Are Investors Undervaluing Chewy, Inc. (NYSE:CHWY) By 31%?
May 19
Have your own idea? Try our Stock Screener
U.S. Specialty Stores Industry Analysis
UpdatedMay 20, 2025
DataAggregated Company Financials
Companies151
- 7D1.8%
- 3M-2.8%
- 1Y16.7%
- YTD1.2%
In the last week, the Specialty Stores industry is up 1.8%, with TJX Companies leading the way with a 2.7% gain. During this same period, the DICK'S Sporting Goods underperformed, falling 14%. In the last 12 months, the industry was up 17%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 21 May 2025 | US$940.0b | US$731.5b | US$35.4b | 16.2x | 26.5x | 1.3x |
| Fri, 18 Apr 2025 | US$829.3b | US$724.9b | US$35.6b | 14.4x | 23.3x | 1.1x |
| Sun, 16 Mar 2025 | US$823.9b | US$725.3b | US$36.1b | 13.8x | 22.8x | 1.1x |
| Tue, 11 Feb 2025 | US$901.6b | US$702.5b | US$35.4b | 16.6x | 25.4x | 1.3x |
| Thu, 09 Jan 2025 | US$883.2b | US$701.4b | US$35.2b | 16.1x | 25.1x | 1.3x |
| Sat, 07 Dec 2024 | US$941.1b | US$706.7b | US$34.3b | 17.6x | 27.4x | 1.3x |
| Mon, 04 Nov 2024 | US$455.6b | US$549.9b | US$17.8b | 14.7x | 25.7x | 0.8x |
| Wed, 02 Oct 2024 | US$486.4b | US$551.0b | US$18.0b | 14.8x | 27x | 0.9x |
| Fri, 30 Aug 2024 | US$476.6b | US$552.5b | US$17.4b | 15.3x | 27.4x | 0.9x |
| Sun, 28 Jul 2024 | US$465.0b | US$552.0b | US$17.5b | 16.1x | 26.5x | 0.8x |
| Tue, 25 Jun 2024 | US$471.9b | US$551.7b | US$17.5b | 15.9x | 26.9x | 0.9x |
| Thu, 23 May 2024 | US$437.2b | US$551.9b | US$17.1b | 15.3x | 25.5x | 0.8x |
| Sat, 20 Apr 2024 | US$414.4b | US$552.4b | US$17.2b | 15.4x | 24.1x | 0.8x |
| Mon, 18 Mar 2024 | US$449.1b | US$546.5b | US$16.5b | 14.8x | 27.3x | 0.8x |
| Wed, 14 Feb 2024 | US$432.5b | US$555.2b | US$15.8b | 14.7x | 27.4x | 0.8x |
| Fri, 12 Jan 2024 | US$427.4b | US$574.4b | US$16.1b | 13.7x | 26.5x | 0.7x |
| Sun, 10 Dec 2023 | US$409.2b | US$574.7b | US$16.1b | 13.1x | 25.4x | 0.7x |
| Tue, 07 Nov 2023 | US$386.6b | US$574.6b | US$17.9b | 12.7x | 21.6x | 0.7x |
| Thu, 05 Oct 2023 | US$380.0b | US$566.5b | US$18.4b | 11.6x | 20.7x | 0.7x |
| Sat, 02 Sep 2023 | US$417.2b | US$571.8b | US$17.9b | 11.9x | 23.3x | 0.7x |
| Mon, 31 Jul 2023 | US$428.1b | US$574.7b | US$17.9b | 10.7x | 24x | 0.7x |
| Wed, 28 Jun 2023 | US$414.4b | US$572.6b | US$18.3b | 10.1x | 22.6x | 0.7x |
| Fri, 26 May 2023 | US$388.5b | US$575.7b | US$18.3b | 9.9x | 21.2x | 0.7x |
| Sun, 23 Apr 2023 | US$406.2b | US$574.8b | US$20.0b | 10.5x | 20.3x | 0.7x |
| Tue, 21 Mar 2023 | US$394.3b | US$575.6b | US$19.9b | 10.4x | 19.8x | 0.7x |
| Thu, 16 Feb 2023 | US$412.2b | US$543.4b | US$23.6b | 9.9x | 17.5x | 0.8x |
| Sat, 14 Jan 2023 | US$394.1b | US$539.0b | US$23.4b | 9.2x | 16.8x | 0.7x |
| Mon, 12 Dec 2022 | US$378.7b | US$541.0b | US$23.5b | 8.8x | 16.1x | 0.7x |
| Wed, 09 Nov 2022 | US$345.7b | US$544.6b | US$24.3b | 7x | 14.2x | 0.6x |
| Fri, 07 Oct 2022 | US$335.4b | US$552.2b | US$23.2b | 6.4x | 14.5x | 0.6x |
| Sun, 04 Sep 2022 | US$347.5b | US$545.7b | US$23.4b | 6.7x | 14.8x | 0.6x |
| Tue, 02 Aug 2022 | US$349.6b | US$531.3b | US$26.9b | 6.4x | 13x | 0.7x |
| Thu, 30 Jun 2022 | US$320.0b | US$533.1b | US$26.2b | 6.1x | 12.2x | 0.6x |
| Sat, 28 May 2022 | US$363.8b | US$531.2b | US$26.0b | 7.1x | 14x | 0.7x |
Price to Earnings Ratio
14x
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 26.4x which is higher than its 3-year average PE of 22.0x.
- The 3-year average PS ratio of 0.82x 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 10% 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 Market | 1.58% | |
| Consumer Discretionary | 1.02% | |
| Specialty Stores | 1.80% | |
| Automotive Retail | 4.43% | |
| Apparel Retail | 4.07% | |
| Home Furnishing Retail | 0.79% | |
| Home Improvement Retail | 0.59% | |
| Specialty Stores | -1.17% | |
| Computer and Electronics Retail | -1.30% | |
Industry PE
- Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 14.5x.
- Analysts are expecting annual earnings growth of 19.0%, which is higher than its past year's earnings decline of 14.0% 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 17.3x.
Forecasted Growth
- Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 19% over the next 5 years.
- This is better than its past earnings decline of 14% per year.
- In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 4.1% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TJX TJX Companies | US$134.93 | 3.1% +US$4.6b | 38.1% | PE31x | |
| AZO AutoZone | US$3.88k | 6.5% +US$3.9b | 37.6% | PE24.9x | |
| ORLY O'Reilly Automotive | US$1.39k | 5.0% +US$3.7b | 39.2% | PE33.2x | |
| HD Home Depot | US$377.05 | 0.9% +US$3.4b | 12.2% | PE25.6x | |
| CHWY Chewy | US$44.12 | 11.7% +US$1.9b | 164.2% | PE46.5x |
