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U.S. Retail Distributors Industry Analysis

UpdatedJun 18, 2026
DataAggregated Company Financials
Companies42
  • 7D3.7%
  • 3M-2.1%
  • 1Y-19.2%
  • YTD-12.4%

Over the last 7 days, the Retail Distributors industry has risen 4.8%, driven by gains from Genuine Parts of 7.8%. In contrast, the industry has lost 17% in the last 12 months. 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
Thu, 18 Jun 2026US$33.8bUS$72.3bUS$1.2b14.4x29.2x0.5x
Sat, 16 May 2026US$31.3bUS$72.3bUS$1.2b13.9x26.9x0.4x
Mon, 13 Apr 2026US$36.1bUS$64.1bUS$1.2b17.8x31.2x0.6x
Wed, 11 Mar 2026US$36.7bUS$64.1bUS$1.2b17.5x30.2x0.6x
Fri, 06 Feb 2026US$44.0bUS$60.6bUS$2.0b19.4x21.5x0.7x
Sun, 04 Jan 2026US$38.5bUS$60.6bUS$2.1b19.8x18.7x0.6x
Tue, 02 Dec 2025US$38.5bUS$60.5bUS$2.1b18.2x18.7x0.6x
Thu, 30 Oct 2025US$40.9bUS$59.5bUS$2.1b21.4x19.6x0.7x
Sat, 27 Sep 2025US$42.0bUS$59.2bUS$2.1b22.8x20.2x0.7x
Mon, 25 Aug 2025US$43.1bUS$59.2bUS$2.1b25.3x20.6x0.7x
Wed, 23 Jul 2025US$41.1bUS$59.2bUS$2.1b27.9x19.7x0.7x
Fri, 20 Jun 2025US$39.9bUS$59.0bUS$2.1b19.9x18.8x0.7x
Sun, 18 May 2025US$44.0bUS$59.0bUS$2.1b21x20.7x0.7x
Tue, 15 Apr 2025US$41.4bUS$58.8bUS$2.2b17.8x18.7x0.7x
Thu, 13 Mar 2025US$43.4bUS$58.7bUS$2.2b17.3x19.6x0.7x
Sat, 08 Feb 2025US$41.6bUS$58.7bUS$2.4b16.9x17x0.7x
Mon, 06 Jan 2025US$41.5bUS$58.0bUS$2.5b16.6x16.9x0.7x
Wed, 04 Dec 2024US$45.1bUS$58.0bUS$2.5b17.2x18.4x0.8x
Fri, 01 Nov 2024US$42.2bUS$57.6bUS$2.4b14.7x17.3x0.7x
Sun, 29 Sep 2024US$47.6bUS$57.4bUS$2.6b15.8x18.3x0.8x
Tue, 27 Aug 2024US$47.3bUS$58.0bUS$2.6b14.9x18.2x0.8x
Thu, 25 Jul 2024US$47.0bUS$57.7bUS$2.7b14.9x17.3x0.8x
Sat, 22 Jun 2024US$45.6bUS$47.4bUS$2.7b13.4x17x1x
Mon, 20 May 2024US$49.7bUS$47.4bUS$2.7b14.4x18.6x1x
Wed, 17 Apr 2024US$49.8bUS$47.0bUS$2.9b14.1x17.4x1.1x
Fri, 15 Mar 2024US$53.1bUS$46.9bUS$2.8b15.3x18.8x1.1x
Sun, 11 Feb 2024US$50.3bUS$46.4bUS$2.8b17.6x18x1.1x
Tue, 09 Jan 2024US$48.0bUS$46.4bUS$2.7b13.9x17.9x1x
Thu, 07 Dec 2023US$47.2bUS$46.4bUS$2.7b14x17.6x1x
Sat, 04 Nov 2023US$45.7bUS$46.3bUS$2.7b13.8x17.1x1x
Mon, 02 Oct 2023US$49.1bUS$45.9bUS$2.7b14.9x17.9x1.1x
Wed, 30 Aug 2023US$52.2bUS$45.9bUS$2.7b16x19.1x1.1x
Fri, 28 Jul 2023US$53.8bUS$45.8bUS$2.7b14.7x19.8x1.2x
Sun, 25 Jun 2023US$52.5bUS$45.5bUS$3.0b12.7x17.7x1.2x
Price to Earnings Ratio

17.7x


Total Market Cap: US$52.5bTotal 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 19.7x202420252026
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 28.7x which is higher than its 3-year average PE of 19.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.82x.
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 Market1.98%
Consumer Discretionary0.55%
Retail Distributors3.73%
Distributors3.73%
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
GPC Genuine PartsUS$106.127.8%
+US$1.1b		-10.7%PE243.1x
PLBL Polibeli GroupUS$8.0532.4%
+US$721.8m		-6.4%PS111.6x
POOL PoolUS$194.342.3%
+US$162.2m		-31.8%PE17.5x
GOLD Gold.comUS$42.714.8%
+US$56.6m		100.5%PE15.4x
GCT GigaCloud TechnologyUS$32.994.0%
+US$47.1m		83.3%PE8.2x

