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U.S. Specialty Stores Industry Analysis

UpdatedJul 07, 2026
DataAggregated Company Financials
Companies154
  • 7D0.4%
  • 3M3.7%
  • 1Y2.7%
  • YTD-1.7%

The Specialty Stores is pretty flat in the last 7 days, but Carvana has stood out, gaining 10%. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 9.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 07 Jul 2026US$957.7bUS$760.0bUS$39.6b19.4x24.2x1.3x
Thu, 04 Jun 2026US$903.8bUS$758.9bUS$39.1b19.6x23.1x1.2x
Sat, 02 May 2026US$948.2bUS$745.6bUS$37.4b19.9x25.4x1.3x
Mon, 30 Mar 2026US$903.4bUS$748.8bUS$37.8b19.2x23.9x1.2x
Wed, 25 Feb 2026US$996.4bUS$743.3bUS$37.4b20.6x26.7x1.3x
Fri, 23 Jan 2026US$1.0tUS$736.0bUS$36.6b20.5x28.5x1.4x
Sun, 21 Dec 2025US$985.0bUS$735.8bUS$36.0b20.3x27.3x1.3x
Tue, 18 Nov 2025US$935.7bUS$735.7bUS$36.4b16.6x25.7x1.3x
Thu, 16 Oct 2025US$979.5bUS$731.6bUS$36.4b16.6x26.9x1.3x
Sat, 13 Sep 2025US$1.0tUS$732.4bUS$35.6b18.7x29x1.4x
Mon, 11 Aug 2025US$962.5bUS$735.1bUS$35.3b17.6x27.3x1.3x
Wed, 09 Jul 2025US$931.1bUS$733.1bUS$35.0b18.3x26.6x1.3x
Fri, 06 Jun 2025US$926.6bUS$732.6bUS$34.9b16.9x26.5x1.3x
Sun, 04 May 2025US$881.7bUS$727.1bUS$35.7b15.5x24.7x1.2x
Tue, 01 Apr 2025US$841.5bUS$724.4bUS$35.6b16.1x23.6x1.2x
Thu, 27 Feb 2025US$924.0bUS$727.3bUS$35.5b14.7x26x1.3x
Sat, 25 Jan 2025US$921.3bUS$701.4bUS$35.2b16.3x26.1x1.3x
Mon, 23 Dec 2024US$895.4bUS$706.5bUS$34.4b16.6x26x1.3x
Wed, 20 Nov 2024US$887.2bUS$703.6bUS$32.6b16x27.2x1.3x
Fri, 18 Oct 2024US$483.1bUS$548.8bUS$18.1b14.9x26.7x0.9x
Sun, 15 Sep 2024US$483.2bUS$552.2bUS$17.4b15x27.7x0.9x
Tue, 13 Aug 2024US$449.4bUS$551.0bUS$17.0b15.6x26.4x0.8x
Thu, 11 Jul 2024US$458.4bUS$551.7bUS$17.6b15.5x26.1x0.8x
Sat, 08 Jun 2024US$471.2bUS$552.9bUS$17.7b15.9x26.6x0.9x
Mon, 06 May 2024US$425.9bUS$554.7bUS$16.7b15.2x25.4x0.8x
Wed, 03 Apr 2024US$465.2bUS$552.3bUS$17.1b15.7x27.2x0.8x
Fri, 01 Mar 2024US$449.8bUS$551.2bUS$15.8b14.8x28.4x0.8x
Sun, 28 Jan 2024US$432.6bUS$574.3bUS$16.1b13.9x26.8x0.8x
Tue, 26 Dec 2023US$432.6bUS$574.4bUS$16.1b13.7x26.8x0.8x
Thu, 23 Nov 2023US$394.7bUS$574.7bUS$17.6b14x22.4x0.7x
Sat, 21 Oct 2023US$371.7bUS$566.5bUS$18.4b12.5x20.2x0.7x
Mon, 18 Sep 2023US$395.2bUS$567.9bUS$18.3b12.2x21.6x0.7x
Wed, 16 Aug 2023US$419.3bUS$570.9bUS$18.2b11x23x0.7x
Fri, 14 Jul 2023US$427.2bUS$572.7bUS$18.3b10.4x23.3x0.7x
Price to Earnings Ratio

