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U.S. Specialty Stores Industry Analysis

UpdatedMay 24, 2026
DataAggregated Company Financials
Companies154
  • 7D5.9%
  • 3M-8.0%
  • 1Y2.6%
  • YTD-5.2%

In the last week, the Specialty Stores industry is up 5.9%, with Home Depot up 5.2%. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 9.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 24 May 2026US$913.6bUS$756.2bUS$37.9b20.1x24.1x1.2x
Tue, 21 Apr 2026US$985.2bUS$743.4bUS$37.3b21.6x26.4x1.3x
Thu, 19 Mar 2026US$930.2bUS$748.2bUS$37.6b20x24.7x1.2x
Sat, 14 Feb 2026US$1.0tUS$737.2bUS$36.3b21x27.7x1.4x
Mon, 12 Jan 2026US$1.0tUS$735.9bUS$36.6b21x28.3x1.4x
Wed, 10 Dec 2025US$980.3bUS$742.2bUS$36.3b19.4x27x1.3x
Fri, 07 Nov 2025US$950.4bUS$736.2bUS$36.4b18x26.1x1.3x
Sun, 05 Oct 2025US$998.8bUS$733.8bUS$36.4b17.3x27.4x1.4x
Tue, 02 Sep 2025US$1.0tUS$739.7bUS$35.5b18.6x28.3x1.4x
Thu, 31 Jul 2025US$941.2bUS$735.4bUS$35.0b18.1x26.9x1.3x
Sat, 28 Jun 2025US$900.2bUS$733.1bUS$35.0b17.6x25.7x1.2x
Mon, 26 May 2025US$899.1bUS$732.3bUS$35.4b16x25.4x1.2x
Wed, 23 Apr 2025US$824.4bUS$724.9bUS$35.6b14.5x23.1x1.1x
Fri, 21 Mar 2025US$834.8bUS$725.0bUS$35.6b16.5x23.5x1.2x
Sun, 16 Feb 2025US$908.6bUS$705.3bUS$35.5b16.8x25.6x1.3x
Tue, 14 Jan 2025US$888.0bUS$701.4bUS$35.2b15.7x25.2x1.3x
Thu, 12 Dec 2024US$939.7bUS$706.4bUS$34.3b16.7x27.4x1.3x
Sat, 09 Nov 2024US$479.7bUS$549.3bUS$17.8b15.1x26.9x0.9x
Mon, 07 Oct 2024US$476.7bUS$548.9bUS$18.1b15x26.4x0.9x
Wed, 04 Sep 2024US$477.4bUS$552.5bUS$17.5b14.6x27.2x0.9x
Fri, 02 Aug 2024US$469.8bUS$549.8bUS$17.2b14.9x27.3x0.9x
Sun, 30 Jun 2024US$463.1bUS$551.7bUS$17.5b15.4x26.4x0.8x
Tue, 28 May 2024US$441.7bUS$552.9bUS$17.5b15.6x25.3x0.8x
Thu, 25 Apr 2024US$423.1bUS$554.3bUS$17.1b15.2x24.8x0.8x
Sat, 23 Mar 2024US$458.9bUS$546.6bUS$16.8b15.7x27.3x0.8x
Mon, 19 Feb 2024US$436.1bUS$556.0bUS$15.9b14.7x27.4x0.8x
Wed, 17 Jan 2024US$424.3bUS$574.3bUS$16.1b13.4x26.3x0.7x
Fri, 15 Dec 2023US$424.3bUS$574.8bUS$16.1b13.9x26.3x0.7x
Sun, 12 Nov 2023US$379.5bUS$574.4bUS$17.7b10.8x21.4x0.7x
Tue, 10 Oct 2023US$377.0bUS$566.5bUS$18.4b12.4x20.5x0.7x
Thu, 07 Sep 2023US$405.9bUS$571.3bUS$17.9b11.7x22.7x0.7x
Sat, 05 Aug 2023US$422.6bUS$571.5bUS$18.1b10.9x23.3x0.7x
Mon, 03 Jul 2023US$421.0bUS$572.6bUS$18.4b10.5x22.9x0.7x
Wed, 31 May 2023US$385.5bUS$574.6bUS$18.0b10x21.4x0.7x
Price to Earnings Ratio

