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U.S. Retail Distributors Industry Analysis

UpdatedMar 24, 2026
DataAggregated Company Financials
Companies44
  • 7D-1.6%
  • 3M-10.9%
  • 1Y-21.0%
  • YTD-10.5%

Over the last 7 days, the Retail Distributors industry has dropped 1.6%, driven by a pullback from Genuine Parts of 2.8%. Meanwhile, Alliance Entertainment Holding actually outperformed within the industry, gaining 8.1% in the last week. Overall the industry is down 21% in 12 months. 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
Tue, 24 Mar 2026US$32.9bUS$64.1bUS$1.2b17.9x27x0.5x
Thu, 19 Feb 2026US$40.1bUS$64.5bUS$1.3b17.7x30.5x0.6x
Sat, 17 Jan 2026US$42.5bUS$60.6bUS$2.1b20.1x20.6x0.7x
Mon, 15 Dec 2025US$40.1bUS$60.6bUS$2.1b18.9x19.5x0.7x
Wed, 12 Nov 2025US$38.8bUS$61.1bUS$2.1b20.8x18.8x0.6x
Fri, 10 Oct 2025US$41.5bUS$59.2bUS$2.1b22.5x19.9x0.7x
Sun, 07 Sep 2025US$43.0bUS$59.2bUS$2.1b24x20.5x0.7x
Tue, 05 Aug 2025US$39.9bUS$59.2bUS$2.1b23.9x19.1x0.7x
Thu, 03 Jul 2025US$41.9bUS$59.0bUS$2.1b21.2x19.7x0.7x
Sat, 31 May 2025US$42.3bUS$59.0bUS$2.1b20.7x19.9x0.7x
Mon, 28 Apr 2025US$39.5bUS$58.6bUS$2.1b19.1x18.5x0.7x
Wed, 26 Mar 2025US$42.6bUS$58.7bUS$2.2b16.7x19.3x0.7x
Fri, 21 Feb 2025US$42.7bUS$58.7bUS$2.2b19.5x19.3x0.7x
Sun, 19 Jan 2025US$42.4bUS$58.0bUS$2.5b17x17.3x0.7x
Tue, 17 Dec 2024US$43.3bUS$58.0bUS$2.5b16.8x17.6x0.7x
Thu, 14 Nov 2024US$43.3bUS$57.9bUS$2.4b16.7x17.7x0.7x
Sat, 12 Oct 2024US$45.5bUS$57.4bUS$2.6b14.9x17.6x0.8x
Mon, 09 Sep 2024US$44.7bUS$57.4bUS$2.6b15.3x17.3x0.8x
Wed, 07 Aug 2024US$45.5bUS$57.9bUS$2.6b15.3x17.6x0.8x
Fri, 05 Jul 2024US$44.0bUS$57.7bUS$2.8b12.9x16x0.8x
Sun, 02 Jun 2024US$47.5bUS$47.4bUS$2.7b13.8x17.8x1x
Tue, 30 Apr 2024US$50.3bUS$47.3bUS$2.7b14.8x18.9x1.1x
Thu, 28 Mar 2024US$53.6bUS$47.0bUS$2.9b15x18.8x1.1x
Sat, 24 Feb 2024US$52.3bUS$46.9bUS$2.8b18.4x18.5x1.1x
Mon, 22 Jan 2024US$49.2bUS$46.4bUS$2.8b13.3x17.9x1.1x
Wed, 20 Dec 2023US$48.9bUS$46.4bUS$2.7b12.1x18.2x1.1x
Fri, 17 Nov 2023US$46.5bUS$46.3bUS$2.7b14x17.5x1x
Sun, 15 Oct 2023US$49.1bUS$45.9bUS$2.7b15.2x17.9x1.1x
Tue, 12 Sep 2023US$50.0bUS$45.9bUS$2.7b17.9x18.3x1.1x
Thu, 10 Aug 2023US$53.1bUS$45.9bUS$2.7b17.1x19.5x1.2x
Sat, 08 Jul 2023US$54.5bUS$45.5bUS$3.0b13.4x18.4x1.2x
Mon, 05 Jun 2023US$50.3bUS$45.5bUS$3.0b12.6x17x1.1x
Wed, 03 May 2023US$54.9bUS$46.9bUS$3.0b16.9x18.6x1.2x
Fri, 31 Mar 2023US$54.7bUS$46.7bUS$3.0b13x18.1x1.2x
Price to Earnings Ratio

