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U.S. Specialty Stores Industry Analysis

UpdatedDec 01, 2022
DataAggregated Company Financials
Companies119
  • 7D0.9%
  • 3M12.6%
  • 1Y-11.6%
  • YTD-14.7%

The Specialty Stores industry has stayed flat over the last week. Unfortunately though, the industry is down 12% over the past 12 months. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 01 Dec 2022US$389.4bUS$541.1bUS$24.1b8.1x16.2x0.7x
Sat, 29 Oct 2022US$357.9bUS$558.4bUS$23.8b7.1x15x0.6x
Mon, 26 Sep 2022US$327.6bUS$552.1bUS$23.4b6.2x14x0.6x
Wed, 24 Aug 2022US$373.1bUS$556.3bUS$25.3b6.9x14.8x0.7x
Fri, 22 Jul 2022US$350.8bUS$526.4bUS$26.8b6.2x13.1x0.7x
Sun, 19 Jun 2022US$321.3bUS$531.4bUS$26.4b6.1x12.2x0.6x
Tue, 17 May 2022US$354.7bUS$530.8bUS$27.3b6.5x13x0.7x
Thu, 14 Apr 2022US$415.6bUS$499.6bUS$26.5b7.4x15.7x0.8x
Sat, 12 Mar 2022US$395.0bUS$517.5bUS$26.0b8.4x15.2x0.8x
Mon, 07 Feb 2022US$440.7bUS$520.4bUS$25.3b8.1x17.4x0.8x
Wed, 05 Jan 2022US$513.9bUS$518.1bUS$25.3b9.5x20.3x1x
Fri, 03 Dec 2021US$506.2bUS$513.0bUS$24.8b9.6x20.4x1x
Sun, 31 Oct 2021US$530.3bUS$499.1bUS$25.2b10.1x21x1.1x
Tue, 28 Sep 2021US$547.3bUS$489.2bUS$24.9b10.7x22x1.1x
Thu, 26 Aug 2021US$513.3bUS$484.3bUS$23.5b11.6x21.8x1.1x
Fri, 02 Jul 2021US$496.1bUS$458.6bUS$18.0b14.8x27.5x1.1x
Mon, 05 Apr 2021US$439.2bUS$395.7bUS$6.2b18.5x70.5x1.1x
Thu, 07 Jan 2021US$477.8bUS$465.5bUS$9.9b14.7x48.1x1x
Wed, 30 Sep 2020US$455.7bUS$457.0bUS$10.8b17.7x42x1x
Sat, 04 Jul 2020US$251.3bUS$374.4bUS$3.5b15.7x71.4x0.7x
Tue, 07 Apr 2020US$195.0bUS$403.2bUS$12.1b7x16.1x0.5x
Fri, 10 Jan 2020US$391.5bUS$480.2bUS$14.3b15.2x27.3x0.8x
Price to Earnings Ratio

27.1x


Total Market Cap: US$387.7bTotal Earnings: US$14.3bTotal Revenue: US$477.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 32.5x202020212022
Current Industry PE
  • Investors are pessimistic on the American Specialty Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 16.2x which is lower than its 3-year average PE of 32.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.85x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 19% per year over the last three years.
  • Revenues for these companies have grown 4.2% 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 Market1.54%
Consumer Discretionary3.99%
Specialty Stores0.87%
Computer and Electronics Retail2.20%
Automotive Retail1.92%
Specialty Stores1.48%
Home Improvement Retail1.14%
Apparel Retail0.11%
Home Furnishing Retail-0.68%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry which is trading above its 3-year average PE ratio of 36.7x.
    • Analysts are expecting annual earnings growth of 20.7%, which is higher than its past year's earnings decline of 4.0% per year.
  • Investors are most pessimistic about the Home Furnishing Retail industry, which is trading below its 3-year average of 13.7x.
Forecasted Growth
  • Analysts are most optimistic on the Home Improvement Retail industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 4.0% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings growth to stay flat 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$323.990.8%
+US$2.5b
-19.1%PE19.3x
AZO AutoZoneUS$2.58k2.5%
+US$1.2b
42.7%PE20.1x
LOW Lowe's CompaniesUS$212.550.7%
+US$925.2m
-13.4%PE19.3x
ULTA Ulta BeautyUS$464.843.9%
+US$894.8m
25.6%PE21x
ORLY O'Reilly AutomotiveUS$864.541.6%
+US$858.5m
35.8%PE25x
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Latest News

GME

US$26.21

GameStop

7D

-1.8%

1Y

-41.7%

BBY

US$85.30

Best Buy

7D

3.5%

1Y

-16.6%

ROST

US$117.67

Ross Stores

7D

1.4%

1Y

12.2%

ASO

US$50.48

Academy Sports and Outdoors

7D

-2.9%

1Y

16.9%

ORLY

US$864.54

O'Reilly Automotive

7D

1.6%

1Y

35.8%

TJX

US$80.05

TJX Companies

7D

-0.6%

1Y

17.7%

LOW

US$212.55

Lowe's Companies

7D

0.7%

1Y

-13.4%

BBWI

US$42.50

Bath & Body Works

7D

5.2%

1Y

-40.6%

LESL

US$14.60

Leslie's

7D

-5.3%

1Y

-27.7%

ALLG

US$3.15

Allego

7D

-22.8%

1Y

-68.2%

HD

US$323.99

Home Depot

7D

0.8%

1Y

-19.1%

WSM

US$116.90

Williams-Sonoma

7D

-5.5%

1Y

-37.4%

GPS

US$14.54

Gap

7D

-1.4%

1Y

-9.0%

AZO

US$2,579.00

AutoZone

7D

2.5%

1Y

42.7%

VSCO

US$46.00

Victoria's Secret

7D

-3.1%

1Y

-11.4%