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

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 31.2x which is higher than its 3-year average PE of 20.0x. The industry is trading close to its 3-year average PS ratio of 0.81x.

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

There are no additional sub-industries under this industry.

U.S. Retail Distributors Industry Analysis

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Thu, 09 Jul 2026	US$36.0b	US$72.3b	US$1.2b	14.9x	31.2x	0.5x
Sat, 06 Jun 2026	US$31.7b	US$72.3b	US$1.2b	14x	27.5x	0.4x
Mon, 04 May 2026	US$34.8b	US$64.8b	US$1.1b	18.5x	32.6x	0.5x
Wed, 01 Apr 2026	US$34.0b	US$64.1b	US$1.2b	16.8x	28x	0.5x
Fri, 27 Feb 2026	US$37.3b	US$64.1b	US$1.2b	17.3x	30.7x	0.6x
Sun, 25 Jan 2026	US$42.6b	US$60.6b	US$2.1b	20.2x	20.7x	0.7x
Tue, 23 Dec 2025	US$38.7b	US$60.6b	US$2.1b	19.2x	18.9x	0.6x
Thu, 20 Nov 2025	US$37.6b	US$60.5b	US$2.1b	18.3x	18.3x	0.6x
Sat, 18 Oct 2025	US$41.0b	US$59.2b	US$2.1b	19.5x	19.7x	0.7x
Mon, 15 Sep 2025	US$44.2b	US$59.2b	US$2.1b	23.2x	21.2x	0.7x
Wed, 13 Aug 2025	US$40.9b	US$59.2b	US$2.1b	24.5x	19.5x	0.7x
Fri, 11 Jul 2025	US$42.6b	US$59.0b	US$2.1b	23.3x	20x	0.7x
Sun, 08 Jun 2025	US$41.7b	US$59.0b	US$2.1b	20.5x	19.6x	0.7x
Tue, 06 May 2025	US$41.1b	US$58.6b	US$2.1b	19.4x	19.2x	0.7x
Thu, 03 Apr 2025	US$42.5b	US$58.7b	US$2.2b	18.4x	19.2x	0.7x
Sat, 01 Mar 2025	US$43.3b	US$58.7b	US$2.2b	16.6x	19.5x	0.7x
Mon, 27 Jan 2025	US$42.4b	US$58.0b	US$2.5b	17.8x	17.3x	0.7x
Wed, 25 Dec 2024	US$41.8b	US$58.0b	US$2.5b	15x	17.1x	0.7x
Fri, 22 Nov 2024	US$42.9b	US$57.9b	US$2.5b	15.7x	17.5x	0.7x
Sun, 20 Oct 2024	US$47.6b	US$57.4b	US$2.6b	16.5x	18.3x	0.8x
Tue, 17 Sep 2024	US$46.3b	US$57.4b	US$2.6b	14.9x	17.9x	0.8x
Thu, 15 Aug 2024	US$45.1b	US$58.0b	US$2.6b	14.6x	17.4x	0.8x
Sat, 13 Jul 2024	US$45.7b	US$57.6b	US$2.8b	12.9x	16.6x	0.8x
Mon, 10 Jun 2024	US$46.6b	US$47.4b	US$2.7b	13.6x	17.4x	1x
Wed, 08 May 2024	US$50.0b	US$47.3b	US$2.7b	17.1x	18.8x	1.1x
Fri, 05 Apr 2024	US$52.6b	US$47.0b	US$2.9b	14.6x	18.4x	1.1x
Sun, 03 Mar 2024	US$52.6b	US$46.9b	US$2.8b	15.3x	18.6x	1.1x
Tue, 30 Jan 2024	US$49.6b	US$46.5b	US$2.8b	15.4x	17.9x	1.1x
Thu, 28 Dec 2023	US$49.5b	US$46.4b	US$2.7b	12.7x	18.4x	1.1x
Sat, 25 Nov 2023	US$47.0b	US$46.3b	US$2.7b	14.1x	17.6x	1x
Mon, 23 Oct 2023	US$45.3b	US$45.9b	US$2.7b	13.7x	16.7x	1x
Wed, 20 Sep 2023	US$49.7b	US$45.9b	US$2.7b	15.3x	18.2x	1.1x
Fri, 18 Aug 2023	US$52.2b	US$45.9b	US$2.7b	15.8x	19.1x	1.1x
Sun, 16 Jul 2023	US$54.8b	US$45.5b	US$3.0b	13.6x	18.5x	1.2x


US Market	-0.43%
Consumer Discretionary	-0.009%
Retail Distributors	0.88%
Distributors	0.88%

Company	Last Price	7D	1Y	Valuation
GPC Genuine Parts	US$124.73	6.2% +US$1.0b	-0.4%	PE285.7x
GCT GigaCloud Technology	US$33.74	1.9% +US$22.8m	63.4%	PE8.4x
AENT Alliance Entertainment Holding	US$5.93	2.4% +US$7.1m	6.7%	PE13.5x
AGCC Agencia Comercial Spirits	US$15.08	1.9% +US$6.4m	n/a	PE563.9x
SMJF SMJ International Holdings	US$5.40	3.8% +US$5.5m	n/a	PE208.6x

