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U.S. Retail Distributors Industry Analysis

UpdatedMar 06, 2026
DataAggregated Company Financials
Companies44
  • 7D-1.7%
  • 3M-3.5%
  • 1Y-17.5%
  • YTD-0.9%

Over the last 7 days, the Retail Distributors industry has dropped 1.7%, driven by declines in Pool and LKQ of 4.1% and 3.6%, respectively. Overall the industry is down 18% in 12 months. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 06 Mar 2026US$37.6bUS$64.1bUS$1.2b17.7x31x0.6x
Sun, 01 Feb 2026US$42.2bUS$60.6bUS$2.1b19.8x20.6x0.7x
Tue, 30 Dec 2025US$38.7bUS$60.6bUS$2.1b18.6x18.9x0.6x
Thu, 27 Nov 2025US$38.3bUS$60.5bUS$2.1b18.4x18.6x0.6x
Sat, 25 Oct 2025US$41.4bUS$59.5bUS$2.1b20.6x19.8x0.7x
Mon, 22 Sep 2025US$42.8bUS$59.2bUS$2.1b23.1x20.6x0.7x
Wed, 20 Aug 2025US$42.4bUS$59.2bUS$2.1b24.4x20.2x0.7x
Fri, 18 Jul 2025US$40.7bUS$59.0bUS$2.1b23.5x19.1x0.7x
Sun, 15 Jun 2025US$40.5bUS$59.0bUS$2.1b19.3x19x0.7x
Tue, 13 May 2025US$41.4bUS$59.0bUS$2.1b19.4x19.5x0.7x
Thu, 10 Apr 2025US$38.3bUS$58.8bUS$2.2b17.5x17.3x0.7x
Sat, 08 Mar 2025US$44.2bUS$58.7bUS$2.2b15.4x20x0.8x
Mon, 03 Feb 2025US$41.7bUS$58.0bUS$2.5b17.2x17x0.7x
Wed, 01 Jan 2025US$41.2bUS$58.0bUS$2.5b14.9x16.8x0.7x
Fri, 29 Nov 2024US$45.0bUS$58.0bUS$2.5b16.9x18.4x0.8x
Sun, 27 Oct 2024US$42.5bUS$57.6bUS$2.4b14.6x17.4x0.7x
Tue, 24 Sep 2024US$46.3bUS$57.4bUS$2.6b15.7x17.8x0.8x
Thu, 22 Aug 2024US$46.2bUS$58.0bUS$2.6b14.9x17.7x0.8x
Sat, 20 Jul 2024US$47.1bUS$57.7bUS$2.8b14.9x17.1x0.8x
Mon, 17 Jun 2024US$44.9bUS$47.4bUS$2.7b12.9x16.8x0.9x
Wed, 15 May 2024US$50.3bUS$47.4bUS$2.7b14.3x18.8x1.1x
Fri, 12 Apr 2024US$50.8bUS$47.0bUS$2.9b14.7x17.8x1.1x
Sun, 10 Mar 2024US$52.9bUS$46.9bUS$2.8b15.3x18.7x1.1x
Tue, 06 Feb 2024US$48.5bUS$46.5bUS$2.8b17x17.5x1x
Thu, 04 Jan 2024US$47.6bUS$46.4bUS$2.7b12.6x17.7x1x
Sat, 02 Dec 2023US$45.7bUS$46.4bUS$2.7b13.9x17x1x
Mon, 30 Oct 2023US$43.2bUS$46.3bUS$2.7b13.2x16.2x0.9x
Wed, 27 Sep 2023US$48.1bUS$45.9bUS$2.7b14.8x17.6x1x
Fri, 25 Aug 2023US$50.8bUS$45.9bUS$2.7b15.7x18.6x1.1x
Sun, 23 Jul 2023US$53.4bUS$45.7bUS$2.9b13.5x18.7x1.2x
Tue, 20 Jun 2023US$52.9bUS$45.5bUS$3.0b12.7x17.9x1.2x
Thu, 18 May 2023US$54.0bUS$46.8bUS$2.9b16.8x18.7x1.2x
Sat, 15 Apr 2023US$53.4bUS$46.5bUS$3.0b15.3x18x1.1x
Mon, 13 Mar 2023US$54.7bUS$46.2bUS$3.0b15.5x18.2x1.2x
Price to Earnings Ratio

18.2x


Total Market Cap: US$54.7bTotal Earnings: US$3.0bTotal Revenue: US$46.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail Distributors Industry Price to Earnings3Y Average 18.7x202420252026
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 31.0x which is higher than its 3-year average PE of 18.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.88x.
Past Earnings Growth
  • The earnings for companies in the Retail Distributors industry have declined 26% per year over the last three years.
  • Meanwhile revenues for these companies have grown 12% 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 Market-1.24%
Consumer Discretionary-0.67%
Retail Distributors-1.75%
Distributors-1.75%
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
GPC Genuine PartsUS$117.110.2%
+US$210.1m		-7.0%PE247.1x
AENT Alliance Entertainment HoldingUS$6.6830.7%
+US$80.0m		64.5%PE15.6x
SMJF SMJ International HoldingsUS$3.4673.0%
+US$40.4m		n/aPE120.8x
AGCC Agencia Comercial SpiritsUS$15.3914.9%
+US$39.6m		n/aPE411.4x
RAY Raytech HoldingUS$4.7311.8%
+US$1.4m		-68.6%PE12x

Latest News

WEYS
US$31.30
Weyco Group
7D
-3.7%
1Y
-2.7%
GPC
US$117.11
Genuine Parts
7D
0.2%
1Y
-7.0%
POOL
US$217.92
Pool
7D
-4.1%
1Y
-40.2%
AENT
US$6.68
Alliance Entertainment Holding
7D
30.7%
1Y
64.5%
GCT
US$43.66
GigaCloud Technology
7D
-7.1%
1Y
179.3%
SMJF
US$3.46
SMJ International Holdings
7D
73.0%
1Y
n/a
GOLD
US$54.60
Gold.com
7D
-3.2%
1Y
100.7%
LKQ
US$31.46
LKQ
7D
-3.6%
1Y
-26.4%

LKQ: Portfolio Review And Specialty Sale Will Support Future Upside Potential

The analyst price target for LKQ has been adjusted slightly higher to $34 from $33, as analysts refreshed their models after the Q4 report and updated assumptions around growth, margins and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$34 target as reflecting refreshed expectations following the Q4 report, with updated assumptions around growth, margins and the P/E used in their models.
GNLN
US$0.76
Greenlane Holdings
7D
15.2%
1Y
-99.8%
BRIA
US$2.02
BrilliA
7D
1.0%
1Y
-31.1%
DIT
US$111.86
AMCON Distributing
7D
0.8%
1Y
-16.8%
RAY
US$4.73
Raytech Holding
7D
11.8%
1Y
-68.6%
RCT
US$0.91
RedCloud Holdings
7D
-21.1%
1Y
n/a
AGCC
US$15.39
Agencia Comercial Spirits
7D
14.9%
1Y
n/a
EPSM
US$1.06
Epsium Enterprise
7D
-21.5%
1Y
n/a