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U.S. Retail Distributors Industry Analysis

UpdatedAug 12, 2026
DataAggregated Company Financials
Companies42
  • 7D1.9%
  • 3M19.9%
  • 1Y-9.0%
  • YTD1.0%

The Retail Distributors industry is up 4.9% in the last week, with Genuine Parts up 1.9%. In contrast, the industry has lost 8.0% in the last 12 months. As for the next few years, earnings are expected to grow by 27% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 12 Aug 2026US$37.9bUS$72.8bUS$1.1b12.7x35.2x0.5x
Fri, 10 Jul 2026US$35.0bUS$72.3bUS$1.2b14.9x30.3x0.5x
Sun, 07 Jun 2026US$31.6bUS$72.3bUS$1.2b14x27.4x0.4x
Tue, 05 May 2026US$34.8bUS$64.8bUS$1.1b17.9x32.6x0.5x
Thu, 02 Apr 2026US$34.6bUS$64.1bUS$1.2b16.7x28.4x0.5x
Sat, 28 Feb 2026US$38.0bUS$64.1bUS$1.2b17.4x31.2x0.6x
Mon, 26 Jan 2026US$42.6bUS$60.6bUS$2.1b20.2x20.7x0.7x
Wed, 24 Dec 2025US$38.7bUS$60.6bUS$2.1b19x18.8x0.6x
Fri, 21 Nov 2025US$37.1bUS$60.5bUS$2.1b18x18x0.6x
Sun, 19 Oct 2025US$40.8bUS$59.2bUS$2.1b19.5x19.6x0.7x
Tue, 16 Sep 2025US$44.2bUS$59.2bUS$2.1b24x21.2x0.7x
Thu, 14 Aug 2025US$42.3bUS$59.2bUS$2.1b24.8x20.1x0.7x
Sat, 12 Jul 2025US$42.6bUS$59.0bUS$2.1b23.3x20x0.7x
Mon, 09 Jun 2025US$41.7bUS$59.0bUS$2.1b20.5x19.6x0.7x
Wed, 07 May 2025US$40.9bUS$58.6bUS$2.1b16.5x19.1x0.7x
Fri, 04 Apr 2025US$43.1bUS$58.7bUS$2.2b18.2x19.5x0.7x
Sun, 02 Mar 2025US$43.8bUS$58.7bUS$2.2b16.6x19.8x0.7x
Tue, 28 Jan 2025US$42.4bUS$58.0bUS$2.5b16.7x17.3x0.7x
Thu, 26 Dec 2024US$41.8bUS$58.0bUS$2.5b15x17.1x0.7x
Sat, 23 Nov 2024US$43.5bUS$57.9bUS$2.5b15.9x17.7x0.8x
Mon, 21 Oct 2024US$47.6bUS$57.4bUS$2.6b16.5x18.3x0.8x
Wed, 18 Sep 2024US$46.1bUS$57.4bUS$2.6b15x17.8x0.8x
Fri, 16 Aug 2024US$45.0bUS$58.0bUS$2.6b14.5x17.4x0.8x
Sun, 14 Jul 2024US$46.4bUS$57.6bUS$2.8b12.9x16.8x0.8x
Tue, 11 Jun 2024US$46.3bUS$47.4bUS$2.7b13.5x17.3x1x
Thu, 09 May 2024US$50.0bUS$47.3bUS$2.7b17x18.8x1.1x
Sat, 06 Apr 2024US$51.7bUS$47.0bUS$2.9b15.1x18.1x1.1x
Mon, 04 Mar 2024US$52.6bUS$46.9bUS$2.8b15.3x18.6x1.1x
Wed, 31 Jan 2024US$49.8bUS$46.5bUS$2.8b15.5x18x1.1x
Fri, 29 Dec 2023US$49.5bUS$46.4bUS$2.7b12.6x18.4x1.1x
Sun, 26 Nov 2023US$47.0bUS$46.3bUS$2.7b14.1x17.6x1x
Tue, 24 Oct 2023US$45.1bUS$45.9bUS$2.7b13.6x16.6x1x
Thu, 21 Sep 2023US$49.7bUS$45.9bUS$2.7b15.3x18.2x1.1x
Sat, 19 Aug 2023US$51.1bUS$45.9bUS$2.7b15.9x18.7x1.1x
Price to Earnings Ratio

18.7x


Total Market Cap: US$51.1bTotal 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 20.5x202420252026
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 35.3x which is higher than its 3-year average PE of 20.5x.
  • 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 26% 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 Market0.091%
Consumer Discretionary-0.26%
Retail Distributors1.94%
Distributors1.94%
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$135.091.9%
+US$350.2m		0.2%PE568.4x
GCT GigaCloud TechnologyUS$51.5210.9%
+US$130.6m		67.5%PE11.8x
SMJF SMJ International HoldingsUS$9.1063.1%
+US$97.5m		n/aPS18.5x
WEYS Weyco GroupUS$46.8814.5%
+US$56.7m		47.0%PE12.7x
LKQ LKQUS$24.700.9%
+US$53.1m		-18.0%PE13.5x

Latest News

JEM
US$4.08
707 Cayman Holdings
7D
-21.5%
1Y
-99.7%
WEYS
US$46.88
Weyco Group
7D
14.5%
1Y
47.0%
LKQ
US$24.70
LKQ
7D
0.9%
1Y
-18.0%
Narrative Update • Aug 09

LKQ: European ERP Recovery And Cash Generation Will Drive Re Rating

Analysts have trimmed their price targets and fair value assumptions for LKQ, with the modeled fair value moving from about $47.50 to roughly $42.18. This reflects lower revenue growth and margin expectations after recent Q2 disruptions and updated Street research.
GCT
US$51.52
GigaCloud Technology
7D
10.9%
1Y
67.5%
Narrative Update • Aug 09

GCT: Record Results And Buybacks Will Shape Balanced Long Term Outlook

Analysts have lifted their price target for GigaCloud Technology from $53.75 to $57.00, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E that refine their overall valuation view. What’s in the News for GigaCloud Technology GigaCloud Technology reported record revenue and earnings per share for Q2 2026, according to recent company results.
SORA
US$3.05
AsiaStrategy
7D
52.5%
1Y
-38.1%
POOL
US$201.50
Pool
7D
-1.0%
1Y
-35.6%
Narrative Update • Aug 06

POOL: Softer Margins And Inventory Risk Will Pressure Future Returns

Analysts cut the fair value estimate for Pool to $185 from $206, reflecting slightly higher discount rate assumptions, a more cautious view on profit margins, and lower sector P/E multiples cited across recent price target revisions. Analyst Commentary Recent commentary on Pool highlights a clear shift toward more cautious expectations, even as some firms still point to areas of operational strength.
RAY
US$2.84
Raytech Holding
7D
-5.3%
1Y
-93.7%
GPC
US$135.09
Genuine Parts
7D
1.9%
1Y
0.2%
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?
BRIA
US$1.34
BrilliA
7D
-4.3%
1Y
-43.7%
SMJF
US$9.10
SMJ International Holdings
7D
63.1%
1Y
n/a
AENT
US$5.57
Alliance Entertainment Holding
7D
1.9%
1Y
13.2%
AGCC
US$15.01
Agencia Comercial Spirits
7D
-0.8%
1Y
n/a
PLBL
US$5.85
Polibeli Group
7D
-2.8%
1Y
-40.4%
JL
US$5.16
J-Long Group
7D
-9.0%
1Y
n/a
GOLD
US$43.44
Gold.com
7D
1.8%
1Y
89.4%
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).