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U.S. Specialty Stores Industry Analysis

UpdatedNov 02, 2025
DataAggregated Company Financials
Companies160
  • 7D-2.5%
  • 3M0.2%
  • 1Y6.4%
  • YTD3.0%

Over the last 7 days, the Specialty Stores industry has dropped 2.5%, driven by Home Depot declining 1.8%. In contrast, Wayfair has gained 25%. Over the past 12 months, the industry was up 6.4%. 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
Mon, 03 Nov 2025US$951.6bUS$736.5bUS$36.4b16.7x26.1x1.3x
Wed, 01 Oct 2025US$1.0tUS$734.5bUS$36.4b17.5x27.9x1.4x
Fri, 29 Aug 2025US$1.0tUS$739.5bUS$35.5b19.2x28.7x1.4x
Sun, 27 Jul 2025US$942.0bUS$735.0bUS$34.8b18.2x27.1x1.3x
Tue, 24 Jun 2025US$889.0bUS$733.0bUS$35.0b17.6x25.4x1.2x
Thu, 22 May 2025US$936.8bUS$731.5bUS$35.4b15.9x26.4x1.3x
Sat, 19 Apr 2025US$844.7bUS$724.9bUS$35.6b14.4x23.7x1.2x
Mon, 17 Mar 2025US$809.2bUS$725.3bUS$36.1b13.8x22.4x1.1x
Wed, 12 Feb 2025US$911.8bUS$703.0bUS$35.4b16.9x25.7x1.3x
Fri, 10 Jan 2025US$889.2bUS$701.4bUS$35.2b16.1x25.2x1.3x
Sun, 08 Dec 2024US$951.0bUS$706.7bUS$34.3b17.6x27.7x1.3x
Tue, 05 Nov 2024US$455.6bUS$549.9bUS$17.8b14.8x25.7x0.8x
Thu, 03 Oct 2024US$486.4bUS$551.0bUS$18.0b14.8x27x0.9x
Sat, 31 Aug 2024US$478.2bUS$552.5bUS$17.5b14.8x27.3x0.9x
Mon, 29 Jul 2024US$464.0bUS$550.3bUS$17.4b16.7x26.6x0.8x
Wed, 26 Jun 2024US$473.1bUS$551.7bUS$17.5b15.6x27x0.9x
Fri, 24 May 2024US$434.1bUS$552.5bUS$17.4b15.5x25x0.8x
Sun, 21 Apr 2024US$416.2bUS$552.4bUS$17.1b15.4x24.3x0.8x
Tue, 19 Mar 2024US$447.0bUS$546.5bUS$16.5b14.6x27.2x0.8x
Thu, 15 Feb 2024US$432.5bUS$555.2bUS$15.8b14.7x27.4x0.8x
Sat, 13 Jan 2024US$424.3bUS$574.4bUS$16.1b13.6x26.3x0.7x
Mon, 11 Dec 2023US$409.2bUS$574.7bUS$16.1b13.1x25.4x0.7x
Wed, 08 Nov 2023US$384.2bUS$574.8bUS$17.9b12.4x21.4x0.7x
Fri, 06 Oct 2023US$372.4bUS$566.5bUS$18.4b11.7x20.3x0.7x
Sun, 03 Sep 2023US$416.7bUS$571.8bUS$17.9b11.9x23.3x0.7x
Tue, 01 Aug 2023US$429.9bUS$574.7bUS$17.9b11.2x24.1x0.7x
Thu, 29 Jun 2023US$414.2bUS$572.6bUS$18.3b10.2x22.6x0.7x
Sat, 27 May 2023US$384.2bUS$574.6bUS$18.0b9.8x21.3x0.7x
Mon, 24 Apr 2023US$406.2bUS$574.8bUS$20.0b10.5x20.3x0.7x
Wed, 22 Mar 2023US$401.1bUS$575.3bUS$19.9b10.1x20.2x0.7x
Fri, 17 Feb 2023US$409.3bUS$543.8bUS$23.3b10x17.6x0.8x
Sun, 15 Jan 2023US$394.1bUS$539.0bUS$23.4b9.2x16.8x0.7x
Tue, 13 Dec 2022US$379.9bUS$541.0bUS$23.5b8.8x16.1x0.7x
Thu, 10 Nov 2022US$338.9bUS$542.3bUS$24.2b6.8x14x0.6x
Price to Earnings Ratio

