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U.S. Retail Distributors Industry Analysis

UpdatedDec 25, 2025
DataAggregated Company Financials
Companies45
  • 7D-1.1%
  • 3M-9.8%
  • 1Y-10.3%
  • YTD-5.6%

Over the last 7 days, the Retail Distributors industry has dropped 2.5%, driven by a pullback from Genuine Parts of 4.3%. However, the industry is down 11% over the past year. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Dec 2025US$38.8bUS$60.6bUS$2.1b18.9x18.9x0.6x
Sat, 22 Nov 2025US$36.7bUS$60.5bUS$2.1b18.1x17.8x0.6x
Mon, 20 Oct 2025US$40.8bUS$59.2bUS$2.1b19.5x19.6x0.7x
Wed, 17 Sep 2025US$43.7bUS$59.2bUS$2.1b23.6x21x0.7x
Fri, 15 Aug 2025US$43.1bUS$59.2bUS$2.1b24.5x20.5x0.7x
Sun, 13 Jul 2025US$41.7bUS$59.0bUS$2.1b22.9x19.6x0.7x
Tue, 10 Jun 2025US$41.8bUS$59.0bUS$2.1b20.4x19.7x0.7x
Thu, 08 May 2025US$40.3bUS$58.6bUS$2.1b17.2x18.8x0.7x
Sat, 05 Apr 2025US$41.8bUS$58.7bUS$2.2b17.9x18.9x0.7x
Mon, 03 Mar 2025US$43.8bUS$58.7bUS$2.2b16.6x19.8x0.7x
Wed, 29 Jan 2025US$43.1bUS$58.0bUS$2.5b17.1x17.6x0.7x
Fri, 27 Dec 2024US$41.8bUS$58.0bUS$2.5b15x17.1x0.7x
Sun, 24 Nov 2024US$44.1bUS$57.9bUS$2.5b15.9x18x0.8x
Tue, 22 Oct 2024US$47.6bUS$57.4bUS$2.6b16.4x18.4x0.8x
Thu, 19 Sep 2024US$46.7bUS$57.4bUS$2.6b14.7x18.1x0.8x
Sat, 17 Aug 2024US$45.5bUS$58.0bUS$2.6b14.4x17.5x0.8x
Mon, 15 Jul 2024US$46.4bUS$57.6bUS$2.8b12.9x16.8x0.8x
Wed, 12 Jun 2024US$46.3bUS$47.4bUS$2.7b13.4x17.3x1x
Fri, 10 May 2024US$49.5bUS$47.4bUS$2.7b15.5x18.5x1x
Sun, 07 Apr 2024US$52.1bUS$47.0bUS$2.9b15.1x18.3x1.1x
Tue, 05 Mar 2024US$52.8bUS$46.9bUS$2.8b15.3x18.6x1.1x
Thu, 01 Feb 2024US$49.6bUS$46.5bUS$2.8b15.1x18x1.1x
Sat, 30 Dec 2023US$49.4bUS$46.4bUS$2.7b12.7x18.4x1.1x
Mon, 27 Nov 2023US$47.0bUS$46.3bUS$2.7b14.1x17.6x1x
Wed, 25 Oct 2023US$45.1bUS$45.9bUS$2.7b13.6x16.6x1x
Fri, 22 Sep 2023US$48.9bUS$45.9bUS$2.7b15x17.9x1.1x
Sun, 20 Aug 2023US$51.2bUS$45.9bUS$2.7b15.9x18.8x1.1x
Tue, 18 Jul 2023US$54.8bUS$45.5bUS$3.0b13.7x18.5x1.2x
Thu, 15 Jun 2023US$52.1bUS$45.5bUS$3.0b12.7x17.6x1.1x
Sat, 13 May 2023US$54.5bUS$46.9bUS$2.9b16.9x18.9x1.2x
Mon, 10 Apr 2023US$52.1bUS$45.2bUS$3.0b17.1x17.4x1.2x
Wed, 08 Mar 2023US$56.9bUS$46.2bUS$3.0b16x18.9x1.2x
Fri, 03 Feb 2023US$59.9bUS$44.2bUS$3.1b16.8x19.3x1.4x
Sun, 01 Jan 2023US$54.9bUS$44.1bUS$3.1b12x17.6x1.2x
Price to Earnings Ratio

