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U.S. Specialty Stores Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies152
  • 7D1.2%
  • 3M-5.8%
  • 1Y1.9%
  • YTD-4.1%

In the last week, the Specialty Stores industry is up 1.2%, with Home Depot up 1.3%. During this same period, the AutoZone underperformed, falling 14%. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 9.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 01 Jun 2026US$924.3bUS$758.9bUS$38.2b21.5x24.2x1.2x
Wed, 29 Apr 2026US$954.6bUS$743.3bUS$37.4b20.4x25.5x1.3x
Fri, 27 Mar 2026US$929.8bUS$748.8bUS$37.8b19.5x24.6x1.2x
Sun, 22 Feb 2026US$1.0tUS$744.9bUS$37.7b21.9x26.8x1.4x
Tue, 20 Jan 2026US$1.0tUS$735.9bUS$36.6b20.7x28.3x1.4x
Thu, 18 Dec 2025US$993.7bUS$735.8bUS$36.4b20.6x27.3x1.4x
Sat, 15 Nov 2025US$945.9bUS$736.3bUS$36.3b17.3x26.1x1.3x
Mon, 13 Oct 2025US$944.8bUS$731.6bUS$36.4b15.8x26x1.3x
Wed, 10 Sep 2025US$1.0tUS$739.9bUS$35.3b18.7x29.1x1.4x
Fri, 08 Aug 2025US$967.4bUS$735.0bUS$35.3b18.4x27.4x1.3x
Sun, 06 Jul 2025US$937.7bUS$733.1bUS$35.0b18.4x26.8x1.3x
Tue, 03 Jun 2025US$913.1bUS$732.4bUS$34.9b15.6x26.2x1.2x
Thu, 01 May 2025US$866.9bUS$726.8bUS$35.7b15x24.3x1.2x
Sat, 29 Mar 2025US$856.5bUS$724.4bUS$35.6b16.3x24.1x1.2x
Mon, 24 Feb 2025US$911.9bUS$719.1bUS$35.8b14.8x25.5x1.3x
Wed, 22 Jan 2025US$905.1bUS$701.5bUS$35.2b16.9x25.7x1.3x
Fri, 20 Dec 2024US$891.4bUS$706.3bUS$34.3b16.3x26x1.3x
Sun, 17 Nov 2024US$886.4bUS$703.6bUS$32.6b15.8x27.2x1.3x
Tue, 15 Oct 2024US$470.3bUS$548.9bUS$18.1b14.6x26x0.9x
Thu, 12 Sep 2024US$465.1bUS$552.3bUS$17.6b14.5x26.4x0.8x
Sat, 10 Aug 2024US$447.3bUS$551.0bUS$17.0b15.7x26.3x0.8x
Mon, 08 Jul 2024US$456.6bUS$551.7bUS$17.6b15.5x26x0.8x
Wed, 05 Jun 2024US$466.6bUS$552.8bUS$17.7b17x26.4x0.8x
Fri, 03 May 2024US$415.6bUS$554.7bUS$16.8b15.1x24.8x0.7x
Sun, 31 Mar 2024US$469.0bUS$552.3bUS$17.1b15.7x27.5x0.8x
Tue, 27 Feb 2024US$442.2bUS$549.5bUS$15.7b15x28.1x0.8x
Thu, 25 Jan 2024US$428.2bUS$574.3bUS$16.1b13.7x26.5x0.7x
Sat, 23 Dec 2023US$432.6bUS$574.4bUS$16.1b13.7x26.8x0.8x
Mon, 20 Nov 2023US$392.9bUS$575.4bUS$17.6b13.7x22.3x0.7x
Wed, 18 Oct 2023US$383.7bUS$566.5bUS$18.4b12.8x20.9x0.7x
Fri, 15 Sep 2023US$395.8bUS$567.8bUS$18.4b11.7x21.6x0.7x
Sun, 13 Aug 2023US$419.6bUS$571.0bUS$18.2b10.9x23x0.7x
Tue, 11 Jul 2023US$420.2bUS$572.6bUS$18.3b10.6x22.9x0.7x
Thu, 08 Jun 2023US$394.7bUS$574.4bUS$18.1b9.9x21.8x0.7x
Price to Earnings Ratio

