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U.S. Specialty Stores Industry Analysis

UpdatedMay 17, 2026
DataAggregated Company Financials
Companies54
  • 7D-5.1%
  • 3M-18.9%
  • 1Y-6.4%
  • YTDn/a

Over the last 7 days, the Specialty Stores industry has dropped 5.1%, driven by a pullback from Ulta Beauty of 5.2%. In contrast, Leslie's has gained 88%. Overall the industry is down 6.4% in 12 months. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 18 May 2026US$94.8bUS$102.4bUS$4.3b18.7x22.1x0.9x
Wed, 15 Apr 2026US$106.7bUS$102.2bUS$4.2b22.1x25.4x1x
Fri, 13 Mar 2026US$114.3bUS$101.3bUS$4.0b23.3x28.6x1.1x
Sun, 08 Feb 2026US$121.6bUS$98.8bUS$4.1b26.3x29.4x1.2x
Tue, 06 Jan 2026US$115.9bUS$98.7bUS$4.1b23.5x28.2x1.2x
Thu, 04 Dec 2025US$111.8bUS$104.3bUS$4.1b22.7x27.4x1.1x
Sat, 01 Nov 2025US$111.3bUS$103.2bUS$4.3b18.1x26x1.1x
Mon, 29 Sep 2025US$121.7bUS$105.8bUS$4.3b22.2x28.5x1.2x
Wed, 27 Aug 2025US$118.3bUS$102.8bUS$4.3b19.9x27.3x1.2x
Fri, 25 Jul 2025US$120.7bUS$102.6bUS$4.4b19.3x27.3x1.2x
Sun, 22 Jun 2025US$109.5bUS$102.7bUS$4.4b17.9x24.7x1.1x
Tue, 20 May 2025US$105.9bUS$102.0bUS$4.4b12.6x24.2x1x
Thu, 17 Apr 2025US$94.5bUS$102.0bUS$4.6b12.4x20.5x0.9x
Sat, 15 Mar 2025US$91.1bUS$102.0bUS$5.2b12.5x17.6x0.9x
Mon, 10 Feb 2025US$104.3bUS$102.5bUS$4.9b16.4x21.1x1x
Wed, 08 Jan 2025US$109.4bUS$103.3bUS$4.8b16.5x22.6x1.1x
Fri, 06 Dec 2024US$109.0bUS$103.3bUS$3.7b18.7x29.4x1.1x
Sun, 03 Nov 2024US$100.3bUS$103.3bUS$3.6b17x28.1x1x
Tue, 01 Oct 2024US$104.9bUS$100.3bUS$2.9b15.6x35.6x1x
Thu, 29 Aug 2024US$99.1bUS$100.1bUS$2.9b14.6x34.7x1x
Sat, 27 Jul 2024US$95.1bUS$102.0bUS$3.0b16.7x31.4x0.9x
Mon, 24 Jun 2024US$105.6bUS$101.8bUS$3.0b16.2x35x1x
Wed, 22 May 2024US$100.4bUS$101.7bUS$3.2b16.1x31.1x1x
Fri, 19 Apr 2024US$99.0bUS$101.9bUS$3.1b15.6x31.6x1x
Sun, 17 Mar 2024US$110.1bUS$101.7bUS$2.7b13.5x40.5x1.1x
Tue, 13 Feb 2024US$104.0bUS$101.3bUS$2.7b12.4x37.8x1x
Thu, 11 Jan 2024US$100.2bUS$106.2bUS$2.5b11.1x40.9x0.9x
Sat, 09 Dec 2023US$96.7bUS$106.2bUS$2.5b10.8x39.3x0.9x
Mon, 06 Nov 2023US$88.1bUS$106.2bUS$3.9b15x22.3x0.8x
Wed, 04 Oct 2023US$86.0bUS$106.1bUS$4.0b15.4x21.5x0.8x
Fri, 01 Sep 2023US$94.2bUS$106.3bUS$4.0b10x23.5x0.9x
Sun, 30 Jul 2023US$106.5bUS$106.2bUS$4.3b12.1x25x1x
Tue, 27 Jun 2023US$107.4bUS$105.9bUS$4.3b11.5x25x1x
Thu, 25 May 2023US$104.2bUS$105.2bUS$4.3b11x24.4x1x
Price to Earnings Ratio

24.4x


Total Market Cap: US$104.2bTotal Earnings: US$4.3bTotal Revenue: US$105.2bTotal 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 22.1x 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
  • Both revenue and earnings for companies in the Specialty Stores industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Comparison

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

US Market-0.34%
Consumer Discretionary-3.37%
Specialty Stores-6.71%
Specialty Stores-5.13%
Apparel Retail-4.93%
Home Improvement Retail-6.44%
Home Furnishing Retail-7.97%
Computer and Electronics Retail-8.30%
Automotive Retail-11.42%
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
TSCO Tractor SupplyUS$30.571.1%
+US$167.8m		-42.2%PE14.8x
LESL Leslie'sUS$3.0388.2%
+US$13.2m		-83.4%PS0.02x
TKLF Tokyo LifestyleUS$2.081.9%
+US$162.5k		-47.2%PE2x

Latest News

EYE
US$17.45
National Vision Holdings
7D
-24.0%
1Y
-9.2%
BBWI
US$17.09
Bath & Body Works
7D
-13.4%
1Y
-49.4%
TSCO
US$30.57
Tractor Supply
7D
1.1%
1Y
-42.2%
ASO
US$50.55
Academy Sports and Outdoors
7D
-6.6%
1Y
11.8%
ULTA
US$494.28
Ulta Beauty
7D
-5.2%
1Y
19.7%
Narrative Update • May 16

ULTA: Earnings Flywheel And Unleashed Strategy Will Drive Future Upside

Ulta Beauty's analyst price target is unchanged at $810, as analysts balance recent target cuts in the $475 to $799 range with support from those who see an improving earnings flywheel, solid category trends, and ongoing margin and profit expectations. These are reflected in a steady fair value and modest tweaks to growth, discount rate, and future P/E assumptions.
CHWY
US$21.28
Chewy
7D
-7.4%
1Y
-49.0%
Narrative Update • May 16

CHWY: Margin Reset And New CFO Appointment Seen Reframing 2026 Outlook

Analysts have adjusted Chewy's price targets in both directions, with the average implied fair value steady at $50.00. Updated models reflect slightly lower discount rates, marginally higher revenue growth and profit margin assumptions, and a small reset in future P/E expectations following mixed target changes tied to industry growth estimates, customer trends, and views on Chewy's long term opportunity.
SIG
US$75.99
Signet Jewelers
7D
-13.0%
1Y
14.8%
LESL
US$3.03
Leslie's
7D
88.2%
1Y
-83.4%
FIVE
US$213.64
Five Below
7D
-4.3%
1Y
100.6%
DKS
US$216.48
DICK'S Sporting Goods
7D
-4.1%
1Y
17.6%
Narrative Update • May 05

DKS: Core Execution And Foot Locker Fast Break Turnaround Will Drive Future Earnings

Analysts have adjusted their average price targets for DICK'S Sporting Goods to a range of roughly $200 to $264, reflecting mixed reactions to the Foot Locker integration alongside generally solid core Dick's performance and updated views on sales growth, margins, and future P/E assumptions. Analyst Commentary Analysts are broadly positive on DICK'S Sporting Goods, even as they factor in the complexity of integrating Foot Locker and resetting expectations for earnings and profitability.
TKLF
US$2.08
Tokyo Lifestyle
7D
1.9%
1Y
-47.2%