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U.S. Specialty Stores Industry Analysis

UpdatedJun 18, 2026
DataAggregated Company Financials
Companies151
  • 7D-0.4%
  • 3M2.2%
  • 1Y6.7%
  • YTD-3.6%

The Specialty Stores industry has stayed flat over the last week. As for the the longer term, the industry is up 6.7% over the past 12 months. Looking forward, earnings are forecast to grow by 9.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Jun 2026US$957.7bUS$759.6bUS$39.6b19.1x24.2x1.3x
Sat, 16 May 2026US$877.2bUS$751.1bUS$37.6b18.7x23.3x1.2x
Mon, 13 Apr 2026US$947.6bUS$743.4bUS$37.6b19.6x25.2x1.3x
Wed, 11 Mar 2026US$963.7bUS$745.2bUS$38.2b18.8x25.2x1.3x
Fri, 06 Feb 2026US$1.0tUS$737.8bUS$36.5b20.8x28x1.4x
Sun, 04 Jan 2026US$969.8bUS$735.9bUS$36.6b19.8x26.5x1.3x
Tue, 02 Dec 2025US$969.8bUS$741.0bUS$36.2b18.1x26.8x1.3x
Thu, 30 Oct 2025US$983.6bUS$734.4bUS$36.4b16.6x27.1x1.3x
Sat, 27 Sep 2025US$1.0tUS$734.5bUS$36.4b17.7x27.7x1.4x
Mon, 25 Aug 2025US$1.0tUS$738.4bUS$35.5b19.4x28.7x1.4x
Wed, 23 Jul 2025US$924.2bUS$733.1bUS$35.0b17.6x26.4x1.3x
Fri, 20 Jun 2025US$878.8bUS$732.6bUS$34.9b17.5x25.1x1.2x
Sun, 18 May 2025US$938.6bUS$727.9bUS$35.6b16.2x26.4x1.3x
Tue, 15 Apr 2025US$847.6bUS$723.0bUS$35.6b14.1x23.8x1.2x
Thu, 13 Mar 2025US$851.0bUS$725.5bUS$36.0b13.6x23.6x1.2x
Sat, 08 Feb 2025US$918.2bUS$702.5bUS$35.4b16.4x25.9x1.3x
Mon, 06 Jan 2025US$889.4bUS$701.4bUS$35.2b16.5x25.3x1.3x
Wed, 04 Dec 2024US$947.1bUS$706.5bUS$33.0b17.3x28.7x1.3x
Fri, 01 Nov 2024US$455.6bUS$549.8bUS$17.7b14.4x25.7x0.8x
Sun, 29 Sep 2024US$487.5bUS$552.2bUS$17.5b15.3x27.9x0.9x
Tue, 27 Aug 2024US$485.0bUS$552.0bUS$17.1b15.7x28.4x0.9x
Thu, 25 Jul 2024US$467.9bUS$551.8bUS$17.6b15.1x26.6x0.8x
Sat, 22 Jun 2024US$471.8bUS$552.2bUS$17.6b15.9x26.8x0.9x
Mon, 20 May 2024US$442.9bUS$551.8bUS$17.1b16.1x25.9x0.8x
Wed, 17 Apr 2024US$418.3bUS$552.4bUS$17.2b15.6x24.4x0.8x
Fri, 15 Mar 2024US$451.2bUS$546.2bUS$16.5b14.6x27.4x0.8x
Sun, 11 Feb 2024US$436.2bUS$555.2bUS$15.8b14.7x27.6x0.8x
Tue, 09 Jan 2024US$422.0bUS$574.4bUS$16.1b13.5x26.2x0.7x
Thu, 07 Dec 2023US$409.9bUS$574.8bUS$16.1b13.5x25.4x0.7x
Sat, 04 Nov 2023US$386.6bUS$574.7bUS$17.9b14x21.6x0.7x
Mon, 02 Oct 2023US$381.3bUS$566.5bUS$18.4b11.3x20.7x0.7x
Wed, 30 Aug 2023US$413.2bUS$572.3bUS$18.2b11.5x22.7x0.7x
Fri, 28 Jul 2023US$426.9bUS$574.3bUS$18.1b10.6x23.6x0.7x
Sun, 25 Jun 2023US$408.1bUS$572.6bUS$18.3b10x22.3x0.7x
Price to Earnings Ratio

22.3x


Total Market Cap: US$408.1bTotal Earnings: US$18.3bTotal Revenue: US$572.6bTotal 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 1.3x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 29% per year over the last three years.
  • Revenues for these companies have grown 9.9% 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 Market1.98%
Consumer Discretionary0.55%
Specialty Stores-0.35%
Home Furnishing Retail6.54%
Home Improvement Retail2.65%
Apparel Retail-0.94%
Specialty Stores-2.25%
Computer and Electronics Retail-3.40%
Automotive Retail-5.27%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 22.2x.
    • Analysts are expecting annual earnings growth of 16.9%, 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 28.8x.
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 6.9% 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
HD Home DepotUS$327.482.7%
+US$8.5b		-5.6%PE23.3x
W WayfairUS$81.5918.8%
+US$1.7b		66.1%PS0.9x
WSM Williams-SonomaUS$221.156.9%
+US$1.7b		37.8%PE23.9x
DKS DICK'S Sporting GoodsUS$224.834.6%
+US$882.5m		29.0%PE22.2x
LOW Lowe's CompaniesUS$217.270.5%
+US$605.6m		3.1%PE18.4x

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7D
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1Y
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W
US$81.59
Wayfair
7D
18.8%
1Y
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ROST
US$233.25
Ross Stores
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1Y
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HD
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WSM
US$221.15
Williams-Sonoma
7D
6.9%
1Y
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MUSA
US$571.87
Murphy USA
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