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U.S. Retail Distributors Industry Analysis

UpdatedAug 21, 2026
DataAggregated Company Financials
Companies43
  • 7D-1.6%
  • 3M17.1%
  • 1Y-13.6%
  • YTD-0.2%

Over the last 7 days, the Retail Distributors industry has dropped 1.6%, driven by pullbacks in Pool and Genuine Parts of 5.1% and 1.8%, respectively. However, the industry is down 14% over the past year. Earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Aug 2026US$38.1bUS$72.8bUS$1.1b12.8x36.1x0.5x
Sun, 19 Jul 2026US$36.1bUS$72.3bUS$1.2b13.8x31.3x0.5x
Tue, 16 Jun 2026US$33.2bUS$72.3bUS$1.2b14.4x28.8x0.5x
Thu, 14 May 2026US$32.7bUS$72.2bUS$1.2b14.6x28.1x0.5x
Sat, 11 Apr 2026US$36.2bUS$64.1bUS$1.2b17.8x31.3x0.6x
Mon, 09 Mar 2026US$37.3bUS$64.1bUS$1.2b17.9x30.7x0.6x
Wed, 04 Feb 2026US$42.5bUS$60.6bUS$2.0b19.9x20.7x0.7x
Fri, 02 Jan 2026US$38.3bUS$60.6bUS$2.1b19x18.6x0.6x
Sun, 30 Nov 2025US$38.5bUS$60.5bUS$2.1b18.5x18.7x0.6x
Tue, 28 Oct 2025US$41.0bUS$59.5bUS$2.1b21.4x19.6x0.7x
Thu, 25 Sep 2025US$42.8bUS$59.2bUS$2.1b22.3x20.6x0.7x
Sat, 23 Aug 2025US$41.7bUS$59.2bUS$2.1b25.3x19.9x0.7x
Mon, 21 Jul 2025US$40.9bUS$59.0bUS$2.1b23.5x19.2x0.7x
Wed, 18 Jun 2025US$40.7bUS$59.0bUS$2.1b19.8x19.1x0.7x
Fri, 16 May 2025US$42.7bUS$59.0bUS$2.1b20.8x20.2x0.7x
Sun, 13 Apr 2025US$41.4bUS$58.8bUS$2.2b17.7x18.7x0.7x
Tue, 11 Mar 2025US$44.8bUS$58.7bUS$2.2b15.6x20.3x0.8x
Thu, 06 Feb 2025US$41.5bUS$58.0bUS$2.5b17.3x16.9x0.7x
Sat, 04 Jan 2025US$41.0bUS$58.0bUS$2.5b16.6x16.7x0.7x
Mon, 02 Dec 2024US$45.1bUS$58.0bUS$2.5b17x18.4x0.8x
Wed, 30 Oct 2024US$43.3bUS$57.6bUS$2.4b15x17.8x0.8x
Fri, 27 Sep 2024US$46.4bUS$57.4bUS$2.6b15.4x17.9x0.8x
Sun, 25 Aug 2024US$47.3bUS$58.0bUS$2.6b15.1x18.2x0.8x
Tue, 23 Jul 2024US$46.7bUS$57.7bUS$2.8b14.9x16.9x0.8x
Thu, 20 Jun 2024US$45.3bUS$47.4bUS$2.7b13.2x16.9x1x
Sat, 18 May 2024US$49.8bUS$47.4bUS$2.7b14.4x18.6x1.1x
Mon, 15 Apr 2024US$50.0bUS$47.0bUS$2.9b13.9x17.5x1.1x
Wed, 13 Mar 2024US$52.6bUS$46.9bUS$2.8b15.5x18.6x1.1x
Fri, 09 Feb 2024US$49.9bUS$46.5bUS$2.8b17.7x18x1.1x
Sun, 07 Jan 2024US$48.0bUS$46.4bUS$2.7b13.2x17.9x1x
Tue, 05 Dec 2023US$46.7bUS$46.4bUS$2.7b14.1x17.4x1x
Thu, 02 Nov 2023US$43.8bUS$46.3bUS$2.7b12.3x16.4x0.9x
Sat, 30 Sep 2023US$48.8bUS$45.9bUS$2.7b14.9x17.8x1.1x
Mon, 28 Aug 2023US$51.0bUS$45.9bUS$2.7b15.8x18.7x1.1x
Price to Earnings Ratio

18.7x


Total Market Cap: US$51.0bTotal 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 20.6x202420252026
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 36.1x which is higher than its 3-year average PE of 20.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.78x.
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-2.09%
Consumer Discretionary-1.03%
Retail Distributors-1.58%
Distributors-1.58%
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
LKQ LKQUS$25.982.2%
+US$141.7m		-18.4%PE14.2x
GOLD Gold.comUS$45.664.2%
+US$53.7m		101.9%PE16.4x
SMJF SMJ International HoldingsUS$11.2313.4%
+US$36.8m		n/aPS22.7x
GNLN Greenlane HoldingsUS$3.4679.3%
+US$1.1m		-86.9%PS1.1x
PASW Ping An BiomedicalUS$0.143.3%
+US$535.6k		-89.5%PS3.3x

Latest News

POOL
US$190.33
Pool
7D
-5.1%
1Y
-38.3%
Narrative Update • Aug 20

POOL: Share Repurchases And Index Shift Will Support Long-Term Upside

Analysts have trimmed their fair value estimate for Pool to $260 from $300, reflecting slightly lower revenue growth assumptions, a modestly higher discount rate, and reduced future P/E multiples. These changes are partly in line with recent Street price target cuts citing industry multiple compression, inventory concerns, and mixed margin expectations.
SORA
US$2.09
AsiaStrategy
7D
-26.9%
1Y
-60.4%
GOLD
US$45.66
Gold.com
7D
4.2%
1Y
101.9%
PASW
US$0.14
Ping An Biomedical
7D
3.3%
1Y
-89.5%
GNLN
US$3.46
Greenlane Holdings
7D
79.3%
1Y
-86.9%
GPC
US$132.92
Genuine Parts
7D
-1.8%
1Y
-2.5%
WEYS
US$44.90
Weyco Group
7D
-2.0%
1Y
55.3%
Seeking Alpha • Aug 14

Weyco's Underlying Business Is Not Improving Yet The Stock Trades At More Than 15x EV/NOPAT

Summary Weyco Group (WEYS) remains rated Hold as valuation is unattractive given business quality and secular headwinds. Recent 2Q26 results were inflated by tariff refunds; normalized operating income was less than half 2Q25’s level. WEYS trades at nearly 17x EV/NOPAT, despite exposure to discretionary spending and a declining men’s formal footwear market. The company’s strong balance sheet—with ~$98 million net cash and no debt—offers stability but does not offset structural challenges. Read the full article on Seeking Alpha
GCT
US$49.86
GigaCloud Technology
7D
-3.9%
1Y
60.7%
LKQ
US$25.98
LKQ
7D
2.2%
1Y
-18.4%
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.
BRIA
US$1.40
BrilliA
7D
0.7%
1Y
-36.9%
SMJF
US$11.23
SMJ International Holdings
7D
13.4%
1Y
n/a
AENT
US$5.59
Alliance Entertainment Holding
7D
-1.2%
1Y
7.5%
AGCC
US$14.32
Agencia Comercial Spirits
7D
-1.9%
1Y
n/a
PLBL
US$6.23
Polibeli Group
7D
-9.8%
1Y
-45.8%