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U.S. Retail Distributors Industry Analysis

UpdatedMar 19, 2026
DataAggregated Company Financials
Companies44
  • 7D-6.1%
  • 3M-12.0%
  • 1Y-22.1%
  • YTD-10.7%

Over the last 7 days, the Retail Distributors industry has dropped 6.1%, driven by Genuine Parts declining 7.8%. Meanwhile, AMCON Distributing actually outperformed within the industry, gaining 5.9% in the last week. However, the industry is down 22% 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
Fri, 20 Mar 2026US$34.7bUS$64.1bUS$1.2b17.3x28.5x0.5x
Sun, 15 Feb 2026US$44.4bUS$64.3bUS$2.1b18.5x21.6x0.7x
Tue, 13 Jan 2026US$41.0bUS$60.6bUS$2.1b19.8x19.8x0.7x
Thu, 11 Dec 2025US$38.7bUS$60.6bUS$2.1b19.4x18.8x0.6x
Sat, 08 Nov 2025US$38.1bUS$60.5bUS$2.1b20.7x18.5x0.6x
Mon, 06 Oct 2025US$42.9bUS$59.2bUS$2.1b22.7x20.6x0.7x
Wed, 03 Sep 2025US$42.6bUS$59.2bUS$2.1b26.1x20.3x0.7x
Fri, 01 Aug 2025US$40.8bUS$59.2bUS$2.1b24.2x19.5x0.7x
Sun, 29 Jun 2025US$40.6bUS$59.0bUS$2.1b18.7x19.1x0.7x
Tue, 27 May 2025US$42.3bUS$59.0bUS$2.1b20.6x19.9x0.7x
Thu, 24 Apr 2025US$41.0bUS$58.9bUS$2.2b18.6x19.1x0.7x
Sat, 22 Mar 2025US$42.4bUS$58.7bUS$2.2b16.7x19.2x0.7x
Mon, 17 Feb 2025US$43.2bUS$58.7bUS$2.4b16.8x17.7x0.7x
Wed, 15 Jan 2025US$41.4bUS$58.0bUS$2.5b17.1x16.9x0.7x
Fri, 13 Dec 2024US$44.2bUS$58.0bUS$2.5b16.9x18x0.8x
Sun, 10 Nov 2024US$44.1bUS$58.5bUS$2.4b16.3x18.1x0.8x
Tue, 08 Oct 2024US$46.5bUS$57.4bUS$2.6b15.5x17.9x0.8x
Thu, 05 Sep 2024US$46.3bUS$57.4bUS$2.6b15.6x17.9x0.8x
Sat, 03 Aug 2024US$47.2bUS$57.9bUS$2.6b15.6x18.3x0.8x
Mon, 01 Jul 2024US$44.1bUS$47.4bUS$2.7b13.4x16.5x0.9x
Wed, 29 May 2024US$47.7bUS$47.4bUS$2.7b13.8x17.8x1x
Fri, 26 Apr 2024US$50.3bUS$47.3bUS$2.7b15.8x18.9x1.1x
Sun, 24 Mar 2024US$53.7bUS$47.0bUS$2.9b13.5x18.8x1.1x
Tue, 20 Feb 2024US$51.1bUS$46.5bUS$2.9b18.9x17.9x1.1x
Thu, 18 Jan 2024US$48.3bUS$46.4bUS$2.8b14.5x17.5x1x
Sat, 16 Dec 2023US$48.4bUS$46.4bUS$2.7b11.7x18x1x
Mon, 13 Nov 2023US$45.6bUS$46.9bUS$2.7b13.9x17.1x1x
Wed, 11 Oct 2023US$49.8bUS$45.9bUS$2.7b15.4x18.2x1.1x
Fri, 08 Sep 2023US$50.3bUS$45.9bUS$2.7b16.5x18.4x1.1x
Sun, 06 Aug 2023US$53.0bUS$45.9bUS$2.7b16.2x19.5x1.2x
Tue, 04 Jul 2023US$55.4bUS$45.5bUS$3.0b13.6x18.7x1.2x
Thu, 01 Jun 2023US$49.9bUS$46.8bUS$2.9b12.3x17.3x1.1x
Sat, 29 Apr 2023US$55.0bUS$46.9bUS$2.9b17.2x18.7x1.2x
Mon, 27 Mar 2023US$53.1bUS$46.7bUS$3.0b12.6x17.6x1.1x
Price to Earnings Ratio

17.6x


Total Market Cap: US$53.1bTotal 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 28.5x 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 0.88x.
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-2.19%
Consumer Discretionary-2.53%
Retail Distributors-6.12%
Distributors-6.12%
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
GCT GigaCloud TechnologyUS$42.743.1%
+US$47.6m		187.6%PE11.4x
POOL PoolUS$204.360.1%
+US$8.8m		-36.2%PE18.6x
DIT AMCON DistributingUS$117.515.1%
+US$3.7m		1.3%PE75.5x
JL J-Long GroupUS$4.971.4%
+US$263.3k		n/aPE7.2x

Latest News

SMJF
US$3.00
SMJ International Holdings
7D
-6.5%
1Y
n/a
POOL
US$204.36
Pool
7D
0.1%
1Y
-36.2%
GOLD
US$43.97
Gold.com
7D
-10.2%
1Y
49.7%
LKQ
US$28.56
LKQ
7D
-4.0%
1Y
-30.3%
RCT
US$0.77
RedCloud Holdings
7D
-13.5%
1Y
n/a
GPC
US$99.09
Genuine Parts
7D
-7.4%
1Y
-17.9%

GPC: Planned Business Separation Will Support Constructively Asymmetric Risk Reward

Narrative update The analyst price framework for Genuine Parts edges lower, with our fair value estimate moving from $147.11 to $144.78. This reflects updated Street targets that now span approximately $127 to $160, as analysts weigh weaker recent auto trends against the potential value from separating the Auto and Industrial businesses.
WEYS
US$32.89
Weyco Group
7D
-1.3%
1Y
12.1%
GCT
US$42.74
GigaCloud Technology
7D
3.1%
1Y
187.6%

GCT: Noble House Turnaround And International Momentum Will Drive Future Upside

Narrative Update on GigaCloud Technology The analyst fair value estimate for GigaCloud Technology has been raised from $36.00 to $52.00. Analysts point to higher Street price targets, including a move from $44.00 to $73.00, supported by recent earnings that exceeded expectations and strong performance from the Noble House brand and international sales.
JL
US$4.97
J-Long Group
7D
1.4%
1Y
n/a
DIT
US$117.51
AMCON Distributing
7D
5.1%
1Y
1.3%
AGCC
US$14.89
Agencia Comercial Spirits
7D
-4.7%
1Y
n/a