Some Investors May Be Worried About Leslie's' (NASDAQ:LESL) Returns On Capital
May 29
U.S. Specialty Stores Industry Analysis
UpdatedMay 30, 2023
DataAggregated Company Financials
Companies55
- 7D-6.2%
- 3M-15.4%
- 1Y2.3%
- YTD-8.0%
Over the last 7 days, the Specialty Stores industry has dropped 6.6%, driven by a pullback from Ulta Beauty of 13%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 18% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 30 May 2023 | US$99.3b | US$105.6b | US$4.2b | 11.2x | 23.4x | 0.9x |
| Thu, 27 Apr 2023 | US$114.5b | US$105.0b | US$4.6b | 11.4x | 25x | 1.1x |
| Sat, 25 Mar 2023 | US$111.7b | US$105.1b | US$4.6b | 11.4x | 24.1x | 1.1x |
| Mon, 20 Feb 2023 | US$100.1b | US$84.9b | US$5.5b | 12.2x | 18.3x | 1.2x |
| Wed, 18 Jan 2023 | US$93.5b | US$84.2b | US$5.5b | 10.7x | 17.1x | 1.1x |
| Fri, 16 Dec 2022 | US$87.6b | US$84.2b | US$5.5b | 9.9x | 16x | 1x |
| Sun, 13 Nov 2022 | US$84.5b | US$83.6b | US$5.6b | 7.7x | 15x | 1x |
| Tue, 11 Oct 2022 | US$77.8b | US$85.5b | US$5.8b | 6.7x | 13.5x | 0.9x |
| Thu, 08 Sep 2022 | US$79.8b | US$85.6b | US$5.8b | 6.7x | 13.7x | 0.9x |
| Sat, 06 Aug 2022 | US$78.3b | US$85.6b | US$6.1b | 6.1x | 12.8x | 0.9x |
| Mon, 04 Jul 2022 | US$74.1b | US$85.4b | US$6.1b | 4.9x | 12.1x | 0.9x |
| Wed, 01 Jun 2022 | US$78.7b | US$85.4b | US$6.4b | 5.9x | 12.3x | 0.9x |
| Fri, 29 Apr 2022 | US$87.5b | US$85.1b | US$6.5b | 6.8x | 13.5x | 1x |
| Sun, 27 Mar 2022 | US$93.7b | US$84.5b | US$6.4b | 6.8x | 14.7x | 1.1x |
| Tue, 22 Feb 2022 | US$91.1b | US$83.9b | US$5.9b | 7.4x | 15.5x | 1.1x |
| Thu, 20 Jan 2022 | US$95.1b | US$83.3b | US$5.8b | 7.8x | 16.5x | 1.1x |
| Sat, 18 Dec 2021 | US$98.3b | US$83.1b | US$5.8b | 7.7x | 17.1x | 1.2x |
| Mon, 15 Nov 2021 | US$111.1b | US$81.2b | US$5.3b | 9.3x | 21.1x | 1.4x |
| Wed, 13 Oct 2021 | US$94.4b | US$80.2b | US$5.4b | 8.1x | 17.4x | 1.2x |
| Fri, 10 Sep 2021 | US$97.7b | US$80.3b | US$5.4b | 8.8x | 18x | 1.2x |
| Sun, 08 Aug 2021 | US$90.8b | US$78.9b | US$4.4b | 8.8x | 20.5x | 1.2x |
| Sat, 01 May 2021 | US$83.4b | US$66.3b | US$1.1b | 15.9x | 74.5x | 1.3x |
| Tue, 02 Feb 2021 | US$70.2b | US$65.4b | US$898.4m | 12.6x | 78.2x | 1.1x |
| Fri, 06 Nov 2020 | US$49.7b | US$58.7b | US$640.3m | 13.3x | 77.6x | 0.8x |
| Mon, 10 Aug 2020 | US$44.5b | US$52.4b | US$82.7m | 25x | 538.3x | 0.9x |
Price to Earnings Ratio
102.9x
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 23.4x which is lower than its 3-year average PE of 80.0x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.94x.
Past Earnings Growth
- The earnings for companies in the Specialty Stores industry have grown 117% per year over the last three years.
- Revenues for these companies have grown 27% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does U.S. Specialty Stores compare with similar industries?
| US Market | 0.061% | |
| Consumer Discretionary | 0.44% | |
| Specialty Stores | -2.19% | |
| Specialty Stores | -6.18% | |
| Computer and Electronics Retail | 1.82% | |
| Home Improvement Retail | 1.38% | |
| Automotive Retail | 0.56% | |
| Home Furnishing Retail | -1.03% | |
| Apparel Retail | -1.78% | |
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 | |
|---|---|---|---|---|---|
| DKS DICK'S Sporting Goods | US$125.41 | 0.7% +US$217.3m | 54.4% | PE9.9x | |
| SSU SIGNA Sports United | US$3.21 | 5.6% +US$57.2m | -48.2% | PS0.9x | |
| WRBY Warby Parker | US$12.04 | 3.7% +US$49.9m | -29.1% | PS2.3x | |
| EYE National Vision Holdings | US$25.76 | 2.3% +US$44.5m | -8.5% | PE66.5x | |
| ELA Envela | US$7.20 | 5.7% +US$10.5m | 35.9% | PE12.5x |
