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U.S. Retail Distributors Industry Analysis

UpdatedFeb 21, 2026
DataAggregated Company Financials
Companies45
  • 7D-13.4%
  • 3M0.7%
  • 1Y-10.8%
  • YTD0.3%

Over the last 7 days, the Retail Distributors industry has dropped 13%, driven by a pullback from Genuine Parts of 20%. Overall the industry is down 11% in 12 months. 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, 21 Feb 2026US$38.2bUS$64.1bUS$1.2b17.5x31.6x0.6x
Mon, 19 Jan 2026US$42.4bUS$60.6bUS$2.1b20.4x20.6x0.7x
Wed, 17 Dec 2025US$39.9bUS$60.6bUS$2.1b18.9x19.4x0.7x
Fri, 14 Nov 2025US$39.0bUS$61.1bUS$2.1b21.1x18.9x0.6x
Sun, 12 Oct 2025US$40.1bUS$59.2bUS$2.1b21.8x19.3x0.7x
Tue, 09 Sep 2025US$43.4bUS$59.2bUS$2.1b22.6x20.7x0.7x
Thu, 07 Aug 2025US$40.7bUS$59.2bUS$2.1b24.7x19.5x0.7x
Sat, 05 Jul 2025US$42.4bUS$59.0bUS$2.1b23.1x19.9x0.7x
Mon, 02 Jun 2025US$42.4bUS$59.0bUS$2.1b20.7x19.9x0.7x
Wed, 30 Apr 2025US$39.6bUS$58.6bUS$2.1b19.3x18.5x0.7x
Fri, 28 Mar 2025US$42.4bUS$58.7bUS$2.2b18.5x19.2x0.7x
Sun, 23 Feb 2025US$42.9bUS$58.7bUS$2.2b19.2x19.4x0.7x
Tue, 21 Jan 2025US$42.4bUS$58.0bUS$2.5b17x17.3x0.7x
Thu, 19 Dec 2024US$42.3bUS$58.0bUS$2.5b16.1x17.2x0.7x
Sat, 16 Nov 2024US$43.4bUS$57.9bUS$2.4b15.7x17.8x0.7x
Mon, 14 Oct 2024US$46.4bUS$57.4bUS$2.6b14.9x17.9x0.8x
Wed, 11 Sep 2024US$45.4bUS$57.4bUS$2.6b15.4x17.6x0.8x
Fri, 09 Aug 2024US$45.1bUS$58.0bUS$2.6b14.9x17.4x0.8x
Sun, 07 Jul 2024US$43.8bUS$57.7bUS$2.8b12.9x15.9x0.8x
Tue, 04 Jun 2024US$47.5bUS$47.4bUS$2.7b13.8x17.8x1x
Thu, 02 May 2024US$49.3bUS$47.3bUS$2.7b13.9x18.5x1x
Sat, 30 Mar 2024US$53.3bUS$47.0bUS$2.9b15.1x18.7x1.1x
Mon, 26 Feb 2024US$52.3bUS$46.9bUS$2.8b18.4x18.5x1.1x
Wed, 24 Jan 2024US$50.2bUS$46.4bUS$2.8b14.4x18.2x1.1x
Fri, 22 Dec 2023US$48.4bUS$46.4bUS$2.7b11.7x18x1x
Sun, 19 Nov 2023US$46.5bUS$46.3bUS$2.7b14.1x17.5x1x
Tue, 17 Oct 2023US$49.5bUS$45.9bUS$2.7b15.3x18.1x1.1x
Thu, 14 Sep 2023US$49.6bUS$45.9bUS$2.7b15.2x18.2x1.1x
Sat, 12 Aug 2023US$53.0bUS$45.9bUS$2.7b17.5x19.5x1.2x
Mon, 10 Jul 2023US$54.5bUS$45.5bUS$3.0b13.4x18.4x1.2x
Wed, 07 Jun 2023US$50.6bUS$45.5bUS$3.0b12.6x17.1x1.1x
Fri, 05 May 2023US$54.6bUS$46.9bUS$3.0b17x18.5x1.2x
Sun, 02 Apr 2023US$56.1bUS$46.7bUS$3.0b13.3x18.5x1.2x
Tue, 28 Feb 2023US$58.1bUS$46.2bUS$3.1b13.4x19x1.3x
Price to Earnings Ratio

19x


Total Market Cap: US$58.1bTotal Earnings: US$3.1bTotal Revenue: US$46.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail Distributors Industry Price to Earnings3Y Average 18.5x202420252026
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 31.6x which is higher than its 3-year average PE of 18.5x.
  • 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 27% 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 Market0.99%
Consumer Discretionary1.83%
Retail Distributors-13.40%
Distributors-13.40%
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
CTNT Cheetah Net Supply Chain ServiceUS$1.39-2.8%
US$46.4m
-29.4%PS36.1x
WEYS Weyco GroupUS$32.061.8%
+US$5.3m
-10.7%PE12.4x
JL J-Long GroupUS$4.386.3%
+US$978.0k
n/aPE6.3x
INEO INNEOVA HoldingsUS$0.533.4%
+US$291.2k
-82.6%PS0.1x

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