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U.S. Specialty Stores Industry Analysis

UpdatedMar 05, 2026
DataAggregated Company Financials
Companies56
  • 7D-2.3%
  • 3M2.8%
  • 1Y17.2%
  • YTDn/a

Over the last 7 days, the Specialty Stores industry has dropped 1.3%, driven by a pullback from DICK'S Sporting Goods of 6.7%. In contrast, Warby Parker has gained 26%. This takes the industry's 12 month performance to a gain of 22%. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 05 Mar 2026US$118.3bUS$98.9bUS$4.1b24.5x28.7x1.2x
Sat, 31 Jan 2026US$115.8bUS$98.8bUS$4.1b24.3x27.9x1.2x
Mon, 29 Dec 2025US$115.8bUS$98.7bUS$4.1b23.3x28.2x1.2x
Wed, 26 Nov 2025US$109.9bUS$103.2bUS$4.2b22.7x26.2x1.1x
Fri, 24 Oct 2025US$114.2bUS$102.9bUS$4.3b18.2x26.5x1.1x
Sun, 21 Sep 2025US$120.9bUS$105.8bUS$4.3b21.8x28.3x1.1x
Tue, 19 Aug 2025US$117.0bUS$102.8bUS$4.4b21.4x26.9x1.1x
Thu, 17 Jul 2025US$116.1bUS$102.7bUS$4.4b18.3x26.2x1.1x
Sat, 14 Jun 2025US$109.9bUS$102.7bUS$4.4b17.3x24.8x1.1x
Mon, 12 May 2025US$101.3bUS$102.0bUS$4.4b13.1x23.2x1x
Wed, 09 Apr 2025US$88.1bUS$102.0bUS$4.6b11.7x19.1x0.9x
Fri, 07 Mar 2025US$100.6bUS$102.0bUS$5.1b12.6x19.5x1x
Sun, 02 Feb 2025US$109.2bUS$102.5bUS$5.0b16.8x22.1x1.1x
Tue, 31 Dec 2024US$110.3bUS$103.3bUS$4.8b16.8x22.8x1.1x
Thu, 28 Nov 2024US$106.1bUS$103.1bUS$3.6b18.2x29.4x1x
Sat, 26 Oct 2024US$99.4bUS$99.1bUS$3.5b14.6x28.2x1x
Mon, 23 Sep 2024US$103.5bUS$100.3bUS$2.9b15.9x35.1x1x
Wed, 21 Aug 2024US$97.5bUS$100.1bUS$2.9b16.2x34.1x1x
Fri, 19 Jul 2024US$104.0bUS$101.8bUS$3.0b17.3x34.4x1x
Sun, 16 Jun 2024US$102.8bUS$101.8bUS$3.0b16.5x34.1x1x
Tue, 14 May 2024US$100.2bUS$101.8bUS$3.1b16.7x32.4x1x
Thu, 11 Apr 2024US$104.5bUS$101.9bUS$3.1b16.4x33.4x1x
Sat, 09 Mar 2024US$107.7bUS$101.0bUS$2.7b13.4x40.6x1.1x
Mon, 05 Feb 2024US$101.4bUS$105.8bUS$2.4b11.7x42.5x1x
Wed, 03 Jan 2024US$103.2bUS$106.2bUS$2.5b11.5x42.1x1x
Fri, 01 Dec 2023US$89.8bUS$106.1bUS$2.5b10.8x35.3x0.8x
Sun, 29 Oct 2023US$82.0bUS$106.3bUS$4.0b14.8x20.5x0.8x
Tue, 26 Sep 2023US$85.3bUS$106.3bUS$4.0b12.9x21.3x0.8x
Thu, 24 Aug 2023US$96.7bUS$106.0bUS$4.1b10.5x23.3x0.9x
Sat, 22 Jul 2023US$107.0bUS$105.9bUS$4.3b11.8x24.8x1x
Mon, 19 Jun 2023US$106.8bUS$105.9bUS$4.3b11.9x24.8x1x
Wed, 17 May 2023US$109.3bUS$105.2bUS$4.5b11.2x24.4x1x
Fri, 14 Apr 2023US$115.2bUS$105.1bUS$4.6b11.7x25.2x1.1x
Sun, 12 Mar 2023US$95.2bUS$85.8bUS$5.4b11.2x17.5x1.1x
Price to Earnings Ratio

17.5x


Total Market Cap: US$95.2bTotal Earnings: US$5.4bTotal Revenue: US$85.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 27.9x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Specialty Stores 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 27.9x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Specialty Stores industry have declined 8.7% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.9% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Specialty Stores compare with similar industries?

