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U.S. Specialty Stores Industry Analysis

UpdatedApr 01, 2026
DataAggregated Company Financials
Companies57
  • 7D1.4%
  • 3M-5.6%
  • 1Y9.1%
  • YTDn/a

Over the last 7 days, the Specialty Stores industry has dropped 1.4%, driven by a pullback from BARK of 19%. On the other hand Chewy is actually up 15%. In the past year, the industry has gained 8.1%. 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
Wed, 01 Apr 2026US$103.3bUS$102.2bUS$4.2b21.3x24.7x1x
Fri, 27 Feb 2026US$119.7bUS$98.9bUS$4.1b25.3x28.9x1.2x
Sun, 25 Jan 2026US$121.2bUS$98.7bUS$4.2b25.4x29x1.2x
Tue, 23 Dec 2025US$115.5bUS$98.7bUS$4.1b23.3x28.2x1.2x
Thu, 20 Nov 2025US$108.2bUS$103.2bUS$4.2b21.8x25.6x1x
Sat, 18 Oct 2025US$116.4bUS$102.9bUS$4.3b18.3x27x1.1x
Mon, 15 Sep 2025US$115.0bUS$103.7bUS$4.2b19.2x27.3x1.1x
Wed, 13 Aug 2025US$110.9bUS$102.8bUS$4.4b19.9x25.5x1.1x
Fri, 11 Jul 2025US$116.3bUS$102.7bUS$4.4b17.9x26.3x1.1x
Sun, 08 Jun 2025US$111.7bUS$102.4bUS$4.5b17.5x25x1.1x
Tue, 06 May 2025US$100.1bUS$102.2bUS$4.6b13.9x21.9x1x
Thu, 03 Apr 2025US$98.3bUS$102.0bUS$4.6b14.4x21.4x1x
Sat, 01 Mar 2025US$102.2bUS$102.0bUS$5.2b13.1x19.9x1x
Mon, 27 Jan 2025US$112.6bUS$103.2bUS$4.9b17.5x23.2x1.1x
Wed, 25 Dec 2024US$109.4bUS$103.3bUS$4.8b16.9x22.6x1.1x
Fri, 22 Nov 2024US$101.6bUS$103.1bUS$3.6b16.3x28.4x1x
Sun, 20 Oct 2024US$105.0bUS$99.1bUS$3.5b15x29.7x1.1x
Tue, 17 Sep 2024US$104.4bUS$100.3bUS$2.9b15.5x35.4x1x
Thu, 15 Aug 2024US$91.2bUS$100.0bUS$2.9b15.1x31.9x0.9x
Sat, 13 Jul 2024US$102.9bUS$101.8bUS$3.0b17.4x34x1x
Mon, 10 Jun 2024US$103.3bUS$102.0bUS$3.2b16.4x32.7x1x
Wed, 08 May 2024US$100.4bUS$102.0bUS$3.2b15.2x31.8x1x
Fri, 05 Apr 2024US$103.9bUS$101.9bUS$3.1b16.6x33.3x1x
Sun, 03 Mar 2024US$109.1bUS$101.0bUS$2.7b14.2x41.1x1.1x
Tue, 30 Jan 2024US$101.1bUS$106.2bUS$2.4b11.6x41.4x1x
Thu, 28 Dec 2023US$103.5bUS$106.2bUS$2.4b12.1x42.3x1x
Sat, 25 Nov 2023US$90.2bUS$106.1bUS$3.8b13.2x23.5x0.8x
Mon, 23 Oct 2023US$83.6bUS$106.1bUS$4.0b14.5x20.9x0.8x
Wed, 20 Sep 2023US$88.5bUS$106.3bUS$4.0b13.1x22.1x0.8x
Fri, 18 Aug 2023US$103.9bUS$105.9bUS$4.2b11.3x24.9x1x
Sun, 16 Jul 2023US$108.8bUS$105.9bUS$4.3b12.4x25.3x1x
Tue, 13 Jun 2023US$105.1bUS$105.8bUS$4.4b12x24x1x
Thu, 11 May 2023US$112.7bUS$105.2bUS$4.4b11.5x25.3x1.1x
Sat, 08 Apr 2023US$113.9bUS$105.1bUS$4.6b11.5x24.6x1.1x
Price to Earnings Ratio

24.6x


Total Market Cap: US$113.9bTotal Earnings: US$4.6bTotal Revenue: US$105.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 28x202420252026
Current Industry PE
  • Investors are pessimistic on the American Specialty Stores 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 24.7x which is lower than its 3-year average PE of 28.0x.
  • The industry is trading close to its 3-year average PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Specialty Stores industry have declined 3.3% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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-0.61%
Consumer Discretionary-1.38%
Specialty Stores0.58%
Specialty Stores1.42%
Automotive Retail3.24%
Computer and Electronics Retail2.05%
Home Furnishing Retail0.61%
Apparel Retail0.45%
Home Improvement Retail-0.62%
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
CHWY ChewyUS$27.0015.1%
+US$1.5b		-19.4%PE50.5x
DKS DICK'S Sporting GoodsUS$198.292.3%
+US$223.4m		-3.9%PE20.8x
ASO Academy Sports and OutdoorsUS$56.455.4%
+US$187.4m		21.1%PE9.6x
BBWI Bath & Body WorksUS$18.673.4%
+US$122.7m		-39.0%PE5.8x
WINA WinmarkUS$427.551.2%
+US$18.4m		34.0%PE36.7x

