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U.S. Retail Distributors Industry Analysis

UpdatedMar 10, 2026
DataAggregated Company Financials
Companies44
  • 7D-4.3%
  • 3M-4.6%
  • 1Y-20.9%
  • YTD-3.5%

Over the last 7 days, the Retail Distributors industry has dropped 3.7%, driven by a pullback from Genuine Parts of 5.7%. In contrast, Alliance Entertainment Holding has gained 22%. However, the industry is down 19% over the past year. Earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Mar 2026US$37.3bUS$64.1bUS$1.2b17.7x30.7x0.6x
Thu, 05 Feb 2026US$42.8bUS$60.6bUS$2.0b20.4x20.9x0.7x
Sat, 03 Jan 2026US$38.3bUS$60.6bUS$2.1b19.8x18.6x0.6x
Mon, 01 Dec 2025US$38.5bUS$60.5bUS$2.1b18.5x18.7x0.6x
Wed, 29 Oct 2025US$41.2bUS$59.5bUS$2.1b21.5x19.8x0.7x
Fri, 26 Sep 2025US$42.7bUS$59.2bUS$2.1b22.7x20.5x0.7x
Sun, 24 Aug 2025US$43.1bUS$59.2bUS$2.1b25.3x20.6x0.7x
Tue, 22 Jul 2025US$40.9bUS$59.0bUS$2.1b23.9x19.2x0.7x
Thu, 19 Jun 2025US$40.1bUS$59.0bUS$2.1b19.9x18.9x0.7x
Sat, 17 May 2025US$43.4bUS$59.0bUS$2.1b21x20.4x0.7x
Mon, 14 Apr 2025US$41.4bUS$58.8bUS$2.2b17.7x18.7x0.7x
Wed, 12 Mar 2025US$45.2bUS$58.7bUS$2.2b17.6x20.4x0.8x
Fri, 07 Feb 2025US$41.6bUS$58.0bUS$2.5b17.2x17x0.7x
Sun, 05 Jan 2025US$41.5bUS$58.0bUS$2.5b16.6x16.9x0.7x
Tue, 03 Dec 2024US$45.1bUS$58.0bUS$2.5b17.3x18.4x0.8x
Thu, 31 Oct 2024US$42.8bUS$57.6bUS$2.4b14.9x17.6x0.7x
Sat, 28 Sep 2024US$47.4bUS$57.4bUS$2.6b15.8x18.3x0.8x
Mon, 26 Aug 2024US$47.3bUS$58.0bUS$2.6b15.1x18.2x0.8x
Wed, 24 Jul 2024US$46.8bUS$57.7bUS$2.8b14.9x16.9x0.8x
Fri, 21 Jun 2024US$45.3bUS$47.4bUS$2.7b13.3x16.9x1x
Sun, 19 May 2024US$49.7bUS$47.4bUS$2.7b14.4x18.6x1x
Tue, 16 Apr 2024US$50.0bUS$47.0bUS$2.9b14.1x17.5x1.1x
Thu, 14 Mar 2024US$53.2bUS$46.9bUS$2.8b15.5x18.8x1.1x
Sat, 10 Feb 2024US$50.3bUS$46.5bUS$2.8b17.6x18.2x1.1x
Mon, 08 Jan 2024US$48.0bUS$46.4bUS$2.7b13.2x17.9x1x
Wed, 06 Dec 2023US$47.0bUS$46.4bUS$2.7b13.8x17.5x1x
Fri, 03 Nov 2023US$43.7bUS$46.3bUS$2.7b12.6x16.4x0.9x
Sun, 01 Oct 2023US$49.1bUS$45.9bUS$2.7b14.9x17.9x1.1x
Tue, 29 Aug 2023US$51.0bUS$45.9bUS$2.7b15.8x18.7x1.1x
Thu, 27 Jul 2023US$54.0bUS$45.7bUS$2.9b13.4x18.9x1.2x
Sat, 24 Jun 2023US$52.5bUS$45.5bUS$3.0b12.7x17.7x1.2x
Mon, 22 May 2023US$53.7bUS$46.8bUS$2.9b14.6x18.6x1.1x
Wed, 19 Apr 2023US$54.0bUS$46.5bUS$3.0b15.5x18.2x1.2x
Fri, 17 Mar 2023US$55.0bUS$46.2bUS$3.0b15.6x18.3x1.2x
Price to Earnings Ratio

18.3x


Total Market Cap: US$55.0bTotal Earnings: US$3.0bTotal Revenue: US$46.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail Distributors Industry Price to Earnings3Y Average 18.7x202420252026
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 30.7x which is higher than its 3-year average PE of 18.7x.
  • 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 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-1.50%
Consumer Discretionary-1.14%
Retail Distributors-4.26%
Distributors-4.26%
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
AGCC Agencia Comercial SpiritsUS$18.2021.6%
+US$64.2m		n/aPE486.5x
AENT Alliance Entertainment HoldingUS$6.8122.0%
+US$62.7m		88.6%PE15.9x
GCT GigaCloud TechnologyUS$44.092.5%
+US$39.5m		191.6%PE11.8x
EPSM Epsium EnterpriseUS$2.2070.5%
+US$12.2m		n/aPS3.5x
WEYS Weyco GroupUS$31.950.7%
+US$2.0m		3.2%PE13.1x

Latest News

GPC
US$111.84
Genuine Parts
7D
-5.7%
1Y
-13.3%

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.
LKQ
US$31.34
LKQ
7D
-4.4%
1Y
-28.9%

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

Narrative Update: LKQ Analyst Price Target Shift LKQ's analyst fair value estimate has inched up from $40.69 to $40.94, as analysts weigh a wider mix of price targets in the $34 to $50 range and adjust their models for macro headwinds and updated EPS expectations. Analyst Commentary Recent Street research shows a split view on LKQ, with some analysts lifting price targets and others trimming them while still seeing room for upside.
POOL
US$214.52
Pool
7D
-3.4%
1Y
-41.1%

Maintenance Demand And Digital Capabilities Will Support A Stronger Long-Term Outlook

Catalysts About Pool Pool Corporation is a wholesale distributor of swimming pool, spa and outdoor living products serving maintenance, remodel and new construction demand. What are the underlying business or industry changes driving this perspective?
WEYS
US$31.95
Weyco Group
7D
0.7%
1Y
3.2%
JEM
US$0.10
707 Cayman Holdings
7D
30.4%
1Y
n/a
GCT
US$44.09
GigaCloud Technology
7D
2.5%
1Y
191.6%

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.
CTNT
US$1.54
Cheetah Net Supply Chain Service
7D
-26.3%
1Y
-4.9%
AENT
US$6.81
Alliance Entertainment Holding
7D
22.0%
1Y
88.6%
INEO
US$0.50
INNEOVA Holdings
7D
-21.6%
1Y
-30.3%
SMJF
US$2.96
SMJ International Holdings
7D
2.4%
1Y
n/a
GOLD
US$50.10
Gold.com
7D
-11.9%
1Y
82.6%
PASW
US$0.15
Ping An Biomedical
7D
5.3%
1Y
n/a
RCT
US$0.91
RedCloud Holdings
7D
-9.0%
1Y
n/a
AGCC
US$18.20
Agencia Comercial Spirits
7D
21.6%
1Y
n/a
EPSM
US$2.20
Epsium Enterprise
7D
70.5%
1Y
n/a