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U.S. Specialty Stores Industry Analysis

UpdatedMar 06, 2026
DataAggregated Company Financials
Companies158
  • 7D-2.4%
  • 3M0.8%
  • 1Y11.4%
  • YTD1.8%

Over the last 7 days, the Specialty Stores industry has dropped 2.4%, driven by a pullback from Home Depot of 3.6%. On the other hand Ross Stores is actually up 5.6%. Over the past 12 months, the industry was up 11%. Looking forward, earnings are forecast to grow by 9.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 06 Mar 2026US$990.3bUS$745.1bUS$38.2b19x25.9x1.3x
Sun, 01 Feb 2026US$992.4bUS$733.0bUS$36.5b19.5x27.2x1.4x
Tue, 30 Dec 2025US$983.0bUS$735.9bUS$36.6b19.8x26.9x1.3x
Thu, 27 Nov 2025US$955.3bUS$741.0bUS$36.2b18x26.4x1.3x
Sat, 25 Oct 2025US$982.2bUS$733.3bUS$36.4b16.9x27x1.3x
Mon, 22 Sep 2025US$1.0tUS$734.5bUS$35.7b18.8x28.8x1.4x
Wed, 20 Aug 2025US$988.2bUS$736.9bUS$35.3b19x28x1.3x
Fri, 18 Jul 2025US$909.9bUS$733.1bUS$35.0b17x26x1.2x
Sun, 15 Jun 2025US$882.7bUS$732.6bUS$35.0b16.7x25.3x1.2x
Tue, 13 May 2025US$883.4bUS$727.6bUS$35.6b16.2x24.8x1.2x
Thu, 10 Apr 2025US$791.1bUS$724.4bUS$35.6b14.5x22.2x1.1x
Sat, 08 Mar 2025US$886.7bUS$726.6bUS$35.8b14.4x24.8x1.2x
Mon, 03 Feb 2025US$919.8bUS$702.5bUS$35.4b16.8x26x1.3x
Wed, 01 Jan 2025US$888.9bUS$703.3bUS$35.0b16.8x25.4x1.3x
Fri, 29 Nov 2024US$942.7bUS$706.5bUS$33.0b18.1x28.5x1.3x
Sun, 27 Oct 2024US$461.2bUS$549.3bUS$17.9b14.5x25.7x0.8x
Tue, 24 Sep 2024US$482.3bUS$552.3bUS$17.4b15.7x27.7x0.9x
Thu, 22 Aug 2024US$467.0bUS$551.1bUS$16.9b17.2x27.6x0.8x
Sat, 20 Jul 2024US$470.6bUS$551.7bUS$17.6b16.2x26.8x0.9x
Mon, 17 Jun 2024US$465.9bUS$552.3bUS$17.6b16.2x26.4x0.8x
Wed, 15 May 2024US$443.4bUS$552.8bUS$16.6b16x26.7x0.8x
Fri, 12 Apr 2024US$434.6bUS$550.7bUS$17.2b15.8x25.3x0.8x
Sun, 10 Mar 2024US$440.4bUS$546.2bUS$16.2b14.3x27.3x0.8x
Tue, 06 Feb 2024US$426.7bUS$556.6bUS$16.4b14.3x26x0.8x
Thu, 04 Jan 2024US$422.2bUS$574.4bUS$16.1b13.1x26.2x0.7x
Sat, 02 Dec 2023US$397.4bUS$575.3bUS$16.3b14.9x24.3x0.7x
Mon, 30 Oct 2023US$360.9bUS$568.8bUS$18.0b10.9x20.1x0.6x
Wed, 27 Sep 2023US$374.7bUS$567.7bUS$18.4b10.7x20.4x0.7x
Fri, 25 Aug 2023US$402.7bUS$572.0bUS$18.0b11.2x22.4x0.7x
Sun, 23 Jul 2023US$422.5bUS$572.7bUS$18.2b10.4x23.2x0.7x
Tue, 20 Jun 2023US$405.6bUS$574.2bUS$18.3b10.2x22.1x0.7x
Thu, 18 May 2023US$401.9bUS$575.7bUS$19.4b11x20.7x0.7x
Sat, 15 Apr 2023US$403.4bUS$575.4bUS$20.2b10x19.9x0.7x
Mon, 13 Mar 2023US$371.4bUS$530.6bUS$22.4b9.7x16.6x0.7x
Price to Earnings Ratio

