Returns On Capital At LKQ (NASDAQ:LKQ) Have Hit The Brakes
Jan 15
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U.S. Retail Distributors Industry Analysis
UpdatedJan 20, 2025
DataAggregated Company Financials
Companies37
- 7D4.2%
- 3M-9.4%
- 1Y-14.4%
- YTD3.3%
Over the last 7 days, the Retail Distributors industry has risen 4.2%, driven by gains from Pool of 7.3%. During this same period, the Alliance Entertainment Holding underperformed, falling 36%. However, the industry is down 14% over the past year. Looking forward, earnings are forecast to grow by 9.0% annually.
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 |
|---|---|---|---|---|---|---|
| Mon, 20 Jan 2025 | US$42.4b | US$58.0b | US$2.5b | 17x | 17.3x | 0.7x |
| Wed, 18 Dec 2024 | US$42.6b | US$58.0b | US$2.5b | 16.3x | 17.4x | 0.7x |
| Fri, 15 Nov 2024 | US$43.2b | US$57.9b | US$2.4b | 15.8x | 17.7x | 0.7x |
| Sun, 13 Oct 2024 | US$46.4b | US$57.4b | US$2.6b | 14.9x | 17.9x | 0.8x |
| Tue, 10 Sep 2024 | US$45.4b | US$57.4b | US$2.6b | 15.4x | 17.6x | 0.8x |
| Thu, 08 Aug 2024 | US$46.0b | US$58.0b | US$2.6b | 14.9x | 17.8x | 0.8x |
| Sat, 06 Jul 2024 | US$44.0b | US$57.7b | US$2.8b | 12.9x | 16x | 0.8x |
| Mon, 03 Jun 2024 | US$47.5b | US$47.4b | US$2.7b | 13.8x | 17.8x | 1x |
| Wed, 01 May 2024 | US$49.3b | US$47.3b | US$2.7b | 13.9x | 18.5x | 1x |
| Fri, 29 Mar 2024 | US$53.6b | US$47.0b | US$2.9b | 15.1x | 18.8x | 1.1x |
| Sun, 25 Feb 2024 | US$52.3b | US$46.9b | US$2.8b | 18.4x | 18.5x | 1.1x |
| Tue, 23 Jan 2024 | US$50.2b | US$46.4b | US$2.8b | 13.6x | 18.2x | 1.1x |
| Thu, 21 Dec 2023 | US$48.9b | US$46.4b | US$2.7b | 11.8x | 18.2x | 1.1x |
| Sat, 18 Nov 2023 | US$46.5b | US$46.3b | US$2.7b | 14.1x | 17.5x | 1x |
| Mon, 16 Oct 2023 | US$49.1b | US$45.9b | US$2.7b | 15.2x | 17.9x | 1.1x |
| Wed, 13 Sep 2023 | US$50.0b | US$45.9b | US$2.7b | 15.5x | 18.3x | 1.1x |
| Fri, 11 Aug 2023 | US$53.2b | US$45.9b | US$2.7b | 17.3x | 19.6x | 1.2x |
| Sun, 09 Jul 2023 | US$54.5b | US$45.5b | US$3.0b | 13.4x | 18.4x | 1.2x |
| Tue, 06 Jun 2023 | US$50.3b | US$45.5b | US$3.0b | 12.5x | 17x | 1.1x |
| Thu, 04 May 2023 | US$55.3b | US$46.9b | US$3.0b | 16.9x | 18.7x | 1.2x |
| Sat, 01 Apr 2023 | US$56.1b | US$46.7b | US$3.0b | 13.3x | 18.5x | 1.2x |
| Mon, 27 Feb 2023 | US$58.3b | US$46.2b | US$3.1b | 13.4x | 19.1x | 1.3x |
| Wed, 25 Jan 2023 | US$56.9b | US$44.2b | US$3.1b | 15.6x | 18.3x | 1.3x |
| Fri, 23 Dec 2022 | US$54.6b | US$44.1b | US$3.1b | 12x | 17.5x | 1.2x |
| Sun, 20 Nov 2022 | US$56.2b | US$43.9b | US$3.1b | 12.2x | 18x | 1.3x |
| Tue, 18 Oct 2022 | US$52.9b | US$43.0b | US$3.1b | 15.8x | 16.9x | 1.2x |
| Thu, 15 Sep 2022 | US$53.1b | US$43.0b | US$3.1b | 16.9x | 17x | 1.2x |
| Sat, 13 Aug 2022 | US$58.2b | US$43.0b | US$3.1b | 19.9x | 18.5x | 1.4x |
| Mon, 11 Jul 2022 | US$54.2b | US$41.8b | US$2.8b | 17.1x | 19.3x | 1.3x |
| Wed, 08 Jun 2022 | US$56.4b | US$41.8b | US$2.8b | 17.6x | 20.1x | 1.3x |
| Fri, 06 May 2022 | US$53.9b | US$41.7b | US$2.8b | 19.6x | 19.1x | 1.3x |
| Sun, 03 Apr 2022 | US$52.5b | US$40.3b | US$2.7b | 15.9x | 19.5x | 1.3x |
| Tue, 01 Mar 2022 | US$52.3b | US$40.1b | US$2.7b | 14x | 19.5x | 1.3x |
| Thu, 27 Jan 2022 | US$55.8b | US$39.2b | US$2.5b | 14.8x | 22.3x | 1.4x |
Price to Earnings Ratio
22.3x
Current Industry PE
- Investors are relatively neutral on the American Retail Distributors industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 18.2x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.73x.
Past Earnings Growth
- The earnings for companies in the Retail Distributors industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 14% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | 3.25% | |
| Consumer Discretionary | 4.22% | |
| Retail Distributors | 4.18% | |
| Distributors | 4.18% | |
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$350.26 | 7.3% +US$908.0m | -9.5% | PE29.9x | |
| LKQ LKQ | US$38.46 | 6.0% +US$569.3m | -18.8% | PE13.9x | |
| GPC Genuine Parts | US$118.52 | 1.7% +US$279.5m | -17.4% | PE15.1x | |
| GCT GigaCloud Technology | US$19.83 | 6.6% +US$50.0m | -4.5% | PE6.2x | |
| WEYS Weyco Group | US$35.28 | 2.7% +US$8.9m | 9.1% | PE11.6x |