21.4x


Total Market Cap: US$385.5bTotal Earnings: US$18.0bTotal Revenue: US$574.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 25.6x202420252026
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 25.6x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 28% per year over the last three years.
  • Revenues for these companies have grown 9.6% 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 Market1.06%
Consumer Discretionary1.69%
Specialty Stores5.87%
Home Furnishing Retail12.76%
Apparel Retail8.36%
Computer and Electronics Retail6.00%
Home Improvement Retail5.32%
Specialty Stores3.15%
Automotive Retail2.53%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 21.9x.
    • Analysts are expecting annual earnings growth of 17.0%, which is higher than its past year's earnings decline of 6.6% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 29.6x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 17% over the next 5 years.
  • This is better than its past earnings decline of 6.6% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 7.0% 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$313.075.2%
+US$15.5b		-13.7%PE22.3x
TJX TJX CompaniesUS$158.277.4%
+US$12.0b		25.9%PE30.2x
ROST Ross StoresUS$234.8110.4%
+US$7.1b		71.1%PE32.7x
WSM Williams-SonomaUS$192.5014.1%
+US$2.8b		22.0%PE20.8x
ORLY O'Reilly AutomotiveUS$91.743.7%
+US$2.7b		0.1%PE29.2x

Latest News

ROST
US$234.81
Ross Stores
7D
10.4%
1Y
71.1%
Analysis Article • 4h

Ross Stores, Inc. Just Beat EPS By 17%: Here's What Analysts Think Will Happen Next

Ross Stores, Inc. ( NASDAQ:ROST ) just released its quarterly report and things are looking bullish. Ross Stores beat...
TJX
US$158.27
TJX Companies
7D
7.4%
1Y
25.9%
WSM
US$192.50
Williams-Sonoma
7D
14.1%
1Y
22.0%
Analysis Article • May 23

Williams-Sonoma, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

It's been a pretty great week for Williams-Sonoma, Inc. ( NYSE:WSM ) shareholders, with its shares surging 14% to...
LOW
US$215.03
Lowe's Companies
7D
-1.6%
1Y
-2.7%
HD
US$313.07
Home Depot
7D
5.2%
1Y
-13.7%
UXIN
US$2.15
Uxin
7D
-15.4%
1Y
-52.5%
WRBY
US$25.09
Warby Parker
7D
-12.7%
1Y
26.7%
DKS
US$231.24
DICK'S Sporting Goods
7D
6.8%
1Y
38.3%
CHWY
US$20.73
Chewy
7D
-2.6%
1Y
-52.8%
Seeking Alpha • May 21

Chewy: CEO's Warnings Are Justified, But The Stock Is Now Too Cheap To Ignore (Rating Upgrade)

Summary Chewy (CHWY) is upgraded to Strong Buy as the valuation implies a major margin of safety that doesn't seem justified by current macro headwinds. CHWY’s fundamentals remain solid, with 14% Autoship sales growth, $562M FCF, and a nearly spotless balance sheet. Recent acquisition of Modern Animal and a $500M buyback expansion enhance growth prospects and shareholder returns. Risks from macro pressures and competition persist, but intrinsic value is estimated well above current levels even when demanding a solid margin of safety. Read the full article on Seeking Alpha
MUSA
US$542.74
Murphy USA
7D
-3.4%
1Y
22.3%
LUXE
US$6.98
LuxExperience B.V
7D
-8.0%
1Y
-22.5%
EYE
US$17.13
National Vision Holdings
7D
-1.8%
1Y
-9.1%
Narrative Update • May 20

EYE: Store Expansion And Buybacks Will Support Long Term Margin Outlook

Analysts have maintained their $39.00 price target for National Vision Holdings. The updated view reflects slightly different assumptions on discount rate, revenue growth, profit margin, and future P/E that offset each other overall.
AZO
US$3,406.50
AutoZone
7D
2.6%
1Y
-11.0%
BOBS
US$11.55
Bob's Discount Furniture
7D
-3.0%
1Y
n/a
ORLY
US$91.74
O'Reilly Automotive
7D
3.7%
1Y
0.1%
BURL
US$324.51
Burlington Stores
7D
10.5%
1Y
38.2%