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U.S. Specialty Stores Industry Analysis

UpdatedJan 07, 2026
DataAggregated Company Financials
Companies158
  • 7D2.0%
  • 3M2.0%
  • 1Y7.6%
  • YTD2.6%

Over the last 7 days, the Specialty Stores industry has remained flat, although notably AutoZone declined by 4.5%. As for the the longer term, the industry is up 5.9% over the past 12 months. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

Has the U.S. Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 07 Jan 2026US$979.1bUS$735.9bUS$36.6b20.7x26.8x1.3x
Fri, 05 Dec 2025US$975.1bUS$741.6bUS$36.3b18.4x26.8x1.3x
Sun, 02 Nov 2025US$951.6bUS$736.5bUS$36.4b16.7x26.1x1.3x
Tue, 30 Sep 2025US$1.0tUS$734.5bUS$36.4b17.6x27.9x1.4x
Thu, 28 Aug 2025US$1.0tUS$738.5bUS$35.5b18.7x28.6x1.4x
Sat, 26 Jul 2025US$935.5bUS$734.5bUS$34.8b18.2x26.8x1.3x
Mon, 23 Jun 2025US$886.7bUS$733.0bUS$35.0b17.6x25.3x1.2x
Wed, 21 May 2025US$940.0bUS$731.5bUS$35.4b16.2x26.5x1.3x
Fri, 18 Apr 2025US$829.3bUS$724.9bUS$35.6b14.4x23.3x1.1x
Sun, 16 Mar 2025US$823.9bUS$725.3bUS$36.1b13.8x22.8x1.1x
Tue, 11 Feb 2025US$901.6bUS$702.5bUS$35.4b16.6x25.4x1.3x
Thu, 09 Jan 2025US$883.2bUS$701.4bUS$35.2b16.1x25.1x1.3x
Sat, 07 Dec 2024US$941.1bUS$706.7bUS$34.3b17.6x27.4x1.3x
Mon, 04 Nov 2024US$455.6bUS$549.9bUS$17.8b14.7x25.7x0.8x
Wed, 02 Oct 2024US$486.4bUS$551.0bUS$18.0b14.8x27x0.9x
Fri, 30 Aug 2024US$476.6bUS$552.5bUS$17.4b15.3x27.4x0.9x
Sun, 28 Jul 2024US$465.0bUS$552.0bUS$17.5b16.1x26.5x0.8x
Tue, 25 Jun 2024US$471.9bUS$551.7bUS$17.5b15.9x26.9x0.9x
Thu, 23 May 2024US$437.2bUS$551.9bUS$17.1b15.3x25.5x0.8x
Sat, 20 Apr 2024US$414.4bUS$552.4bUS$17.2b15.4x24.1x0.8x
Mon, 18 Mar 2024US$449.1bUS$546.5bUS$16.5b14.8x27.3x0.8x
Wed, 14 Feb 2024US$432.5bUS$555.2bUS$15.8b14.7x27.4x0.8x
Fri, 12 Jan 2024US$427.4bUS$574.4bUS$16.1b13.7x26.5x0.7x
Sun, 10 Dec 2023US$409.2bUS$574.7bUS$16.1b13.1x25.4x0.7x
Tue, 07 Nov 2023US$386.6bUS$574.6bUS$17.9b12.7x21.6x0.7x
Thu, 05 Oct 2023US$380.0bUS$566.5bUS$18.4b11.6x20.7x0.7x
Sat, 02 Sep 2023US$417.2bUS$571.8bUS$17.9b11.9x23.3x0.7x
Mon, 31 Jul 2023US$428.1bUS$574.7bUS$17.9b10.7x24x0.7x
Wed, 28 Jun 2023US$414.4bUS$572.6bUS$18.3b10.1x22.6x0.7x
Fri, 26 May 2023US$388.5bUS$575.7bUS$18.3b9.9x21.2x0.7x
Sun, 23 Apr 2023US$406.2bUS$574.8bUS$20.0b10.5x20.3x0.7x
Tue, 21 Mar 2023US$394.3bUS$575.6bUS$19.9b10.4x19.8x0.7x
Thu, 16 Feb 2023US$412.2bUS$543.4bUS$23.6b9.9x17.5x0.8x
Sat, 14 Jan 2023US$394.1bUS$539.0bUS$23.4b9.2x16.8x0.7x
Price to Earnings Ratio

