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

U.S. Retail Distributors Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies42
  • 7D6.1%
  • 3M-5.0%
  • 1Y-19.9%
  • YTD-12.2%

Over the last 7 days, the Retail Distributors industry has risen 6.1%, driven by gains in Genuine Parts and Polibeli Group of 6.9% and 40%, respectively. However, the industry is down 20% over the past year. Earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Jun 2026US$33.2bUS$72.3bUS$1.2b14.7x28.8x0.5x
Wed, 13 May 2026US$33.2bUS$72.2bUS$1.2b14.9x28.6x0.5x
Fri, 10 Apr 2026US$35.8bUS$64.1bUS$1.2b18.1x30.9x0.6x
Sun, 08 Mar 2026US$37.3bUS$64.1bUS$1.2b17.9x30.7x0.6x
Tue, 03 Feb 2026US$42.2bUS$60.6bUS$2.0b20.6x20.6x0.7x
Thu, 01 Jan 2026US$38.7bUS$60.6bUS$2.1b19x18.8x0.6x
Sat, 29 Nov 2025US$38.5bUS$60.5bUS$2.1b18.5x18.7x0.6x
Mon, 27 Oct 2025US$41.0bUS$59.5bUS$2.1b20.6x19.6x0.7x
Wed, 24 Sep 2025US$42.7bUS$59.2bUS$2.1b22.5x20.5x0.7x
Fri, 22 Aug 2025US$42.1bUS$59.2bUS$2.1b23.8x20.1x0.7x
Sun, 20 Jul 2025US$40.9bUS$59.0bUS$2.1b23.5x19.2x0.7x
Tue, 17 Jun 2025US$40.5bUS$59.0bUS$2.1b20.1x19x0.7x
Thu, 15 May 2025US$42.5bUS$59.0bUS$2.1b19.5x20x0.7x
Sat, 12 Apr 2025US$40.6bUS$58.8bUS$2.2b17.7x18.4x0.7x
Mon, 10 Mar 2025US$44.8bUS$58.7bUS$2.2b15.4x20.3x0.8x
Wed, 05 Feb 2025US$41.2bUS$58.0bUS$2.5b16.6x16.8x0.7x
Fri, 03 Jan 2025US$41.5bUS$58.0bUS$2.5b16.6x16.9x0.7x
Sun, 01 Dec 2024US$45.1bUS$58.0bUS$2.5b17x18.4x0.8x
Tue, 29 Oct 2024US$42.5bUS$57.6bUS$2.4b15.1x17.4x0.7x
Thu, 26 Sep 2024US$47.0bUS$57.4bUS$2.6b15.6x18.1x0.8x
Sat, 24 Aug 2024US$46.5bUS$58.0bUS$2.6b15.1x17.9x0.8x
Mon, 22 Jul 2024US$46.7bUS$57.7bUS$2.8b14.9x16.9x0.8x
Wed, 19 Jun 2024US$45.5bUS$47.4bUS$2.7b13.2x17x1x
Fri, 17 May 2024US$50.4bUS$47.4bUS$2.7b14.2x18.8x1.1x
Sun, 14 Apr 2024US$50.4bUS$47.0bUS$2.9b13.9x17.7x1.1x
Tue, 12 Mar 2024US$52.6bUS$46.9bUS$2.8b15.4x18.6x1.1x
Thu, 08 Feb 2024US$49.2bUS$46.5bUS$2.8b17.4x17.8x1.1x
Sat, 06 Jan 2024US$47.6bUS$46.4bUS$2.7b13.2x17.7x1x
Mon, 04 Dec 2023US$46.7bUS$46.4bUS$2.7b13.9x17.4x1x
Wed, 01 Nov 2023US$43.8bUS$46.3bUS$2.7b12.5x16.4x0.9x
Fri, 29 Sep 2023US$48.8bUS$45.9bUS$2.7b14.9x17.8x1.1x
Sun, 27 Aug 2023US$51.0bUS$45.9bUS$2.7b15.8x18.7x1.1x
Tue, 25 Jul 2023US$53.3bUS$45.7bUS$2.9b13.3x18.7x1.2x
Thu, 22 Jun 2023US$53.0bUS$45.5bUS$3.0b12.8x17.9x1.2x
Price to Earnings Ratio

