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U.S. Retail Distributors Industry Analysis

UpdatedMar 23, 2026
DataAggregated Company Financials
Companies44
  • 7D-5.0%
  • 3M-14.2%
  • 1Y-23.7%
  • YTD-13.7%

Over the last 7 days, the Retail Distributors industry has dropped 5.8%, driven by Genuine Parts declining 8.9%. However, the industry is down 23% over the past year. Looking forward, earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 23 Mar 2026US$32.8bUS$64.1bUS$1.2b16.8x26.9x0.5x
Wed, 18 Feb 2026US$44.0bUS$64.5bUS$1.3b17.7x33.5x0.7x
Fri, 16 Jan 2026US$41.9bUS$60.6bUS$2.1b19.8x20.3x0.7x
Sun, 14 Dec 2025US$40.1bUS$60.6bUS$2.1b18.9x19.5x0.7x
Tue, 11 Nov 2025US$38.9bUS$61.1bUS$2.1b20.5x18.9x0.6x
Thu, 09 Oct 2025US$41.7bUS$59.2bUS$2.1b23x20x0.7x
Sat, 06 Sep 2025US$43.0bUS$59.2bUS$2.1b24x20.5x0.7x
Mon, 04 Aug 2025US$39.9bUS$59.2bUS$2.1b23.6x19.1x0.7x
Wed, 02 Jul 2025US$40.6bUS$59.0bUS$2.1b19.8x19.1x0.7x
Fri, 30 May 2025US$42.2bUS$59.0bUS$2.1b20.6x19.9x0.7x
Sun, 27 Apr 2025US$39.5bUS$58.6bUS$2.1b19.1x18.5x0.7x
Tue, 25 Mar 2025US$42.0bUS$58.7bUS$2.2b16.9x19x0.7x
Thu, 20 Feb 2025US$43.2bUS$58.9bUS$2.3b19.9x19.1x0.7x
Sat, 18 Jan 2025US$42.5bUS$58.0bUS$2.5b17x17.3x0.7x
Mon, 16 Dec 2024US$43.3bUS$58.0bUS$2.5b17.1x17.6x0.7x
Wed, 13 Nov 2024US$44.4bUS$57.9bUS$2.4b17.5x18.2x0.8x
Fri, 11 Oct 2024US$45.8bUS$57.4bUS$2.6b14.9x17.7x0.8x
Sun, 08 Sep 2024US$44.7bUS$57.4bUS$2.6b15.3x17.3x0.8x
Tue, 06 Aug 2024US$46.5bUS$57.9bUS$2.6b14.7x18x0.8x
Thu, 04 Jul 2024US$44.0bUS$57.7bUS$2.8b12.9x16x0.8x
Sat, 01 Jun 2024US$46.4bUS$47.4bUS$2.7b13.8x17.3x1x
Mon, 29 Apr 2024US$50.3bUS$47.3bUS$2.7b15.4x18.9x1.1x
Wed, 27 Mar 2024US$52.9bUS$47.0bUS$2.9b14.8x18.5x1.1x
Fri, 23 Feb 2024US$51.2bUS$46.5bUS$2.9b19.2x17.9x1.1x
Sun, 21 Jan 2024US$48.9bUS$46.4bUS$2.8b14.5x17.7x1.1x
Tue, 19 Dec 2023US$48.4bUS$46.4bUS$2.7b11.7x18x1x
Thu, 16 Nov 2023US$47.0bUS$46.3bUS$2.7b14.1x17.7x1x
Sat, 14 Oct 2023US$49.1bUS$45.9bUS$2.7b15.2x17.9x1.1x
Mon, 11 Sep 2023US$50.0bUS$45.9bUS$2.7b17.3x18.3x1.1x
Wed, 09 Aug 2023US$53.0bUS$45.9bUS$2.7b16.5x19.5x1.2x
Fri, 07 Jul 2023US$54.3bUS$45.5bUS$3.0b13.3x18.3x1.2x
Sun, 04 Jun 2023US$50.3bUS$45.5bUS$3.0b12.6x17x1.1x
Tue, 02 May 2023US$55.2bUS$46.9bUS$3.0b17.4x18.7x1.2x
Thu, 30 Mar 2023US$54.6bUS$46.7bUS$3.0b13.1x18x1.2x
Price to Earnings Ratio

18x


Total Market Cap: US$54.6bTotal 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 26.9x 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 0.87x.
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-2.61%
Consumer Discretionary-4.37%
Retail Distributors-4.98%
Distributors-4.98%
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
SMJF SMJ International HoldingsUS$2.958.5%
+US$6.4m		n/aPE113x
DIT AMCON DistributingUS$76.672.8%
+US$1.4m		-5.7%PE49.2x
JL J-Long GroupUS$4.980.4%
+US$75.2k		n/aPE7.2x

Latest News

GPC
US$96.38
Genuine Parts
7D
-7.3%
1Y
-20.1%
GCT
US$40.31
GigaCloud Technology
7D
-4.8%
1Y
156.9%

GCT: Turnaround And International Expansion Will Support Higher Share Price

Analysts lifted their price target on GigaCloud Technology to $73 from $44, citing Q4 results that beat estimates across the board, with revenue above the high end of guidance, supported by a turnaround in the Noble House brand and strong international sales. Analyst Commentary Bullish analysts are treating the new US$73 price target as a vote of confidence in GigaCloud Technology's ability to build on its recent execution, especially after Q4 results came in ahead of expectations and above the top end of guidance.
SMJF
US$2.95
SMJ International Holdings
7D
8.5%
1Y
n/a
POOL
US$200.34
Pool
7D
-4.0%
1Y
-38.5%
GOLD
US$42.26
Gold.com
7D
-9.5%
1Y
49.3%
LKQ
US$28.26
LKQ
7D
-1.6%
1Y
-30.9%
RCT
US$0.70
RedCloud Holdings
7D
-20.3%
1Y
-84.4%
JL
US$4.98
J-Long Group
7D
0.4%
1Y
n/a
DIT
US$76.67
AMCON Distributing
7D
2.8%
1Y
-5.7%
AGCC
US$14.05
Agencia Comercial Spirits
7D
-6.5%
1Y
n/a