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U.S. General Merchandise and Department Stores Industry Analysis

UpdatedSep 01, 2025
DataAggregated Company Financials
Companies32
  • 7D0.8%
  • 3M11.5%
  • 1Y30.3%
  • YTD10.1%

Over the last 7 days, the General Merchandise and Department Stores industry has remained flat, although notably Alibaba Group Holding gained 8.6%. As for the the longer term, the industry is up 30% over the past 12 months. 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, 01 Sep 2025US$3.2tUS$1.2tUS$117.8b18.9x27.4x2.7x
Wed, 30 Jul 2025US$3.2tUS$1.1tUS$111.0b17.5x28.9x2.8x
Fri, 27 Jun 2025US$3.0tUS$1.1tUS$111.0b15.9x26.8x2.6x
Sun, 25 May 2025US$2.9tUS$1.1tUS$112.8b16.2x25.5x2.5x
Tue, 22 Apr 2025US$2.5tUS$1.1tUS$103.7b14.4x23.9x2.2x
Thu, 20 Mar 2025US$2.8tUS$1.1tUS$103.4b16.9x27.4x2.5x
Sat, 15 Feb 2025US$3.2tUS$1.1tUS$97.9b23.8x32.4x2.8x
Mon, 13 Jan 2025US$2.9tUS$1.1tUS$88.2b20.4x32.6x2.6x
Wed, 11 Dec 2024US$3.0tUS$1.1tUS$88.6b19.4x34.1x2.7x
Fri, 08 Nov 2024US$2.8tUS$1.1tUS$84.8b21.4x33.6x2.6x
Sun, 06 Oct 2024US$2.7tUS$1.1tUS$80.4b21.9x34x2.5x
Tue, 03 Sep 2024US$2.5tUS$1.1tUS$79.7b19.9x30.8x2.3x
Thu, 01 Aug 2024US$2.5tUS$1.1tUS$70.3b16.6x36.3x2.4x
Sat, 29 Jun 2024US$2.7tUS$1.1tUS$70.1b16.6x37.9x2.5x
Mon, 27 May 2024US$2.5tUS$1.1tUS$70.0b23x36.4x2.4x
Wed, 24 Apr 2024US$2.4tUS$1.0tUS$62.8b22.3x38.9x2.4x
Fri, 22 Mar 2024US$2.4tUS$1.0tUS$62.9b21.2x38.8x2.4x
Sun, 18 Feb 2024US$2.4tUS$1.0tUS$60.0b20.3x39.2x2.3x
Tue, 16 Jan 2024US$2.2tUS$1.0tUS$54.3b24.8x40.5x2.2x
Thu, 14 Dec 2023US$2.1tUS$1.0tUS$54.0b17.1x39.2x2.1x
Sat, 11 Nov 2023US$2.0tUS$997.3bUS$45.8b25.6x43.8x2x
Mon, 09 Oct 2023US$1.9tUS$977.5bUS$34.3b24.8x54.9x1.9x
Wed, 06 Sep 2023US$2.0tUS$977.3bUS$34.3b23.8x58.8x2.1x
Fri, 04 Aug 2023US$1.9tUS$948.5bUS$26.1b24.6x73.4x2x
Sun, 02 Jul 2023US$1.9tUS$943.9bUS$25.1b28.4x73.9x2x
Tue, 30 May 2023US$1.7tUS$953.1bUS$25.9b21.8x67.2x1.8x
Thu, 27 Apr 2023US$1.6tUS$943.7bUS$9.0b34.9x174.9x1.7x
Sat, 25 Mar 2023US$1.5tUS$946.8bUS$9.1b33.5x169.5x1.6x
Mon, 20 Feb 2023US$193.9bUS$252.8bUS$10.8b17.7x18x0.8x
Wed, 18 Jan 2023US$187.4bUS$252.8bUS$10.8b17.4x17.4x0.7x
Fri, 16 Dec 2022US$180.0bUS$252.8bUS$10.8b16.3x16.7x0.7x
Sun, 13 Nov 2022US$199.4bUS$251.9bUS$11.8b16.4x16.8x0.8x
Tue, 11 Oct 2022US$178.8bUS$251.6bUS$12.0b11.9x14.9x0.7x
Thu, 08 Sep 2022US$183.4bUS$251.7bUS$12.2b7x15x0.7x
Price to Earnings Ratio