21.8x


Total Market Cap: US$394.7bTotal Earnings: US$18.1bTotal Revenue: US$574.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 25.6x202420252026
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 25.6x.
  • 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 28% per year over the last three years.
  • Revenues for these companies have grown 9.7% 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 Market1.58%
Consumer Discretionary1.58%
Specialty Stores1.19%
Computer and Electronics Retail12.54%
Home Furnishing Retail6.59%
Automotive Retail4.25%
Home Improvement Retail1.39%
Specialty Stores1.07%
Apparel Retail-1.66%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 22.0x.
    • Analysts are expecting annual earnings growth of 17.1%, which is higher than its past year's earnings decline of 6.6% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 29.4x.
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 6.6% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 7.0% 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
BBY Best BuyUS$74.9821.7%
+US$2.8b		9.8%PE13.8x
CVNA CarvanaUS$71.004.0%
+US$1.9b		7.1%PE35.3x
WSM Williams-SonomaUS$202.145.0%
+US$1.1b		27.8%PE21.9x
W WayfairUS$72.608.2%
+US$729.9m		74.6%PS0.8x
KMX CarMaxUS$45.0211.6%
+US$665.6m		-29.9%PE25.8x

Latest News

BBY
US$74.98
Best Buy
7D
21.7%
1Y
9.8%
TJX
US$152.75
TJX Companies
7D
-3.5%
1Y
18.9%
DKS
US$216.96
DICK'S Sporting Goods
7D
-6.2%
1Y
22.9%
Narrative Update • May 31

DKS: Foot Locker Fast Break Turnaround And World Cup Demand Will Drive Upside

Analyst price targets for DICK'S Sporting Goods have moved higher into a roughly $220 to $280 range, as analysts point to Q1 results, positive Foot Locker comps, Fast Break remodel progress, and potential World Cup related demand as key supports for the updated bull case. Analyst Commentary Recent Street research has tilted more optimistic on DICK'S Sporting Goods, with several bullish analysts lifting price targets into the US$220 to US$280 range and highlighting Q1 execution, early progress at Foot Locker, and World Cup related demand as key supports for the stock.
LOW
US$207.70
Lowe's Companies
7D
-3.4%
1Y
-7.9%
ROST
US$224.07
Ross Stores
7D
-4.6%
1Y
57.3%
GAP
US$20.96
Gap
7D
-10.4%
1Y
-6.6%
WSM
US$202.14
Williams-Sonoma
7D
5.0%
1Y
27.8%
ORLY
US$86.64
O'Reilly Automotive
7D
-5.6%
1Y
-5.2%
Seeking Alpha • May 28

O'Reilly Is The Clear Winner In Auto Parts Right Now

Summary O'Reilly Automotive delivered a standout Q1, posting 8.1% comps and 16% EPS growth, outpacing major competitors. Guidance remains conservative despite strong trends, with management citing caution over consumer spending and fuel price volatility. ORLY is gaining significant market share, outperforming peers by approximately 5 percentage points in comparable sales. I maintain a Buy rating and $107 price target, seeing potential for guidance and stock upside as SG&A improves and DIY demand rises. Read the full article on Seeking Alpha
AZO
US$3,020.95
AutoZone
7D
-11.3%
1Y
-19.4%
LAD
US$293.52
Lithia Motors
7D
6.1%
1Y
-6.4%
CHWY
US$22.28
Chewy
7D
7.5%
1Y
-53.1%
HD
US$310.69
Home Depot
7D
-0.8%
1Y
-15.6%
BOOT
US$169.84
Boot Barn Holdings
7D
9.8%
1Y
7.8%
W
US$72.60
Wayfair
7D
8.2%
1Y
74.6%
KMX
US$45.02
CarMax
7D
11.6%
1Y
-29.9%
Seeking Alpha • May 21

CarMax: Turnaround Potential Worth Watching

Summary CarMax, Inc.'s earnings have dropped in the past three quarters. Weak industry conditions continue to weigh on margins and sales volume. Strategic changes after a CEO change and activist pressure should help KMX. An eventual earnings rebound could present significant upside potential given KMX's low stock price. I estimate 30% base scenario upside to $48.6. For now, I believe that investors should still practice caution. Read the full article on Seeking Alpha
CVNA
US$71.00
Carvana
7D
4.0%
1Y
7.1%
Narrative Update • May 21

CVNA: Retail Unit Expansion And Reconditioning Investments Will Drive Future Upside

Analysts have reset Carvana's fair value estimate from $519.00 to about $115.62 after the 5:1 stock split, while modestly adjusting assumptions for the discount rate, revenue growth, profit margin, and future P/E to reflect updated models and recent research commentary. Analyst Commentary Recent Street research around Carvana has centered on the 5:1 stock split, with several bullish analysts recalibrating price targets and reiterating positive views on the company’s execution and growth potential.