16.8x


Total Market Cap: US$394.1bTotal Earnings: US$23.4bTotal Revenue: US$539.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 24.6x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Specialty Retail industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 24.6x.
  • The 3-year average PS ratio of 0.96x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 16% per year over the last three years.
  • Revenues for these companies have grown 11% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market1.04%
Consumer Discretionary1.56%
Specialty Stores2.00%
Home Furnishing Retail7.75%
Specialty Stores5.04%
Computer and Electronics Retail3.94%
Automotive Retail2.11%
Apparel Retail1.36%
Home Improvement Retail0.99%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 19.6x.
    • Analysts are expecting annual earnings growth of 22.3%, which is higher than its past year's earnings decline of 0.7% per year.
  • Investors are most pessimistic about the Home Furnishing Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 20.8x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings decline of 0.7% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 4.9% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
HD Home DepotUS$349.290.8%
+US$2.9b		-9.1%PE23.8x
ROST Ross StoresUS$187.533.4%
+US$2.0b		23.7%PE29.1x
ULTA Ulta BeautyUS$650.067.1%
+US$1.9b		51.8%PE24.2x
WSM Williams-SonomaUS$197.008.6%
+US$1.9b		0.8%PE20.8x
LOW Lowe's CompaniesUS$246.491.4%
+US$1.9b		-0.03%PE20.5x

Latest News

ROST
US$187.53
Ross Stores
7D
3.4%
1Y
23.7%
AZO
US$3,244.92
AutoZone
7D
-4.5%
1Y
-0.5%

AZO: Do It For Me Strength Will Offset Temporary Do It Yourself Softness

Narrative Update on AutoZone Analysts have lifted their price target on AutoZone to $4,262 from $4,090, pointing to what they describe as an attractive risk/reward setup following the recent selloff and continued strength in the domestic do-it-for-me business, while expecting any pressure on do-it-yourself demand to be largely temporary. Analyst Commentary Bullish Takeaways Bullish analysts see the new US$4,262 price target as reflecting what they view as an attractive balance between valuation and execution risk after the recent selloff.
CHWY
US$32.16
Chewy
7D
-2.1%
1Y
-10.1%

CHWY: Membership Price Hike Will Shape Margins And Engagement Outlook

Analysts have nudged their price target on Chewy slightly higher to about $36.74 from roughly $36.46, citing improving long term revenue growth and margin prospects supported by the early success and planned price increase of the Chewy+ membership program. Analyst Commentary While the modest price target increase reflects growing confidence in Chewy’s long term profit potential, some bearish analysts remain cautious on the durability of member engagement and the pace of monetization from Chewy+.
ORLY
US$90.39
O'Reilly Automotive
7D
-1.2%
1Y
13.0%

ORLY: Pricing Tailwinds And Buybacks Will Support Upside Opportunity

Analysts have raised their price target on O'Reilly Automotive to $125 from $113, citing a clean recent earnings report, an attractive entry point after the stock's pullback, and expectations for pricing tailwinds to support comparable sales growth into 2025 and early 2026. Analyst Commentary Bullish analysts have highlighted that the recent upgrade and higher price targets reflect growing confidence in O'Reilly Automotive's execution and long term growth prospects.
LOW
US$246.49
Lowe's Companies
7D
1.4%
1Y
-0.03%

LOW: Lock-In Housing Dynamics Will Support Gradual Home Improvement Recovery

The analyst price target for Lowe's Companies has been modestly reduced by analysts to reflect slightly softer growth and margin assumptions. The new blended target implies only a small fair value increase to about $273 per share, as they weigh near term housing and consumer headwinds against longer term support from lock in housing dynamics and pent up home improvement demand.
CVNA
US$440.44
Carvana
7D
2.5%
1Y
122.1%
HD
US$349.29
Home Depot
7D
0.8%
1Y
-9.1%
PAG
US$162.34
Penske Automotive Group
7D
-0.4%
1Y
6.9%

We Think Penske Automotive Group (NYSE:PAG) Is Taking Some Risk With Its Debt

Dec 31
We Think Penske Automotive Group (NYSE:PAG) Is Taking Some Risk With Its Debt
DKS
US$217.04
DICK'S Sporting Goods
7D
9.1%
1Y
-4.6%

DKS: Foot Locker Integration Will Drive Long-Term Earnings Power

Analysts have nudged their fair value estimate for DICK'S Sporting Goods higher to $285 from $273, reflecting expectations for stronger long term revenue growth and an accretive but complex integration of Foot Locker, even as they factor in a higher discount rate and some near term margin pressure. Analyst Commentary Bullish analysts acknowledge a mixed backdrop for DICK'S Sporting Goods, with several cutting near term price targets to reflect integration risk and a higher cost of capital, but they broadly reiterate positive views on the company’s structural positioning and long term earnings power.
TJX
US$153.92
TJX Companies
7D
-0.9%
1Y
28.1%

