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U.S. Retail Distributors Industry Analysis

UpdatedFeb 28, 2026
DataAggregated Company Financials
Companies44
  • 7D1.4%
  • 3M-0.6%
  • 1Y-13.3%
  • YTD1.9%

The Retail Distributors industry is up 1.4% in the last week, with GigaCloud Technology up 26%. In contrast, the industry has lost 13% in the last 12 months. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 28 Feb 2026US$38.0bUS$64.1bUS$1.2b17.4x31.2x0.6x
Mon, 26 Jan 2026US$42.6bUS$60.6bUS$2.1b20.2x20.7x0.7x
Wed, 24 Dec 2025US$38.7bUS$60.6bUS$2.1b19x18.8x0.6x
Fri, 21 Nov 2025US$37.1bUS$60.5bUS$2.1b18x18x0.6x
Sun, 19 Oct 2025US$40.8bUS$59.2bUS$2.1b19.5x19.6x0.7x
Tue, 16 Sep 2025US$44.2bUS$59.2bUS$2.1b24x21.2x0.7x
Thu, 14 Aug 2025US$42.3bUS$59.2bUS$2.1b24.8x20.1x0.7x
Sat, 12 Jul 2025US$42.6bUS$59.0bUS$2.1b23.3x20x0.7x
Mon, 09 Jun 2025US$41.7bUS$59.0bUS$2.1b20.5x19.6x0.7x
Wed, 07 May 2025US$40.9bUS$58.6bUS$2.1b16.5x19.1x0.7x
Fri, 04 Apr 2025US$43.1bUS$58.7bUS$2.2b18.2x19.5x0.7x
Sun, 02 Mar 2025US$43.8bUS$58.7bUS$2.2b16.6x19.8x0.7x
Tue, 28 Jan 2025US$42.4bUS$58.0bUS$2.5b16.7x17.3x0.7x
Thu, 26 Dec 2024US$41.8bUS$58.0bUS$2.5b15x17.1x0.7x
Sat, 23 Nov 2024US$43.5bUS$57.9bUS$2.5b15.9x17.7x0.8x
Mon, 21 Oct 2024US$47.6bUS$57.4bUS$2.6b16.5x18.3x0.8x
Wed, 18 Sep 2024US$46.1bUS$57.4bUS$2.6b15x17.8x0.8x
Fri, 16 Aug 2024US$45.0bUS$58.0bUS$2.6b14.5x17.4x0.8x
Sun, 14 Jul 2024US$46.4bUS$57.6bUS$2.8b12.9x16.8x0.8x
Tue, 11 Jun 2024US$46.3bUS$47.4bUS$2.7b13.5x17.3x1x
Thu, 09 May 2024US$50.0bUS$47.3bUS$2.7b17x18.8x1.1x
Sat, 06 Apr 2024US$51.7bUS$47.0bUS$2.9b15.1x18.1x1.1x
Mon, 04 Mar 2024US$52.6bUS$46.9bUS$2.8b15.3x18.6x1.1x
Wed, 31 Jan 2024US$49.8bUS$46.5bUS$2.8b15.5x18x1.1x
Fri, 29 Dec 2023US$49.5bUS$46.4bUS$2.7b12.6x18.4x1.1x
Sun, 26 Nov 2023US$47.0bUS$46.3bUS$2.7b14.1x17.6x1x
Tue, 24 Oct 2023US$45.1bUS$45.9bUS$2.7b13.6x16.6x1x
Thu, 21 Sep 2023US$49.7bUS$45.9bUS$2.7b15.3x18.2x1.1x
Sat, 19 Aug 2023US$51.1bUS$45.9bUS$2.7b15.9x18.7x1.1x
Mon, 17 Jul 2023US$54.8bUS$45.5bUS$3.0b13.6x18.5x1.2x
Wed, 14 Jun 2023US$51.9bUS$45.5bUS$3.0b12.8x17.5x1.1x
Fri, 12 May 2023US$55.0bUS$46.9bUS$2.9b17x19x1.2x
Sun, 09 Apr 2023US$53.8bUS$45.2bUS$3.0b17.1x18x1.2x
Tue, 07 Mar 2023US$57.5bUS$46.2bUS$3.0b16.1x19.1x1.2x
Price to Earnings Ratio

19.1x


Total Market Cap: US$57.5bTotal 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 18.6x202420252026
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 31.2x which is higher than its 3-year average PE of 18.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.89x.
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-0.67%
Consumer Discretionary-1.54%
Retail Distributors1.42%
Distributors1.42%
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
GCT GigaCloud TechnologyUS$44.2826.4%
+US$336.5m		161.5%PE11.9x
GPC Genuine PartsUS$119.261.0%
+US$165.1m		-4.5%PE248.9x
POOL PoolUS$227.182.5%
+US$102.2m		-34.5%PE20.7x
AGCC Agencia Comercial SpiritsUS$13.6119.3%
+US$43.8m		n/aPE363.7x
AENT Alliance Entertainment HoldingUS$5.5716.5%
+US$40.3m		33.9%PE13x

Latest News

AENT
US$5.57
Alliance Entertainment Holding
7D
16.5%
1Y
33.9%
POOL
US$227.18
Pool
7D
2.5%
1Y
-34.5%
GCT
US$44.28
GigaCloud Technology
7D
26.4%
1Y
161.5%
SMJF
US$2.55
SMJ International Holdings
7D
94.7%
1Y
n/a
GOLD
US$57.47
Gold.com
7D
-2.3%
1Y
111.4%
LKQ
US$33.11
LKQ
7D
-2.9%
1Y
-21.5%

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.
CTNT
US$1.70
Cheetah Net Supply Chain Service
7D
22.3%
1Y
-10.1%
GPC
US$119.26
Genuine Parts
7D
1.0%
1Y
-4.5%
BRIA
US$1.90
BrilliA
7D
-13.6%
1Y
-34.9%
PASW
US$0.15
Ping An Biomedical
7D
-10.9%
1Y
n/a
DIT
US$111.01
AMCON Distributing
7D
-0.8%
1Y
-15.9%
JEM
US$0.096
707 Cayman Holdings
7D
-14.3%
1Y
n/a
WEYS
US$31.27
Weyco Group
7D
-2.5%
1Y
-10.1%
AGCC
US$13.61
Agencia Comercial Spirits
7D
19.3%
1Y
n/a
EPSM
US$1.32
Epsium Enterprise
7D
-6.7%
1Y
n/a