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U.S. Specialty Stores Industry Analysis

UpdatedNov 19, 2025
DataAggregated Company Financials
Companies158
  • 7D-5.4%
  • 3M-8.7%
  • 1Y-3.2%
  • YTD-2.2%

Over the last 7 days, the Specialty Stores industry has dropped 5.4%, driven by Home Depot declining 10%. However, the industry is down 3.2% over the past year. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 19 Nov 2025US$926.0bUS$735.7bUS$36.4b16.6x25.4x1.3x
Fri, 17 Oct 2025US$984.6bUS$731.6bUS$36.4b16.1x27.1x1.3x
Sun, 14 Sep 2025US$1.0tUS$732.4bUS$35.6b18.7x28.7x1.4x
Tue, 12 Aug 2025US$962.5bUS$735.1bUS$35.3b17.6x27.3x1.3x
Thu, 10 Jul 2025US$929.5bUS$733.1bUS$35.0b18x26.6x1.3x
Sat, 07 Jun 2025US$924.7bUS$732.6bUS$34.9b17.4x26.5x1.3x
Mon, 05 May 2025US$881.7bUS$727.1bUS$35.7b15.5x24.7x1.2x
Wed, 02 Apr 2025US$858.4bUS$724.4bUS$35.6b16.2x24.1x1.2x
Fri, 28 Feb 2025US$927.9bUS$727.2bUS$35.6b14.5x26.1x1.3x
Sun, 26 Jan 2025US$922.1bUS$701.4bUS$35.2b16.3x26.2x1.3x
Tue, 24 Dec 2024US$895.4bUS$706.5bUS$34.4b16.6x26x1.3x
Thu, 21 Nov 2024US$886.6bUS$705.2bUS$32.8b16.7x27x1.3x
Sat, 19 Oct 2024US$480.9bUS$548.8bUS$18.1b14.6x26.6x0.9x
Mon, 16 Sep 2024US$483.2bUS$552.2bUS$17.4b15x27.7x0.9x
Wed, 14 Aug 2024US$448.5bUS$550.2bUS$17.1b15.4x26.2x0.8x
Fri, 12 Jul 2024US$462.3bUS$551.8bUS$17.6b16x26.3x0.8x
Sun, 09 Jun 2024US$463.4bUS$552.5bUS$17.8b15.9x26.1x0.8x
Tue, 07 May 2024US$431.9bUS$553.2bUS$16.8b15.7x25.7x0.8x
Thu, 04 Apr 2024US$446.6bUS$552.3bUS$17.1b15.7x26.2x0.8x
Sat, 02 Mar 2024US$449.3bUS$551.1bUS$15.8b14.7x28.5x0.8x
Mon, 29 Jan 2024US$432.6bUS$574.3bUS$16.1b13.9x26.8x0.8x
Wed, 27 Dec 2023US$432.6bUS$574.4bUS$16.1b13.7x26.8x0.8x
Fri, 24 Nov 2023US$392.8bUS$574.8bUS$17.7b12.9x22.2x0.7x
Sun, 22 Oct 2023US$371.7bUS$566.5bUS$18.4b12.5x20.2x0.7x
Tue, 19 Sep 2023US$390.4bUS$567.9bUS$18.3b11.9x21.3x0.7x
Thu, 17 Aug 2023US$420.6bUS$571.8bUS$18.4b10.7x22.8x0.7x
Sat, 15 Jul 2023US$424.8bUS$572.7bUS$18.3b10.4x23.2x0.7x
Mon, 12 Jun 2023US$395.3bUS$574.2bUS$18.2b9.8x21.7x0.7x
Wed, 10 May 2023US$402.6bUS$576.6bUS$19.1b11x21.1x0.7x
Fri, 07 Apr 2023US$400.5bUS$577.3bUS$20.5b10.2x19.6x0.7x
Sun, 05 Mar 2023US$389.3bUS$530.1bUS$22.7b9.8x17.2x0.7x
Tue, 31 Jan 2023US$399.5bUS$540.4bUS$23.5b9.2x17x0.7x
Thu, 29 Dec 2022US$366.5bUS$539.0bUS$23.5b8.4x15.6x0.7x
Sat, 26 Nov 2022US$387.0bUS$541.1bUS$24.0b8.2x16.1x0.7x
Price to Earnings Ratio

