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U.S. Retail Distributors Industry Analysis

UpdatedJul 03, 2026
DataAggregated Company Financials
Companies42
  • 7D8.8%
  • 3M10.9%
  • 1Y-12.4%
  • YTD0.6%

The Retail Distributors industry is up 8.8% in the last week, with Genuine Parts up 17%. However, the industry is down 12% over the past year. As for the next few years, earnings are expected to grow by 24% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Jul 2026US$35.8bUS$72.3bUS$1.2b15.7x31x0.5x
Sun, 31 May 2026US$32.3bUS$72.2bUS$1.1b14x28.1x0.4x
Tue, 28 Apr 2026US$37.1bUS$64.7bUS$1.2b18.9x32.2x0.6x
Thu, 26 Mar 2026US$34.3bUS$64.1bUS$1.2b17.4x28.2x0.5x
Sat, 21 Feb 2026US$38.2bUS$64.1bUS$1.2b17.5x31.6x0.6x
Mon, 19 Jan 2026US$42.4bUS$60.6bUS$2.1b20.4x20.6x0.7x
Wed, 17 Dec 2025US$39.9bUS$60.6bUS$2.1b18.9x19.4x0.7x
Fri, 14 Nov 2025US$39.0bUS$61.1bUS$2.1b21.1x18.9x0.6x
Sun, 12 Oct 2025US$40.1bUS$59.2bUS$2.1b21.8x19.3x0.7x
Tue, 09 Sep 2025US$43.4bUS$59.2bUS$2.1b22.6x20.7x0.7x
Thu, 07 Aug 2025US$40.7bUS$59.2bUS$2.1b24.7x19.5x0.7x
Sat, 05 Jul 2025US$42.4bUS$59.0bUS$2.1b23.1x19.9x0.7x
Mon, 02 Jun 2025US$42.4bUS$59.0bUS$2.1b20.7x19.9x0.7x
Wed, 30 Apr 2025US$39.6bUS$58.6bUS$2.1b19.3x18.5x0.7x
Fri, 28 Mar 2025US$42.4bUS$58.7bUS$2.2b18.5x19.2x0.7x
Sun, 23 Feb 2025US$42.9bUS$58.7bUS$2.2b19.2x19.4x0.7x
Tue, 21 Jan 2025US$42.4bUS$58.0bUS$2.5b17x17.3x0.7x
Thu, 19 Dec 2024US$42.3bUS$58.0bUS$2.5b16.1x17.2x0.7x
Sat, 16 Nov 2024US$43.4bUS$57.9bUS$2.4b15.7x17.8x0.7x
Mon, 14 Oct 2024US$46.4bUS$57.4bUS$2.6b14.9x17.9x0.8x
Wed, 11 Sep 2024US$45.4bUS$57.4bUS$2.6b15.4x17.6x0.8x
Fri, 09 Aug 2024US$45.1bUS$58.0bUS$2.6b14.9x17.4x0.8x
Sun, 07 Jul 2024US$43.8bUS$57.7bUS$2.8b12.9x15.9x0.8x
Tue, 04 Jun 2024US$47.5bUS$47.4bUS$2.7b13.8x17.8x1x
Thu, 02 May 2024US$49.3bUS$47.3bUS$2.7b13.9x18.5x1x
Sat, 30 Mar 2024US$53.3bUS$47.0bUS$2.9b15.1x18.7x1.1x
Mon, 26 Feb 2024US$52.3bUS$46.9bUS$2.8b18.4x18.5x1.1x
Wed, 24 Jan 2024US$50.2bUS$46.4bUS$2.8b14.4x18.2x1.1x
Fri, 22 Dec 2023US$48.4bUS$46.4bUS$2.7b11.7x18x1x
Sun, 19 Nov 2023US$46.5bUS$46.3bUS$2.7b14.1x17.5x1x
Tue, 17 Oct 2023US$49.5bUS$45.9bUS$2.7b15.3x18.1x1.1x
Thu, 14 Sep 2023US$49.6bUS$45.9bUS$2.7b15.2x18.2x1.1x
Sat, 12 Aug 2023US$53.0bUS$45.9bUS$2.7b17.5x19.5x1.2x
Mon, 10 Jul 2023US$54.5bUS$45.5bUS$3.0b13.4x18.4x1.2x
Price to Earnings Ratio

18.4x


Total Market Cap: US$54.5bTotal 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 19.9x202420252026
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 31.0x 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 0.81x.
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 Market1.38%
Consumer Discretionary4.25%
Retail Distributors8.81%
Distributors8.81%
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$132.5717.3%
+US$2.7b		4.0%PE303.6x
PLBL Polibeli GroupUS$10.2625.7%
+US$769.4m		8.0%PS142.3x
POOL PoolUS$219.475.8%
+US$440.6m		-27.3%PE19.8x
GOLD Gold.comUS$43.996.1%
+US$73.7m		92.6%PE15.8x
GCT GigaCloud TechnologyUS$33.213.7%
+US$43.4m		61.5%PE8.2x

Latest News

GPC
US$132.57
Genuine Parts
7D
17.3%
1Y
4.0%
Narrative Update • Jul 02

GPC: Spin-Off And Cost Cuts Are Expected To Unlock Value

Analysts have reset their price target for Genuine Parts to $145 from $190, citing updated assumptions on fair value, profit margins, and future P/E, along with expectations around the pending motion business spin and cost reductions at NAPA. Analyst Commentary Recent commentary around Genuine Parts has centered on how the pending motion business spin, cost actions at NAPA, and current valuation interact to shape the risk and reward for shareholders.
RCT
US$0.24
RedCloud Holdings
7D
-15.5%
1Y
-90.4%
AENT
US$5.95
Alliance Entertainment Holding
7D
4.2%
1Y
11.4%
GOLD
US$43.99
Gold.com
7D
6.1%
1Y
92.6%
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).
POOL
US$219.47
Pool
7D
5.8%
1Y
-27.3%
GCT
US$33.21
GigaCloud Technology
7D
3.7%
1Y
61.5%
SORA
US$1.89
AsiaStrategy
7D
-8.3%
1Y
-74.4%
LKQ
US$26.55
LKQ
7D
-0.7%
1Y
-31.4%
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$14.80
Agencia Comercial Spirits
7D
-2.0%
1Y
n/a
INEO
US$0.67
INNEOVA Holdings
7D
18.5%
1Y
-45.1%
GNLN
US$2.27
Greenlane Holdings
7D
-7.3%
1Y
-92.6%
WEYS
US$39.49
Weyco Group
7D
3.3%
1Y
16.1%
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$10.26
Polibeli Group
7D
25.7%
1Y
8.0%
EPSM
US$1.27
Epsium Enterprise
7D
-3.1%
1Y
-90.5%
DIT
US$70.00
AMCON Distributing
7D
-4.0%
1Y
-9.1%
SMJF
US$5.25
SMJ International Holdings
7D
-1.9%
1Y
n/a