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U.S. Retail Distributors Industry Analysis

UpdatedFeb 27, 2026
DataAggregated Company Financials
Companies44
  • 7D-0.07%
  • 3M-2.2%
  • 1Y-14.1%
  • YTD0.3%

Over the last 7 days, the Retail Distributors industry has dropped 5.3%, driven by Genuine Parts declining 2.1%. The industry has fallen 14% in the last year. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Feb 2026US$37.3bUS$64.1bUS$1.2b17.3x30.7x0.6x
Sun, 25 Jan 2026US$42.6bUS$60.6bUS$2.1b20.2x20.7x0.7x
Tue, 23 Dec 2025US$38.7bUS$60.6bUS$2.1b19.2x18.9x0.6x
Thu, 20 Nov 2025US$37.6bUS$60.5bUS$2.1b18.3x18.3x0.6x
Sat, 18 Oct 2025US$41.0bUS$59.2bUS$2.1b19.5x19.7x0.7x
Mon, 15 Sep 2025US$44.2bUS$59.2bUS$2.1b23.2x21.2x0.7x
Wed, 13 Aug 2025US$40.9bUS$59.2bUS$2.1b24.5x19.5x0.7x
Fri, 11 Jul 2025US$42.6bUS$59.0bUS$2.1b23.3x20x0.7x
Sun, 08 Jun 2025US$41.7bUS$59.0bUS$2.1b20.5x19.6x0.7x
Tue, 06 May 2025US$41.1bUS$58.6bUS$2.1b19.4x19.2x0.7x
Thu, 03 Apr 2025US$42.5bUS$58.7bUS$2.2b18.4x19.2x0.7x
Sat, 01 Mar 2025US$43.3bUS$58.7bUS$2.2b16.6x19.5x0.7x
Mon, 27 Jan 2025US$42.4bUS$58.0bUS$2.5b17.8x17.3x0.7x
Wed, 25 Dec 2024US$41.8bUS$58.0bUS$2.5b15x17.1x0.7x
Fri, 22 Nov 2024US$42.9bUS$57.9bUS$2.5b15.7x17.5x0.7x
Sun, 20 Oct 2024US$47.6bUS$57.4bUS$2.6b16.5x18.3x0.8x
Tue, 17 Sep 2024US$46.3bUS$57.4bUS$2.6b14.9x17.9x0.8x
Thu, 15 Aug 2024US$45.1bUS$58.0bUS$2.6b14.6x17.4x0.8x
Sat, 13 Jul 2024US$45.7bUS$57.6bUS$2.8b12.9x16.6x0.8x
Mon, 10 Jun 2024US$46.6bUS$47.4bUS$2.7b13.6x17.4x1x
Wed, 08 May 2024US$50.0bUS$47.3bUS$2.7b17.1x18.8x1.1x
Fri, 05 Apr 2024US$52.6bUS$47.0bUS$2.9b14.6x18.4x1.1x
Sun, 03 Mar 2024US$52.6bUS$46.9bUS$2.8b15.3x18.6x1.1x
Tue, 30 Jan 2024US$49.6bUS$46.5bUS$2.8b15.4x17.9x1.1x
Thu, 28 Dec 2023US$49.5bUS$46.4bUS$2.7b12.7x18.4x1.1x
Sat, 25 Nov 2023US$47.0bUS$46.3bUS$2.7b14.1x17.6x1x
Mon, 23 Oct 2023US$45.3bUS$45.9bUS$2.7b13.7x16.7x1x
Wed, 20 Sep 2023US$49.7bUS$45.9bUS$2.7b15.3x18.2x1.1x
Fri, 18 Aug 2023US$52.2bUS$45.9bUS$2.7b15.8x19.1x1.1x
Sun, 16 Jul 2023US$54.8bUS$45.5bUS$3.0b13.6x18.5x1.2x
Tue, 13 Jun 2023US$51.5bUS$45.5bUS$3.0b12.7x17.4x1.1x
Thu, 11 May 2023US$55.5bUS$46.9bUS$2.9b17.4x19.2x1.2x
Sat, 08 Apr 2023US$53.8bUS$45.2bUS$3.0b17.1x18x1.2x
Mon, 06 Mar 2023US$57.6bUS$46.2bUS$3.0b16.3x19.2x1.2x
Price to Earnings Ratio

19.2x


Total Market Cap: US$57.6bTotal 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 18.6x202420252026
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 31.5x which is higher than its 3-year average PE of 18.6x.
  • 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 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 Market0.58%
Consumer Discretionary0.16%
Retail Distributors-0.075%
Distributors-0.075%
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$46.9832.7%
+US$429.1m		169.1%PE12.7x
POOL PoolUS$223.312.3%
+US$184.4m		-34.8%PE20.6x
AGCC Agencia Comercial SpiritsUS$13.4033.3%
+US$66.6m		n/aPE358.2x
PLBL Polibeli GroupUS$8.201.4%
+US$40.9m		-19.4%PS100.9x
AENT Alliance Entertainment HoldingUS$5.119.4%
+US$22.4m		29.4%PE11.9x

Latest News

GCT
US$46.98
GigaCloud Technology
7D
32.7%
1Y
169.1%
POOL
US$223.31
Pool
7D
2.3%
1Y
-34.8%

POOL: Recurring Revenue And 2026 Earnings Stabilization Will Support Long-Term Upside

Analysts have trimmed their price target on Pool to reflect a shift in Street expectations. The updated fair value estimate has moved from about $307 to $264 as they factor in softer recent earnings, modestly lower revenue growth and margin assumptions, and a reduced future P/E multiple in line with a series of target cuts across firms.
SMJF
US$2.00
SMJ International Holdings
7D
38.9%
1Y
n/a
GOLD
US$56.38
Gold.com
7D
-3.9%
1Y
106.1%
LKQ
US$32.63
LKQ
7D
-4.3%
1Y
-22.7%

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

The analyst price target for LKQ has been adjusted slightly higher to $34 from $33, as analysts refreshed their models after the Q4 report and updated assumptions around growth, margins and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$34 target as reflecting refreshed expectations following the Q4 report, with updated assumptions around growth, margins and the P/E used in their models.
CTNT
US$1.71
Cheetah Net Supply Chain Service
7D
22.1%
1Y
-10.0%
GPC
US$116.86
Genuine Parts
7D
-2.1%
1Y
-4.8%
GNLN
US$0.66
Greenlane Holdings
7D
-17.5%
1Y
-99.9%
AENT
US$5.11
Alliance Entertainment Holding
7D
9.4%
1Y
29.4%
BRIA
US$2.00
BrilliA
7D
-9.1%
1Y
-33.9%
PASW
US$0.16
Ping An Biomedical
7D
-8.6%
1Y
n/a
JEM
US$0.092
707 Cayman Holdings
7D
-18.9%
1Y
n/a
RCT
US$1.15
RedCloud Holdings
7D
25.0%
1Y
n/a
AGCC
US$13.40
Agencia Comercial Spirits
7D
33.3%
1Y
n/a
EPSM
US$1.35
Epsium Enterprise
7D
-6.9%
1Y
n/a