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U.S. Specialty Stores Industry Analysis

UpdatedApr 01, 2026
DataAggregated Company Financials
Companies159
  • 7D0.6%
  • 3M-3.6%
  • 1Y7.7%
  • YTD-4.0%

Over the last 7 days, the Specialty Stores industry has remained flat. As for the the longer term, the industry is up 7.7% over the past 12 months. Looking forward, earnings are forecast to grow by 9.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Apr 2026US$924.4bUS$743.3bUS$37.8b19.5x24.4x1.2x
Sat, 28 Feb 2026US$1.0tUS$743.6bUS$37.7b20.1x26.7x1.4x
Mon, 26 Jan 2026US$1.0tUS$732.9bUS$36.6b19.9x28.2x1.4x
Wed, 24 Dec 2025US$983.4bUS$735.9bUS$36.6b19.9x26.9x1.3x
Fri, 21 Nov 2025US$904.9bUS$738.4bUS$36.4b17.5x24.9x1.2x
Sun, 19 Oct 2025US$978.7bUS$731.6bUS$36.4b16.1x26.9x1.3x
Tue, 16 Sep 2025US$1.0tUS$732.4bUS$35.6b18.8x28.7x1.4x
Thu, 14 Aug 2025US$982.4bUS$735.1bUS$35.3b19.2x27.8x1.3x
Sat, 12 Jul 2025US$936.4bUS$733.1bUS$35.0b18x26.7x1.3x
Mon, 09 Jun 2025US$926.0bUS$732.6bUS$34.9b17.4x26.5x1.3x
Wed, 07 May 2025US$878.4bUS$727.1bUS$35.7b15.2x24.6x1.2x
Fri, 04 Apr 2025US$880.6bUS$724.4bUS$35.6b14.2x24.7x1.2x
Sun, 02 Mar 2025US$932.5bUS$727.2bUS$35.5b14.6x26.2x1.3x
Tue, 28 Jan 2025US$923.0bUS$701.4bUS$35.2b17.3x26.2x1.3x
Thu, 26 Dec 2024US$901.4bUS$705.6bUS$34.5b16.4x26.1x1.3x
Sat, 23 Nov 2024US$900.7bUS$706.2bUS$33.0b17.2x27.3x1.3x
Mon, 21 Oct 2024US$481.0bUS$548.8bUS$18.1b14.6x26.6x0.9x
Wed, 18 Sep 2024US$482.5bUS$552.3bUS$17.4b15.4x27.7x0.9x
Fri, 16 Aug 2024US$450.2bUS$551.0bUS$17.0b17.1x26.5x0.8x
Sun, 14 Jul 2024US$479.4bUS$551.8bUS$17.6b16.5x27.3x0.9x
Tue, 11 Jun 2024US$462.1bUS$552.5bUS$17.8b16.2x26x0.8x
Thu, 09 May 2024US$430.2bUS$552.8bUS$16.7b15.3x25.8x0.8x
Sat, 06 Apr 2024US$439.6bUS$552.4bUS$17.1b16x25.7x0.8x
Mon, 04 Mar 2024US$449.6bUS$550.7bUS$15.9b14.6x28.3x0.8x
Wed, 31 Jan 2024US$434.1bUS$574.3bUS$16.1b13.5x26.9x0.8x
Fri, 29 Dec 2023US$438.9bUS$574.4bUS$16.1b13.7x27.2x0.8x
Sun, 26 Nov 2023US$398.0bUS$575.3bUS$17.8b12.9x22.4x0.7x
Tue, 24 Oct 2023US$368.0bUS$566.5bUS$18.4b12.2x20x0.6x
Thu, 21 Sep 2023US$386.8bUS$567.8bUS$18.4b11.3x21x0.7x
Sat, 19 Aug 2023US$414.1bUS$572.1bUS$18.1b10.7x22.8x0.7x
Mon, 17 Jul 2023US$424.3bUS$572.7bUS$18.3b10.4x23.2x0.7x
Wed, 14 Jun 2023US$407.1bUS$574.0bUS$18.4b10.1x22.1x0.7x
Fri, 12 May 2023US$402.1bUS$575.6bUS$19.1b10.5x21x0.7x
Sun, 09 Apr 2023US$400.6bUS$577.3bUS$20.4b10x19.6x0.7x
Price to Earnings Ratio

