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U.S. Specialty Stores Industry Analysis

UpdatedJun 15, 2024
DataAggregated Company Financials
Companies143
  • 7D0.04%
  • 3M2.8%
  • 1Y20.3%
  • YTD8.3%

The Specialty Stores is pretty flat in the last 7 days, but Home Depot has stood out, gaining 6.1%. As for the the longer term, the industry is up 20% over the past 12 months. 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
Sat, 15 Jun 2024US$471.6bUS$552.3bUS$17.6b16.2x26.8x0.9x
Mon, 13 May 2024US$435.9bUS$552.8bUS$16.6b16.9x26.2x0.8x
Wed, 10 Apr 2024US$440.7bUS$552.4bUS$17.1b15.9x25.8x0.8x
Fri, 08 Mar 2024US$442.5bUS$544.8bUS$15.4b15.1x28.8x0.8x
Sun, 04 Feb 2024US$435.2bUS$574.3bUS$16.0b13.9x27.1x0.8x
Tue, 02 Jan 2024US$437.9bUS$574.4bUS$16.1b13.6x27.2x0.8x
Thu, 30 Nov 2023US$397.6bUS$575.2bUS$17.8b13.7x22.4x0.7x
Sat, 28 Oct 2023US$361.1bUS$568.8bUS$18.0b10.9x20x0.6x
Mon, 25 Sep 2023US$378.6bUS$567.8bUS$18.4b11.2x20.6x0.7x
Wed, 23 Aug 2023US$406.4bUS$572.2bUS$18.1b9.8x22.5x0.7x
Fri, 21 Jul 2023US$426.3bUS$572.7bUS$18.3b10.3x23.3x0.7x
Sun, 18 Jun 2023US$405.6bUS$574.2bUS$18.3b10.2x22.2x0.7x
Tue, 16 May 2023US$404.2bUS$575.6bUS$19.2b10.9x21.1x0.7x
Thu, 13 Apr 2023US$399.8bUS$575.4bUS$20.3b9.9x19.7x0.7x
Sat, 11 Mar 2023US$371.4bUS$530.6bUS$22.4b9.7x16.6x0.7x
Mon, 06 Feb 2023US$414.6bUS$542.0bUS$23.7b10.2x17.5x0.8x
Wed, 04 Jan 2023US$370.8bUS$539.0bUS$23.5b8.7x15.8x0.7x
Fri, 02 Dec 2022US$389.2bUS$541.1bUS$24.0b8.2x16.2x0.7x
Sun, 30 Oct 2022US$357.8bUS$558.4bUS$23.8b7.1x15x0.6x
Tue, 27 Sep 2022US$321.7bUS$552.0bUS$23.4b6x13.8x0.6x
Thu, 25 Aug 2022US$374.0bUS$556.4bUS$25.1b6.8x14.9x0.7x
Sat, 23 Jul 2022US$350.8bUS$526.4bUS$26.8b6.2x13.1x0.7x
Mon, 20 Jun 2022US$321.3bUS$531.4bUS$26.4b6.1x12.2x0.6x
Wed, 18 May 2022US$352.3bUS$530.8bUS$27.3b6.7x12.9x0.7x
Fri, 15 Apr 2022US$411.6bUS$532.2bUS$26.3b7.5x15.7x0.8x
Sun, 13 Mar 2022US$394.9bUS$517.5bUS$26.0b8.4x15.2x0.8x
Tue, 08 Feb 2022US$441.0bUS$520.4bUS$25.3b8.2x17.4x0.8x
Thu, 06 Jan 2022US$512.2bUS$518.1bUS$25.3b9.2x20.2x1x
Sat, 04 Dec 2021US$512.6bUS$513.5bUS$24.9b9.3x20.6x1x
Mon, 01 Nov 2021US$530.3bUS$499.6bUS$25.2b10.1x21x1.1x
Wed, 29 Sep 2021US$537.1bUS$489.2bUS$24.9b10.6x21.5x1.1x
Fri, 27 Aug 2021US$513.7bUS$484.3bUS$23.4b11.5x22x1.1x
Sat, 03 Jul 2021US$496.1bUS$458.6bUS$18.0b14.8x27.5x1.1x
Price to Earnings Ratio

27.5x


Total Market Cap: US$496.1bTotal Earnings: US$18.0bTotal Revenue: US$458.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 20x202220232024
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 26.8x which is higher than its 3-year average PE of 20.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.78x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 6.4% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market1.21%
Consumer Discretionary-0.82%
Specialty Stores0.035%
Home Furnishing Retail1.40%
Home Improvement Retail0.65%
Apparel Retail0.49%
Automotive Retail-0.23%
Computer and Electronics Retail-0.52%
Specialty Stores-1.01%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry which is trading above its 3-year average PE ratio of 72.1x.
    • Analysts are expecting annual earnings growth of 17.9%, which is higher than its past year's earnings decline of 24.9% per year.
  • Investors are most pessimistic about the Automotive Retail industry, which is trading close to its 3-year average of 14.0x.
Forecasted Growth
  • Analysts are most optimistic on the Home Improvement Retail industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings decline of 25% per year.
  • In contrast, the Computer and Electronics Retail industry is expected to see its earnings decline by 7.4% 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
HD Home DepotUS$346.846.1%
+US$19.6b		15.5%PE23.1x
LOW Lowe's CompaniesUS$223.353.1%
+US$3.8b		2.9%PE17.7x
GME GameStopUS$28.701.7%
+US$2.3b		16.9%PE491.3x
ORLY O'Reilly AutomotiveUS$1.01k2.9%
+US$1.7b		9.6%PE25x
TJX TJX CompaniesUS$108.501.0%
+US$1.2b		33.5%PE26.4x
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