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U.S. Retail Distributors Industry Analysis

UpdatedJan 08, 2026
DataAggregated Company Financials
Companies46
  • 7D0.9%
  • 3M-6.9%
  • 1Y-6.1%
  • YTD1.5%

Last week, the Retail Distributors industry hasn't moved much but Pool is up 3.6% in that time. Unfortunately though, the industry is down 6.1% over the past 12 months. Earnings are forecast to grow by 9.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 08 Jan 2026US$39.1bUS$60.6bUS$2.1b19.7x19x0.6x
Sat, 06 Dec 2025US$38.6bUS$60.6bUS$2.1b19.5x18.8x0.6x
Mon, 03 Nov 2025US$39.9bUS$59.5bUS$2.1b21x19.2x0.7x
Wed, 01 Oct 2025US$42.6bUS$59.2bUS$2.1b22.4x20.5x0.7x
Fri, 29 Aug 2025US$42.7bUS$59.2bUS$2.1b26x20.4x0.7x
Sun, 27 Jul 2025US$42.2bUS$59.2bUS$2.1b24.7x20.2x0.7x
Tue, 24 Jun 2025US$40.6bUS$59.0bUS$2.1b19.9x19.1x0.7x
Thu, 22 May 2025US$43.5bUS$59.0bUS$2.1b20.4x20.4x0.7x
Sat, 19 Apr 2025US$40.9bUS$58.8bUS$2.2b17.5x18.5x0.7x
Mon, 17 Mar 2025US$42.9bUS$58.7bUS$2.2b17.2x19.4x0.7x
Wed, 12 Feb 2025US$41.5bUS$58.7bUS$2.4b15.7x17x0.7x
Fri, 10 Jan 2025US$40.8bUS$57.9bUS$2.5b16.6x16.6x0.7x
Sun, 08 Dec 2024US$44.2bUS$58.0bUS$2.5b17.5x18x0.8x
Tue, 05 Nov 2024US$42.0bUS$57.6bUS$2.4b14.8x17.2x0.7x
Thu, 03 Oct 2024US$47.3bUS$57.4bUS$2.6b15.8x18.3x0.8x
Sat, 31 Aug 2024US$46.7bUS$57.4bUS$2.6b15.7x18.1x0.8x
Mon, 29 Jul 2024US$47.4bUS$57.9bUS$2.6b15.2x18.3x0.8x
Wed, 26 Jun 2024US$45.9bUS$47.4bUS$2.7b13.3x17.1x1x
Fri, 24 May 2024US$48.6bUS$47.4bUS$2.7b13.6x18.2x1x
Sun, 21 Apr 2024US$51.7bUS$47.0bUS$2.8b15x18.5x1.1x
Tue, 19 Mar 2024US$52.5bUS$47.0bUS$2.9b14.7x18.3x1.1x
Thu, 15 Feb 2024US$50.0bUS$46.4bUS$2.8b18.8x17.9x1.1x
Sat, 13 Jan 2024US$48.5bUS$46.4bUS$2.8b13.2x17.6x1x
Mon, 11 Dec 2023US$46.4bUS$46.4bUS$2.7b13.8x17.3x1x
Wed, 08 Nov 2023US$45.3bUS$46.3bUS$2.7b13.9x17x1x
Fri, 06 Oct 2023US$47.9bUS$45.9bUS$2.7b14.8x17.5x1x
Sun, 03 Sep 2023US$52.2bUS$45.9bUS$2.7b16.1x19.1x1.1x
Tue, 01 Aug 2023US$53.3bUS$45.8bUS$2.7b14.6x19.6x1.2x
Thu, 29 Jun 2023US$54.6bUS$45.5bUS$3.0b13.3x18.4x1.2x
Sat, 27 May 2023US$51.5bUS$46.9bUS$2.9b12.5x17.8x1.1x
Mon, 24 Apr 2023US$54.1bUS$46.9bUS$3.0b16x18.3x1.2x
Wed, 22 Mar 2023US$55.5bUS$46.7bUS$3.0b12.9x18.3x1.2x
Fri, 17 Feb 2023US$59.7bUS$45.6bUS$3.1b13.1x19x1.3x
Sun, 15 Jan 2023US$57.2bUS$44.1bUS$3.1b15.4x18.4x1.3x
Price to Earnings Ratio

