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U.S. Retail Distributors Industry Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies41
  • 7D-2.9%
  • 3M-15.7%
  • 1Y-26.9%
  • YTD-16.0%

Over the last 7 days, the Retail Distributors industry has dropped 2.9%, driven by a pullback from LKQ of 7.4%. On the other hand SMJ International Holdings is actually up 8.3%. However, the industry is down 27% 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
Fri, 05 Jun 2026US$31.5bUS$72.3bUS$1.2b14.1x27.4x0.4x
Sun, 03 May 2026US$34.9bUS$64.8bUS$1.1b18.5x32.6x0.5x
Tue, 31 Mar 2026US$34.2bUS$64.1bUS$1.2b16.7x28.1x0.5x
Thu, 26 Feb 2026US$38.1bUS$64.1bUS$1.2b16.9x31.5x0.6x
Sat, 24 Jan 2026US$42.5bUS$60.6bUS$2.1b20.2x20.6x0.7x
Mon, 22 Dec 2025US$38.7bUS$60.6bUS$2.1b19.2x18.8x0.6x
Wed, 19 Nov 2025US$38.2bUS$60.5bUS$2.1b18.8x18.6x0.6x
Fri, 17 Oct 2025US$41.0bUS$59.2bUS$2.1b20.2x19.7x0.7x
Sun, 14 Sep 2025US$44.2bUS$59.2bUS$2.1b23.2x21.2x0.7x
Tue, 12 Aug 2025US$40.8bUS$59.2bUS$2.1b24.5x19.4x0.7x
Thu, 10 Jul 2025US$42.6bUS$59.0bUS$2.1b23.8x20x0.7x
Sat, 07 Jun 2025US$42.3bUS$59.0bUS$2.1b20.5x19.9x0.7x
Mon, 05 May 2025US$41.1bUS$58.6bUS$2.1b19.3x19.2x0.7x
Wed, 02 Apr 2025US$42.5bUS$58.7bUS$2.2b18.2x19.2x0.7x
Fri, 28 Feb 2025US$43.4bUS$58.7bUS$2.2b15.9x19.6x0.7x
Sun, 26 Jan 2025US$42.4bUS$58.0bUS$2.5b17.8x17.3x0.7x
Tue, 24 Dec 2024US$41.5bUS$58.0bUS$2.5b14.7x16.9x0.7x
Thu, 21 Nov 2024US$43.2bUS$58.0bUS$2.5b16.4x17.6x0.7x
Sat, 19 Oct 2024US$47.4bUS$57.4bUS$2.6b15.6x18.3x0.8x
Mon, 16 Sep 2024US$46.3bUS$57.4bUS$2.6b15.4x17.9x0.8x
Wed, 14 Aug 2024US$44.6bUS$58.0bUS$2.6b14.9x17.2x0.8x
Fri, 12 Jul 2024US$43.9bUS$57.7bUS$2.8b12.9x15.9x0.8x
Sun, 09 Jun 2024US$46.6bUS$47.4bUS$2.7b13.6x17.4x1x
Tue, 07 May 2024US$50.3bUS$47.3bUS$2.7b17.3x18.9x1.1x
Thu, 04 Apr 2024US$52.6bUS$47.0bUS$2.9b15.5x18.4x1.1x
Sat, 02 Mar 2024US$52.5bUS$46.9bUS$2.8b15.3x18.5x1.1x
Mon, 29 Jan 2024US$49.6bUS$46.5bUS$2.8b16.4x17.9x1.1x
Wed, 27 Dec 2023US$49.0bUS$46.4bUS$2.7b12.1x18.2x1.1x
Fri, 24 Nov 2023US$46.8bUS$46.3bUS$2.7b14.2x17.6x1x
Sun, 22 Oct 2023US$45.3bUS$45.9bUS$2.7b13.7x16.7x1x
Tue, 19 Sep 2023US$49.5bUS$45.9bUS$2.7b15.2x18.1x1.1x
Thu, 17 Aug 2023US$52.2bUS$45.9bUS$2.7b16.1x19.1x1.1x
Sat, 15 Jul 2023US$54.8bUS$45.5bUS$3.0b13.6x18.5x1.2x
Mon, 12 Jun 2023US$50.8bUS$45.5bUS$3.0b12.7x17.2x1.1x
Price to Earnings Ratio