TJX: Q3 Execution And Market Share Gains Will Support Multi Year Outlook

Analysts modestly lifted their price target on TJX Companies to approximately $160 from about $159, citing strong Q3 results, raised multi year guidance, broad based sales momentum across segments, and continued market share opportunities in the off price space. Analyst Commentary Analyst sentiment around TJX remains broadly constructive following the latest Q3 report, with multiple firms lifting price targets across a wide range, from the mid $140s to the low $180s, and reiterating positive ratings on the shares.
ARHS
US$11.06
Arhaus
7D
-3.5%
1Y
16.9%

ARHS: Store Expansion And Margin Framework Will Drive Upside Potential

The analyst price target for Arhaus has been reduced from approximately $14.00 to $12.79 per share, as analysts factor in lower expected revenue growth and profit margins, despite a higher assumed future P E multiple. Analyst Commentary Recent Street research reflects a more nuanced view of Arhaus, with price targets adjusted lower but fundamental optimism on the company’s long term opportunity largely intact.
BNED
US$8.28
Barnes & Noble Education
7D
-11.5%
1Y
-19.1%
WSM
US$197.00
Williams-Sonoma
7D
8.6%
1Y
0.8%

WSM: Future Performance Will Test Premium Multiples And Ongoing Buyback Support

Narrative Update: Williams-Sonoma Analyst Price Target Revision The analyst-derived fair value estimate for Williams-Sonoma has inched higher to about $199 from roughly $198, even as analysts trim official price targets into the mid-to-high $100s after Q3 results and as they highlight still-elevated valuation versus history. Analyst Commentary Bullish analysts acknowledge that the stock has pulled back following the Q3 print, but they still see Williams-Sonoma as executing well against its strategic initiatives, sustaining solid profitability and maintaining a balance sheet that supports ongoing shareholder returns.
LAD
US$326.91
Lithia Motors
7D
-2.7%
1Y
-5.2%

LAD: Luxury Acquisitions And Buybacks Will Drive Strong Future Upside Potential

Analysts have nudged their price target on Lithia Motors slightly higher to approximately $395 per share from about $394 previously, citing steady assumptions for discount rates, long term revenue growth, profit margins, and future valuation multiples that collectively support a marginally stronger fair value outlook. What's in the News Lithia & Driveway acquired Porsche Beverly Hills and Audi Santa Monica, adding an estimated $450 million in annualized revenue and expanding its presence in global luxury auto retail (Key Developments) The new luxury stores contribute to a total of $2.1 billion in expected annualized revenue acquired year to date, reinforcing Lithia's acquisition driven growth strategy (Key Developments) The acquisitions were funded using existing on balance sheet capacity, signaling sufficient liquidity to pursue further expansion without new external financing (Key Developments) Between July 1, 2025 and October 22, 2025, Lithia repurchased 1,377,225 shares for $428.11 million, equal to 5.36 percent of shares, under its ongoing buyback program (Key Developments) Since the March 3, 2016 buyback authorization, the company has cumulatively repurchased 10,444,916 shares, representing 39.42 percent of shares outstanding for $2,261.98 million (Key Developments) Valuation Changes The fair value estimate per share has risen slightly to approximately $394.79 from about $394.13.
BURL
US$311.63
Burlington Stores
7D
8.2%
1Y
10.8%

BURL: Margin Expansion From New Store Growth Will Drive Future Upside

Analysts have trimmed their average price target on Burlington Stores by roughly $20 to the low $300s, citing tougher near term comparisons, incrementally higher operating and interest costs, and more conservative margin expectations, even as they point to ongoing benefits from unit growth and improving near term trends. Analyst Commentary Analyst reactions to the latest results reflect a mix of confidence in Burlington Stores long term growth algorithm and caution around near term execution risks and margin trajectory.
ULTA
US$650.06
Ulta Beauty
7D
7.1%
1Y
51.8%

ULTA: Margin Recovery Hopes Will Likely Prove Overly Optimistic

Analysts have raised their price target on Ulta Beauty by roughly $62 to approximately $478 per share, citing sustained earnings outperformance, improving growth and margin expectations, and strategic expansion via the Space NK acquisition, despite recent share underperformance. Analyst Commentary While the latest upgrade and higher price targets reflect growing confidence in Ulta Beauty's strategy and earnings power, some bearish analysts remain cautious on the stock's risk reward profile.