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U.S. Specialty Stores Industry Analysis

UpdatedAug 28, 2025
DataAggregated Company Financials
Companies159
  • 7D2.2%
  • 3M11.5%
  • 1Y14.6%
  • YTD9.6%

Over the last 7 days, the Specialty Stores industry has risen 2.2%, driven by gains from Home Depot of 1.6%. This means that the industry has gained 15% over the past year. Looking forward, earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 Aug 2025US$1.0tUS$738.5bUS$35.5b18.7x28.6x1.4x
Sat, 26 Jul 2025US$935.5bUS$734.5bUS$34.8b18.2x26.8x1.3x
Mon, 23 Jun 2025US$886.7bUS$733.0bUS$35.0b17.6x25.3x1.2x
Wed, 21 May 2025US$940.0bUS$731.5bUS$35.4b16.2x26.5x1.3x
Fri, 18 Apr 2025US$829.3bUS$724.9bUS$35.6b14.4x23.3x1.1x
Sun, 16 Mar 2025US$823.9bUS$725.3bUS$36.1b13.8x22.8x1.1x
Tue, 11 Feb 2025US$901.6bUS$702.5bUS$35.4b16.6x25.4x1.3x
Thu, 09 Jan 2025US$883.2bUS$701.4bUS$35.2b16.1x25.1x1.3x
Sat, 07 Dec 2024US$941.1bUS$706.7bUS$34.3b17.6x27.4x1.3x
Mon, 04 Nov 2024US$455.6bUS$549.9bUS$17.8b14.7x25.7x0.8x
Wed, 02 Oct 2024US$486.4bUS$551.0bUS$18.0b14.8x27x0.9x
Fri, 30 Aug 2024US$476.6bUS$552.5bUS$17.4b15.3x27.4x0.9x
Sun, 28 Jul 2024US$465.0bUS$552.0bUS$17.5b16.1x26.5x0.8x
Tue, 25 Jun 2024US$471.9bUS$551.7bUS$17.5b15.9x26.9x0.9x
Thu, 23 May 2024US$437.2bUS$551.9bUS$17.1b15.3x25.5x0.8x
Sat, 20 Apr 2024US$414.4bUS$552.4bUS$17.2b15.4x24.1x0.8x
Mon, 18 Mar 2024US$449.1bUS$546.5bUS$16.5b14.8x27.3x0.8x
Wed, 14 Feb 2024US$432.5bUS$555.2bUS$15.8b14.7x27.4x0.8x
Fri, 12 Jan 2024US$427.4bUS$574.4bUS$16.1b13.7x26.5x0.7x
Sun, 10 Dec 2023US$409.2bUS$574.7bUS$16.1b13.1x25.4x0.7x
Tue, 07 Nov 2023US$386.6bUS$574.6bUS$17.9b12.7x21.6x0.7x
Thu, 05 Oct 2023US$380.0bUS$566.5bUS$18.4b11.6x20.7x0.7x
Sat, 02 Sep 2023US$417.2bUS$571.8bUS$17.9b11.9x23.3x0.7x
Mon, 31 Jul 2023US$428.1bUS$574.7bUS$17.9b10.7x24x0.7x
Wed, 28 Jun 2023US$414.4bUS$572.6bUS$18.3b10.1x22.6x0.7x
Fri, 26 May 2023US$388.5bUS$575.7bUS$18.3b9.9x21.2x0.7x
Sun, 23 Apr 2023US$406.2bUS$574.8bUS$20.0b10.5x20.3x0.7x
Tue, 21 Mar 2023US$394.3bUS$575.6bUS$19.9b10.4x19.8x0.7x
Thu, 16 Feb 2023US$412.2bUS$543.4bUS$23.6b9.9x17.5x0.8x
Sat, 14 Jan 2023US$394.1bUS$539.0bUS$23.4b9.2x16.8x0.7x
Mon, 12 Dec 2022US$378.7bUS$541.0bUS$23.5b8.8x16.1x0.7x
Wed, 09 Nov 2022US$345.7bUS$544.6bUS$24.3b7x14.2x0.6x
Fri, 07 Oct 2022US$335.4bUS$552.2bUS$23.2b6.4x14.5x0.6x
Sun, 04 Sep 2022US$347.5bUS$545.7bUS$23.4b6.7x14.8x0.6x
Price to Earnings Ratio