18.1x


Total Market Cap: US$54.7bTotal 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 18.9x202420252026
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 27.0x which is higher than its 3-year average PE of 18.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.87x.
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-1.74%
Consumer Discretionary-2.68%
Retail Distributors-1.64%
Distributors-1.64%
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
AENT Alliance Entertainment HoldingUS$7.358.1%
+US$28.0m		92.9%PE17.1x
LKQ LKQUS$28.790.2%
+US$17.9m		-29.6%PE12.3x
GCT GigaCloud TechnologyUS$43.280.6%
+US$8.8m		172.0%PE11.5x
DIT AMCON DistributingUS$84.809.7%
+US$7.4m		2.7%PE81.7x
SMJF SMJ International HoldingsUS$2.896.3%
+US$4.7m		n/aPE110x

Latest News

GPC
US$101.06
Genuine Parts
7D
-2.8%
1Y
-16.3%

GPC: Planned Business Separation And Industrial Strength Will Drive Constructively Asymmetric Setup

The analyst price target for Genuine Parts has been reduced by about $4 to $140. Analysts cite mixed views on the planned separation of the Auto and Industrial businesses, weaker recent auto trends, and differing assessments of the sum-of-the-parts valuation.
CTNT
US$1.40
Cheetah Net Supply Chain Service
7D
-10.3%
1Y
-13.0%
GCT
US$43.28
GigaCloud Technology
7D
0.6%
1Y
172.0%

GCT: Turnaround And International Expansion Will Support Higher Share Price

Analysts lifted their price target on GigaCloud Technology to $73 from $44, citing Q4 results that beat estimates across the board, with revenue above the high end of guidance, supported by a turnaround in the Noble House brand and strong international sales. Analyst Commentary Bullish analysts are treating the new US$73 price target as a vote of confidence in GigaCloud Technology's ability to build on its recent execution, especially after Q4 results came in ahead of expectations and above the top end of guidance.
SMJF
US$2.89
SMJ International Holdings
7D
6.3%
1Y
n/a
POOL
US$205.26
Pool
7D
-1.7%
1Y
-37.0%
GOLD
US$43.90
Gold.com
7D
-6.0%
1Y
55.1%
LKQ
US$28.79
LKQ
7D
0.2%
1Y
-29.6%
AENT
US$7.35
Alliance Entertainment Holding
7D
8.1%
1Y
92.9%

AENT: Exclusive Distribution Deal And Collectibles Platform Will Support Future Upside

Analysts have trimmed their fair value estimate for Alliance Entertainment Holding by $1.00 to $9.00, citing updated assumptions around revenue growth, profit margins, discount rates, and a higher future P/E that align with recent price target cuts from firms covering the stock. Analyst Commentary Recent research updates point to a more measured stance on Alliance Entertainment Holding, with trimmed price targets but still enough interest to keep the stock on institutional radar.
RCT
US$0.77
RedCloud Holdings
7D
-14.0%
1Y
-84.0%
WEYS
US$33.52
Weyco Group
7D
-0.8%
1Y
10.2%
JL
US$5.18
J-Long Group
7D
4.4%
1Y
n/a
BRIA
US$1.83
BrilliA
7D
-7.1%
1Y
-28.0%
DIT
US$84.80
AMCON Distributing
7D
9.7%
1Y
2.7%
AGCC
US$15.20
Agencia Comercial Spirits
7D
1.2%
1Y
n/a