17.6x


Total Market Cap: US$54.9bTotal Earnings: US$3.1bTotal Revenue: US$44.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail Distributors Industry Price to Earnings3Y Average 18.4x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Retail Distributors industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 18.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.92x.
Past Earnings Growth
  • The earnings for companies in the Retail Distributors industry have declined 13% 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 Market3.10%
Consumer Discretionary2.84%
Retail Distributors-1.07%
Distributors-1.07%
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
GOLD Gold.comUS$34.796.4%
+US$51.5m		34.1%PE115.9x
AENT Alliance Entertainment HoldingUS$7.9411.3%
+US$41.0m		5.8%PE20.7x
LKQ LKQUS$30.260.4%
+US$28.2m		-17.5%PE11.1x
GCT GigaCloud TechnologyUS$40.521.4%
+US$21.1m		124.5%PE11.6x
AGCC Agencia Comercial SpiritsUS$10.503.0%
+US$10.7m		n/aPE485.4x

Latest News

DIT
US$106.50
AMCON Distributing
7D
-4.1%
1Y
-19.0%
GPC
US$125.49
Genuine Parts
7D
-2.0%
1Y
7.0%

GPC: Industrial Upswing Will Drive Earnings Leverage And Improve Risk Reward Profile

Analysts have nudged their price target for Genuine Parts modestly higher, reflecting an intrinsic value near $146 that is roughly flat, but with improved risk and reward expectations as trends strengthen across the automotive and industrial segments. Analyst Commentary Recent Street research reflects a more balanced outlook on Genuine Parts, with incremental optimism around cyclical recovery and execution, tempered by valuation considerations and macro uncertainty.
SORA
US$3.26
AsiaStrategy
7D
-8.9%
1Y
n/a
POOL
US$231.24
Pool
7D
-2.1%
1Y
-34.2%

POOL Improving Execution And Firming Demand Will Drive Long-Term Upside

Analysts have modestly trimmed their fair value estimate for Pool Corp to approximately $323 per share from about $333, citing a slightly higher discount rate and premium valuation, even as they acknowledge improving demand trends, incremental profitability gains, and solid long term growth prospects. Analyst Commentary Recent Street research highlights a generally constructive but valuation conscious stance on Pool Corp, with views split between those expecting continued upside from company specific execution and those cautious about near term return potential.
RCT
US$1.43
RedCloud Holdings
7D
5.9%
1Y
n/a
GOLD
US$34.79
Gold.com
7D
6.4%
1Y
34.1%

GOLD: Upcoming NYSE Listing Will Drive Bullish Re-Rating Potential

Narrative Update Analysts have trimmed their price target on Gold.com by approximately $0.00 per share, reflecting modestly lower discount rate and future P/E assumptions as they refine their long-term valuation framework. What's in the News A Mark Precious Metals, Inc.
GCT
US$40.52
GigaCloud Technology
7D
1.4%
1Y
124.5%

GCT: Higher Price Objective Will Leave Shares Vulnerable To Margin Setbacks

Analysts have raised their price target for GigaCloud Technology by $2, to $33 from $31, citing the company's outsized sales beat and improving growth and margin prospects across its acquired and off-platform businesses. Analyst Commentary Bearish analysts acknowledge that GigaCloud's recent sales performance exceeded expectations, but they remain cautious on the stock's risk reward profile.
AGCC
US$10.50
Agencia Comercial Spirits
7D
3.0%
1Y
n/a
AENT
US$7.94
Alliance Entertainment Holding
7D
11.3%
1Y
5.8%

AENT: Outperform Rating Will Signal Confidence In Strengthening Earnings Trajectory

Analysts have raised their price target on Alliance Entertainment Holding from $10.00 to $11.00, citing higher projected revenue growth, improving profit margins, a slightly lower discount rate, and a more attractive future P/E multiple. Analyst Commentary Bullish analysts view the latest price target increase for Alliance Entertainment Holding as a reflection of strengthening fundamentals and a clearer path to sustained earnings growth.
LKQ
US$30.26
LKQ
7D
0.4%
1Y
-17.5%

LKQ: Portfolio Streamlining And Digital Auctions Will Drive Future Upside Potential

Analysts have modestly reduced their price target on LKQ, trimming fair value from approximately $42.92 to $41.19 per share. Mixed sector fundamentals and a neutral view on auto retail balance the company’s resilient returns and digital growth potential.
EPSM
US$2.15
Epsium Enterprise
7D
-8.9%
1Y
n/a
SMJF
US$4.61
SMJ International Holdings
7D
5.3%
1Y
n/a
PASW
US$0.64
Ping An Biomedical
7D
9.4%
1Y
n/a
WEYS
US$30.87
Weyco Group
7D
-9.0%
1Y
-17.2%

Estimating The Fair Value Of Weyco Group, Inc. (NASDAQ:WEYS)

Nov 21
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BRIA
US$1.57
BrilliA
7D
-5.4%
1Y
-62.2%