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U.S. Retail Distributors Industry Analysis

UpdatedJul 24, 2026
DataAggregated Company Financials
Companies43
  • 7D-5.6%
  • 3M-7.9%
  • 1Y-18.8%
  • YTD-8.7%

Over the last 7 days, the Retail Distributors industry has dropped 5.6%, driven by a pullback from Pool of 12%. However, the industry is down 19% over the past year. Looking forward, earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 24 Jul 2026US$35.3bUS$72.7bUS$1.1b14.2x31.3x0.5x
Sun, 21 Jun 2026US$33.8bUS$72.3bUS$1.2b14.8x29.3x0.5x
Tue, 19 May 2026US$30.5bUS$72.2bUS$1.2b14x26.5x0.4x
Thu, 16 Apr 2026US$36.6bUS$64.1bUS$1.2b18.4x31.6x0.6x
Sat, 14 Mar 2026US$35.1bUS$64.1bUS$1.2b17.3x28.9x0.5x
Mon, 09 Feb 2026US$44.6bUS$64.3bUS$2.1b20.3x21.7x0.7x
Wed, 07 Jan 2026US$38.6bUS$60.6bUS$2.1b19.8x18.7x0.6x
Fri, 05 Dec 2025US$38.7bUS$60.6bUS$2.1b19.6x18.8x0.6x
Sun, 02 Nov 2025US$39.9bUS$59.5bUS$2.1b21x19.2x0.7x
Tue, 30 Sep 2025US$42.3bUS$59.2bUS$2.1b23.4x20.3x0.7x
Thu, 28 Aug 2025US$42.6bUS$59.2bUS$2.1b26.3x20.3x0.7x
Sat, 26 Jul 2025US$42.1bUS$59.2bUS$2.1b24.7x20.1x0.7x
Mon, 23 Jun 2025US$40.3bUS$59.0bUS$2.1b20.2x19x0.7x
Wed, 21 May 2025US$44.1bUS$59.0bUS$2.1b20.9x20.7x0.7x
Fri, 18 Apr 2025US$40.3bUS$58.8bUS$2.2b17.5x18.2x0.7x
Sun, 16 Mar 2025US$42.9bUS$58.7bUS$2.2b17.2x19.4x0.7x
Tue, 11 Feb 2025US$41.2bUS$58.7bUS$2.4b15.9x16.9x0.7x
Thu, 09 Jan 2025US$41.0bUS$57.9bUS$2.5b16.6x16.7x0.7x
Sat, 07 Dec 2024US$44.8bUS$58.0bUS$2.5b17.5x18.3x0.8x
Mon, 04 Nov 2024US$42.0bUS$57.6bUS$2.4b14.5x17.2x0.7x
Wed, 02 Oct 2024US$47.3bUS$57.4bUS$2.6b15.8x18.3x0.8x
Fri, 30 Aug 2024US$46.7bUS$58.0bUS$2.6b15.6x18x0.8x
Sun, 28 Jul 2024US$47.4bUS$57.9bUS$2.6b15.2x18.3x0.8x
Tue, 25 Jun 2024US$45.7bUS$47.4bUS$2.7b13.5x17.1x1x
Thu, 23 May 2024US$49.2bUS$47.4bUS$2.7b14.1x18.4x1x
Sat, 20 Apr 2024US$51.5bUS$47.0bUS$2.8b16x18.4x1.1x
Mon, 18 Mar 2024US$53.1bUS$47.0bUS$2.9b15.4x18.5x1.1x
Wed, 14 Feb 2024US$50.0bUS$46.4bUS$2.8b18.3x17.9x1.1x
Fri, 12 Jan 2024US$48.7bUS$46.4bUS$2.8b13.3x17.7x1x
Sun, 10 Dec 2023US$46.4bUS$46.4bUS$2.7b13.8x17.3x1x
Tue, 07 Nov 2023US$45.7bUS$46.3bUS$2.7b13.8x17.1x1x
Thu, 05 Oct 2023US$48.8bUS$45.9bUS$2.7b14.8x17.9x1.1x
Sat, 02 Sep 2023US$52.2bUS$45.9bUS$2.7b16.1x19.1x1.1x
Mon, 31 Jul 2023US$53.3bUS$45.8bUS$2.7b14.5x19.6x1.2x
Price to Earnings Ratio

