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U.S. Retail Distributors Industry Analysis

UpdatedFeb 18, 2026
DataAggregated Company Financials
Companies45
  • 7D-10.7%
  • 3M7.8%
  • 1Y-5.6%
  • YTD4.7%

Over the last 7 days, the Retail Distributors industry has dropped 11%, driven by Genuine Parts declining 14%. The industry has fallen 5.6% in the last year. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sat, 25 Feb 2023US$58.3bUS$46.2bUS$3.1b13.4x19.1x1.3x
Price to Earnings Ratio

19.1x


Total Market Cap: US$58.3bTotal Earnings: US$3.1bTotal Revenue: US$46.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail Distributors Industry Price to Earnings3Y Average 18.5x202420252026
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 33.5x which is higher than its 3-year average PE of 18.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.89x.
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 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 Market-1.58%
Consumer Discretionary-2.42%
Retail Distributors-10.71%
Distributors-10.71%
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
PASW Ping An BiomedicalUS$0.17-28.1%
US$15.7m		n/aPS4.4x
BRIA BrilliAUS$2.278.1%
+US$5.2m		-28.6%PE24.7x
RCT RedCloud HoldingsUS$0.975.4%
+US$3.3m		n/aPS1.3x
JL J-Long GroupUS$4.1910.6%
+US$1.5m		n/aPE6.1x
CTNT Cheetah Net Supply Chain ServiceUS$1.383.8%
+US$170.9k		-30.7%PS3.3x

Latest News

GPC
US$125.74
Genuine Parts
7D
-14.3%
1Y
3.4%
AENT
US$4.82
Alliance Entertainment Holding
7D
-32.4%
1Y
-0.6%
GOLD
US$57.77
Gold.com
7D
-8.1%
1Y
112.4%
POOL
US$255.33
Pool
7D
-5.9%
1Y
-25.1%
BRIA
US$2.27
BrilliA
7D
8.1%
1Y
-28.6%
LKQ
US$32.51
LKQ
7D
-6.6%
1Y
-17.5%

LKQ: Portfolio Review And Specialty Sale Will Support Future Repricing Potential

Narrative Update The updated analyst price target for LKQ holds steady at about $41.19 per share, with analysts pointing to mixed sector fundamentals, an Equal Weight stance, and an expectation that auto dealers and digital auction platforms can continue to provide resilient shareholder returns. Analyst Commentary Coverage on LKQ starts with an Equal Weight rating and a US$33 price target, reflecting a balanced view of both the opportunities and risks in the auto retail sector.
GCT
US$34.62
GigaCloud Technology
7D
-10.2%
1Y
70.9%

GCT: Cautious View Will Persist Until Margin Expansion Execution Becomes Clear

Analysts have lifted their price target on GigaCloud Technology to US$33 from US$31, citing stronger sales, early signs of renewed growth at acquired Noble House and off-platform e-commerce. They are still watching for more consistent growth and margin improvement before turning more positive.
PASW
US$0.17
Ping An Biomedical
7D
-28.1%
1Y
n/a
JL
US$4.19
J-Long Group
7D
10.6%
1Y
n/a
RCT
US$0.97
RedCloud Holdings
7D
5.4%
1Y
n/a
SMJF
US$1.54
SMJ International Holdings
7D
-71.2%
1Y
n/a
CTNT
US$1.38
Cheetah Net Supply Chain Service
7D
3.8%
1Y
-30.7%