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U.S. Retail Distributors Industry Analysis

UpdatedAug 05, 2026
DataAggregated Company Financials
Companies45
  • 7D1.5%
  • 3M9.2%
  • 1Y-8.8%
  • YTD-0.6%

In the last week, the Retail Distributors industry is up 1.5%, with Genuine Parts leading the way, up 2.2%. During this same period, the LKQ underperformed, falling 7.8%. In the past year, the industry is down 8.8%. Looking forward, earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Aug 2026US$38.2bUS$77.5bUS$820.3m13.4x46.5x0.5x
Sat, 04 Jul 2026US$38.1bUS$72.3bUS$1.2b15.7x33x0.5x
Mon, 01 Jun 2026US$32.3bUS$72.2bUS$1.1b14x28.1x0.4x
Wed, 29 Apr 2026US$36.2bUS$64.7bUS$1.2b18.6x31.5x0.6x
Fri, 27 Mar 2026US$34.7bUS$64.1bUS$1.2b17.1x28.5x0.5x
Sun, 22 Feb 2026US$38.3bUS$64.1bUS$1.2b17.5x31.7x0.6x
Tue, 20 Jan 2026US$42.4bUS$60.6bUS$2.1b20.4x20.6x0.7x
Thu, 18 Dec 2025US$39.4bUS$60.6bUS$2.1b18.3x19.1x0.7x
Sat, 15 Nov 2025US$38.9bUS$61.1bUS$2.1b18.5x18.9x0.6x
Mon, 13 Oct 2025US$40.1bUS$59.2bUS$2.1b21.8x19.3x0.7x
Wed, 10 Sep 2025US$44.5bUS$59.2bUS$2.1b24.7x21.2x0.8x
Fri, 08 Aug 2025US$40.8bUS$59.2bUS$2.1b24.7x19.5x0.7x
Sun, 06 Jul 2025US$42.4bUS$59.0bUS$2.1b23.1x19.9x0.7x
Tue, 03 Jun 2025US$42.4bUS$59.0bUS$2.1b21x19.9x0.7x
Thu, 01 May 2025US$40.0bUS$58.6bUS$2.1b19.2x18.7x0.7x
Sat, 29 Mar 2025US$42.8bUS$58.7bUS$2.2b18.2x19.4x0.7x
Mon, 24 Feb 2025US$42.9bUS$58.7bUS$2.2b19.2x19.4x0.7x
Wed, 22 Jan 2025US$42.4bUS$58.0bUS$2.5b17.6x17.3x0.7x
Fri, 20 Dec 2024US$41.3bUS$58.0bUS$2.5b15.8x16.8x0.7x
Sun, 17 Nov 2024US$43.2bUS$57.9bUS$2.5b15.7x17.6x0.7x
Tue, 15 Oct 2024US$46.4bUS$57.4bUS$2.6b14.9x17.9x0.8x
Thu, 12 Sep 2024US$44.9bUS$57.4bUS$2.6b15.4x17.4x0.8x
Sat, 10 Aug 2024US$45.6bUS$58.0bUS$2.6b14.9x17.6x0.8x
Mon, 08 Jul 2024US$43.8bUS$57.7bUS$2.8b12.9x15.9x0.8x
Wed, 05 Jun 2024US$47.5bUS$47.4bUS$2.7b13.5x17.7x1x
Fri, 03 May 2024US$49.1bUS$47.3bUS$2.7b15.1x18.5x1x
Sun, 31 Mar 2024US$53.3bUS$47.0bUS$2.9b15.1x18.7x1.1x
Tue, 27 Feb 2024US$52.4bUS$46.9bUS$2.8b18.8x18.5x1.1x
Thu, 25 Jan 2024US$49.9bUS$46.5bUS$2.8b15x18.1x1.1x
Sat, 23 Dec 2023US$49.0bUS$46.4bUS$2.7b11.8x18.2x1.1x
Mon, 20 Nov 2023US$46.7bUS$46.3bUS$2.7b14.1x17.5x1x
Wed, 18 Oct 2023US$50.3bUS$45.9bUS$2.7b15.5x18.4x1.1x
Fri, 15 Sep 2023US$49.6bUS$45.9bUS$2.7b15.4x18.2x1.1x
Sun, 13 Aug 2023US$53.0bUS$45.9bUS$2.7b17.5x19.5x1.2x
Price to Earnings Ratio