19.6x


Total Market Cap: US$53.3bTotal Earnings: US$2.7bTotal Revenue: US$45.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail Distributors Industry Price to Earnings3Y Average 20.2x202420252026
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 31.3x which is higher than its 3-year average PE of 20.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.80x.
Past Earnings Growth
  • The earnings for companies in the Retail Distributors industry have declined 25% per year over the last three years.
  • Meanwhile revenues for these companies have grown 17% 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-1.98%
Consumer Discretionary-8.09%
Retail Distributors-5.62%
Distributors-5.62%
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
GOLD Gold.comUS$39.532.2%
+US$24.7m		80.7%PE14.2x
SORA AsiaStrategyUS$2.2231.4%
+US$13.2m		-67.3%PE4.5x
SMJF SMJ International HoldingsUS$5.599.2%
+US$13.0m		n/aPE215.8x
AENT Alliance Entertainment HoldingUS$5.902.6%
+US$7.6m		-3.2%PE13.5x
PLBL Polibeli GroupUS$7.770.1%
+US$3.7m		2.2%PS107.8x

Latest News

POOL
US$183.33
Pool
7D
-11.8%
1Y
-43.8%
Narrative Update • Jul 23

POOL: Slower Season And Index Shift Will Shape Balanced Outlook

The analyst price target for Pool has shifted from $229 to $206 as analysts factor in a slower start to the pool season, ongoing destocking pressure on margins, and slightly lower near term earnings expectations, despite still supportive underlying demand for maintenance and DIY activity. Analyst Commentary Recent research around Pool highlights a more cautious tone, with several bearish analysts trimming price targets and pointing to execution and growth risks tied to the slower pool season and margin pressures from destocking.
GPC
US$120.05
Genuine Parts
7D
-4.5%
1Y
-9.9%
SORA
US$2.22
AsiaStrategy
7D
31.4%
1Y
-67.3%
RCT
US$0.21
RedCloud Holdings
7D
-14.8%
1Y
-90.6%
LKQ
US$24.82
LKQ
7D
-4.6%
1Y
-21.8%
New Narrative • Jul 21

Aftermarket Parts Adoption And Advanced Repairs Will Drive Long-Term Upside Potential

Catalysts About LKQ LKQ supplies automotive parts, salvage, and related services to repair shops and other customers across North America and Europe. What are the underlying business or industry changes driving this perspective?
BRIA
US$1.33
BrilliA
7D
-11.3%
1Y
-42.7%
AGCC
US$15.01
Agencia Comercial Spirits
7D
0.3%
1Y
n/a
PLBL
US$7.77
Polibeli Group
7D
0.1%
1Y
2.2%
WEYS
US$37.95
Weyco Group
7D
-5.9%
1Y
16.8%
GCT
US$35.78
GigaCloud Technology
7D
-5.9%
1Y
48.6%
Seeking Alpha • Jul 13

GigaCloud: Flawless Execution At A Bargain Basement Price

Summary GigaCloud (GCT) is deeply undervalued despite double-digit revenue and earnings growth, a pristine balance sheet, and a unique, scalable B2B logistics platform. GCT's operational efficiency, expanding international presence, and robust free cash flow yield above 10% underpin its competitive advantage and margin stability. Management prioritizes profitable growth, maintains gross margins near 24%, and actively returns capital via buybacks, with over $77M remaining under the current program. I assign a $76.50 price target, reflecting a 17x multiple on 2026 EPS, as GCT's fundamentals and institutional support warrant a premium to peers. Read the full article on Seeking Alpha
AENT
US$5.90
Alliance Entertainment Holding
7D
2.6%
1Y
-3.2%
GOLD
US$39.53
Gold.com
7D
2.2%
1Y
80.7%
Narrative Update • Jun 30

GOLD: Tether Investment And Buyback Program Will Support Future Upside Potential

Analysts on Gold.com have reduced their fair value estimate from $57.00 to $52.00, citing updated assumptions that include a higher discount rate, lower revenue growth expectations, a higher profit margin outlook, and a higher future P/E multiple. What’s in the News for Gold.com Gold.com received unanimous Buy ratings from all four analysts covering the company, with an average price target of $70 and cited upside potential of about 58% (source: Gold.com recent analyst coverage).
INEO
US$0.72
INNEOVA Holdings
7D
8.8%
1Y
-37.4%
EPSM
US$1.33
Epsium Enterprise
7D
7.7%
1Y
-90.8%
DIT
US$63.07
AMCON Distributing
7D
-7.9%
1Y
-17.7%
SMJF
US$5.59
SMJ International Holdings
7D
9.2%
1Y
n/a