14.8x


Total Market Cap: US$347.5bTotal Earnings: US$23.4bTotal Revenue: US$545.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 23.2x202320242025
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 28.6x which is higher than its 3-year average PE of 23.2x.
  • The 3-year average PS ratio of 0.88x is lower than the industry's current PS ratio of 1.4x.
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 11% 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 Market1.88%
Consumer Discretionary3.77%
Specialty Stores2.15%
Automotive Retail6.67%
Specialty Stores2.58%
Home Improvement Retail1.64%
Apparel Retail0.99%
Computer and Electronics Retail-1.44%
Home Furnishing Retail-2.20%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 16.6x.
    • Analysts are expecting annual earnings growth of 21.5%, which is higher than its past year's earnings decline of 7.2% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 31.2x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings decline of 7.2% per year.
  • In contrast, the Computer and Electronics Retail industry is expected to see its earnings grow by 4.6% 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
HD Home DepotUS$408.241.6%
+US$6.7b		9.5%PE27.8x
CVNA CarvanaUS$367.358.5%
+US$4.0b		138.1%PE90.1x
LOW Lowe's CompaniesUS$258.671.2%
+US$1.7b		4.8%PE21.2x
ROST Ross StoresUS$150.292.7%
+US$1.3b		0.3%PE23.8x
LAD Lithia MotorsUS$339.9810.3%
+US$816.5m		11.8%PE9.8x

Latest News

HD
US$408.24
Home Depot
7D
1.6%
1Y
9.5%

Analysts Are Updating Their The Home Depot, Inc. (NYSE:HD) Estimates After Its Second-Quarter Results

Aug 28
Analysts Are Updating Their The Home Depot, Inc. (NYSE:HD) Estimates After Its Second-Quarter Results
WSM
US$192.17
Williams-Sonoma
7D
-2.6%
1Y
44.6%
ULTA
US$533.81
Ulta Beauty
7D
3.3%
1Y
45.5%

Launching Beyoncé's Hair Care And Enhancing Digital Capabilities Will Deepen Guest Engagement In Future

Ulta Beauty's consensus analyst price target has been raised from $518.41 to $545.36, reflecting sustained top-line momentum, operational improvements, and strategic initiatives such as digital enhancements and brand partnerships, though further upside is seen as contingent on continued fundamental execution given elevated expectations. Analyst Commentary Bullish analysts point to sustained top-line momentum, improving fundamentals, and positive comparable sales trends, with multiple forecasting near-term earnings beats and raised FY25 guidance.
TJX
US$137.23
TJX Companies
7D
-0.8%
1Y
15.0%

Global Store Base Will Reach 7,000, Increasing Customer Access

The analyst price target for TJX Companies has been raised to $149.44, reflecting strong Q2 outperformance, raised guidance, and sustained traffic and market share gains, though upside may be tempered by elevated valuation. Analyst Commentary Strong Q2 performance with both revenue and earnings exceeding expectations, fueled by healthy traffic growth across all banners.
ROST
US$150.29
Ross Stores
7D
2.7%
1Y
0.3%

Dd's DISCOUNTS Expansion And Supply Chain Investments Will Boost Future Success

Ross Stores’ analyst price target was raised to $158.88, reflecting increased confidence from strong Q2 results, easing tariff pressures, improved earnings visibility, and expectations for margin expansion, particularly as consumer demand strengthens. Analyst Commentary Solid Q2 results, with comps accelerating and demand ramping up, leading to increased confidence in near-term performance.
LOW
US$258.67
Lowe's Companies
7D
1.2%
1Y
4.8%

Digital Tools And Acquisitions Will Capture Underserved Pro Markets

Analysts have raised Lowe’s price target to $277.71, citing stronger Q2 earnings, improved margin performance, enhanced guidance, and Pro segment expansion, though offset by continued DIY softness. Analyst Commentary Bullish analysts cite Lowe's Q2 earnings beat, with improved comps and stronger margins, as a primary reason for upward price target revisions.
WOOF
US$3.20
Petco Health and Wellness Company
7D
-5.6%
1Y
3.2%
MUSA
US$378.34
Murphy USA
7D
-1.6%
1Y
-25.9%
NEGG
US$60.89
Newegg Commerce
7D
-45.0%
1Y
298.0%
W
US$74.49
Wayfair
7D
-2.5%
1Y
76.9%
TSCO
US$62.38
Tractor Supply
7D
2.2%
1Y
14.1%
AZO
US$4,205.41
AutoZone
7D
1.1%
1Y
31.6%
CHWY
US$40.44
Chewy
7D
-1.2%
1Y
40.8%
REAL
US$7.63
RealReal
7D
-6.0%
1Y
194.6%
CVNA
US$367.35
Carvana
7D
8.5%
1Y
138.1%
LAD
US$339.98
Lithia Motors
7D
10.3%
1Y
11.8%