17.9x


Total Market Cap: US$53.0bTotal 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 19.7x202420252026
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 28.8x which is higher than its 3-year average PE of 19.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.83x.
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 Market0.50%
Consumer Discretionary-0.13%
Retail Distributors6.06%
Distributors6.06%
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$104.647.8%
+US$1.0b		-13.2%PE239.7x
PLBL Polibeli GroupUS$7.7540.4%
+US$817.0m		-3.1%PS107.5x
POOL PoolUS$191.035.6%
+US$367.3m		-34.2%PE17.2x
LKQ LKQUS$26.144.3%
+US$275.2m		-31.3%PE12.9x
GOLD Gold.comUS$43.667.9%
+US$92.8m		102.3%PE15.7x

Latest News

GPC
US$104.64
Genuine Parts
7D
7.8%
1Y
-13.2%
LKQ
US$26.14
LKQ
7D
4.3%
1Y
-31.3%
GCT
US$34.10
GigaCloud Technology
7D
7.5%
1Y
85.0%
Seeking Alpha • Jun 10

GigaCloud Technology: Cheap, Profitable, And Still Underestimated

Summary I reiterate GigaCloud Technology as a Buy with a $56 price target, implying 76% upside from the current price of $31. My main growth drivers are Europe, the 3P/SFR marketplace mix, New Classic integration, category expansion, and buybacks. In my model, I estimate these drivers can push 2027 revenue toward $1.89Bn and EPS toward $5.05. I arrive at the price target by applying an 11x FWD non-GAAP P/E multiple to the 2027 estimated EPS of $5.05. The main risks are tariffs, acquisition integration, and logistics cost volatility. I still think the risk-reward is attractive because the company is profitable, debt-free, cash-rich, and buying back stock. Read the full article on Seeking Alpha
BRIA
US$1.52
BrilliA
7D
38.2%
1Y
-35.0%
POOL
US$191.03
Pool
7D
5.6%
1Y
-34.2%
Seeking Alpha • Jun 09

Pool Corporation: Leaving The S&P 500 Is A Trailing Indicator (Upgrade)

Summary Pool Corporation has underperformed, losing 40% over the past year amid weak consumer demand and tepid housing activity. POOL will exit the S&P 500 for the S&P SmallCap 600, likely resulting in a structurally lower valuation multiple due to reduced index ownership. The recent abrupt CEO change and management uncertainty add to investor caution, though full-year guidance was reaffirmed and Q1 results showed modest improvement. I upgrade POOL to Hold, as valuation now reflects challenges; further downside toward $170 would make shares attractive for purchase. Read the full article on Seeking Alpha
AENT
US$5.29
Alliance Entertainment Holding
7D
-3.8%
1Y
66.9%
Narrative Update • Jun 04

AENT: Collector Platform Expansion Will Support Future Upside Potential

Analysts have modestly revised their price target on Alliance Entertainment Holding, reflecting updated assumptions around fair value stability at $8.00, a slightly lower discount rate, more conservative revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News Alliance Home Entertainment secured exclusive physical and electronic sell through home entertainment rights to the Crave Original series Heated Rivalry Season 1 from Sphere Abacus, covering DVD, Blu-ray, and transactional digital releases across North America for physical formats and the United States for EST.
GOLD
US$43.66
Gold.com
7D
7.9%
1Y
102.3%
Narrative Update • Jun 02

GOLD: Expanded Buyback Plan And Stronger Margins Will Support Future Upside

Analysts have nudged their price target on Gold.com to $90.00, reflecting updated assumptions that include a higher discount rate, a shift to declining revenue growth, a stronger profit margin outlook, and a slightly higher future P/E multiple. What's in the News On April 8, 2026, Gold.com announced a change to its equity buyback plan terms, increasing the remaining authorization to 2,000,000 shares.
EDUC
US$1.35
Educational Development
7D
-0.7%
1Y
1.5%
WEYS
US$36.28
Weyco Group
7D
4.2%
1Y
20.3%
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$7.75
Polibeli Group
7D
40.4%
1Y
-3.1%
RAY
US$2.90
Raytech Holding
7D
-10.2%
1Y
-85.0%
AGCC
US$14.15
Agencia Comercial Spirits
7D
-5.1%
1Y
n/a
SMJF
US$5.16
SMJ International Holdings
7D
-3.6%
1Y
n/a
PASW
US$0.17
Ping An Biomedical
7D
-7.3%
1Y
n/a