18.4x


Total Market Cap: US$57.2bTotal Earnings: US$3.1bTotal Revenue: US$44.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail Distributors Industry Price to Earnings3Y Average 18.4x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Retail Distributors industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 18.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.92x.
Past Earnings Growth
  • The earnings for companies in the Retail Distributors industry have declined 13% 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 Market1.52%
Consumer Discretionary2.00%
Retail Distributors0.92%
Distributors0.92%
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$237.013.6%
+US$307.7m		-27.0%PE21.5x
LKQ LKQUS$31.213.3%
+US$258.5m		-14.1%PE11.5x
GCT GigaCloud TechnologyUS$42.327.7%
+US$112.7m		116.1%PE12.1x
GOLD Gold.comUS$37.8811.2%
+US$94.4m		36.1%PE126.2x
AGCC Agencia Comercial SpiritsUS$10.568.2%
+US$27.5m		n/aPE488.2x

Latest News

AENT
US$7.87
Alliance Entertainment Holding
7D
-2.7%
1Y
-15.2%
JMG
US$7.00
JM Group
7D
16.9%
1Y
n/a
GCT
US$42.32
GigaCloud Technology
7D
7.7%
1Y
116.1%

GCT: Elevated Price Objective Will Depend On Unproven Margin Expansion

Narrative Update Analysts raised their price target on GigaCloud Technology to US$33 from US$31, citing sales that were stronger than guidance. This includes contributions from Noble House and off-platform e-commerce.
RCT
US$1.34
RedCloud Holdings
7D
-10.1%
1Y
n/a
LKQ
US$31.21
LKQ
7D
3.3%
1Y
-14.1%

Lacklustre Performance Is Driving LKQ Corporation's (NASDAQ:LKQ) Low P/E

Jan 03
Lacklustre Performance Is Driving LKQ Corporation's (NASDAQ:LKQ) Low P/E
BRIA
US$1.73
BrilliA
7D
8.8%
1Y
-56.3%
GOLD
US$37.88
Gold.com
7D
11.2%
1Y
36.1%
AGCC
US$10.56
Agencia Comercial Spirits
7D
8.2%
1Y
n/a
GPC
US$122.56
Genuine Parts
7D
-0.3%
1Y
5.2%

Returns On Capital At Genuine Parts (NYSE:GPC) Have Hit The Brakes

Dec 30
Returns On Capital At Genuine Parts (NYSE:GPC) Have Hit The Brakes
DIT
US$106.50
AMCON Distributing
7D
-3.9%
1Y
-18.1%
SORA
US$2.97
AsiaStrategy
7D
-2.5%
1Y
n/a
POOL
US$237.01
Pool
7D
3.6%
1Y
-27.0%

POOL Improving Execution And Firming Demand Will Drive Long-Term Upside

Analysts have modestly trimmed their fair value estimate for Pool Corp to approximately $323 per share from about $333, citing a slightly higher discount rate and premium valuation, even as they acknowledge improving demand trends, incremental profitability gains, and solid long term growth prospects. Analyst Commentary Recent Street research highlights a generally constructive but valuation conscious stance on Pool Corp, with views split between those expecting continued upside from company specific execution and those cautious about near term return potential.
SMJF
US$5.24
SMJ International Holdings
7D
3.6%
1Y
n/a
PASW
US$0.46
Ping An Biomedical
7D
-8.0%
1Y
n/a
WEYS
US$30.14
Weyco Group
7D
-1.5%
1Y
-14.4%

Estimating The Fair Value Of Weyco Group, Inc. (NASDAQ:WEYS)

Nov 21
Estimating The Fair Value Of Weyco Group, Inc. (NASDAQ:WEYS)