16.6x


Total Market Cap: US$371.4bTotal Earnings: US$22.4bTotal Revenue: US$530.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 25.2x202420252026
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 25.2x.
  • The 3-year average PS ratio of 0.99x 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 20% per year over the last three years.
  • Revenues for these companies have grown 12% 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-1.24%
Consumer Discretionary-0.67%
Specialty Stores-2.41%
Computer and Electronics Retail1.03%
Apparel Retail0.78%
Specialty Stores-3.32%
Home Improvement Retail-3.71%
Automotive Retail-4.34%
Home Furnishing Retail-9.05%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry, which is trading close to its 3-year average PE ratio of 27.9x.
    • Analysts are expecting annual earnings growth of 14.8%, 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 31.3x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings decline of 4.8% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 5.4% 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
ROST Ross StoresUS$214.835.6%
+US$3.7b		55.8%PE32.4x
TJX TJX CompaniesUS$160.931.4%
+US$2.5b		33.4%PE32.5x
ORLY O'Reilly AutomotiveUS$94.363.3%
+US$2.2b		6.3%PE31.2x
AZO AutoZoneUS$3.74k2.2%
+US$1.4b		3.5%PE25.4x
BURL Burlington StoresUS$321.474.2%
+US$797.8m		24.8%PE32.8x

Latest News

BURL
US$321.47
Burlington Stores
7D
4.2%
1Y
24.8%
VSCO
US$52.71
Victoria's Secret
7D
-19.8%
1Y
158.6%
BBY
US$65.60
Best Buy
7D
4.4%
1Y
-16.5%
AEO
US$19.33
American Eagle Outfitters
7D
-22.4%
1Y
57.0%
AZO
US$3,742.02
AutoZone
7D
2.2%
1Y
3.5%
HD
US$361.68
Home Depot
7D
-3.6%
1Y
-5.3%
WRBY
US$26.87
Warby Parker
7D
4.8%
1Y
24.6%
ROST
US$214.83
Ross Stores
7D
5.6%
1Y
55.8%
ULTA
US$653.64
Ulta Beauty
7D
-6.0%
1Y
84.1%

ULTA: Fair Outlook Balances Middle East Expansion With Ongoing Demand Uncertainty

Ulta Beauty's analyst-derived fair value estimate has shifted from about $675 to roughly $684, with analysts pointing to updated assumptions around discount rates, revenue growth, profit margins, and forward P/E multiples following a series of recent price target increases and rating actions across the Street. Analyst Commentary Recent research activity around Ulta Beauty has been active, with several firms updating price targets and ratings as they refresh their models on revenue growth, profitability, and sector positioning in specialty beauty retail.
TJX
US$160.93
TJX Companies
7D
1.4%
1Y
33.4%
CVNA
US$331.16
Carvana
7D
-6.4%
1Y
77.2%
WSM
US$193.59
Williams-Sonoma
7D
-8.4%
1Y
6.1%
ORLY
US$94.36
O'Reilly Automotive
7D
3.3%
1Y
6.3%

ORLY: Store Expansion And Buybacks Will Support Attractive Future Risk Reward

Narrative Update on O'Reilly Automotive The analyst price target for O'Reilly Automotive has been trimmed by a few dollars, reflecting a modest reset in valuation multiples such as future P/E following recent research updates from several firms. However, underlying fair value inputs like growth and margins remain essentially unchanged.
LOW
US$254.71
Lowe's Companies
7D
-3.7%
1Y
4.6%
MUSA
US$418.19
Murphy USA
7D
8.3%
1Y
-6.7%
DKS
US$202.22
DICK'S Sporting Goods
7D
-4.4%
1Y
-5.8%

DKS: Foot Locker Integration And Inventory Cleanup Will Support Long-Term Earnings

The consensus analyst price target for DICK'S Sporting Goods has shifted modestly as firms recalibrated their models, with some raising and others trimming targets within a roughly $7 to $29 range. This reflects updated views on profit flow through, inventory clean up, and the company's positioning in core sporting goods retail.