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U.S. Specialty Stores Industry Analysis

UpdatedSep 27, 2025
DataAggregated Company Financials
Companies159
  • 7D-1.1%
  • 3M11.4%
  • 1Y10.0%
  • YTD9.4%

Over the last 7 days, the Specialty Stores industry has dropped 1.1%, driven by a pullback from Home Depot of 1.3%. This takes the industry's 12 month performance to a gain of 10%. 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
Sat, 27 Sep 2025US$1.0tUS$734.5bUS$36.4b17.7x27.7x1.4x
Mon, 25 Aug 2025US$1.0tUS$738.4bUS$35.5b19.4x28.7x1.4x
Wed, 23 Jul 2025US$924.2bUS$733.1bUS$35.0b17.6x26.4x1.3x
Fri, 20 Jun 2025US$878.8bUS$732.6bUS$34.9b17.5x25.1x1.2x
Sun, 18 May 2025US$938.6bUS$727.9bUS$35.6b16.2x26.4x1.3x
Tue, 15 Apr 2025US$847.6bUS$723.0bUS$35.6b14.1x23.8x1.2x
Thu, 13 Mar 2025US$851.0bUS$725.5bUS$36.0b13.6x23.6x1.2x
Sat, 08 Feb 2025US$918.2bUS$702.5bUS$35.4b16.4x25.9x1.3x
Mon, 06 Jan 2025US$889.4bUS$701.4bUS$35.2b16.5x25.3x1.3x
Wed, 04 Dec 2024US$947.1bUS$706.5bUS$33.0b17.3x28.7x1.3x
Fri, 01 Nov 2024US$455.6bUS$549.8bUS$17.7b14.4x25.7x0.8x
Sun, 29 Sep 2024US$487.5bUS$552.2bUS$17.5b15.3x27.9x0.9x
Tue, 27 Aug 2024US$485.0bUS$552.0bUS$17.1b15.7x28.4x0.9x
Thu, 25 Jul 2024US$467.9bUS$551.8bUS$17.6b15.1x26.6x0.8x
Sat, 22 Jun 2024US$471.8bUS$552.2bUS$17.6b15.9x26.8x0.9x
Mon, 20 May 2024US$442.9bUS$551.8bUS$17.1b16.1x25.9x0.8x
Wed, 17 Apr 2024US$418.3bUS$552.4bUS$17.2b15.6x24.4x0.8x
Fri, 15 Mar 2024US$451.2bUS$546.2bUS$16.5b14.6x27.4x0.8x
Sun, 11 Feb 2024US$436.2bUS$555.2bUS$15.8b14.7x27.6x0.8x
Tue, 09 Jan 2024US$422.0bUS$574.4bUS$16.1b13.5x26.2x0.7x
Thu, 07 Dec 2023US$409.9bUS$574.8bUS$16.1b13.5x25.4x0.7x
Sat, 04 Nov 2023US$386.6bUS$574.7bUS$17.9b14x21.6x0.7x
Mon, 02 Oct 2023US$381.3bUS$566.5bUS$18.4b11.3x20.7x0.7x
Wed, 30 Aug 2023US$413.2bUS$572.3bUS$18.2b11.5x22.7x0.7x
Fri, 28 Jul 2023US$426.9bUS$574.3bUS$18.1b10.6x23.6x0.7x
Sun, 25 Jun 2023US$408.1bUS$572.6bUS$18.3b10x22.3x0.7x
Tue, 23 May 2023US$394.1bUS$575.6bUS$18.4b10.4x21.4x0.7x
Thu, 20 Apr 2023US$405.3bUS$575.0bUS$20.3b10.4x20x0.7x
Sat, 18 Mar 2023US$361.3bUS$530.4bUS$22.3b9.3x16.2x0.7x
Mon, 13 Feb 2023US$402.6bUS$542.7bUS$23.7b9.6x17x0.7x
Wed, 11 Jan 2023US$390.8bUS$539.0bUS$23.5b9.3x16.7x0.7x
Fri, 09 Dec 2022US$384.3bUS$541.1bUS$23.8b8.9x16.1x0.7x
Sun, 06 Nov 2022US$345.6bUS$544.6bUS$24.3b6.9x14.2x0.6x
Tue, 04 Oct 2022US$328.1bUS$552.2bUS$23.2b6.1x14.2x0.6x
Price to Earnings Ratio