19.5x


Total Market Cap: US$53.0bTotal Earnings: US$2.7bTotal Revenue: US$45.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail Distributors Industry Price to Earnings3Y Average 20.4x202420252026
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 46.5x which is higher than its 3-year average PE of 20.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.79x.
Past Earnings Growth
  • The earnings for companies in the Retail Distributors industry have declined 33% per year over the last three years.
  • Meanwhile revenues for these companies have grown 19% 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 Market4.85%
Consumer Discretionary9.43%
Retail Distributors1.46%
Distributors1.46%
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
POOL PoolUS$206.636.8%
+US$479.0m		-33.3%PE18.9x
GCT GigaCloud TechnologyUS$46.4615.4%
+US$228.1m		112.0%PE11.5x
PLBL Polibeli GroupUS$6.1610.4%
+US$212.5m		-43.7%PS85.4x
GPC Genuine PartsUS$131.321.0%
+US$184.7m		-1.6%PE552.5x
GOLD Gold.comUS$43.337.9%
+US$92.2m		94.5%PE15.6x

Latest News

WEYS
US$43.90
Weyco Group
7D
10.9%
1Y
52.3%
LKQ
US$24.11
LKQ
7D
-8.6%
1Y
-19.5%
Seeking Alpha • 19h

LKQ Corporation: North America Improved, But Europe Is Still A Drag

Summary LKQ Corporation remains a hold as North America shows organic growth, but European operations are hampered by ERP disruptions and lost wallet share. Q2 revenue declined 6% year-over-year to $3.4B, with consolidated EBITDA margin down 160 bps to 10.2% and adj. EPS falling to $0.67. North America achieved its first positive organic growth in nine quarters, driven by increased alternative parts adoption and stable aftermarket demand. Europe's ERP issues led to ~$140M in revenue and ~$50M in EBITDA drag; valuation at 8x NTM P/E reflects market skepticism pending tangible operational recovery. Read the full article on Seeking Alpha
GPC
US$131.32
Genuine Parts
7D
1.0%
1Y
-1.6%
New Narrative • Aug 04

Industrial End Markets And Separation Costs Will Shape A Cautious Long-Term Outlook

Catalysts About Genuine Parts Genuine Parts supplies automotive and industrial replacement parts and related services across global markets. What are the underlying business or industry changes driving this perspective?
POOL
US$206.63
Pool
7D
6.8%
1Y
-33.3%
GCT
US$46.46
GigaCloud Technology
7D
15.4%
1Y
112.0%
SMJF
US$6.75
SMJ International Holdings
7D
18.4%
1Y
n/a
AENT
US$5.57
Alliance Entertainment Holding
7D
-4.8%
1Y
7.3%
SORA
US$2.31
AsiaStrategy
7D
37.5%
1Y
-52.5%
AGCC
US$15.06
Agencia Comercial Spirits
7D
-0.4%
1Y
n/a
PLBL
US$6.16
Polibeli Group
7D
10.4%
1Y
-43.7%
JEM
US$5.05
707 Cayman Holdings
7D
-6.7%
1Y
-99.7%
JL
US$5.62
J-Long Group
7D
-0.9%
1Y
n/a
EDUC
US$1.38
Educational Development
7D
-0.7%
1Y
4.3%
GOLD
US$43.33
Gold.com
7D
7.9%
1Y
94.5%
Narrative Update • Jun 30

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

Analysts on Gold.com have reduced their fair value estimate from $57.00 to $52.00, citing updated assumptions that include a higher discount rate, lower revenue growth expectations, a higher profit margin outlook, and a higher future P/E multiple. What’s in the News for Gold.com Gold.com received unanimous Buy ratings from all four analysts covering the company, with an average price target of $70 and cited upside potential of about 58% (source: Gold.com recent analyst coverage).