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U.S. Retail Distributors Industry Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies44
  • 7D-5.3%
  • 3M-11.6%
  • 1Y-20.3%
  • YTD-8.4%

Over the last 7 days, the Retail Distributors industry has dropped 5.3%, driven by Genuine Parts declining 7.0%. On the other hand Polibeli Group is actually up 11%. However, the industry is down 20% over the past year. Looking forward, earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Mar 2026US$34.8bUS$64.1bUS$1.2b17.3x28.6x0.5x
Thu, 12 Feb 2026US$44.7bUS$64.3bUS$2.1b20.5x21.8x0.7x
Sat, 10 Jan 2026US$40.0bUS$60.6bUS$2.1b18.7x19.4x0.7x
Mon, 08 Dec 2025US$38.7bUS$60.6bUS$2.1b18.5x18.8x0.6x
Wed, 05 Nov 2025US$38.7bUS$59.5bUS$2.1b20.5x18.6x0.6x
Fri, 03 Oct 2025US$42.3bUS$59.2bUS$2.1b22.7x20.4x0.7x
Sun, 31 Aug 2025US$42.6bUS$59.2bUS$2.1b26.1x20.3x0.7x
Tue, 29 Jul 2025US$42.2bUS$59.2bUS$2.1b24.2x20.2x0.7x
Thu, 26 Jun 2025US$41.2bUS$59.0bUS$2.1b19.5x19.4x0.7x
Sat, 24 May 2025US$42.6bUS$59.0bUS$2.1b20.6x20x0.7x
Mon, 21 Apr 2025US$40.9bUS$58.8bUS$2.2b17.5x18.5x0.7x
Wed, 19 Mar 2025US$43.4bUS$58.8bUS$2.2b19x19.6x0.7x
Fri, 14 Feb 2025US$42.3bUS$58.7bUS$2.4b15.7x17.3x0.7x
Sun, 12 Jan 2025US$40.7bUS$57.9bUS$2.5b16.9x16.6x0.7x
Tue, 10 Dec 2024US$44.2bUS$58.0bUS$2.5b17.4x18x0.8x
Thu, 07 Nov 2024US$42.9bUS$57.5bUS$2.4b15.8x17.6x0.7x
Sat, 05 Oct 2024US$46.6bUS$57.4bUS$2.6b15.7x18x0.8x
Mon, 02 Sep 2024US$46.8bUS$57.4bUS$2.6b15.7x18.1x0.8x
Wed, 31 Jul 2024US$47.4bUS$57.9bUS$2.6b14.9x18.3x0.8x
Fri, 28 Jun 2024US$44.3bUS$47.4bUS$2.7b13.3x16.5x0.9x
Sun, 26 May 2024US$47.7bUS$47.4bUS$2.7b13.8x17.8x1x
Tue, 23 Apr 2024US$51.7bUS$47.0bUS$2.8b15x18.5x1.1x
Thu, 21 Mar 2024US$53.0bUS$47.0bUS$2.9b13.7x18.5x1.1x
Sat, 17 Feb 2024US$51.0bUS$46.5bUS$2.9b18.9x17.8x1.1x
Mon, 15 Jan 2024US$48.5bUS$46.4bUS$2.8b13.2x17.6x1x
Wed, 13 Dec 2023US$46.8bUS$46.4bUS$2.7b14x17.4x1x
Fri, 10 Nov 2023US$45.4bUS$46.9bUS$2.7b13.8x17.1x1x
Sun, 08 Oct 2023US$48.2bUS$45.9bUS$2.7b14.9x17.6x1.1x
Tue, 05 Sep 2023US$52.2bUS$45.9bUS$2.7b16.1x19.1x1.1x
Thu, 03 Aug 2023US$53.1bUS$45.9bUS$2.7b16.3x19.5x1.2x
Sat, 01 Jul 2023US$55.6bUS$45.5bUS$3.0b13.6x18.8x1.2x
Mon, 29 May 2023US$51.5bUS$46.8bUS$2.9b12.5x17.8x1.1x
Wed, 26 Apr 2023US$53.7bUS$46.9bUS$3.0b16x18.2x1.1x
Fri, 24 Mar 2023US$52.7bUS$46.7bUS$3.0b12.5x17.4x1.1x
Price to Earnings Ratio

17.4x


Total Market Cap: US$52.7bTotal Earnings: US$3.0bTotal Revenue: US$46.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail Distributors Industry Price to Earnings3Y Average 18.8x202420252026
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 28.6x which is higher than its 3-year average PE of 18.8x.
  • 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 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 Market-2.40%
Consumer Discretionary-2.62%
Retail Distributors-5.31%
Distributors-5.31%
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
PLBL Polibeli GroupUS$9.0010.6%
+US$319.8m		-11.9%PS110.7x
WEYS Weyco GroupUS$33.785.7%
+US$16.7m		15.5%PE13.8x
DIT AMCON DistributingUS$115.903.6%
+US$2.6m		-8.7%PE74.4x
JL J-Long GroupUS$4.9610.2%
+US$1.7m		n/aPE7.2x
SORA AsiaStrategyUS$1.862.2%
+US$994.6k		n/aPS3.3x

Latest News

GOLD
US$46.72
Gold.com
7D
-6.7%
1Y
67.1%
LKQ
US$28.72
LKQ
7D
-6.3%
1Y
-32.0%
POOL
US$208.78
Pool
7D
-2.7%
1Y
-36.2%

POOL: Recurring Earnings And 2026 Stabilization Will Support Long-Term Upside

The analyst fair value estimate for Pool has edged up to $266.09 from $263.70, as analysts factor in recent Street price target resets in the $232 to $320 range and modest tweaks to the discount rate and long-term P/E assumptions following softer Q4 results. Analyst Commentary Street research on Pool reflects a mix of optimism about the business model and caution around recent earnings trends and valuation.
SORA
US$1.86
AsiaStrategy
7D
2.2%
1Y
n/a
GPC
US$104.01
Genuine Parts
7D
-7.0%
1Y
-15.8%

GPC: Planned Business Separation Will Support Constructively Asymmetric Risk Reward

Narrative update The analyst price framework for Genuine Parts edges lower, with our fair value estimate moving from $147.11 to $144.78. This reflects updated Street targets that now span approximately $127 to $160, as analysts weigh weaker recent auto trends against the potential value from separating the Auto and Industrial businesses.
WEYS
US$33.78
Weyco Group
7D
5.7%
1Y
15.5%
GCT
US$42.33
GigaCloud Technology
7D
-4.0%
1Y
184.1%

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Narrative Update on GigaCloud Technology The analyst fair value estimate for GigaCloud Technology has been raised from $36.00 to $52.00. Analysts point to higher Street price targets, including a move from $44.00 to $73.00, supported by recent earnings that exceeded expectations and strong performance from the Noble House brand and international sales.
CTNT
US$1.56
Cheetah Net Supply Chain Service
7D
1.3%
1Y
-0.6%
JL
US$4.96
J-Long Group
7D
10.2%
1Y
n/a
SMJF
US$2.72
SMJ International Holdings
7D
-8.1%
1Y
n/a
BRIA
US$1.97
BrilliA
7D
1.5%
1Y
-24.8%
DIT
US$115.90
AMCON Distributing
7D
3.6%
1Y
-8.7%
EDUC
US$1.35
Educational Development
7D
2.1%
1Y
5.8%

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AGCC
US$15.02
Agencia Comercial Spirits
7D
-17.5%
1Y
n/a
EPSM
US$1.73
Epsium Enterprise
7D
-21.4%
1Y
n/a