Latest News

AGCC
US$15.72
Agencia Comercial Spirits
7D
4.5%
1Y
n/a
POOL
US$194.34
Pool
7D
2.3%
1Y
-31.8%
Analysis Article • Jun 17

Pool (POOL) Stock Could Be 22.6% Undervalued as Recurring Demand Supports Fair Value

Pool (POOL) has drawn investor attention as its shares trade around US$198, with recent returns mixed over the past year and longer horizons. This has prompted fresh interest in how the stock’s fundamentals stack up. See our latest analysis for Pool. Recent trading shows Pool stock rebounding in the short term, with a 1 month share price return of 12.96%, while longer term total shareholder returns over 1, 3 and 5 years have declined. This suggests that momentum is still rebuilding. If Pool...
GOLD
US$42.71
Gold.com
7D
4.8%
1Y
100.5%
Narrative Update • Jun 16

GOLD: Expanded Buyback And Lower Discount Rate Will Support Future Upside

Analysts have kept Gold.com’s $90.00 price target unchanged in their latest update, citing adjusted assumptions around the discount rate, revenue growth, profit margins, and future P/E that together support maintaining the prior valuation level. What’s in the News for Gold.com On April 8, 2026, Gold.com announced a change in its equity buyback plan terms, increasing its remaining share repurchase authorization to 2,000,000 shares.
GPC
US$106.12
Genuine Parts
7D
7.8%
1Y
-10.7%
LKQ
US$25.02
LKQ
7D
-1.8%
1Y
-32.1%
INEO
US$0.61
INNEOVA Holdings
7D
-12.3%
1Y
-56.4%
GCT
US$32.99
GigaCloud Technology
7D
4.0%
1Y
83.3%
Seeking Alpha • Jun 10

GigaCloud Technology: Cheap, Profitable, And Still Underestimated

Summary I reiterate GigaCloud Technology as a Buy with a $56 price target, implying 76% upside from the current price of $31. My main growth drivers are Europe, the 3P/SFR marketplace mix, New Classic integration, category expansion, and buybacks. In my model, I estimate these drivers can push 2027 revenue toward $1.89Bn and EPS toward $5.05. I arrive at the price target by applying an 11x FWD non-GAAP P/E multiple to the 2027 estimated EPS of $5.05. The main risks are tariffs, acquisition integration, and logistics cost volatility. I still think the risk-reward is attractive because the company is profitable, debt-free, cash-rich, and buying back stock. Read the full article on Seeking Alpha
BRIA
US$1.40
BrilliA
7D
-7.3%
1Y
-39.7%
SORA
US$2.55
AsiaStrategy
7D
16.7%
1Y
-60.9%
AENT
US$5.26
Alliance Entertainment Holding
7D
-3.3%
1Y
72.5%
Narrative Update • Jun 04

AENT: Collector Platform Expansion Will Support Future Upside Potential

Analysts have modestly revised their price target on Alliance Entertainment Holding, reflecting updated assumptions around fair value stability at $8.00, a slightly lower discount rate, more conservative revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News Alliance Home Entertainment secured exclusive physical and electronic sell through home entertainment rights to the Crave Original series Heated Rivalry Season 1 from Sphere Abacus, covering DVD, Blu-ray, and transactional digital releases across North America for physical formats and the United States for EST.
WEYS
US$36.13
Weyco Group
7D
-0.4%
1Y
17.3%
Seeking Alpha • May 21

Weyco Group Is Starting Off 2026 On The Right Foot

Summary Weyco Group, Inc. remains a Buy as profitability improves despite flat revenue and a recent 14.6% stock outperformance. WEYS benefits from a robust balance sheet, holding $90.8 million in cash with no debt, minimizing investor risk. Operational restructuring, cost reductions, and winding down unprofitable brands have driven margin expansion and improved cash flow. Potential $18.6 million tariff recovery and a mid-single-digit EV/EBITDA multiple further support the bullish thesis. Read the full article on Seeking Alpha
PLBL
US$8.05
Polibeli Group
7D
32.4%
1Y
-6.4%
EPSM
US$1.56
Epsium Enterprise
7D
-15.2%
1Y
-92.3%
DIT
US$69.88
AMCON Distributing
7D
-12.9%
1Y
-1.9%
SMJF
US$5.20
SMJ International Holdings
7D
-2.8%
1Y
n/a
JEM
US$2.55
707 Cayman Holdings
7D
32.1%
1Y
-97.9%