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U.S. Specialty Stores Industry Analysis

UpdatedDec 08, 2023
DataAggregated Company Financials
Companies170
  • 7D3.5%
  • 3M4.0%
  • 1Y1.3%
  • YTD5.8%

In the last week, the Specialty Stores industry is up 3.5%, with Home Depot up 4.0%. Overall in the last year, the industry is flat. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 08 Dec 2023US$409.6bUS$574.7bUS$16.1b13.2x25.4x0.7x
Sun, 05 Nov 2023US$386.6bUS$574.6bUS$17.8b12.7x21.7x0.7x
Tue, 03 Oct 2023US$381.3bUS$566.4bUS$18.4b11.6x20.7x0.7x
Thu, 31 Aug 2023US$416.1bUS$571.4bUS$18.1b11.7x23x0.7x
Sat, 29 Jul 2023US$424.3bUS$574.6bUS$17.9b10.5x23.8x0.7x
Mon, 26 Jun 2023US$408.1bUS$572.6bUS$18.3b10x22.3x0.7x
Wed, 24 May 2023US$390.3bUS$575.7bUS$18.3b10.1x21.3x0.7x
Fri, 21 Apr 2023US$408.1bUS$574.9bUS$20.1b10.3x20.3x0.7x
Sun, 19 Mar 2023US$381.8bUS$551.0bUS$22.0b9.9x17.3x0.7x
Tue, 14 Feb 2023US$408.4bUS$542.7bUS$23.6b9.9x17.3x0.8x
Thu, 12 Jan 2023US$395.1bUS$539.0bUS$23.4b9.2x16.8x0.7x
Sat, 10 Dec 2022US$378.7bUS$541.0bUS$23.5b8.8x16.1x0.7x
Mon, 07 Nov 2022US$345.5bUS$544.6bUS$24.3b6.9x14.2x0.6x
Wed, 05 Oct 2022US$339.9bUS$552.3bUS$23.2b6.3x14.7x0.6x
Fri, 02 Sep 2022US$351.5bUS$548.0bUS$23.6b6.8x14.9x0.6x
Sun, 31 Jul 2022US$343.1bUS$531.3bUS$26.9b6.2x12.7x0.6x
Tue, 28 Jun 2022US$336.8bUS$533.1bUS$26.2b6.3x12.9x0.6x
Thu, 26 May 2022US$338.3bUS$531.3bUS$26.6b6.6x12.7x0.6x
Sat, 23 Apr 2022US$380.9bUS$522.8bUS$26.7b6.9x14.3x0.7x
Mon, 21 Mar 2022US$422.8bUS$522.9bUS$26.0b8.3x16.3x0.8x
Wed, 16 Feb 2022US$450.1bUS$523.5bUS$25.6b8.7x17.6x0.9x
Fri, 14 Jan 2022US$472.6bUS$517.6bUS$25.1b9x18.8x0.9x
Sun, 12 Dec 2021US$526.3bUS$514.8bUS$25.2b9.9x20.8x1x
Tue, 09 Nov 2021US$562.5bUS$503.8bUS$25.1b11x22.4x1.1x
Thu, 07 Oct 2021US$499.5bUS$491.1bUS$24.6b9.8x20.3x1x
Sat, 04 Sep 2021US$502.9bUS$484.8bUS$23.5b11.1x21.4x1x
Mon, 02 Aug 2021US$494.4bUS$484.3bUS$23.5b10.9x21x1x
Thu, 06 May 2021US$465.2bUS$397.3bUS$6.8b17.7x68.2x1.2x
Sun, 07 Feb 2021US$399.9bUS$386.7bUS$4.6b17.2x86.3x1x
Price to Earnings Ratio

48.1x


Total Market Cap: US$477.8bTotal Earnings: US$9.9bTotal Revenue: US$465.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 26.4x20222023
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 26.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.83x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 7.3% 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 Market0.54%
Consumer Discretionary1.08%
Specialty Stores3.50%
Home Improvement Retail8.84%
Specialty Stores7.89%
Computer and Electronics Retail5.97%
Home Furnishing Retail5.01%
Automotive Retail1.49%
Apparel Retail1.44%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry which is trading above its 3-year average PE ratio of 56.7x.
    • Analysts are expecting annual earnings growth of 11.9%, which is higher than its past year's earnings decline of 0.2% per year.
  • Investors are most pessimistic about the Automotive Retail industry, which is trading below its 3-year average of 16.1x.
Forecasted Growth
  • Analysts are most optimistic on the Computer and Electronics Retail industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings decline of 37% 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$326.174.0%
+US$12.6b
0.6%PE20.7x
LOW Lowe's CompaniesUS$208.304.8%
+US$5.4b
2.3%PE15.7x
ULTA Ulta BeautyUS$489.8515.0%
+US$3.1b
1.7%PE19.2x
FND Floor & Decor HoldingsUS$100.809.9%
+US$968.7m
32.9%PE38.6x
BBWI Bath & Body WorksUS$37.0113.5%
+US$944.9m
-12.2%PE11.5x
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