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U.S. Specialty Stores Industry Analysis

UpdatedOct 27, 2025
DataAggregated Company Financials
Companies160
  • 7D0.01%
  • 3M4.2%
  • 1Y7.8%
  • YTD5.6%

In the last week, Specialty Stores has been flat. As for the the longer term, the industry is up 8.7% over the past 12 months. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 27 Oct 2025US$976.9bUS$733.3bUS$36.4b16.8x26.8x1.3x
Wed, 24 Sep 2025US$1.0tUS$734.5bUS$35.7b18.9x28.5x1.4x
Fri, 22 Aug 2025US$995.1bUS$738.0bUS$35.5b18.5x28.1x1.3x
Sun, 20 Jul 2025US$884.6bUS$733.1bUS$35.0b17.1x25.3x1.2x
Tue, 17 Jun 2025US$882.7bUS$732.6bUS$35.0b17.1x25.3x1.2x
Thu, 15 May 2025US$923.3bUS$727.6bUS$35.7b15.7x25.9x1.3x
Sat, 12 Apr 2025US$842.7bUS$724.8bUS$35.6b13.8x23.7x1.2x
Mon, 10 Mar 2025US$881.7bUS$726.6bUS$35.8b14.4x24.7x1.2x
Wed, 05 Feb 2025US$907.9bUS$702.9bUS$35.4b16.7x25.7x1.3x
Fri, 03 Jan 2025US$887.2bUS$703.3bUS$35.0b16.6x25.3x1.3x
Sun, 01 Dec 2024US$943.0bUS$706.5bUS$33.0b17.8x28.5x1.3x
Tue, 29 Oct 2024US$461.2bUS$549.3bUS$17.9b14.7x25.7x0.8x
Thu, 26 Sep 2024US$485.0bUS$552.3bUS$17.4b15.6x27.8x0.9x
Sat, 24 Aug 2024US$476.6bUS$552.1bUS$17.1b15.7x27.8x0.9x
Mon, 22 Jul 2024US$463.5bUS$551.7bUS$17.6b16.2x26.4x0.8x
Wed, 19 Jun 2024US$474.2bUS$552.3bUS$17.6b16.2x26.9x0.9x
Fri, 17 May 2024US$444.2bUS$554.3bUS$16.9b15.6x26.3x0.8x
Sun, 14 Apr 2024US$434.3bUS$552.4bUS$17.2b15.7x25.3x0.8x
Tue, 12 Mar 2024US$439.9bUS$546.2bUS$16.2b14.2x27.2x0.8x
Thu, 08 Feb 2024US$423.9bUS$555.1bUS$16.2b14.1x26.2x0.8x
Sat, 06 Jan 2024US$423.0bUS$574.4bUS$16.1b13.2x26.2x0.7x
Mon, 04 Dec 2023US$411.1bUS$575.1bUS$16.3b14.7x25.3x0.7x
Wed, 01 Nov 2023US$367.7bUS$568.8bUS$18.0b11.3x20.4x0.6x
Fri, 29 Sep 2023US$380.8bUS$566.6bUS$18.4b10.7x20.7x0.7x
Sun, 27 Aug 2023US$401.9bUS$572.3bUS$18.2b11x22.1x0.7x
Tue, 25 Jul 2023US$424.0bUS$572.7bUS$18.2b10.7x23.2x0.7x
Thu, 22 Jun 2023US$404.7bUS$574.2bUS$18.3b10.1x22.1x0.7x
Sat, 20 May 2023US$394.8bUS$575.6bUS$18.4b10.6x21.5x0.7x
Mon, 17 Apr 2023US$403.4bUS$575.4bUS$20.2b10x19.9x0.7x
Wed, 15 Mar 2023US$365.4bUS$530.6bUS$22.4b9.3x16.3x0.7x
Fri, 10 Feb 2023US$404.7bUS$542.7bUS$23.6b9.8x17.1x0.7x
Sun, 08 Jan 2023US$386.8bUS$539.0bUS$23.5b9.2x16.5x0.7x
Tue, 06 Dec 2022US$384.5bUS$541.3bUS$23.9b8.5x16.1x0.7x
Thu, 03 Nov 2022US$344.4bUS$559.2bUS$23.8b6.7x14.5x0.6x
Price to Earnings Ratio