14.2x


Total Market Cap: US$328.1bTotal Earnings: US$23.2bTotal Revenue: US$552.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 23.6x202320242025
Current Industry PE
  • Investors are optimistic on the American Specialty Retail industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 27.7x which is higher than its 3-year average PE of 23.6x.
  • The 3-year average PS ratio of 0.90x is lower than the industry's current PS ratio of 1.4x.
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 10.0% 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-0.61%
Consumer Discretionary-1.13%
Specialty Stores-1.13%
Computer and Electronics Retail2.89%
Apparel Retail1.61%
Home Furnishing Retail0.99%
Specialty Stores0.66%
Home Improvement Retail-1.50%
Automotive Retail-6.86%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 17.3x.
    • Analysts are expecting annual earnings growth of 23.1%, which is higher than its past year's earnings decline of 7.2% per year.
  • Investors are most pessimistic about the Apparel Retail industry, which is trading close to its 3-year average of 26.2x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings decline of 7.2% per year.
  • In contrast, the Computer and Electronics Retail industry is expected to see its earnings decline by 4.2% 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
TJX TJX CompaniesUS$143.092.4%
+US$3.7b		21.8%PE32x
ORLY O'Reilly AutomotiveUS$106.102.1%
+US$1.8b		38.9%PE37.1x
ROST Ross StoresUS$151.523.7%
+US$1.7b		-0.03%PE23.9x
ULTA Ulta BeautyUS$552.005.9%
+US$1.4b		36.6%PE20.6x
BBY Best BuyUS$76.155.4%
+US$823.6m		-25.5%PE20.6x

Latest News

KMX
US$44.86
CarMax
7D
-23.2%
1Y
-42.0%

CarMax, Inc. (NYSE:KMX) Might Not Be As Mispriced As It Looks After Plunging 28%

Sep 27
CarMax, Inc. (NYSE:KMX) Might Not Be As Mispriced As It Looks After Plunging 28%
RH
US$202.50
RH
7D
-9.9%
1Y
-40.4%
AZO
US$4,198.03
AutoZone
7D
1.4%
1Y
31.3%
LAD
US$318.93
Lithia Motors
7D
-4.1%
1Y
-0.6%
FND
US$76.54
Floor & Decor Holdings
7D
-8.2%
1Y
-37.7%
TJX
US$143.09
TJX Companies
7D
2.4%
1Y
21.8%
HD
US$410.09
Home Depot
7D
-1.3%
1Y
2.6%
DKS
US$228.27
DICK'S Sporting Goods
7D
2.8%
1Y
9.1%
ORLY
US$106.10
O'Reilly Automotive
7D
2.1%
1Y
38.9%

Inventory Improvements And Store Expansions Will Boost Retail Presence

O’Reilly Automotive’s consensus price target saw a modest upward revision, as analysts point to strong EPS growth, consistent profitability, robust Q2 comps and margins, supply chain execution, and successful cost pass-throughs as key drivers, with the fair value estimate rising slightly from $106.95 to $107.55. Analyst Commentary Bullish analysts cite continued strong EPS growth projections (9%-10% over two years) and a consistent track record of profitability and technical outperformance.
BBY
US$76.15
Best Buy
7D
5.4%
1Y
-25.5%
LOW
US$257.12
Lowe's Companies
7D
-3.0%
1Y
-3.8%
CHWY
US$39.66
Chewy
7D
3.0%
1Y
32.4%

Vet Care Clinics And New Ad Platform Will Drive Success

Analysts have modestly trimmed Chewy’s price target to $45.45, balancing near-term margin and earnings pressures tied to growth investments against confidence in resilient customer growth, market share gains, and the company’s long-term revenue upside. Analyst Commentary Bullish analysts point to Chewy’s ongoing investments in growth and new categories as building blocks for future market share gains, with several citing these reinvestments as potentially expediting revenue upside in 2026 and beyond.
CVNA
US$369.29
Carvana
7D
-5.8%
1Y
117.5%
ULTA
US$552.00
Ulta Beauty
7D
5.9%
1Y
36.6%
ROST
US$151.52
Ross Stores
7D
3.7%
1Y
-0.03%

Dd's DISCOUNTS Expansion And Supply Chain Investments Will Boost Future Success

Ross Stores’ analyst price target was raised to $158.88, reflecting increased confidence from strong Q2 results, easing tariff pressures, improved earnings visibility, and expectations for margin expansion, particularly as consumer demand strengthens. Analyst Commentary Solid Q2 results, with comps accelerating and demand ramping up, leading to increased confidence in near-term performance.
TSCO
US$56.52
Tractor Supply
7D
-5.3%
1Y
-1.2%