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U.S. Specialty Stores Industry Analysis

UpdatedFeb 21, 2026
DataAggregated Company Financials
Companies159
  • 7D-0.1%
  • 3M9.4%
  • 1Y11.4%
  • YTD4.7%

Over the last 7 days, the Specialty Stores industry has remained flat. The past year has been better, since the industry has gained 7.3% in that time. Looking forward, earnings are forecast to grow by 9.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Feb 2026US$1.0tUS$744.7bUS$37.7b21.9x26.6x1.3x
Mon, 19 Jan 2026US$1.0tUS$735.9bUS$36.6b20.7x28.3x1.4x
Wed, 17 Dec 2025US$999.9bUS$735.9bUS$36.4b20.6x27.4x1.4x
Fri, 14 Nov 2025US$956.0bUS$736.3bUS$36.4b17.6x26.3x1.3x
Sun, 12 Oct 2025US$944.8bUS$731.6bUS$36.4b15.8x26x1.3x
Tue, 09 Sep 2025US$1.0tUS$739.9bUS$35.3b19.4x29.2x1.4x
Thu, 07 Aug 2025US$957.8bUS$735.4bUS$35.3b18.5x27.2x1.3x
Sat, 05 Jul 2025US$937.7bUS$733.1bUS$35.0b18.4x26.8x1.3x
Mon, 02 Jun 2025US$913.2bUS$732.6bUS$34.8b15.9x26.2x1.2x
Wed, 30 Apr 2025US$861.5bUS$726.7bUS$35.7b15.2x24.1x1.2x
Fri, 28 Mar 2025US$859.5bUS$724.4bUS$35.6b16.8x24.1x1.2x
Sun, 23 Feb 2025US$913.9bUS$719.1bUS$35.8b14.8x25.6x1.3x
Tue, 21 Jan 2025US$905.1bUS$701.4bUS$35.2b16x25.7x1.3x
Thu, 19 Dec 2024US$921.6bUS$706.3bUS$34.3b16.1x26.8x1.3x
Sat, 16 Nov 2024US$886.9bUS$703.6bUS$32.6b15.8x27.2x1.3x
Mon, 14 Oct 2024US$470.3bUS$548.9bUS$18.1b14.6x26x0.9x
Wed, 11 Sep 2024US$465.0bUS$552.7bUS$17.7b14.5x26.3x0.8x
Fri, 09 Aug 2024US$435.7bUS$551.0bUS$17.0b15.2x25.6x0.8x
Sun, 07 Jul 2024US$456.6bUS$551.7bUS$17.6b15.5x26x0.8x
Tue, 04 Jun 2024US$461.5bUS$553.2bUS$17.5b17.8x26.4x0.8x
Thu, 02 May 2024US$419.0bUS$555.0bUS$16.8b14.8x24.9x0.8x
Sat, 30 Mar 2024US$469.3bUS$552.3bUS$16.9b15.7x27.7x0.8x
Mon, 26 Feb 2024US$440.5bUS$549.5bUS$15.7b14.8x28x0.8x
Wed, 24 Jan 2024US$430.0bUS$574.3bUS$16.1b13.8x26.6x0.7x
Fri, 22 Dec 2023US$425.8bUS$574.2bUS$16.1b13.8x26.4x0.7x
Sun, 19 Nov 2023US$383.6bUS$575.3bUS$17.6b13.7x21.8x0.7x
Tue, 17 Oct 2023US$379.4bUS$569.3bUS$18.5b13.2x20.5x0.7x
Thu, 14 Sep 2023US$394.6bUS$567.9bUS$18.3b11x21.5x0.7x
Sat, 12 Aug 2023US$419.6bUS$571.0bUS$18.2b10.9x23x0.7x
Mon, 10 Jul 2023US$413.9bUS$572.6bUS$18.3b10.4x22.6x0.7x
Wed, 07 Jun 2023US$394.7bUS$574.5bUS$18.1b9.8x21.8x0.7x
Fri, 05 May 2023US$396.2bUS$576.2bUS$19.0b10.7x20.8x0.7x
Sun, 02 Apr 2023US$410.8bUS$577.3bUS$20.4b10.7x20.2x0.7x
Tue, 28 Feb 2023US$391.5bUS$537.4bUS$23.0b9.8x17x0.7x
Price to Earnings Ratio

17x


Total Market Cap: US$391.5bTotal Earnings: US$23.0bTotal Revenue: US$537.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 25.1x202420252026
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 25.1x.
  • The 3-year average PS ratio of 0.99x 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 18% 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 Market0.99%
Consumer Discretionary1.83%
Specialty Stores-0.11%
Apparel Retail2.59%
Specialty Stores1.36%
Home Furnishing Retail0.88%
Computer and Electronics Retail-1.03%
Automotive Retail-1.13%
Home Improvement Retail-2.23%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry, which is trading close to its 3-year average PE ratio of 27.7x.
    • Analysts are expecting annual earnings growth of 14.8%, which is higher than its past year's earnings decline of 0.7% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 31.4x.
Forecasted Growth
  • Analysts are most optimistic on the Computer and Electronics Retail industry, expecting annual earnings growth of 22% over the next 5 years.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 4.7% 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$158.232.4%
+US$4.2b		30.6%PE34.3x
ROST Ross StoresUS$201.452.5%
+US$1.6b		47.5%PE31.2x
CHWY ChewyUS$26.459.2%
+US$921.3m		-24.7%PE53.2x
BURL Burlington StoresUS$315.284.3%
+US$802.7m		33.7%PE35x
FIVE Five BelowUS$220.096.9%
+US$781.0m		156.2%PE39.4x

