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U.S. General Merchandise and Department Stores Industry Analysis

UpdatedAug 21, 2025
DataAggregated Company Financials
Companies32
  • 7D-0.8%
  • 3M7.5%
  • 1Y22.1%
  • YTD6.7%

The General Merchandise and Department Stores industry has been flat over the last week, but Alibaba Group Holding has lost 5.8%. As for the the longer term, the industry is up 22% over the past 12 months. Looking forward, 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
Thu, 21 Aug 2025US$3.2tUS$1.2tUS$115.0b18.6x27.6x2.7x
Sat, 19 Jul 2025US$3.1tUS$1.1tUS$111.0b15.9x27.9x2.7x
Mon, 16 Jun 2025US$2.9tUS$1.1tUS$111.0b15.8x26.5x2.6x
Wed, 14 May 2025US$3.0tUS$1.2tUS$111.3b16.2x26.8x2.6x
Fri, 11 Apr 2025US$2.6tUS$1.1tUS$103.5b14x24.6x2.3x
Sun, 09 Mar 2025US$2.9tUS$1.1tUS$103.5b16.6x27.8x2.5x
Tue, 04 Feb 2025US$3.2tUS$1.1tUS$88.5b19.1x35.7x2.9x
Thu, 02 Jan 2025US$2.9tUS$1.1tUS$88.3b20x32.7x2.6x
Sat, 30 Nov 2024US$2.8tUS$1.1tUS$88.5b19.3x31.6x2.5x
Mon, 28 Oct 2024US$2.6tUS$1.1tUS$80.1b19.8x33.1x2.4x
Wed, 25 Sep 2024US$2.7tUS$1.1tUS$80.5b18.1x33x2.4x
Fri, 23 Aug 2024US$2.5tUS$1.1tUS$77.0b20.2x33.1x2.4x
Sun, 21 Jul 2024US$2.5tUS$1.1tUS$70.1b16.6x35.7x2.4x
Tue, 18 Jun 2024US$2.5tUS$1.1tUS$70.1b18.3x36.1x2.4x
Thu, 16 May 2024US$2.6tUS$1.1tUS$67.3b24.1x38.4x2.5x
Sat, 13 Apr 2024US$2.5tUS$1.0tUS$62.8b23.2x40.5x2.5x
Mon, 11 Mar 2024US$2.4tUS$1.0tUS$60.5b21.7x39.2x2.3x
Wed, 07 Feb 2024US$2.3tUS$1.0tUS$64.6b18.9x36.2x2.3x
Fri, 05 Jan 2024US$2.1tUS$1.0tUS$54.2b23.5x38.7x2.1x
Sun, 03 Dec 2023US$2.1tUS$1.0tUS$54.0b22.1x39.3x2.1x
Tue, 31 Oct 2023US$1.9tUS$992.9bUS$41.3b24.6x46.4x1.9x
Thu, 28 Sep 2023US$1.8tUS$977.1bUS$34.3b22.4x53.9x1.9x
Sat, 26 Aug 2023US$1.9tUS$975.2bUS$33.9b20.9x56.7x2x
Mon, 24 Jul 2023US$1.9tUS$946.8bUS$25.3b33.1x74.9x2x
Wed, 21 Jun 2023US$1.8tUS$947.1bUS$25.3b27.6x72.5x1.9x
Fri, 19 May 2023US$1.7tUS$952.3bUS$25.2b24.8x68.8x1.8x
Sun, 16 Apr 2023US$1.6tUS$946.5bUS$9.1b26.2x175x1.7x
Tue, 14 Mar 2023US$179.3bUS$252.8bUS$9.0b20x19.9x0.7x
Thu, 09 Feb 2023US$193.7bUS$252.8bUS$10.8b18.5x18x0.8x
Sat, 07 Jan 2023US$187.8bUS$252.8bUS$10.8b17.5x17.4x0.7x
Mon, 05 Dec 2022US$191.9bUS$252.8bUS$10.8b17.1x17.8x0.8x
Wed, 02 Nov 2022US$193.4bUS$251.6bUS$12.0b12.8x16.1x0.8x
Fri, 30 Sep 2022US$175.2bUS$251.6bUS$12.0b11.6x14.6x0.7x
Sun, 28 Aug 2022US$183.4bUS$251.8bUS$12.2b8.8x15.1x0.7x
Price to Earnings Ratio

