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U.S. Specialty Stores Industry Analysis
UpdatedFeb 01, 2025
DataAggregated Company Financials
Companies151
- 7D-0.4%
- 3M8.5%
- 1Y17.7%
- YTD3.8%
Over the last 7 days, the Specialty Stores industry has remained flat, although notably O'Reilly Automotive gained 3.2%. The past year has been better, since the industry has gained 18% in that time. Earnings are forecast to grow by 8.9% annually.
Industry Valuation and Performance
Has the U.S. Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 01 Feb 2025 | US$931.6b | US$702.5b | US$35.4b | 16.8x | 26.3x | 1.3x |
| Mon, 30 Dec 2024 | US$900.6b | US$705.6b | US$34.5b | 16.5x | 26.1x | 1.3x |
| Wed, 27 Nov 2024 | US$944.1b | US$706.3b | US$33.1b | 17.4x | 28.5x | 1.3x |
| Fri, 25 Oct 2024 | US$466.1b | US$549.6b | US$18.0b | 14.5x | 25.9x | 0.8x |
| Sun, 22 Sep 2024 | US$482.3b | US$552.3b | US$17.4b | 15.7x | 27.7x | 0.9x |
| Tue, 20 Aug 2024 | US$466.8b | US$551.0b | US$16.9b | 17x | 27.6x | 0.8x |
| Thu, 18 Jul 2024 | US$487.8b | US$551.8b | US$17.6b | 16.3x | 27.8x | 0.9x |
| Sat, 15 Jun 2024 | US$471.6b | US$552.3b | US$17.6b | 16.2x | 26.8x | 0.9x |
| Mon, 13 May 2024 | US$435.9b | US$552.8b | US$16.6b | 16.9x | 26.2x | 0.8x |
| Wed, 10 Apr 2024 | US$440.7b | US$552.4b | US$17.1b | 15.9x | 25.8x | 0.8x |
| Fri, 08 Mar 2024 | US$442.5b | US$544.8b | US$15.4b | 15.1x | 28.8x | 0.8x |
| Sun, 04 Feb 2024 | US$435.2b | US$574.3b | US$16.0b | 13.9x | 27.1x | 0.8x |
| Tue, 02 Jan 2024 | US$437.9b | US$574.4b | US$16.1b | 13.6x | 27.2x | 0.8x |
| Thu, 30 Nov 2023 | US$397.6b | US$575.2b | US$17.8b | 13.7x | 22.4x | 0.7x |
| Sat, 28 Oct 2023 | US$361.1b | US$568.8b | US$18.0b | 10.9x | 20x | 0.6x |
| Mon, 25 Sep 2023 | US$378.6b | US$567.8b | US$18.4b | 11.2x | 20.6x | 0.7x |
| Wed, 23 Aug 2023 | US$406.4b | US$572.2b | US$18.1b | 9.8x | 22.5x | 0.7x |
| Fri, 21 Jul 2023 | US$426.3b | US$572.7b | US$18.3b | 10.3x | 23.3x | 0.7x |
| Sun, 18 Jun 2023 | US$405.6b | US$574.2b | US$18.3b | 10.2x | 22.2x | 0.7x |
| Tue, 16 May 2023 | US$404.2b | US$575.6b | US$19.2b | 10.9x | 21.1x | 0.7x |
| Thu, 13 Apr 2023 | US$399.8b | US$575.4b | US$20.3b | 9.9x | 19.7x | 0.7x |
| Sat, 11 Mar 2023 | US$371.4b | US$530.6b | US$22.4b | 9.7x | 16.6x | 0.7x |
| Mon, 06 Feb 2023 | US$414.6b | US$542.0b | US$23.7b | 10.2x | 17.5x | 0.8x |
| Wed, 04 Jan 2023 | US$370.8b | US$539.0b | US$23.5b | 8.7x | 15.8x | 0.7x |
| Fri, 02 Dec 2022 | US$389.2b | US$541.1b | US$24.0b | 8.2x | 16.2x | 0.7x |
| Sun, 30 Oct 2022 | US$357.8b | US$558.4b | US$23.8b | 7.1x | 15x | 0.6x |
| Tue, 27 Sep 2022 | US$321.7b | US$552.0b | US$23.4b | 6x | 13.8x | 0.6x |
| Thu, 25 Aug 2022 | US$374.0b | US$556.4b | US$25.1b | 6.8x | 14.9x | 0.7x |
| Sat, 23 Jul 2022 | US$350.8b | US$526.4b | US$26.8b | 6.2x | 13.1x | 0.7x |
| Mon, 20 Jun 2022 | US$321.3b | US$531.4b | US$26.4b | 6.1x | 12.2x | 0.6x |
| Wed, 18 May 2022 | US$352.3b | US$530.8b | US$27.3b | 6.7x | 12.9x | 0.7x |
| Fri, 15 Apr 2022 | US$411.6b | US$532.2b | US$26.3b | 7.5x | 15.7x | 0.8x |
| Sun, 13 Mar 2022 | US$394.9b | US$517.5b | US$26.0b | 8.4x | 15.2x | 0.8x |
| Tue, 08 Feb 2022 | US$441.0b | US$520.4b | US$25.3b | 8.2x | 17.4x | 0.8x |
Price to Earnings Ratio
17.4x
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 26.3x which is higher than its 3-year average PE of 21.1x.
- The 3-year average PS ratio of 0.78x 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 12% 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 | -0.87% | |
| Consumer Discretionary | 0.99% | |
| Specialty Stores | -0.36% | |
| Automotive Retail | 4.16% | |
| Apparel Retail | 0.22% | |
| Computer and Electronics Retail | -0.47% | |
| Home Improvement Retail | -0.70% | |
| Home Furnishing Retail | -0.90% | |
| Specialty Stores | -3.17% | |
Industry PE
- Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 16.2x.
- Analysts are expecting annual earnings growth of 4.4%, which is higher than its past year's earnings decline of 44.4% per year.
- Investors are most pessimistic about the Automotive Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 13.2x.
Forecasted Growth
- Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 13% over the next 5 years.
- This is better than its past earnings decline of 25% per year.
- In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 4.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ORLY O'Reilly Automotive | US$1.29k | 3.2% +US$2.3b | 23.6% | PE31.3x | |
| TJX TJX Companies | US$124.79 | 1.7% +US$2.3b | 28.0% | PE28.8x | |
| CVNA Carvana | US$247.48 | 2.9% +US$900.9m | 469.6% | PE1870.8x | |
| LAD Lithia Motors | US$376.10 | 8.8% +US$810.0m | 26.3% | PE12.5x | |
| ABG Asbury Automotive Group | US$296.68 | 13.6% +US$697.3m | 39.1% | PE13.5x |
