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U.S. Retail Distributors Industry Analysis

UpdatedApr 03, 2026
DataAggregated Company Financials
Companies44
  • 7D-1.3%
  • 3M-10.6%
  • 1Y-19.7%
  • YTD-10.4%

Over the last 7 days, the Retail Distributors industry has dropped 1.3%, driven by a pullback from LKQ of 4.9%. The industry has fallen 20% in the last year. 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
Fri, 03 Apr 2026US$34.5bUS$64.1bUS$1.2b17x28.4x0.5x
Sun, 01 Mar 2026US$38.7bUS$64.1bUS$1.2b17.4x31.8x0.6x
Tue, 27 Jan 2026US$42.6bUS$60.6bUS$2.1b19.9x20.7x0.7x
Thu, 25 Dec 2025US$38.8bUS$60.6bUS$2.1b18.9x18.9x0.6x
Sat, 22 Nov 2025US$36.7bUS$60.5bUS$2.1b18.1x17.8x0.6x
Mon, 20 Oct 2025US$40.8bUS$59.2bUS$2.1b19.5x19.6x0.7x
Wed, 17 Sep 2025US$43.7bUS$59.2bUS$2.1b23.6x21x0.7x
Fri, 15 Aug 2025US$43.1bUS$59.2bUS$2.1b24.5x20.5x0.7x
Sun, 13 Jul 2025US$41.7bUS$59.0bUS$2.1b22.9x19.6x0.7x
Tue, 10 Jun 2025US$41.8bUS$59.0bUS$2.1b20.4x19.7x0.7x
Thu, 08 May 2025US$40.3bUS$58.6bUS$2.1b17.2x18.8x0.7x
Sat, 05 Apr 2025US$41.8bUS$58.7bUS$2.2b17.9x18.9x0.7x
Mon, 03 Mar 2025US$43.8bUS$58.7bUS$2.2b16.6x19.8x0.7x
Wed, 29 Jan 2025US$43.1bUS$58.0bUS$2.5b17.1x17.6x0.7x
Fri, 27 Dec 2024US$41.8bUS$58.0bUS$2.5b15x17.1x0.7x
Sun, 24 Nov 2024US$44.1bUS$57.9bUS$2.5b15.9x18x0.8x
Tue, 22 Oct 2024US$47.6bUS$57.4bUS$2.6b16.4x18.4x0.8x
Thu, 19 Sep 2024US$46.7bUS$57.4bUS$2.6b14.7x18.1x0.8x
Sat, 17 Aug 2024US$45.5bUS$58.0bUS$2.6b14.4x17.5x0.8x
Mon, 15 Jul 2024US$46.4bUS$57.6bUS$2.8b12.9x16.8x0.8x
Wed, 12 Jun 2024US$46.3bUS$47.4bUS$2.7b13.4x17.3x1x
Fri, 10 May 2024US$49.5bUS$47.4bUS$2.7b15.5x18.5x1x
Sun, 07 Apr 2024US$52.1bUS$47.0bUS$2.9b15.1x18.3x1.1x
Tue, 05 Mar 2024US$52.8bUS$46.9bUS$2.8b15.3x18.6x1.1x
Thu, 01 Feb 2024US$49.6bUS$46.5bUS$2.8b15.1x18x1.1x
Sat, 30 Dec 2023US$49.4bUS$46.4bUS$2.7b12.7x18.4x1.1x
Mon, 27 Nov 2023US$47.0bUS$46.3bUS$2.7b14.1x17.6x1x
Wed, 25 Oct 2023US$45.1bUS$45.9bUS$2.7b13.6x16.6x1x
Fri, 22 Sep 2023US$48.9bUS$45.9bUS$2.7b15x17.9x1.1x
Sun, 20 Aug 2023US$51.2bUS$45.9bUS$2.7b15.9x18.8x1.1x
Tue, 18 Jul 2023US$54.8bUS$45.5bUS$3.0b13.7x18.5x1.2x
Thu, 15 Jun 2023US$52.1bUS$45.5bUS$3.0b12.7x17.6x1.1x
Sat, 13 May 2023US$54.5bUS$46.9bUS$2.9b16.9x18.9x1.2x
Mon, 10 Apr 2023US$52.1bUS$45.2bUS$3.0b17.1x17.4x1.2x
Price to Earnings Ratio

17.4x


Total Market Cap: US$52.1bTotal Earnings: US$3.0bTotal Revenue: US$45.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail Distributors Industry Price to Earnings3Y Average 19x202420252026
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 28.4x which is higher than its 3-year average PE of 19.0x.
  • 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 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 Market1.90%
Consumer Discretionary1.56%
Retail Distributors-1.33%
Distributors-1.33%
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
POOL PoolUS$202.930.9%
+US$69.4m		-35.3%PE18.4x
GOLD Gold.comUS$41.274.3%
+US$48.1m		77.8%PE93.1x
GCT GigaCloud TechnologyUS$44.782.9%
+US$46.1m		225.2%PE11.9x
PLBL Polibeli GroupUS$8.801.1%
+US$37.2m		-15.0%PS108.2x
SORA AsiaStrategyUS$2.0614.4%
+US$6.5m		-25.4%PS3.6x

Latest News

LKQ
US$28.19
LKQ
7D
-4.9%
1Y
-33.2%
GOLD
US$41.27
Gold.com
7D
4.3%
1Y
77.8%
GPC
US$103.47
Genuine Parts
7D
-1.7%
1Y
-12.8%
BRIA
US$1.76
BrilliA
7D
-5.3%
1Y
-12.0%
AENT
US$6.68
Alliance Entertainment Holding
7D
-1.9%
1Y
92.0%

AENT: Exclusive Content Deals And Collectibles Platform Will Support Future Returns

Analysts have trimmed their price targets on Alliance Entertainment Holding by $2, reflecting updated views on risk, profitability and future P/E assumptions, while keeping the intrinsic value estimate broadly in line with prior work. Analyst Commentary Recent research updates show analysts revisiting their assumptions on Alliance Entertainment Holding, with the $2 reduction in price targets reflecting a recalibration of risk, profitability and P/E expectations rather than a wholesale change in how the business is viewed.
POOL
US$202.93
Pool
7D
0.9%
1Y
-35.3%

POOL: Recurring Revenues And 2026 Stabilization Will Drive Renewed Earnings Confidence

Analysts have trimmed their average price targets on Pool, with several firms cutting targets in a range from about $310 to $232 as they factor in softer recent earnings and revenue trends, even as some still point to recurring revenue strengths and potential longer term stabilization. Analyst Commentary Recent research updates on Pool reflect a split view, with most firms trimming price targets while keeping a mix of Buy, Outperform, and Hold ratings.
JL
US$7.04
J-Long Group
7D
10.3%
1Y
n/a
GCT
US$44.78
GigaCloud Technology
7D
2.9%
1Y
225.2%

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.
SORA
US$2.06
AsiaStrategy
7D
14.4%
1Y
-25.4%
RCT
US$0.68
RedCloud Holdings
7D
-21.4%
1Y
-57.3%
PASW
US$0.13
Ping An Biomedical
7D
-6.9%
1Y
n/a
JEM
US$0.099
707 Cayman Holdings
7D
-9.9%
1Y
n/a
INEO
US$0.51
INNEOVA Holdings
7D
-11.9%
1Y
-29.1%
DIT
US$91.55
AMCON Distributing
7D
4.6%
1Y
11.9%
AGCC
US$15.49
Agencia Comercial Spirits
7D
0.6%
1Y
n/a