17.2x


Total Market Cap: US$50.8bTotal Earnings: US$3.0bTotal Revenue: US$45.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail Distributors Industry Price to Earnings3Y Average 19.6x202420252026
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 27.4x which is higher than its 3-year average PE of 19.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.83x.
Past Earnings Growth
  • The earnings for companies in the Retail Distributors industry have declined 27% per year over the last three years.
  • Meanwhile revenues for these companies have grown 17% 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-0.11%
Consumer Discretionary-4.28%
Retail Distributors-2.90%
Distributors-2.90%
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
SMJF SMJ International HoldingsUS$5.228.3%
+US$11.1m		n/aPE200.3x
EPSM Epsium EnterpriseUS$1.6435.5%
+US$5.8m		-90.5%PS4.3x
PASW Ping An BiomedicalUS$0.1814.1%
+US$2.7m		n/aPS4.4x
BRIA BrilliAUS$1.593.2%
+US$1.5m		-34.3%PE28.2x
JEM 707 Cayman HoldingsUS$1.627.3%
+US$198.1k		n/aPS0.2x

Latest News

GCT
US$33.31
GigaCloud Technology
7D
-12.0%
1Y
75.6%
GPC
US$98.63
Genuine Parts
7D
-0.6%
1Y
-21.8%
Narrative Update • Jun 03

GPC: Reaffirmed 2026 Guidance Will Surface Asymmetric Upside Potential

Narrative Update on Genuine Parts The analyst price target for Genuine Parts has been trimmed by a few dollars from recent levels, with cuts of $3 and $10 cited by research firms as analysts factor in slightly lower forward P/E assumptions while keeping fair value estimates broadly aligned with prior expectations. Analyst Commentary Recent price target trims of $3 and $10 signal that analysts are fine tuning their views on Genuine Parts, with modest changes to valuation assumptions rather than wholesale shifts in the core outlook.
LKQ
US$25.26
LKQ
7D
-7.4%
1Y
-35.2%
Narrative Update • Jun 02

LKQ: Margin Recovery And Segment Review Will Unlock Long Term Upside

Analysts have trimmed their price target on LKQ by $1 to reflect slightly lower assumptions for revenue growth and profit margins, even as their updated models keep fair value and longer term P/E expectations broadly in line with prior estimates. What's in the News Multiple law firms have announced a consolidated class action lawsuit alleging securities fraud tied to LKQ's US$2.1b acquisition of Uni-Select and its FinishMaster subsidiary, citing claims of misleading statements about integration risks and business performance.
GOLD
US$40.98
Gold.com
7D
-4.3%
1Y
98.5%
Narrative Update • Jun 02

GOLD: Expanded Buyback Plan And Stronger Margins Will Support Future Upside

Analysts have nudged their price target on Gold.com to $90.00, reflecting updated assumptions that include a higher discount rate, a shift to declining revenue growth, a stronger profit margin outlook, and a slightly higher future P/E multiple. What's in the News On April 8, 2026, Gold.com announced a change to its equity buyback plan terms, increasing the remaining authorization to 2,000,000 shares.
POOL
US$183.22
Pool
7D
-0.8%
1Y
-40.6%
Seeking Alpha • May 24

Pool Corporation: Profiting From The Sunbelt's Long Term Growth Potential

Summary Pool Corporation is the leading wholesale distributor of swimming pool and related outdoor products, with a dominant presence in Sunbelt states. POOL derives 64% of revenue from recurring maintenance, providing resilience despite cyclical exposure to new pool construction and remodeling. Current valuation around $180/share aligns with intrinsic value, reflecting limited near-term growth but positioning for upside as construction cycles recover post-2026. Capital allocation remains disciplined, with steady dividends, opportunistic share repurchases, and conservative leverage supporting long-term shareholder returns. Read the full article on Seeking Alpha
AENT
US$5.93
Alliance Entertainment Holding
7D
-8.5%
1Y
71.9%
PLBL
US$5.95
Polibeli Group
7D
-14.8%
1Y
-39.3%
EPSM
US$1.64
Epsium Enterprise
7D
35.5%
1Y
-90.5%
AGCC
US$15.21
Agencia Comercial Spirits
7D
-11.2%
1Y
n/a
BRIA
US$1.59
BrilliA
7D
3.2%
1Y
-34.3%
SMJF
US$5.22
SMJ International Holdings
7D
8.3%
1Y
n/a
PASW
US$0.18
Ping An Biomedical
7D
14.1%
1Y
n/a
JEM
US$1.62
707 Cayman Holdings
7D
7.3%
1Y
n/a