Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Retail Distributors Industry Analysis

UpdatedJun 28, 2026
DataAggregated Company Financials
Companies41
  • 7D5.0%
  • 3M4.1%
  • 1Y-13.6%
  • YTD-5.9%

The Retail Distributors industry is up 5.0% in the last week, with Genuine Parts up 6.7%. Meanwhile, GigaCloud Technology actually underperformed within the industry, shrinking 5.7% in the last week. However, the industry is down 14% over the past year. Earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 29 Jun 2026US$35.5bUS$72.3bUS$1.2b15.1x30.8x0.5x
Wed, 27 May 2026US$32.4bUS$72.2bUS$1.1b14.4x28.2x0.4x
Fri, 24 Apr 2026US$37.8bUS$64.6bUS$1.2b18.8x32.9x0.6x
Sun, 22 Mar 2026US$32.8bUS$64.1bUS$1.2b16.8x26.9x0.5x
Tue, 17 Feb 2026US$44.4bUS$64.3bUS$2.1b18.5x21.6x0.7x
Thu, 15 Jan 2026US$41.6bUS$60.6bUS$2.1b19.8x20.1x0.7x
Sat, 13 Dec 2025US$40.4bUS$60.6bUS$2.1b18.8x19.7x0.7x
Mon, 10 Nov 2025US$38.9bUS$60.5bUS$2.1b20.7x18.9x0.6x
Wed, 08 Oct 2025US$42.5bUS$59.2bUS$2.1b21.9x20.4x0.7x
Fri, 05 Sep 2025US$41.7bUS$59.2bUS$2.1b25.5x19.9x0.7x
Sun, 03 Aug 2025US$39.9bUS$59.2bUS$2.1b23.6x19.1x0.7x
Tue, 01 Jul 2025US$40.6bUS$59.0bUS$2.1b19.8x19.1x0.7x
Thu, 29 May 2025US$42.7bUS$59.0bUS$2.1b20.6x20.1x0.7x
Sat, 26 Apr 2025US$39.5bUS$58.6bUS$2.1b19.1x18.4x0.7x
Mon, 24 Mar 2025US$42.0bUS$58.7bUS$2.2b16.7x19x0.7x
Wed, 19 Feb 2025US$43.2bUS$58.9bUS$2.3b19.9x19.1x0.7x
Fri, 17 Jan 2025US$41.9bUS$58.0bUS$2.5b17.4x17.1x0.7x
Sun, 15 Dec 2024US$43.3bUS$58.0bUS$2.5b17.1x17.6x0.7x
Tue, 12 Nov 2024US$44.1bUS$57.9bUS$2.4b18.2x18.1x0.8x
Thu, 10 Oct 2024US$45.8bUS$57.4bUS$2.6b14.4x17.7x0.8x
Sat, 07 Sep 2024US$44.7bUS$57.4bUS$2.6b15.3x17.3x0.8x
Mon, 05 Aug 2024US$46.5bUS$57.9bUS$2.6b15.6x18x0.8x
Wed, 03 Jul 2024US$44.3bUS$57.7bUS$2.8b12.9x16.1x0.8x
Fri, 31 May 2024US$46.4bUS$47.4bUS$2.7b13.5x17.3x1x
Sun, 28 Apr 2024US$50.3bUS$47.3bUS$2.7b15.4x18.9x1.1x
Tue, 26 Mar 2024US$53.7bUS$47.0bUS$2.9b14.8x18.8x1.1x
Thu, 22 Feb 2024US$50.8bUS$46.5bUS$2.9b16.6x17.7x1.1x
Sat, 20 Jan 2024US$48.9bUS$46.4bUS$2.8b14.5x17.7x1.1x
Mon, 18 Dec 2023US$48.4bUS$46.4bUS$2.7b11.7x18x1x
Wed, 15 Nov 2023US$45.4bUS$46.3bUS$2.7b14.3x17x1x
Fri, 13 Oct 2023US$49.6bUS$45.9bUS$2.7b15.2x18.1x1.1x
Sun, 10 Sep 2023US$50.0bUS$45.9bUS$2.7b17.3x18.3x1.1x
Tue, 08 Aug 2023US$53.3bUS$45.9bUS$2.7b16.3x19.6x1.2x
Thu, 06 Jul 2023US$55.0bUS$45.5bUS$3.0b13.5x18.6x1.2x
Price to Earnings Ratio

