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U.S. Retail Distributors Industry Analysis

UpdatedApr 21, 2026
DataAggregated Company Financials
Companies45
  • 7D3.9%
  • 3M-8.8%
  • 1Y-5.8%
  • YTD-0.3%

In the last week, the Retail Distributors industry is up 3.9%, with Pool up 6.8%. In the same time, Polibeli Group was down 19%. However, the industry is down 5.8% 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
Wed, 22 Apr 2026US$38.1bUS$64.1bUS$1.2b19x32.9x0.6x
Fri, 20 Mar 2026US$34.0bUS$64.1bUS$1.2b17.2x27.9x0.5x
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
Price to Earnings Ratio

18.7x


Total Market Cap: US$55.0bTotal Earnings: US$2.9bTotal Revenue: US$46.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail Distributors Industry Price to Earnings3Y Average 19.2x202420252026
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 32.9x which is higher than its 3-year average PE of 19.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.86x.
Past Earnings Growth
  • The earnings for companies in the Retail Distributors industry have declined 27% 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 Market3.58%
Consumer Discretionary5.78%
Retail Distributors3.91%
Distributors3.91%
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
GPC Genuine PartsUS$115.004.6%
+US$709.5m		0.04%PE242.6x
POOL PoolUS$233.137.0%
+US$556.0m		-24.0%PE21.2x
LKQ LKQUS$31.243.1%
+US$237.3m		-26.1%PE13.4x
GCT GigaCloud TechnologyUS$47.425.5%
+US$90.1m		274.9%PE12.6x
AGCC Agencia Comercial SpiritsUS$18.8725.6%
+US$76.5m		n/aPE504.4x

Latest News

DIT
US$94.02
AMCON Distributing
7D
4.5%
1Y
20.8%
JL
US$5.15
J-Long Group
7D
-23.8%
1Y
n/a
GPC
US$115.00
Genuine Parts
7D
4.6%
1Y
0.04%

GPC: Planned Business Separation Will Surface Constructively Asymmetric Upside Potential

The analyst price target for Genuine Parts has been reduced by about $3 to $135, as analysts factor in weaker revenue growth assumptions, slightly higher discount rates, and a lower future P/E multiple, while still highlighting potential upside from the planned separation of the Auto and Industrial businesses. Analyst Commentary Recent research on Genuine Parts reflects a mixed stance, with some firms becoming more constructive on the separation of the Auto and Industrial businesses and others focusing on operational execution risks, especially in the auto segment and recent quarterly results.
AENT
US$7.33
Alliance Entertainment Holding
7D
5.3%
1Y
152.8%
GCT
US$47.42
GigaCloud Technology
7D
5.5%
1Y
274.9%

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

Analysts have lifted their price target on GigaCloud Technology from $52.00 to $53.75, citing stronger modeled revenue growth, slightly higher profit margins, and updated P/E assumptions following recent research that highlighted better than expected Q4 results and firm-level price target increases to $73.00. Analyst Commentary Recent research on GigaCloud Technology points to a mix of optimism around execution and growth, alongside some caution regarding how sustainable current trends may be for valuation.
GOLD
US$45.80
Gold.com
7D
2.9%
1Y
86.0%
CTNT
US$0.044
Cheetah Net Supply Chain Service
7D
-97.4%
1Y
-97.2%
WEYS
US$34.28
Weyco Group
7D
-0.6%
1Y
16.5%
RAY
US$2.93
Raytech Holding
7D
-10.1%
1Y
-93.6%
POOL
US$233.13
Pool
7D
7.0%
1Y
-24.0%

POOL: Recurring Revenues And 2026 Stabilization Will Support Earnings Recovery Potential

Analysts have trimmed their average price target on Pool to around $264 from about $266. This reflects slightly higher discount rate assumptions and modest tweaks to revenue growth, profit margin, and future P/E expectations following recent target cuts across several firms after softer Q4 results.
LKQ
US$31.24
LKQ
7D
3.1%
1Y
-26.1%

LKQ: Portfolio Review And Sale Process Will Support Future Upside Potential

Analysts have made a small adjustment to the LKQ fair value estimate to $40.81 from $40.94, reflecting a mix of higher and lower price targets across the Street as models are updated for recent guidance and macro headwinds. Analyst Commentary Street research on LKQ highlights a mix of optimism around valuation support and execution, paired with some caution tied to macro headwinds and reduced earnings expectations.
BRIA
US$1.66
BrilliA
7D
-4.1%
1Y
-14.7%
SMJF
US$3.10
SMJ International Holdings
7D
-10.9%
1Y
n/a
JEM
US$1.43
707 Cayman Holdings
7D
-10.6%
1Y
n/a
AGCC
US$18.87
Agencia Comercial Spirits
7D
25.6%
1Y
n/a