U.S. Retail Distributors Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies31
- 7D-2.9%
- 3M-10.3%
- 1Y-14.1%
- YTD-6.8%
Over the last 7 days, the Retail Distributors industry has dropped 2.9%, driven by a pullback from LKQ of 14%. In contrast, Pool has gained 8.9%. However, the industry is down 14% over the past year. As for the next few years, earnings are expected to grow by 6.5% per annum.
Industry Valuation and Performance
Has the U.S. Retail Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | US$46.0b | US$57.7b | US$2.7b | 14.2x | 16.9x | 0.8x |
| Sun, 23 Jun 2024 | US$45.7b | US$47.4b | US$2.7b | 13.4x | 17.1x | 1x |
| Tue, 21 May 2024 | US$49.7b | US$47.4b | US$2.7b | 14.4x | 18.6x | 1x |
| Thu, 18 Apr 2024 | US$49.0b | US$47.0b | US$2.9b | 15.2x | 17.2x | 1x |
| Sat, 16 Mar 2024 | US$52.3b | US$46.9b | US$2.8b | 15.4x | 18.5x | 1.1x |
| Mon, 12 Feb 2024 | US$50.3b | US$46.4b | US$2.8b | 17.6x | 18x | 1.1x |
| Wed, 10 Jan 2024 | US$48.3b | US$46.4b | US$2.6b | 14.3x | 18.3x | 1x |
| Fri, 08 Dec 2023 | US$47.2b | US$46.4b | US$2.7b | 13.9x | 17.6x | 1x |
| Sun, 05 Nov 2023 | US$45.7b | US$46.3b | US$2.7b | 13.8x | 17.1x | 1x |
| Tue, 03 Oct 2023 | US$49.1b | US$45.9b | US$2.7b | 14.9x | 17.9x | 1.1x |
| Thu, 31 Aug 2023 | US$52.5b | US$45.9b | US$2.7b | 16.1x | 19.2x | 1.1x |
| Sat, 29 Jul 2023 | US$53.1b | US$45.8b | US$2.7b | 14.5x | 19.5x | 1.2x |
| Mon, 26 Jun 2023 | US$52.5b | US$45.5b | US$3.0b | 12.7x | 17.7x | 1.2x |
| Wed, 24 May 2023 | US$52.7b | US$46.8b | US$2.9b | 15.7x | 18.3x | 1.1x |
| Fri, 21 Apr 2023 | US$54.0b | US$46.9b | US$3.0b | 16.2x | 18.3x | 1.2x |
| Sun, 19 Mar 2023 | US$54.2b | US$46.2b | US$3.0b | 15.3x | 18x | 1.2x |
| Tue, 14 Feb 2023 | US$58.3b | US$44.2b | US$3.1b | 15.9x | 18.8x | 1.3x |
| Thu, 12 Jan 2023 | US$56.5b | US$44.1b | US$3.1b | 15.1x | 18.1x | 1.3x |
| Sat, 10 Dec 2022 | US$56.5b | US$44.1b | US$3.1b | 12x | 18.1x | 1.3x |
| Mon, 07 Nov 2022 | US$53.9b | US$44.0b | US$3.2b | 11.7x | 16.9x | 1.2x |
| Wed, 05 Oct 2022 | US$54.5b | US$43.0b | US$3.1b | 17.1x | 17.4x | 1.3x |
| Fri, 02 Sep 2022 | US$54.2b | US$43.0b | US$3.1b | 17.3x | 17.3x | 1.3x |
| Sun, 31 Jul 2022 | US$56.2b | US$42.9b | US$3.1b | 15.5x | 17.9x | 1.3x |
| Tue, 28 Jun 2022 | US$53.2b | US$41.8b | US$2.8b | 16.4x | 18.9x | 1.3x |
| Thu, 26 May 2022 | US$53.5b | US$41.8b | US$2.8b | 16.3x | 19x | 1.3x |
| Sat, 23 Apr 2022 | US$54.7b | US$41.5b | US$2.8b | 19.5x | 19.4x | 1.3x |
| Mon, 21 Mar 2022 | US$54.2b | US$40.2b | US$2.7b | 11.7x | 20.1x | 1.3x |
| Wed, 16 Feb 2022 | US$56.0b | US$39.2b | US$2.5b | 15.5x | 22.4x | 1.4x |
| Fri, 14 Jan 2022 | US$60.1b | US$39.1b | US$2.5b | 15.8x | 24x | 1.5x |
| Sun, 12 Dec 2021 | US$61.7b | US$39.2b | US$2.5b | 15.9x | 24.6x | 1.6x |
| Tue, 09 Nov 2021 | US$61.3b | US$53.0b | US$2.6b | 16.2x | 23.8x | 1.2x |
| Thu, 07 Oct 2021 | US$55.9b | US$51.9b | US$2.4b | 22.7x | 23.2x | 1.1x |
| Sat, 04 Sep 2021 | US$58.6b | US$38.2b | US$2.4b | 15.8x | 24.9x | 1.5x |
| Mon, 02 Aug 2021 | US$58.4b | US$38.2b | US$2.4b | 16x | 24.8x | 1.5x |
Price to Earnings Ratio
24.8x
Current Industry PE
- Investors are pessimistic on the American Retail Distributors industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 16.9x which is lower than its 3-year average PE of 19.3x.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.80x.
Past Earnings Growth
- The earnings for companies in the Retail Distributors industry have grown 5.0% per year over the last three years.
- Revenues for these companies have grown 15% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | -2.42% | |
| Consumer Discretionary | -3.87% | |
| Retail Distributors | -2.90% | |
| Distributors | -2.90% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| POOL Pool | US$359.94 | 8.9% +US$1.1b | -5.8% | PE27.7x | |
| DIT AMCON Distributing | US$157.00 | 8.3% +US$7.6m | -33.4% | PE16.3x | |
| WEYS Weyco Group | US$33.62 | 2.4% +US$7.4m | 23.5% | PE10.8x | |
| RAY Raytech Holding | US$3.31 | 6.0% +US$3.3m | n/a | PE42x | |
| EDUC Educational Development | US$2.14 | 10.9% +US$1.8m | 14.8% | PE130.7x |