Announcement • Jun 30

Redcloud Holdings plc Launches Redai Strategy

RedCloud Holdings plc announced the commercial launch of RedAI Strategy — its first AI-native, agentic application and the initial delivery from its platform rewrite first announced in November 2025. RedAI Strategy is available to enterprise FMCG customers across Nigeria, with 30 enterprise customers participating at launch, with a planned rollout for other RedCloud markets. RedAI Strategy marks the first commercial delivery from RedCloud’s AI-native release programme, first announced in November 2025. Following an extended development and early access programme, RedAI Strategy is now available to enterprise-level FMCG customers in Nigeria with planned rollout across other RedCloud markets in the coming months. At launch, RedAI Strategy operates on RedCloud’s existing AI models. The RAID (Realtime AI for Distribution) engine — validated across 3,700,000 live FMCG transactions in a formal R&D validation in March 2026 — is currently in production development and is expected to be integrated into RedAI Strategy as it reaches deployment readiness, with the potential to significantly expand its predictive capabilities. RedCloud leverages partnerships with Amazon Web Services (AWS) and is a member of NVIDIA Connect, NVIDIA’s partner programme for companies deploying AI at scale, accelerating the development of AI-native models through AWS Bedrock and NVIDIA infrastructure across its global RedAI network. The $14.6Tn global FMCG industry runs on decisions made without real-time supply and demand data, and without visibility of what competitors are doing across the same distribution network. The Company estimates this data deficit contributes to approximately $2Tn in lost inventory value annually — driven by stockouts, excess inventory, demand forecasting failures, and reactive pricing across fragmented route-to-market and supply chain networks. RedAI Strategy converts RedCloud’s proprietary trade intelligence into forward-looking, data-driven recommendations embedded directly within the daily workflows of strategy and commercial leaders. The RedAI Strategy application delivers visual alerts, insights and predictions, alongside conversational intelligence from the RedAI Market Planning Agent throughout the user’s working day. Built on RedCloud’s AI-native architecture and trained on a customer’s own trading and inventory data, it works alongside the people who already own strategy and commercial decisions, surfacing forward-looking insights — or “Decision Intelligence” — at the moment they are needed. Capabilities at launch, ‘Pulse’ performance metrics and alerts on business performance, track competitive performance — verified, anonymised, cross-supply-chain visibility at category level across channels and geographies, eliminating the blind spots no single ERP can close, reveal changing consumer demand for specific sub-categories, based on RedAI data. In future monthly product releases, will soon include: predictive recommendations — continuous inference on live FMCG transactional data that surfaces demand shifts, pricing pressure, and supply risk at SKU level so businesses can make proactive decisions to capture the opportunity, human-in-the-loop execution — in future releases, recommendations are intended to be reviewed and approved by the user, with autonomous execution through agents within strictly defined, low-value decisions — consistent with RedCloud’s approach to responsible AI in global trade. RedAI Strategy is optimised for desktop-first use via browser login, with mobile browser access and a native app planned for a later date. The Market Planning Agent is expected to coordinate a range of specialist sub-agents across market share monitoring, channel performance analysis, and SKU-level demand forecasting in future releases. Initially the Market Planning Agent will operate on data queries, with integration into a range of RAID models as the engine matures. RedAI Strategy is the first agentic application intended to run on it. In the future, RAID is expected to sit at the heart of every recommendation RedAI Strategy makes. It runs continuous inference models on proprietary, cross-customer FMCG transactional data to predict what is going to happen at the SKU level — demand shifts, pricing pressure, supply risk — and surfaces those predictions and recommendations directly into the working day of the people who need to act on them. Systems of record tell you what happened yesterday. RedAI Strategy tells you what you need to know about tomorrow. The launch of RedAI Strategy is just the start. The launch is the first AI-native agentic application in what RedCloud expects to be a pipeline of new product launches in the coming weeks and months, as the Company builds toward its 2026 revenue guidance of $120 million — following audited Fiscal year 2025 revenue of $48.5 million — and scales its RedAI infrastructure across its four operational hubs and its growing global network of joint ventures — including its agreements in Türkiye, Saudi Arabia, South Africa, and India.

U.S. Retail Distributors Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

VP & President of Stacy Adams Brand exercised options and sold US$71k worth of stock

O’Reilly Makes Reported $10b Bid for Genuine Parts Auto Business

High number of new and inexperienced directors

Redcloud Holdings plc Launches Redai Strategy

Alliance Entertainment Expands Preservation Platform to Include Funko and Handmade by Robots Collectibles

GOLD: Tether Investment And Buyback Program Will Support Future Upside Potential

Pool Corporation(NasdaqGS:POOL) dropped from Russell 3000 Growth Benchmark

GigaCloud Technology Inc.(NasdaqGM:GCT) dropped from Russell 2000 Value-Defensive Index

LKQ (LKQ) Stock Could Be 40.6% Undervalued on Its Most Popular Repair Demand Narrative

Agencia Comercial Spirits Ltd has filed a Follow-on Equity Offering in the amount of $240 million.

New minor risk - Share price stability

High number of new and inexperienced directors

Investor sentiment improves as stock rises 25%

Full year 2025 earnings released

Dividend of US$0.12 announced

New major risk - Financial position