Latest News

DKS
US$198.29
DICK'S Sporting Goods
7D
2.3%
1Y
-3.9%
TSCO
US$45.30
Tractor Supply
7D
-0.4%
1Y
-17.8%
FIVE
US$228.48
Five Below
7D
-1.1%
1Y
198.7%

FIVE: Higher Margin Outlook Under New Leadership Will Support Repricing

The analyst fair value estimate for Five Below has shifted from $125.00 to $305.00. This change reflects a series of higher Street price targets that generally cite assumptions of stronger revenue growth, higher profit margins, and a higher future P/E multiple under current management.
CHWY
US$27.00
Chewy
7D
15.1%
1Y
-19.4%

CHWY: 2026 Margin Execution And E Commerce Share Gains Will Drive Upside

Chewy's updated analyst price target has moved lower to reflect a reduced assumed future P/E multiple, even as analysts collectively point to steadier revenue growth and margins supported by recent research that includes several cuts alongside a few price target increases, such as RBC's $4 raise and TD Cowen's $3 hike. Analyst Commentary Street research on Chewy has become more divided, with several firms trimming price targets while a smaller group is leaning more constructive.
BBWI
US$18.67
Bath & Body Works
7D
3.4%
1Y
-39.0%

BBWI: Amazon Launch And Turnaround Execution Will Likely Drive Future Upside

Bath & Body Works' analyst fair value estimate has increased from $17.00 to $22.00 following better than expected Q4 results, updated models, and a shift in business strategy that supports higher future P/E assumptions, despite ongoing pressure on margins and topline expectations. Analyst Commentary Recent research on Bath & Body Works points to a more nuanced setup, with several firms lifting price targets after Q4 yet keeping a relatively restrained stance on ratings and longer term growth expectations.
ASO
US$56.45
Academy Sports and Outdoors
7D
5.4%
1Y
21.1%
UPBD
US$18.05
Upbound Group
7D
-2.2%
1Y
-25.4%
BARK
US$10.13
BARK
7D
-19.0%
1Y
-64.3%
HZO
US$27.06
MarineMax
7D
2.9%
1Y
25.0%

HZO: Buyout Interest And Buybacks Will Support Share Performance

Analysts have adjusted MarineMax's price targets in a mixed but relatively modest way, with recent Street research showing both a $3 trim and earlier $2 to $5 increases as they update assumptions around revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent Street research around MarineMax points to a more cautious tone, even as some targets have moved in different directions.
BBW
US$37.45
Build-A-Bear Workshop
7D
-8.8%
1Y
-5.1%

BBW: Succession Plan And Capital Returns Will Drive Future Upside Potential

Analysts have trimmed their price target on Build-A-Bear Workshop from $66.25 to $62.00, reflecting updated assumptions around discount rate, profit margin, and a lower future P/E multiple, while keeping revenue growth expectations broadly consistent. What's in the News Longtime President and CEO Sharon Price John plans to retire after the 2026 annual shareholders meeting.
WRBY
US$21.07
Warby Parker
7D
-8.6%
1Y
14.3%

WRBY: Store Expansion And AI Glasses Roadmap Will Support Higher Premium Multiple

Narrative Update The analyst price target for Warby Parker has moved modestly higher to $29.17. Analysts cite updated models after Q4 results, a clearer long term growth roadmap, and potential contributions from planned AI glasses partnerships with Google as key supports for this shift.
SBH
US$13.85
Sally Beauty Holdings
7D
0.3%
1Y
55.3%

SBH: Steadier Execution And Buybacks Will Support A Higher Future Multiple

Analysts have lifted their average price target on Sally Beauty by a few dollars, now framing the stock around a steady $16.00 fair value as they factor in expectations for modestly higher revenue, slightly firmer profit margins, and a similar forward P/E outlook following a series of target raises and an upgrade focused on more consistent growth. Analyst Commentary Recent research on Sally Beauty has centered on fine tuning price targets and ratings rather than making sweeping calls, with several firms adjusting their models and timing around fair value.
SIG
US$84.64
Signet Jewelers
7D
-4.5%
1Y
42.3%

SIG: Execution Around Key Holidays Will Shape Self Help Upside Potential

Analysts have nudged their price target on Signet Jewelers higher to $118, citing preliminary Q4 results and early Valentine's Day trends that they see as consistent with current earnings expectations and a recalibration of fair value and P/E assumptions. Analyst Commentary Bullish analysts are pointing to the latest price target move to $118 as a sign of growing confidence in how current earnings expectations line up with the valuation reset and revised P/E framework.
ULTA
US$522.71
Ulta Beauty
7D
1.5%
1Y
39.8%

ULTA: Mixed Margin Signals And New Initiatives Will Shape Future Upside Potential

The updated analyst price target for Ulta Beauty edges higher to about $504 from about $485, as analysts factor in slightly lower modeled revenue growth, a modestly higher profit margin profile, and a small adjustment in the future P/E and discount rate following recent research updates that balance mixed post earnings reactions with ongoing support for the business model. Analyst Commentary Recent Street research on Ulta Beauty reflects a mixed backdrop, with many firms adjusting models and price targets after the latest quarterly update and forward guidance.
EYE
US$25.90
National Vision Holdings
7D
-5.8%
1Y
102.3%

EYE: Share Repurchases And New Store Openings Will Support Future Upside

Analysts have lifted their price target on National Vision Holdings to about $35.27 from roughly $32.82, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that they view as better reflecting the company’s current risk and earnings profile. What's in the News The Board of Directors authorized a share repurchase plan, with approval granted on March 2, 2026 (Key Developments).
WINA
US$427.55
Winmark
7D
1.2%
1Y
34.0%