US Market-1.22%
Consumer Discretionary-1.41%
Specialty Stores-0.66%
Specialty Stores-2.34%
Apparel Retail3.01%
Computer and Electronics Retail2.64%
Home Improvement Retail-1.82%
Automotive Retail-3.26%
Home Furnishing Retail-6.54%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
WRBY Warby ParkerUS$27.3625.7%
+US$690.6m		16.4%PE2041.5x
EYE National Vision HoldingsUS$29.0412.3%
+US$251.4m		139.2%PS1.2x
WINA WinmarkUS$477.508.4%
+US$132.3m		50.0%PE40.9x
BBWI Bath & Body WorksUS$23.011.5%
+US$69.6m		-33.5%PE6.7x
ELA EnvelaUS$14.7512.9%
+US$43.6m		145.8%PE37.5x

Latest News

EYE
US$29.04
National Vision Holdings
7D
12.3%
1Y
139.2%
WRBY
US$27.36
Warby Parker
7D
25.7%
1Y
16.4%
FIVE
US$220.52
Five Below
7D
-1.2%
1Y
157.9%
BBWI
US$23.01
Bath & Body Works
7D
1.5%
1Y
-33.5%
ELA
US$14.75
Envela
7D
12.9%
1Y
145.8%
SPWH
US$1.44
Sportsman's Warehouse Holdings
7D
23.1%
1Y
10.8%
CHWY
US$25.51
Chewy
7D
-3.6%
1Y
-30.8%

CHWY: 2026 Margin Execution And GenAI ROIC Gains Will Unlock Upside

Analysts have trimmed their fair value estimate for Chewy by about $0.50 per share to $44.45. This reflects a mix of slightly higher long term growth and margin expectations, alongside lower assumed future P/E multiples and a spread of Street views that now range from $28 to $51 on valuation and 2026 sales and margin opportunities.
ULTA
US$661.34
Ulta Beauty
7D
-3.4%
1Y
88.1%
WOOF
US$2.50
Petco Health and Wellness Company
7D
2.0%
1Y
-1.6%
UPBD
US$20.60
Upbound Group
7D
-4.4%
1Y
-15.8%

UPBD: Specialty Finance Reset And 2026 Revenue Outlook Will Support Upside Potential

Analysts have reset their price target on Upbound Group to $30, a $1 trim from the prior $31, tying the move to broader reassessments across specialty finance. The new target still reflects updated assumptions on fair value, discount rates, revenue growth, profit margins, and future P/E levels.
DKS
US$200.32
DICK'S Sporting Goods
7D
-6.7%
1Y
-7.5%

DKS: Foot Locker Integration And Inventory Cleanup Will Support Long-Term Earnings

The consensus analyst price target for DICK'S Sporting Goods has shifted modestly as firms recalibrated their models, with some raising and others trimming targets within a roughly $7 to $29 range. This reflects updated views on profit flow through, inventory clean up, and the company's positioning in core sporting goods retail.
SBH
US$15.43
Sally Beauty Holdings
7D
-3.7%
1Y
74.4%

SBH: Repurchase Momentum And Margin Focus Will Drive Stronger Share Performance

The analyst price target for Sally Beauty Holdings has shifted from $16.00 to $20.00, with analysts pointing to updated assumptions around fair value and profitability, along with a series of recent price target increases and an upgrade highlighting more consistent growth. Analyst Commentary Recent research points to a more constructive tone around Sally Beauty Holdings, with several bullish analysts revisiting their assumptions on fair value and execution.
SIG
US$95.70
Signet Jewelers
7D
-2.6%
1Y
93.9%

SIG: Fair Outlook Will Balance Buybacks With Modest Sales And Margin Assumptions

Analysts have maintained their $90.00 price target on Signet Jewelers, citing relatively stable assumptions around the discount rate, modest revenue growth, profit margin, and future P/E expectations in their updated models. What's in the News For the fourth quarter of fiscal 2026, Signet Jewelers expects total sales between $2.24b and $2.37b, with same store sales in a range from a 5% decline to a 0.5% increase (company guidance).
TSCO
US$50.59
Tractor Supply
7D
-2.3%
1Y
-7.9%
BNED
US$8.90
Barnes & Noble Education
7D
6.7%
1Y
-1.5%
WINA
US$477.50
Winmark
7D
8.4%
1Y
50.0%