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Jul 25
U.S. Specialty Stores Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies46
- 7D-4.8%
- 3M-5.7%
- 1Y-9.7%
- YTDn/a
The Specialty Stores industry is down 4.8% over the last week with Ulta Beauty the worst performer, down 7.6%. Meanwhile, MarineMax actually outperformed within the industry, gaining 5.4% in the last week. However, the industry is down 9.7% over the past year. Earnings are forecast to grow by 14% 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 |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | US$95.2b | US$101.9b | US$3.0b | 13.8x | 31.4x | 0.9x |
| Sun, 23 Jun 2024 | US$105.6b | US$101.8b | US$3.0b | 16.2x | 35x | 1x |
| Tue, 21 May 2024 | US$101.5b | US$101.7b | US$3.2b | 16.5x | 31.5x | 1x |
| Thu, 18 Apr 2024 | US$99.5b | US$101.9b | US$3.1b | 15.7x | 31.8x | 1x |
| Sat, 16 Mar 2024 | US$111.4b | US$101.7b | US$2.7b | 13.5x | 41x | 1.1x |
| Mon, 12 Feb 2024 | US$102.7b | US$101.3b | US$2.7b | 12.1x | 37.4x | 1x |
| Wed, 10 Jan 2024 | US$100.2b | US$106.2b | US$2.5b | 11.1x | 40.9x | 0.9x |
| Fri, 08 Dec 2023 | US$97.2b | US$106.2b | US$2.5b | 10.8x | 39.5x | 0.9x |
| Sun, 05 Nov 2023 | US$88.1b | US$106.2b | US$3.9b | 15x | 22.3x | 0.8x |
| Tue, 03 Oct 2023 | US$86.2b | US$106.1b | US$4.0b | 15.7x | 21.5x | 0.8x |
| Thu, 31 Aug 2023 | US$96.6b | US$106.2b | US$4.1b | 10.2x | 23.5x | 0.9x |
| Sat, 29 Jul 2023 | US$106.5b | US$106.2b | US$4.3b | 12.1x | 25x | 1x |
| Mon, 26 Jun 2023 | US$107.2b | US$105.9b | US$4.3b | 11.4x | 24.9x | 1x |
| Wed, 24 May 2023 | US$105.2b | US$105.2b | US$4.3b | 10.9x | 24.7x | 1x |
| Fri, 21 Apr 2023 | US$116.8b | US$105.1b | US$4.6b | 11.8x | 25.5x | 1.1x |
| Sun, 19 Mar 2023 | US$111.7b | US$100.8b | US$5.3b | 11.6x | 20.9x | 1.1x |
| Tue, 14 Feb 2023 | US$98.9b | US$84.9b | US$5.5b | 12.1x | 18.1x | 1.2x |
| Thu, 12 Jan 2023 | US$94.1b | US$84.2b | US$5.5b | 10.6x | 17.2x | 1.1x |
| Sat, 10 Dec 2022 | US$90.0b | US$84.2b | US$5.5b | 9.8x | 16.5x | 1.1x |
| Mon, 07 Nov 2022 | US$81.9b | US$85.8b | US$5.7b | 7x | 14.3x | 1x |
| Wed, 05 Oct 2022 | US$80.7b | US$85.5b | US$5.8b | 6.6x | 14x | 0.9x |
| Fri, 02 Sep 2022 | US$81.2b | US$88.0b | US$5.9b | 6.9x | 13.7x | 0.9x |
| Sun, 31 Jul 2022 | US$77.7b | US$85.8b | US$6.2b | 5.6x | 12.6x | 0.9x |
| Tue, 28 Jun 2022 | US$78.3b | US$85.4b | US$6.1b | 5.4x | 12.8x | 0.9x |
| Thu, 26 May 2022 | US$72.4b | US$85.3b | US$6.5b | 5.4x | 11.2x | 0.8x |
| Sat, 23 Apr 2022 | US$89.5b | US$85.1b | US$6.5b | 6.9x | 13.8x | 1.1x |
| Mon, 21 Mar 2022 | US$95.4b | US$84.5b | US$6.4b | 7.3x | 15x | 1.1x |
| Wed, 16 Feb 2022 | US$94.8b | US$83.9b | US$5.9b | 7.5x | 16.2x | 1.1x |
| Fri, 14 Jan 2022 | US$97.9b | US$83.3b | US$5.8b | 7.5x | 17x | 1.2x |
| Sun, 12 Dec 2021 | US$104.5b | US$83.1b | US$5.8b | 8x | 18.1x | 1.3x |
| Tue, 09 Nov 2021 | US$111.8b | US$81.1b | US$5.3b | 8.7x | 21.1x | 1.4x |
| Thu, 07 Oct 2021 | US$93.9b | US$80.2b | US$5.4b | 8.3x | 17.3x | 1.2x |
| Sat, 04 Sep 2021 | US$99.5b | US$78.9b | US$4.4b | 9.7x | 22.5x | 1.3x |
| Mon, 02 Aug 2021 | US$89.1b | US$78.9b | US$4.4b | 8.8x | 20.1x | 1.1x |
Price to Earnings Ratio
20.1x
Current Industry PE
- Investors are optimistic on the American Specialty Stores industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 31.4x which is higher than its 3-year average PE of 22.3x.
- 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 12% per year over the last three years.
- Meanwhile revenues for these companies have grown 8.9% 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 | -2.42% | |
| Consumer Discretionary | -3.87% | |
| Specialty Stores | -1.93% | |
| Specialty Stores | -4.78% | |
| Home Furnishing Retail | 0.78% | |
| Automotive Retail | 0.065% | |
| Home Improvement Retail | -0.29% | |
| Apparel Retail | -1.51% | |
| Computer and Electronics Retail | -2.70% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HZO MarineMax | US$37.10 | 5.4% +US$42.1m | -8.9% | PE13.3x | |
| TCS Container Store Group | US$1.05 | 94.4% +US$26.3m | -69.6% | PS0.06x | |
| ODP ODP | US$41.91 | 1.6% +US$24.4m | -15.8% | PE18.3x | |
| EYE National Vision Holdings | US$13.91 | 1.9% +US$20.4m | -28.0% | PS0.5x | |
| WRBY Warby Parker | US$16.23 | 0.9% +US$17.8m | 11.8% | PS2.8x |
