Narrative Update • Jun 25

In the last week, the Retail Distributors industry is up 5.0%, with Genuine Parts up 6.7%. During this same period, the GigaCloud Technology underperformed, falling 5.7%. However, the industry is down 14% over the past year. Earnings are forecast to grow by 24% annually.
Has the U.S. Retail Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 28 Jun 2026 | US$34.9b | US$72.3b | US$1.2b | 15.1x | 30.2x | 0.5x |
| Tue, 26 May 2026 | US$32.4b | US$72.2b | US$1.1b | 14.1x | 28.2x | 0.4x |
| Thu, 23 Apr 2026 | US$38.0b | US$64.6b | US$1.2b | 19x | 33.1x | 0.6x |
| Sat, 21 Mar 2026 | US$33.6b | US$64.1b | US$1.2b | 16.8x | 27.6x | 0.5x |
| Mon, 16 Feb 2026 | US$44.4b | US$64.3b | US$2.1b | 18.5x | 21.6x | 0.7x |
| Wed, 14 Jan 2026 | US$41.2b | US$60.6b | US$2.1b | 19.7x | 19.9x | 0.7x |
| Fri, 12 Dec 2025 | US$39.9b | US$60.6b | US$2.1b | 19.3x | 19.4x | 0.7x |
| Sun, 09 Nov 2025 | US$38.9b | US$60.5b | US$2.1b | 20.7x | 18.9x | 0.6x |
| Tue, 07 Oct 2025 | US$42.9b | US$59.2b | US$2.1b | 22.5x | 20.6x | 0.7x |
| Thu, 04 Sep 2025 | US$41.7b | US$59.2b | US$2.1b | 24.9x | 19.9x | 0.7x |
| Sat, 02 Aug 2025 | US$40.0b | US$59.2b | US$2.1b | 23.6x | 19.1x | 0.7x |
| Mon, 30 Jun 2025 | US$40.6b | US$59.0b | US$2.1b | 18.7x | 19.1x | 0.7x |
| Wed, 28 May 2025 | US$42.3b | US$59.0b | US$2.1b | 20.8x | 19.9x | 0.7x |
| Fri, 25 Apr 2025 | US$41.3b | US$58.9b | US$2.2b | 19.1x | 19.2x | 0.7x |
| Sun, 23 Mar 2025 | US$42.0b | US$58.7b | US$2.2b | 16.7x | 19x | 0.7x |
| Tue, 18 Feb 2025 | US$43.2b | US$58.7b | US$2.4b | 16.8x | 17.7x | 0.7x |
| Thu, 16 Jan 2025 | US$41.4b | US$58.0b | US$2.5b | 16.9x | 16.9x | 0.7x |
| Sat, 14 Dec 2024 | US$43.7b | US$58.0b | US$2.5b | 17.1x | 17.8x | 0.8x |
| Mon, 11 Nov 2024 | US$44.1b | US$58.5b | US$2.4b | 16.3x | 18.1x | 0.8x |
| Wed, 09 Oct 2024 | US$46.1b | US$57.4b | US$2.6b | 15.4x | 17.8x | 0.8x |
| Fri, 06 Sep 2024 | US$46.2b | US$57.4b | US$2.6b | 14.8x | 17.9x | 0.8x |
| Sun, 04 Aug 2024 | US$46.5b | US$57.9b | US$2.6b | 15.6x | 18x | 0.8x |
| Tue, 02 Jul 2024 | US$44.1b | US$47.4b | US$2.7b | 13.3x | 16.5x | 0.9x |
| Thu, 30 May 2024 | US$46.9b | US$47.4b | US$2.7b | 13.4x | 17.5x | 1x |
| Sat, 27 Apr 2024 | US$50.3b | US$47.3b | US$2.7b | 15.4x | 18.9x | 1.1x |
| Mon, 25 Mar 2024 | US$53.7b | US$47.0b | US$2.9b | 14.9x | 18.8x | 1.1x |
| Wed, 21 Feb 2024 | US$50.8b | US$46.5b | US$2.9b | 16.1x | 17.7x | 1.1x |
| Fri, 19 Jan 2024 | US$48.9b | US$46.4b | US$2.8b | 14.5x | 17.7x | 1.1x |
| Sun, 17 Dec 2023 | US$48.4b | US$46.4b | US$2.7b | 11.7x | 18x | 1x |
| Tue, 14 Nov 2023 | US$45.4b | US$46.3b | US$2.7b | 13.9x | 17x | 1x |
| Thu, 12 Oct 2023 | US$49.6b | US$45.9b | US$2.7b | 15.3x | 18.1x | 1.1x |
| Sat, 09 Sep 2023 | US$50.3b | US$45.9b | US$2.7b | 17.3x | 18.4x | 1.1x |
| Mon, 07 Aug 2023 | US$53.0b | US$45.9b | US$2.7b | 16.2x | 19.5x | 1.2x |
| Wed, 05 Jul 2023 | US$55.4b | US$45.5b | US$3.0b | 13.6x | 18.7x | 1.2x |
18.7x
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | -2.65% | |
| Consumer Discretionary | -2.94% | |
| Retail Distributors | 5.02% | |
| Distributors | 5.02% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GPC Genuine Parts | US$116.02 | 6.7% +US$1.0b | -3.7% | PE265.7x | |
| POOL Pool | US$211.61 | 6.3% +US$459.9m | -27.7% | PE19.1x | |
| LKQ LKQ | US$27.03 | 4.8% +US$313.4m | -27.2% | PE13.4x | |
| PLBL Polibeli Group | US$7.83 | 2.5% +US$69.6m | -9.3% | PS108.6x | |
| AENT Alliance Entertainment Holding | US$5.71 | 7.7% +US$20.9m | 46.0% | PE13x |