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U.S. Specialty Stores Industry Analysis

UpdatedNov 28, 2021
DataAggregated Company Financials
Companies126
  • 7D-3.8%
  • 3M-2.6%
  • 1Y31.6%
  • YTD25.3%

Over the last 7 days, the Specialty Stores industry has dropped 3.8%, driven by pullbacks in Best Buy and Lowe's Companies of 20% and 1.5%, respectively. Meanwhile, Burlington Stores actually outperformed within the industry, gaining 12% in the last week. This takes the industry's 12 month performance to a gain of 32%.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Tue, 30 Nov 2021US$539.2bUS$512.3bUS$25.7b9.7x
Thu, 28 Oct 2021US$520.3bUS$496.1bUS$25.0b9.6x
Sat, 25 Sep 2021US$541.8bUS$489.2bUS$24.9b10.3x
Mon, 23 Aug 2021US$510.9bUS$484.3bUS$23.5b11.2x
Sat, 10 Jul 2021US$496.1bUS$458.6bUS$18.0b14.8x
Fri, 02 Apr 2021US$439.2bUS$395.7bUS$6.2b18.5x
Mon, 04 Jan 2021US$477.8bUS$465.5bUS$9.9b14.7x
Thu, 08 Oct 2020US$455.7bUS$457.0bUS$10.8b17.7x
Wed, 01 Jul 2020US$251.3bUS$374.4bUS$3.5b15.7x
Sat, 04 Apr 2020US$195.0bUS$403.2bUS$12.1b7x
Tue, 07 Jan 2020US$391.5bUS$480.2bUS$14.3b15.2x
Mon, 30 Sep 2019US$348.6bUS$469.4bUS$13.2b14.3x
Thu, 04 Jul 2019US$340.2bUS$466.7bUS$14.1b12.4x
Sun, 07 Apr 2019US$367.3bUS$470.2bUS$14.3b14.6x
Wed, 09 Jan 2019US$343.7bUS$479.7bUS$17.6b13.9x
PE Ratio

16.6x

Total Market Cap: US$374.4bTotal Earnings: US$18.4bTotal Revenue: US$477.7b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are more pessimistic on the industry, considering it's trading at a PE ratio of 9.9x which is lower than its 3-year average PE of 14.5x. It appears they believe that earnings will not grow as fast as they have historically.

Past Earnings Growth: The earnings for companies in the Specialty Retail industry have grown 12% per year over the last three years, and revenues for these companies have grown 2.4% 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. Specialty Stores industry?

Automotive Retail-0.52%
Home Improvement Retail-1.05%
Apparel Retail-1.31%
Specialty Stores-4.59%
Home Furnishing Retail-6.08%
Computer and Electronics Retail-17.88%

Industry PE: Investors are most optimistic about the Home Improvement Retail industry, which is trading close to its 3-year average PE ratio of 36.5x. However analysts are expecting annual earnings growth of 19%, which is lower than the prior year's growth of 312% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 11.7x.

Forecasted Growth: Analysts are most optimistic on the Computer and Electronics Retail industry, expecting annual earnings growth of 38% over the next 5 years. This is better than it's past earnings growth rate of 24% per year. Meanwhile, the Home Furnishing Retail industry is expected to see its earnings grow by 9.8% per year over the next few years.

Top Stock Gainers and Losers

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

Company7D1YValuation
BURL Burlington Stores11.5%+US$2.0b34.2%PE44x
TJX TJX Companies1.1%+US$950.0m11.3%PE31.9x
CVNA Carvana2.6%+US$623.1m16.7%PS4.7x
ORLY O'Reilly Automotive0.6%+US$268.2m45.6%PE21.3x
BBWI Bath & Body Works0.9%+US$179.8m95.5%PE19.7x
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Latest News

BBY

US$110.95

Best Buy

7D

-19.6%

1Y

2.0%
Nov 30

Home Depot: 2022 Growth Slowdown Keeps Us On The Sidelines

Home Depot reported better than expected Q3 results sending shares surging above $400. While the financial trends and operating momentum are positive, a slowdown in growth is expected for 2022 against difficult comps. Shares appear pricey in terms of valuation amid broader macro uncertainties with risks tilted to the downside.

GPS

US$17.80

Gap

7D

-25.6%

1Y

-15.1%