14x


Total Market Cap: US$338.9bTotal Earnings: US$24.2bTotal Revenue: US$542.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 24x202320242025
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 24.0x.
  • 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 14% 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 Market0.54%
Consumer Discretionary2.18%
Specialty Stores-2.53%
Home Furnishing Retail2.12%
Apparel Retail-0.63%
Computer and Electronics Retail-1.17%
Home Improvement Retail-2.06%
Specialty Stores-2.44%
Automotive Retail-8.50%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 18.0x.
    • Analysts are expecting annual earnings growth of 22.7%, which is higher than its past year's earnings growth of 8.1% per year.
  • Investors are most pessimistic about the Home Furnishing Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 19.9x.
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 growth rate of 8.1% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 5.0% 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
W WayfairUS$103.5124.6%
+US$2.7b		157.8%PS1.1x
ROST Ross StoresUS$158.921.4%
+US$705.7m		13.5%PE25.1x
WSM Williams-SonomaUS$194.342.8%
+US$639.4m		47.0%PE21x
NEGG Newegg CommerceUS$84.7927.1%
+US$370.0m		584.8%PS1.3x
BURL Burlington StoresUS$273.591.8%
+US$294.5m		12.7%PE31.2x

Latest News

AZO
US$3,674.43
AutoZone
7D
-3.4%
1Y
23.3%

AZO: Accelerated Store Expansion Will Drive Continued Market Share Gains

Analysts have slightly lowered their average price target on AutoZone, trimming it by less than $50 per share to reflect mixed quarterly results and temporary margin pressures. However, they are maintaining a positive outlook based on ongoing store expansion and continued market share gains.
VSCO
US$35.25
Victoria's Secret
7D
6.3%
1Y
11.9%

VSCO: Tariff Headwinds Will Limit Impact Of Management Turnaround Efforts

Analysts have raised Victoria's Secret fair value estimate from $25.40 to $29.00. They cite stronger management execution, ongoing brand initiatives, and early signs of business stabilization as key factors supporting the upward revision.
FND
US$62.48
Floor & Decor Holdings
7D
-13.8%
1Y
-39.8%
ANF
US$72.55
Abercrombie & Fitch
7D
3.0%
1Y
-44.7%
CVNA
US$306.54
Carvana
7D
-12.7%
1Y
33.8%

CVNA: Operational Momentum And Market Share Gains Will Sustain Strong Outperformance

Carvana's analyst price target has been raised slightly to $423.90 from $423.60. Analysts cite sustained strong unit sales and resilience in consumer auto credit trends as supporting rationale.
W
US$103.51
Wayfair
7D
24.6%
1Y
157.8%

US$112 - That's What Analysts Think Wayfair Inc. (NYSE:W) Is Worth After These Results

Oct 31
US$112 - That's What Analysts Think Wayfair Inc. (NYSE:W) Is Worth After These Results
ORLY
US$94.44
O'Reilly Automotive
7D
-2.9%
1Y
23.5%

ORLY: Improving Supply Chain Will Drive Resilient Same-Store Sales Strength

O'Reilly Automotive's fair value estimate has increased from $108.78 to $110.13 per share. Analysts point to improved profit margins, a resilient consumer, and ongoing operational strengths supporting recent upward adjustments in price targets.
TSCO
US$54.11
Tractor Supply
7D
-3.9%
1Y
1.5%

Tractor Supply Company (NASDAQ:TSCO) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates

Oct 28
Tractor Supply Company (NASDAQ:TSCO) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates
NEGG
US$84.79
Newegg Commerce
7D
27.1%
1Y
584.8%

Newegg Commerce, Inc.'s (NASDAQ:NEGG) 54% Share Price Surge Not Quite Adding Up

Oct 28
Newegg Commerce, Inc.'s (NASDAQ:NEGG) 54% Share Price Surge Not Quite Adding Up
ROST
US$158.92
Ross Stores
7D
1.4%
1Y
13.5%

Retail Expansion And Tariff Relief Will Drive Opportunity For Fiscal 2025

Ross Stores' analyst price target was increased by $2.29 to $164.59. Analysts cited solid performance, easing tariff pressures, and improved future guidance as drivers for the modest upward revision.
TJX
US$140.14
TJX Companies
7D
-1.2%
1Y
24.7%

Raised Guidance And Solid Performance Will Drive Further Market Share Gains

The analyst price target for TJX Companies has increased slightly from $149.44 to $151.37 per share. Analysts point to the company’s strong recent results, raised guidance, and sustained profitability compared to competitors.
ULTA
US$519.88
Ulta Beauty
7D
0.4%
1Y
37.7%
LOW
US$238.13
Lowe's Companies
7D
-1.9%
1Y
-9.1%
WSM
US$194.34
Williams-Sonoma
7D
2.8%
1Y
47.0%
BURL
US$273.59
Burlington Stores
7D
1.8%
1Y
12.7%

Burlington Stores (NYSE:BURL) Is Looking To Continue Growing Its Returns On Capital

Oct 09
Burlington Stores (NYSE:BURL) Is Looking To Continue Growing Its Returns On Capital
HD
US$379.59
Home Depot
7D
-1.8%
1Y
-3.3%