23.3x


Total Market Cap: US$427.2bTotal Earnings: US$18.3bTotal Revenue: US$572.7bTotal 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 1.1x 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 Market0.79%
Consumer Discretionary1.48%
Specialty Stores0.44%
Automotive Retail5.61%
Computer and Electronics Retail1.28%
Apparel Retail-0.083%
Home Improvement Retail-0.094%
Specialty Stores-1.00%
Home Furnishing Retail-6.26%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 22.4x.
    • 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 28.3x.
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
CVNA CarvanaUS$70.3810.5%
+US$4.8b		-1.5%PE35x
LOW Lowe's CompaniesUS$223.781.9%
+US$2.3b		-0.5%PE18.9x
ROST Ross StoresUS$211.361.2%
+US$811.6m		61.6%PE29.3x
CHWY ChewyUS$21.299.6%
+US$765.6m		-48.1%PE34.2x
MUSA Murphy USAUS$563.065.2%
+US$516.3m		32.5%PE18.8x

Latest News

AZO
US$2,957.71
AutoZone
7D
-6.2%
1Y
-22.0%
MUSA
US$563.06
Murphy USA
7D
5.2%
1Y
32.5%
AAP
US$56.33
Advance Auto Parts
7D
-8.6%
1Y
3.9%
TSCO
US$30.22
Tractor Supply
7D
-3.1%
1Y
-46.8%
Narrative Update • Jul 06

TSCO: Pet Health Services And Rural Connectivity Will Support Balanced Long-Term Outlook

Analysts have trimmed their price target for Tractor Supply to approximately $32.68 from $36.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for Tractor Supply Tractor Supply completed the acquisition of VIP Petcare, a mobile veterinary services provider with community clinics in about 2,700 retail locations across 39 states, including roughly 1,700 Tractor Supply stores, aiming to expand convenient pet healthcare access and integrate services with its Allivet pharmacy platform.
ORLY
US$84.24
O'Reilly Automotive
7D
-6.6%
1Y
-9.1%
CVNA
US$70.38
Carvana
7D
10.5%
1Y
-1.5%
Narrative Update • Jul 02

CVNA: Post Split Expectations Will Test Market Share And Margin Resilience

Analysts have reduced their fair value estimate for Carvana from about $351 to roughly $68, citing updated market share expectations and revised price targets across the Street following the company’s recent stock split. Analyst Commentary Recent research on Carvana highlights a mixed backdrop, with several firms adjusting price targets after the stock split and reassessing how much market share the company could capture over the next few years.
KMX
US$50.21
CarMax
7D
-5.5%
1Y
-27.0%
GAP
US$19.37
Gap
7D
3.4%
1Y
-14.5%
W
US$93.18
Wayfair
7D
-2.6%
1Y
69.3%
ROST
US$211.36
Ross Stores
7D
1.2%
1Y
61.6%
WSM
US$223.83
Williams-Sonoma
7D
-6.8%
1Y
32.3%
Narrative Update • Jun 29

WSM: Affordable Luxury And E-Commerce Strength Will Balance Margin And Tariff Risks

The analyst fair value estimate for Williams-Sonoma has been raised from $250 to $260. This reflects updated assumptions that align with recent Street research pointing to the company's "affordable luxury" positioning, strong e-commerce presence, relative margin resilience and potential for continued share gains.
LAD
US$309.02
Lithia Motors
7D
6.1%
1Y
-10.7%
CHWY
US$21.29
Chewy
7D
9.6%
1Y
-48.1%
Narrative Update • Jun 29

CHWY: Vet Clinics And Autoship Recurring Revenue Will Support Future Upside

The analyst price target for Chewy has been reduced from $39.85 to $31.05, as analysts factor in softer revenue growth assumptions, slightly lower profit margin expectations, and a reset to future P/E multiples following recent Q1 guidance and sector-wide target cuts. Analyst Commentary Recent Street research on Chewy highlights a split view, with several firms cutting price targets after Q1 guidance while still pointing to areas of execution strength, margin progress, and potential for the stock's valuation to re-rate over time.
VSXY
US$77.87
Victoria's Secret
7D
-9.9%
1Y
280.6%
LOW
US$223.78
Lowe's Companies
7D
1.9%
1Y
-0.5%
Narrative Update • Jun 25

LOW: Reaffirmed 2026 Outlook And Pro Share Gains Will Support Housing Recovery

The updated analyst price target for Lowe's Companies reflects a broad reset of Street expectations, with multiple firms trimming targets into a roughly $220 to $285 range as analysts factor in softer comparable sales, a tougher housing backdrop, and modestly adjusted earnings assumptions, while still recognizing steady execution and reaffirmed long term guidance. Analyst Commentary Recent research on Lowe's Companies shows a reset in price targets, but not a uniform shift in sentiment.
GME
US$22.76
GameStop
7D
3.3%
1Y
0.6%