15x


Total Market Cap: US$183.4bTotal Earnings: US$12.2bTotal Revenue: US$251.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. General Merchandise and Department Stores Industry Price to Earnings3Y Average 40.7x202320242025
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 27.4x which is lower than its 3-year average PE of 40.7x.
  • 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 113% 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 Market0.46%
Consumer Discretionary0.14%
General Merchandise and Department Stores0.77%
Broadline Retail0.77%
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 46.2x.
    • Analysts are expecting annual earnings growth of 15.0%, which is higher than its past year's earnings decline of 6.4% per year.
  • Investors are most pessimistic about the Broadline Retail industry, which is trading below its 3-year average of 46.2x.
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 6.4% 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$135.008.6%
+US$23.8b		62.0%PE14.5x
AMZN Amazon.comUS$229.000.5%
+US$11.3b		28.3%PE34.6x
MELI MercadoLibreUS$2.47k2.7%
+US$3.3b		19.9%PE61.1x
GLBE Global-E OnlineUS$33.462.7%
+US$147.7m		-2.8%PS6.7x
SVV Savers Value VillageUS$12.097.8%
+US$135.3m		36.6%PE55.3x

Latest News

PDD
US$120.22
PDD Holdings
7D
-6.2%
1Y
25.1%
BABA
US$135.00
Alibaba Group Holding
7D
8.6%
1Y
62.0%
KSS
US$15.06
Kohl's
7D
8.0%
1Y
-22.3%

Brick-and-Mortar Decline And Sephora Rollout Will Redefine Retail Outlook

Kohl’s analyst price target has been raised from $10.07 to $14.28 as improved Q2 results, tighter expense and inventory management, and the rollout of additional self-help initiatives have led to better-than-expected profitability and signs of operational stabilization, despite ongoing sector challenges. Analyst Commentary Improved Q2 results exceeded expectations, with guidance raised and signs of sales trend stabilization, though overall sales remain weak.
OLLI
US$126.84
Ollie's Bargain Outlet Holdings
7D
-2.6%
1Y
41.6%

Acquiring Big Lots Leases And Launching Stores Will Boost Reach

Analysts raised their price target for Ollie’s Bargain Outlet to $140.07, citing accelerated store growth, strong comps, margin expansion, and incremental market share gains, though some warn that elevated valuation now largely reflects these tailwinds. Analyst Commentary Accelerated store growth, strong comparable sales, and effective execution are supporting share gains and positive outlooks for unit expansion.
ETSY
US$53.01
Etsy
7D
-7.6%
1Y
-3.8%
MNSO
US$24.85
MINISO Group Holding
7D
-3.0%
1Y
51.2%
DDS
US$532.88
Dillard's
7D
-0.4%
1Y
57.2%
GLBE
US$33.46
Global-E Online
7D
2.7%
1Y
-2.8%
EBAY
US$90.61
eBay
7D
-8.1%
1Y
53.3%
JD
US$31.07
JD.com
7D
-2.9%
1Y
15.1%

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Aug 21
We Think That There Are Issues Underlying JD.com's (NASDAQ:JD) Earnings
AMZN
US$229.00
Amazon.com
7D
0.5%
1Y
28.3%
JMIA
US$8.60
Jumia Technologies
7D
4.4%
1Y
74.1%

Jumia Technologies AG (NYSE:JMIA) Stocks Shoot Up 71% But Its P/S Still Looks Reasonable

Aug 16
Jumia Technologies AG (NYSE:JMIA) Stocks Shoot Up 71% But Its P/S Still Looks Reasonable
VIPS
US$16.74
Vipshop Holdings
7D
-1.3%
1Y
33.5%

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.
MELI
US$2,472.91
MercadoLibre
7D
2.7%
1Y
19.9%
SVV
US$12.09
Savers Value Village
7D
7.8%
1Y
36.6%
CPNG
US$28.58
Coupang
7D
0.1%
1Y
29.0%

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.