16.1x


Total Market Cap: US$387.0bTotal Earnings: US$24.0bTotal Revenue: US$541.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 24.2x202320242025
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 24.2x.
  • The 3-year average PS ratio of 0.93x 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 15% 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 Market-3.69%
Consumer Discretionary-7.02%
Specialty Stores-5.41%
Apparel Retail-1.22%
Automotive Retail-1.71%
Specialty Stores-3.29%
Home Furnishing Retail-5.74%
Computer and Electronics Retail-6.08%
Home Improvement Retail-9.98%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 18.4x.
    • Analysts are expecting annual earnings growth of 23.6%, which is higher than its past year's earnings growth of 8.1% 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 20.1x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings growth rate of 8.1% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 4.8% 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
AZO AutoZoneUS$3.83k1.9%
+US$1.2b		23.2%PE25.5x
CHWY ChewyUS$34.523.7%
+US$510.2m		4.8%PE94.7x
AN AutoNationUS$197.923.2%
+US$225.0m		20.1%PE10.9x
MUSA Murphy USAUS$368.643.2%
+US$211.5m		-29.7%PE14.7x
GPI Group 1 AutomotiveUS$393.103.4%
+US$161.8m		-2.0%PE13.1x

Latest News

HD
US$336.48
Home Depot
7D
-10.1%
1Y
-17.3%
LOW
US$219.57
Lowe's Companies
7D
-6.7%
1Y
-15.3%
EYE
US$24.91
National Vision Holdings
7D
0.7%
1Y
119.7%
W
US$95.81
Wayfair
7D
-13.3%
1Y
135.1%

W: New Columbus Retail Location Will Expand Physical Presence In 2026

Analysts have raised their price target for Wayfair from $112.31 to $114.00. They cited minor adjustments to discount rates and profit margin forecasts as supporting factors for the higher valuation.
BBW
US$49.38
Build-A-Bear Workshop
7D
4.9%
1Y
34.6%
AZO
US$3,827.89
AutoZone
7D
1.9%
1Y
23.2%

AZO: Market Share Gains Will Drive Outperformance Despite Margin Headwinds

Analysts have modestly raised AutoZone's fair value estimate to $4,583 from $4,570. They cite opportunities for market share gains, ongoing store expansion, and resilience in core demand despite near-term margin headwinds.
CVNA
US$317.22
Carvana
7D
-3.0%
1Y
27.2%

CVNA: Operational Momentum And Credit Flexibility Will Support Market Share Gains

The analyst average price target for Carvana has been modestly reduced from $423.90 to $419.67. Analysts are weighing strong operational momentum and robust e-commerce platform performance against persistent macro and credit headwinds in the used vehicle market.
GPI
US$393.10
Group 1 Automotive
7D
3.4%
1Y
-2.0%
WSM
US$180.75
Williams-Sonoma
7D
-5.6%
1Y
31.7%
TSCO
US$53.53
Tractor Supply
7D
-4.3%
1Y
-1.9%
AN
US$197.92
AutoNation
7D
3.2%
1Y
20.1%

AN: Expanded Share Repurchases Will Likely Drive Market Outperformance

Analysts have raised their price target for AutoNation from $228.30 to $233.00. They cite slightly improved revenue growth expectations, even though there is a marginal decrease in projected profit margins.
ROST
US$159.90
Ross Stores
7D
-1.8%
1Y
14.8%

ROST: Easing Tariff Pressures Should Support Steady Performance in Coming Quarters

Analysts have raised their price targets for Ross Stores, boosting the consensual fair value from $164.59 to $166.24. They cite stronger Q2 results, easing tariff pressures, and improved visibility into future earnings.
MUSA
US$368.64
Murphy USA
7D
3.2%
1Y
-29.7%

MUSA: Leadership Transition And Expanded Buybacks Will Drive Stronger Returns

Analysts have slightly reduced their price target for Murphy USA, lowering it from $431.71 to $423.29. This revision is due to increased discount rates and minor adjustments in profit margin forecasts, even though there are expectations for stronger revenue growth.
CHWY
US$34.52
Chewy
7D
3.7%
1Y
4.8%
ABG
US$220.30
Asbury Automotive Group
7D
1.1%
1Y
-12.0%
ULTA
US$507.37
Ulta Beauty
7D
-5.2%
1Y
47.8%