19.6x


Total Market Cap: US$400.6bTotal Earnings: US$20.4bTotal Revenue: US$577.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 25.4x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Specialty Retail industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 25.4x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 23% per year over the last three years.
  • Revenues for these companies have grown 8.8% 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 Market-0.61%
Consumer Discretionary-1.38%
Specialty Stores0.58%
Automotive Retail3.24%
Computer and Electronics Retail2.05%
Specialty Stores1.42%
Home Furnishing Retail0.61%
Apparel Retail0.45%
Home Improvement Retail-0.62%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 27.0x.
    • Analysts are expecting annual earnings growth of 8.0%, which is higher than its past year's earnings growth of 2.6% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 30.9x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 17% over the next 5 years.
  • This is better than its past earnings decline of 3.5% per year.
  • In contrast, the Home Improvement Retail industry is expected to see its earnings grow by 6.0% 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
TJX TJX CompaniesUS$162.031.4%
+US$2.0b		29.7%PE32.6x
ROST Ross StoresUS$219.951.8%
+US$1.0b		66.2%PE33.1x
BBY Best BuyUS$64.316.5%
+US$817.6m		-15.1%PE12.6x
AZO AutoZoneUS$3.43k1.2%
+US$664.5m		-10.0%PE23.1x
ORLY O'Reilly AutomotiveUS$92.101.0%
+US$623.5m		-2.5%PE30.4x

Latest News

TJX
US$162.03
TJX Companies
7D
1.4%
1Y
29.7%
RH
US$112.85
RH
7D
-17.6%
1Y
-54.7%
CVNA
US$312.09
Carvana
7D
1.1%
1Y
37.9%
DKS
US$192.13
DICK'S Sporting Goods
7D
-1.0%
1Y
-9.1%
EYE
US$23.92
National Vision Holdings
7D
-14.8%
1Y
85.7%

EYE: New Buyback Authorization Will Support Future Upside Potential

Analysts now maintain their fair value estimate for National Vision Holdings at $35.27 per share, making only minor refinements to assumptions such as discount rate, revenue growth, profit margin, and future P/E to reflect updated modeling inputs rather than a change in overall view. What's in the News The Board of Directors authorized a new share repurchase plan on March 2, 2026, setting the framework for future buybacks (company announcement).
TSCO
US$44.53
Tractor Supply
7D
-3.1%
1Y
-19.9%
HD
US$329.56
Home Depot
7D
-0.9%
1Y
-11.1%
AZO
US$3,426.47
AutoZone
7D
1.2%
1Y
-10.0%

AZO: DIFM Share Gains And Weather Rebound Are Expected To Drive Returns

AutoZone's analyst price targets have been adjusted within a relatively tight band around $4,200, as analysts balance confidence in commercial initiatives, DIFM share gains and easing cost pressures with calls for clearer visibility on revenue and margin trends following weather impacted results. Analyst Commentary Recent research on AutoZone clusters around a tight valuation range, with most price targets grouped between roughly $3,600 and $4,526.
W
US$75.25
Wayfair
7D
-5.6%
1Y
123.2%

W: Store Expansion And Rewards Program Will Support Positive Forward Outlook

Analysts have reiterated an $80.00 price target for Wayfair, citing small model adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions as the main factors supporting this unchanged view. What's in the News Wayfair is being removed from the S&P Homebuilders Select Industry Index, which can affect how index-tracking funds and some institutional investors gain exposure to the stock (Index Constituent Drops).
ORLY
US$92.10
O'Reilly Automotive
7D
1.0%
1Y
-2.5%

ORLY: Margin Resilience And Buybacks Will Support Future Upside Returns

Analysts have lowered the price target for O'Reilly Automotive to $115 from $125. This change reflects a reset in expectations after the stock was removed from a high conviction list and several firms modestly reduced their targets, while still citing supportive profit margin and revenue growth assumptions.
ASO
US$57.66
Academy Sports and Outdoors
7D
8.1%
1Y
21.1%
MUSA
US$494.82
Murphy USA
7D
3.7%
1Y
3.0%
BBY
US$64.31
Best Buy
7D
6.5%
1Y
-15.1%
ROST
US$219.95
Ross Stores
7D
1.8%
1Y
66.2%

ROST: Holiday Beat And Execution Momentum May Support Future Balanced Returns

Analysts have nudged the Ross Stores price target higher by a few dollars to reflect a cluster of target increases into the $234 to $248 range, citing broad-based strength following a "healthy" Q4 beat, solid comp performance, and improving merchandising, marketing, and store productivity. Analyst Commentary Recent research points to a broadly positive reassessment of Ross Stores, with multiple firms lifting price targets into the low to mid US$200s after the Q4 update.
FND
US$49.22
Floor & Decor Holdings
7D
-6.7%
1Y
-40.0%
BOOT
US$143.51
Boot Barn Holdings
7D
-8.7%
1Y
25.0%

BOOT: Future Returns Will Reflect Stronger Margins And Execution Risks

Analyst price targets for Boot Barn Holdings have been lifted by $10 to $237.14, as analysts factor in recent target increases across firms. They emphasize expectations for sustained demand, improving profitability, and a lower assumed future P/E multiple of about 25x in their updated models.