9.1%
BABA
US$122.94
Alibaba Group Holding
7D
1.4%
1Y
43.9%
OLLI
US$132.19
Ollie's Bargain Outlet Holdings
7D
-1.0%
1Y
33.7%
MELI
US$2,430.62
MercadoLibre
7D
1.6%
1Y
21.5%
HOUR
US$1.59
Hour Loop
7D
-9.4%
1Y
14.4%
LGCB
US$2.27
Linkage Global
7D
-8.1%
1Y
-87.1%
GRPN
US$26.69
Groupon
7D
-6.4%
1Y
94.5%

AI And North American Momentum Will Balance Risk And Reward

Despite a marked decline in Groupon's net profit margin, a sharp rise in its future P/E ratio suggests elevated growth expectations, supporting the consensus analyst price target increase from $30.00 to $32.25. What's in the News Groupon is seeking M&A opportunities, with a disciplined approach to strategic acquisitions and share repurchases.
CPNG
US$28.75
Coupang
7D
2.2%
1Y
25.7%

AI And Automation Will Expand Horizons In Korea And Taiwan

With Coupang’s future P/E and net profit margin both remaining essentially unchanged, analyst sentiment appears stable, resulting in no meaningful shift to the consensus price target, which holds at $32.99. What's in the News Coupang completed no share repurchases, with 0 shares bought back for $0 million under the most recent buyback program.
HEPS
US$2.92
D-Market Elektronik Hizmetler ve Ticaret
7D
-1.4%
1Y
2.5%