Latest News

TSCO
US$52.96
Tractor Supply
7D
-3.8%
1Y
-6.0%
CVNA
US$336.62
Carvana
7D
-1.8%
1Y
50.7%
BURL
US$315.28
Burlington Stores
7D
4.3%
1Y
33.7%
HD
US$382.25
Home Depot
7D
-2.3%
1Y
-0.8%

HD: AI Tools And Pro Trends Will Shape Post Weather Headwind Positioning

Our updated analyst price target for Home Depot moves slightly higher to $398, reflecting modest tweaks to our fair value, discount rate and margin assumptions as analysts point to steady transaction trends into Q4, despite subdued comparable sales expectations and recent weather related pressure on Pro activity. Analyst Commentary Recent Street research on Home Depot is mixed, with some bullish analysts lifting targets and others trimming them slightly as they recalibrate expectations ahead of Q4 earnings.
KMX
US$44.50
CarMax
7D
7.4%
1Y
-46.1%

KMX: Refreshed Investor Day Framework Will Drive Re Rating Potential

Analysts have raised their CarMax price targets, with recent updates moving one estimate to $48 from $44 and others higher by $2 to $4. They cited refreshed models following the company’s investor meeting and modestly adjusted expectations for fair value, discount rate, revenue growth, profit margin, and future P/E.
ROST
US$201.45
Ross Stores
7D
2.5%
1Y
47.5%
FIVE
US$220.09
Five Below
7D
6.9%
1Y
156.2%

FIVE: Elevated Multiple Will Likely Crack On Execution Dependent Holiday Momentum

Our analyst fair value estimate for Five Below has been raised from about $125 to $185. This change reflects higher assumed revenue growth, a slightly lower discount rate, modestly stronger profit margins, and a richer future P/E multiple that aligns with recent analyst price target hikes following positive management updates and holiday results.
AZO
US$3,748.52
AutoZone
7D
-2.8%
1Y
11.3%

AZO: Mixed Rating Shifts And Ongoing Buybacks Will Shape Future Return Profile

The analyst price target on AutoZone has been trimmed by about $14 to $4,196, as analysts recalibrate their models following mixed target changes across the Street and modest adjustments to growth, margin and P/E assumptions. Analyst Commentary Recent research has highlighted a split view on AutoZone, with some firms lifting targets and others trimming them, which feeds directly into differing opinions on execution, growth potential and valuation support at current levels.
ORLY
US$93.50
O'Reilly Automotive
7D
-3.3%
1Y
7.6%

ORLY: Steady Execution And Buybacks Expected To Support Balanced Risk Reward

Analysts have trimmed their price targets for O'Reilly Automotive, and our fair value estimate has edged down by about $4 to $105.72. They cite recent cuts from multiple research firms, even as they factor in relatively steady assumptions on growth, margins, and future P/E.
CHWY
US$26.45
Chewy
7D
9.2%
1Y
-24.7%

CHWY: GenAI And GPU Efficiencies Will Reshape Profit Margins By 2026

Chewy's updated analyst price targets show a mixed but generally constructive reset, with changes such as a shift from $48 to $51 at one firm and from $46 to $44 at another. Analysts highlight potential upside from GenAI, GPU enabled efficiencies, AI related product catalysts, capital allocation, and selective multiple re rating potential into 2026.
MUSA
US$389.99
Murphy USA
7D
-4.3%
1Y
-12.7%
VSCO
US$64.37
Victoria's Secret
7D
10.0%
1Y
130.2%
BBY
US$64.48
Best Buy
7D
-2.0%
1Y
-28.2%

BBY: Alternative Profit Streams And Cost Discipline Will Support Earnings Power

Analysts have lowered their Best Buy fair value estimate to $96.00 from $99.34, reflecting reduced price targets across several firms and a view that higher required returns and slightly softer margin assumptions now offset more constructive expectations for revenue and P/E multiples. Analyst Commentary Recent Street research on Best Buy reflects a mix of trimmed and raised price targets, but there is a clear pocket of bullish commentary around execution, category trends and earnings potential.
DKS
US$206.23
DICK'S Sporting Goods
7D
2.5%
1Y
-8.2%

DKS: Future Returns Will Reflect Core Margin Strength And Inventory Cleanup

Analysts made a small downward adjustment to their consolidated price target for DICK'S Sporting Goods to about US$237, reflecting slightly lower fair value and future P/E assumptions, while still highlighting the company’s core business strength, conservative guidance, and efforts to clean up underperforming inventory. Analyst Commentary Recent research reports show a mix of optimism and caution around DICK'S Sporting Goods, with most commentary centering on how the company executes against its guidance, manages underperforming inventory, and translates its core business strength into sustained earnings power.
TJX
US$158.23
TJX Companies
7D
2.4%
1Y
30.6%

TJX: Elevated Off Price Optimism May Constrain Future Share Return Potential

Analysts have nudged their price expectations for TJX higher, reflected in our fair value estimate rising from US$124.91 to US$129.14. They cite recent price target increases across the Street that point to confidence in the company's off price positioning, ongoing top line trends, Q3 performance and updated guidance.
LOW
US$280.36
Lowe's Companies
7D
-2.4%
1Y
17.2%

LOW: Lock-In Housing And AI Tools Will Support Gradual Home Improvement Recovery

Narrative Update The analyst price target for Lowe's Companies has been raised by about US$5 to reflect slightly higher modeled fair value, modest tweaks to revenue growth, profit margins and future P/E assumptions, as analysts point to valuation, pent up demand in home improvement and a healthier mix across do it yourself and pro customers as key supports for the update. Analyst Commentary Recent research on Lowe's highlights a mix of optimism around long term home improvement demand and caution around near term earnings visibility, with several firms adjusting price targets and ratings after the latest results and outlook updates.