18.6x


Total Market Cap: US$55.0bTotal 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 19.9x202420252026
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 30.8x which is higher than its 3-year average PE of 19.9x.
  • 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 Market-2.52%
Consumer Discretionary-2.93%
Retail Distributors5.05%
Distributors5.05%
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$116.026.7%
+US$1.0b		-3.7%PE265.7x
POOL PoolUS$211.616.3%
+US$459.9m		-27.7%PE19.1x
LKQ LKQUS$27.034.8%
+US$313.4m		-27.2%PE13.4x
PLBL Polibeli GroupUS$7.832.5%
+US$69.6m		-9.3%PS108.6x
AENT Alliance Entertainment HoldingUS$5.717.7%
+US$20.9m		46.0%PE13x

Latest News

GOLD
US$41.92
Gold.com
7D
-0.8%
1Y
98.1%
POOL
US$211.61
Pool
7D
6.3%
1Y
-27.7%
Narrative Update • Jun 25

POOL: 2026 Earnings Guidance And Buybacks Will Support Valuation Reassessment

Analysts have trimmed their average price target on Pool, with recent Street research indicating a combined reduction of around $48, citing updated assumptions around discount rates and future P/E expectations. Analyst Commentary Recent research on Pool highlights a mix of optimism and caution as analysts recalibrate their price targets and assumptions.
AENT
US$5.71
Alliance Entertainment Holding
7D
7.7%
1Y
46.0%
Narrative Update • Jun 25

AENT: Collector Platform And Licensing Expansion Will Support Future Upside Potential

Analysts have made a modest upward revision to the Alliance Entertainment Holding price target to reflect updated assumptions for fair value of $8.00, a slightly lower discount rate of 7.29%, adjusted revenue growth expectations of 12.56%, a profit margin of 1.98%, and a forward P/E of 22.87x. What’s in the News for Alliance Entertainment Holding Alliance Entertainment Holding announced that Alliance Home Entertainment secured exclusive physical and electronic sell through rights to the Crave Original series Heated Rivalry, covering Season 1 DVD, Blu-ray, and transactional digital release across North America for physical formats and the United States for EST.
SORA
US$2.03
AsiaStrategy
7D
-6.9%
1Y
-65.8%
GPC
US$116.02
Genuine Parts
7D
6.7%
1Y
-3.7%
GCT
US$32.03
GigaCloud Technology
7D
-5.7%
1Y
61.8%
Analysis Article • Jun 22

GigaCloud Technology (GCT) Stock Could Be 36.8% Undervalued After Earnings Beat

Event driven interest in GigaCloud Technology GigaCloud Technology (GCT) has drawn fresh attention after reporting revenue and earnings that surpassed expectations last quarter, with revenue growth forecasts and shifting institutional ownership now shaping how investors assess the stock. See our latest analysis for GigaCloud Technology. At a share price of $33.98, GigaCloud Technology has seen its 30 day share price return fall 11.02% and its 90 day share price return fall 21.49%. However,...
LKQ
US$27.03
LKQ
7D
4.8%
1Y
-27.2%
Analysis Article • Jun 19

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

LKQ (LKQ) stock is drawing investor attention after recent trading performance, with the share price at $25.80 and returns mixed over the past year, including a decline of about 27% on a total return basis. See our latest analysis for LKQ. Recent moves in LKQ’s share price have been choppy, with a 1 month share price return of 5.13% but a year to date share price return down 14.09%, while the 1 year total shareholder return has declined 27.07%. This points to fading momentum after a stronger...
AGCC
US$14.90
Agencia Comercial Spirits
7D
-4.5%
1Y
n/a
BRIA
US$1.47
BrilliA
7D
6.5%
1Y
-38.8%
WEYS
US$38.03
Weyco Group
7D
2.0%
1Y
12.6%
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$7.83
Polibeli Group
7D
2.5%
1Y
-9.3%
RCT
US$0.36
RedCloud Holdings
7D
-42.6%
1Y
-89.0%
DIT
US$68.00
AMCON Distributing
7D
-3.5%
1Y
-11.3%
JL
US$5.38
J-Long Group
7D
-13.9%
1Y
n/a
SMJF
US$5.50
SMJ International Holdings
7D
5.4%
1Y
n/a
PASW
US$0.16
Ping An Biomedical
7D
-10.3%
1Y
n/a