15.1x


Total Market Cap: US$183.4bTotal Earnings: US$12.2bTotal Revenue: US$251.8bTotal 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 27.6x 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 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 Market-1.48%
Consumer Discretionary-1.55%
General Merchandise and Department Stores-0.76%
Department Stores0%0
General Merchandise Stores0%0
Broadline Retail-0.76%
Industry PE
  • Investors are most optimistic about the Broadline Retail industry even though it's trading below its 3-year average PE ratio of 46.4x.
    • 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 46.4x.
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
PDD PDD HoldingsUS$122.967.2%
+US$11.7b		-16.5%PE12.6x
MELI MercadoLibreUS$2.34k0.8%
+US$894.3m		17.5%PE57.7x
MNSO MINISO Group HoldingUS$22.1713.6%
+US$809.6m		38.2%PE19.8x
GLBE Global-E OnlineUS$31.663.5%
+US$179.9m		-8.8%PS6.4x
EBAY eBayUS$98.860.4%
+US$173.7m		67.5%PE20.6x

Latest News

MNSO
US$22.17
MINISO Group Holding
7D
13.6%
1Y
38.2%
JD
US$31.18
JD.com
7D
-1.3%
1Y
17.0%

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
DDS
US$506.80
Dillard's
7D
1.6%
1Y
46.2%

Some May Be Optimistic About Dillard's' (NYSE:DDS) Earnings

Aug 21
Some May Be Optimistic About Dillard's' (NYSE:DDS) Earnings
AMZN
US$221.95
Amazon.com
7D
-3.9%
1Y
26.0%
PDD
US$122.96
PDD Holdings
7D
7.2%
1Y
-16.5%
BABA
US$118.09
Alibaba Group Holding
7D
-3.4%
1Y
42.3%
EBAY
US$98.86
eBay
7D
0.4%
1Y
67.5%

Online Recommerce And AI Will Shape Sustainable Market Opportunities

eBay’s analyst price target has increased to $87.63, reflecting better-than-expected Q2 results, accelerating growth in key categories, technology investment, and higher EPS estimates, though some caution remains after the share price rally. Analyst Commentary Better-than-expected Q2 results, including 7% net income growth and 6% revenue increase, supported by accelerated growth in focus categories and enhanced platform tools such as live commerce.
VIPS
US$16.96
Vipshop Holdings
7D
-2.1%
1Y
35.6%

Expanding 'Made For VIP' Line And AI Tech Will Elevate Customer Experiences

Vipshop Holdings’ analyst price target has been raised to $17.64, reflecting improved bullish sentiment on core business momentum and profitability relative to peers, despite modest downward revisions to near-term revenue and profit forecasts amid ongoing product-specific headwinds. Analyst Commentary Bullish analysts acknowledge continued mild improvement in GMV and revenue year-over-year, supporting share price upside at an attractive valuation.
KSS
US$13.32
Kohl's
7D
-7.9%
1Y
-29.7%

Refocusing On Core Categories And Omnichannel Strategy Will Strengthen Future Customer Loyalty

Kohl's consensus analyst price target has been revised upward to $10.07, reflecting a notable increase in future P/E expectations despite a decline in net profit margin. What's in the News Kohl's stock experienced a surge of over 33-38% in late July 2025, driven by increased retail investor activity and social media-fueled "meme stock" dynamics, particularly due to high short interest (Forbes, Bloomberg).
GLBE
US$31.66
Global-E Online
7D
3.5%
1Y
-8.8%
BZUN
US$2.86
Baozun
7D
4.0%
1Y
28.3%
MELI
US$2,337.44
MercadoLibre
7D
0.8%
1Y
17.5%
GRPN
US$27.14
Groupon
7D
-7.5%
1Y
106.7%

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.
SVV
US$11.26
Savers Value Village
7D
1.4%
1Y
17.8%
ETSY
US$62.92
Etsy
7D
-7.8%
1Y
17.0%

AI Personalization And App Engagement Will Boost E-commerce Appeal

With no change in revenue growth forecasts or future P/E, analysts have maintained their fair value estimate for Etsy at $63.96. What's in the News Completed share buyback of 10,067,260 shares (9.47% of shares outstanding) for $523.36 million.
CPNG
US$28.22
Coupang
7D
-0.4%
1Y
22.7%

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.