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U.S. Retail Distributors Industry Analysis

UpdatedApr 16, 2026
DataAggregated Company Financials
Companies44
  • 7D2.3%
  • 3M-14.4%
  • 1Y-9.6%
  • YTD-3.6%

Over the last 7 days, the Retail Distributors industry has risen 7.1%, driven by gains from Pool of 8.2%. In the same time, Polibeli Group was down 6.0%. In the past year, the industry is down 11%. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

Has the U.S. Retail Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Apr 2026US$36.6bUS$64.1bUS$1.2b18.4x31.6x0.6x
Sat, 14 Mar 2026US$35.1bUS$64.1bUS$1.2b17.3x28.9x0.5x
Mon, 09 Feb 2026US$44.6bUS$64.3bUS$2.1b20.3x21.7x0.7x
Wed, 07 Jan 2026US$38.6bUS$60.6bUS$2.1b19.8x18.7x0.6x
Fri, 05 Dec 2025US$38.7bUS$60.6bUS$2.1b19.6x18.8x0.6x
Sun, 02 Nov 2025US$39.9bUS$59.5bUS$2.1b21x19.2x0.7x
Tue, 30 Sep 2025US$42.3bUS$59.2bUS$2.1b23.4x20.3x0.7x
Thu, 28 Aug 2025US$42.6bUS$59.2bUS$2.1b26.3x20.3x0.7x
Sat, 26 Jul 2025US$42.1bUS$59.2bUS$2.1b24.7x20.1x0.7x
Mon, 23 Jun 2025US$40.3bUS$59.0bUS$2.1b20.2x19x0.7x
Wed, 21 May 2025US$44.1bUS$59.0bUS$2.1b20.9x20.7x0.7x
Fri, 18 Apr 2025US$40.3bUS$58.8bUS$2.2b17.5x18.2x0.7x
Sun, 16 Mar 2025US$42.9bUS$58.7bUS$2.2b17.2x19.4x0.7x
Tue, 11 Feb 2025US$41.2bUS$58.7bUS$2.4b15.9x16.9x0.7x
Thu, 09 Jan 2025US$41.0bUS$57.9bUS$2.5b16.6x16.7x0.7x
Sat, 07 Dec 2024US$44.8bUS$58.0bUS$2.5b17.5x18.3x0.8x
Mon, 04 Nov 2024US$42.0bUS$57.6bUS$2.4b14.5x17.2x0.7x
Wed, 02 Oct 2024US$47.3bUS$57.4bUS$2.6b15.8x18.3x0.8x
Fri, 30 Aug 2024US$46.7bUS$58.0bUS$2.6b15.6x18x0.8x
Sun, 28 Jul 2024US$47.4bUS$57.9bUS$2.6b15.2x18.3x0.8x
Tue, 25 Jun 2024US$45.7bUS$47.4bUS$2.7b13.5x17.1x1x
Thu, 23 May 2024US$49.2bUS$47.4bUS$2.7b14.1x18.4x1x
Sat, 20 Apr 2024US$51.5bUS$47.0bUS$2.8b16x18.4x1.1x
Mon, 18 Mar 2024US$53.1bUS$47.0bUS$2.9b15.4x18.5x1.1x
Wed, 14 Feb 2024US$50.0bUS$46.4bUS$2.8b18.3x17.9x1.1x
Fri, 12 Jan 2024US$48.7bUS$46.4bUS$2.8b13.3x17.7x1x
Sun, 10 Dec 2023US$46.4bUS$46.4bUS$2.7b13.8x17.3x1x
Tue, 07 Nov 2023US$45.7bUS$46.3bUS$2.7b13.8x17.1x1x
Thu, 05 Oct 2023US$48.8bUS$45.9bUS$2.7b14.8x17.9x1.1x
Sat, 02 Sep 2023US$52.2bUS$45.9bUS$2.7b16.1x19.1x1.1x
Mon, 31 Jul 2023US$53.3bUS$45.8bUS$2.7b14.5x19.6x1.2x
Wed, 28 Jun 2023US$54.5bUS$45.5bUS$3.0b13.3x18.4x1.2x
Fri, 26 May 2023US$52.0bUS$46.8bUS$2.9b17.9x18x1.1x
Sun, 23 Apr 2023US$54.1bUS$46.9bUS$3.0b16x18.3x1.2x
Price to Earnings Ratio

18.3x


Total Market Cap: US$54.1bTotal Earnings: US$3.0bTotal Revenue: US$46.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail Distributors Industry Price to Earnings3Y Average 19.1x202420252026
Current Industry PE
  • Investors are optimistic on the American Retail Distributors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 31.5x which is higher than its 3-year average PE of 19.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.86x.
Past Earnings Growth
  • The earnings for companies in the Retail Distributors industry have declined 27% per year over the last three years.
  • Meanwhile revenues for these companies have grown 11% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market3.42%
Consumer Discretionary5.81%
Retail Distributors2.29%
Distributors2.29%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
POOL PoolUS$226.598.2%
+US$629.0m		-24.8%PE20.6x
GPC Genuine PartsUS$110.442.8%
+US$421.5m		-1.5%PE233x
LKQ LKQUS$30.342.8%
+US$211.8m		-26.7%PE13x
GCT GigaCloud TechnologyUS$46.572.2%
+US$37.4m		286.5%PE12.4x
SORA AsiaStrategyUS$2.1512.4%
+US$5.9m		-18.3%PS3.8x

Latest News

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8.2%
1Y
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7D
2.8%
1Y
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Analysts have made a small adjustment to the LKQ fair value estimate to $40.81 from $40.94, reflecting a mix of higher and lower price targets across the Street as models are updated for recent guidance and macro headwinds. Analyst Commentary Street research on LKQ highlights a mix of optimism around valuation support and execution, paired with some caution tied to macro headwinds and reduced earnings expectations.
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n/a
JEM
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707 Cayman Holdings
7D
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1Y
n/a
DIT
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AMCON Distributing
7D
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23.0%
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AGCC
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Agencia Comercial Spirits
7D
-2.8%
1Y
n/a