14.5x


Total Market Cap: US$344.4bTotal Earnings: US$23.8bTotal Revenue: US$559.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 23.9x202320242025
Current Industry PE
  • Investors are optimistic on the American Specialty Retail industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 27.0x which is higher than its 3-year average PE of 23.9x.
  • The 3-year average PS ratio of 0.92x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 9.5% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market1.01%
Consumer Discretionary1.37%
Specialty Stores0.014%
Computer and Electronics Retail3.00%
Automotive Retail1.34%
Apparel Retail0.078%
Home Furnishing Retail-0.36%
Home Improvement Retail-0.52%
Specialty Stores-0.65%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 17.9x.
    • Analysts are expecting annual earnings growth of 22.6%, which is higher than its past year's earnings decline of 7.2% per year.
  • Investors are most pessimistic about the Apparel Retail industry, which is trading close to its 3-year average of 26.4x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings decline of 7.2% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 5.3% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
AN AutoNationUS$200.21-6.8%
US$7.0b		28.5%PE22.8x
CVNA CarvanaUS$351.205.2%
+US$2.4b		73.4%PE86.1x
BBY Best BuyUS$83.264.5%
+US$745.9m		-10.2%PE22.5x
GAP GapUS$23.468.6%
+US$690.1m		8.6%PE9.8x
TSCO Tractor SupplyUS$56.282.0%
+US$572.3m		3.2%PE27x

Latest News

SAH
US$64.33
Sonic Automotive
7D
-14.1%
1Y
13.1%
BBY
US$83.26
Best Buy
7D
4.5%
1Y
-10.2%

Retail Media Momentum And E-Commerce Expansion Will Shape Future Results

Best Buy’s analyst price target increased modestly, rising by $1 to $95. Analysts cited renewed confidence in retail media expansion, alternative profit streams, and robust recent earnings performance to support this adjustment.
TSCO
US$56.28
Tractor Supply
7D
2.0%
1Y
3.2%

Share Repurchases And New Partnerships Will Drive Resilience And Earnings Momentum

Analysts have slightly increased their price target for Tractor Supply to $63.30 from $62.59. This adjustment is based on minor improvements in projected profit margins and fair value estimates.
AN
US$200.21
AutoNation
7D
-6.8%
1Y
28.5%
ORLY
US$97.27
O'Reilly Automotive
7D
-4.3%
1Y
22.1%
LAD
US$331.60
Lithia Motors
7D
6.4%
1Y
-0.5%

Analysts Lift Lithia Motors Price Target as Buybacks and Expansions Drive Improved Margins

Analysts have slightly raised their price target for Lithia Motors from $381.93 to $387.71, citing updated expectations for profit margins and valuation multiples. What's in the News Lithia Motors completed a significant share repurchase, buying back 1,377,225 shares from July to October 2025.
AZO
US$3,805.56
AutoZone
7D
-5.6%
1Y
21.5%

International Expansion And Technology Investments Will Strengthen Future Operations

AutoZone’s analyst price target saw a modest increase, with new estimates rising by $14 to $4,570. Analysts highlight persistent industry share gains and resilient sales momentum, despite ongoing margin pressures.
CVNA
US$351.20
Carvana
7D
5.2%
1Y
73.4%

Online Vehicle Retail And AI Integration Will Redefine Future Markets

Analysts have modestly increased Carvana's fair value estimate from $421.95 to $423.60. They cite sustained fundamental strength, improved loss trends, and positive industry positioning in spite of ongoing macroeconomic headwinds.
ULTA
US$517.66
Ulta Beauty
7D
-3.0%
1Y
38.7%
GAP
US$23.46
Gap
7D
8.6%
1Y
8.6%

Digital And Sustainable Trends Will Foster Long Term Value

Analysts have slightly raised their fair value estimate for Gap, increasing the price target from $24.38 to $24.74. This change is due to incremental improvements in profitability and margin potential following positive updates from recent research coverage.
LOW
US$242.71
Lowe's Companies
7D
-0.8%
1Y
-9.3%
NEGG
US$66.72
Newegg Commerce
7D
41.3%
1Y
425.8%
WSM
US$189.09
Williams-Sonoma
7D
2.0%
1Y
40.3%
TJX
US$141.91
TJX Companies
7D
-1.3%
1Y
24.7%
HD
US$386.68
Home Depot
7D
-1.3%
1Y
-3.1%
CHWY
US$35.11
Chewy
7D
-6.2%
1Y
30.3%

Vet Care Clinics And New Ad Platform Will Drive Success

Analysts have modestly trimmed Chewy’s price target to $45.45, balancing near-term margin and earnings pressures tied to growth investments against confidence in resilient customer growth, market share gains, and the company’s long-term revenue upside. Analyst Commentary Bullish analysts point to Chewy’s ongoing investments in growth and new categories as building blocks for future market share gains, with several citing these reinvestments as potentially expediting revenue upside in 2026 and beyond.