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U.S. Specialty Stores Industry Analysis

UpdatedJul 24, 2026
DataAggregated Company Financials
Companies156
  • 7D-4.6%
  • 3M-3.8%
  • 1Y-0.04%
  • YTD-4.1%

Over the last 7 days, the Specialty Stores industry has dropped 4.6%, driven by a pullback from Home Depot of 6.7%. In contrast, Penske Automotive Group has gained 5.3%. As for the longer term, the industry's performance has been flat for the past year. 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, 24 Jul 2026US$943.9bUS$760.0bUS$39.5b19.8x23.9x1.2x
Sun, 21 Jun 2026US$947.4bUS$759.9bUS$39.6b19.8x23.9x1.2x
Tue, 19 May 2026US$863.0bUS$751.1bUS$37.6b18.9x23x1.1x
Thu, 16 Apr 2026US$962.6bUS$743.4bUS$37.4b20.8x25.8x1.3x
Sat, 14 Mar 2026US$928.5bUS$748.1bUS$37.9b18.5x24.5x1.2x
Mon, 09 Feb 2026US$1.0tUS$735.5bUS$36.4b21.5x28.2x1.4x
Wed, 07 Jan 2026US$979.1bUS$735.9bUS$36.6b20.7x26.8x1.3x
Fri, 05 Dec 2025US$975.1bUS$741.6bUS$36.3b18.4x26.8x1.3x
Sun, 02 Nov 2025US$951.6bUS$736.5bUS$36.4b16.7x26.1x1.3x
Tue, 30 Sep 2025US$1.0tUS$734.5bUS$36.4b17.6x27.9x1.4x
Thu, 28 Aug 2025US$1.0tUS$738.5bUS$35.5b18.7x28.6x1.4x
Sat, 26 Jul 2025US$935.5bUS$734.5bUS$34.8b18.2x26.8x1.3x
Mon, 23 Jun 2025US$886.7bUS$733.0bUS$35.0b17.6x25.3x1.2x
Wed, 21 May 2025US$940.0bUS$731.5bUS$35.4b16.2x26.5x1.3x
Fri, 18 Apr 2025US$829.3bUS$724.9bUS$35.6b14.4x23.3x1.1x
Sun, 16 Mar 2025US$823.9bUS$725.3bUS$36.1b13.8x22.8x1.1x
Tue, 11 Feb 2025US$901.6bUS$702.5bUS$35.4b16.6x25.4x1.3x
Thu, 09 Jan 2025US$883.2bUS$701.4bUS$35.2b16.1x25.1x1.3x
Sat, 07 Dec 2024US$941.1bUS$706.7bUS$34.3b17.6x27.4x1.3x
Mon, 04 Nov 2024US$455.6bUS$549.9bUS$17.8b14.7x25.7x0.8x
Wed, 02 Oct 2024US$486.4bUS$551.0bUS$18.0b14.8x27x0.9x
Fri, 30 Aug 2024US$476.6bUS$552.5bUS$17.4b15.3x27.4x0.9x
Sun, 28 Jul 2024US$465.0bUS$552.0bUS$17.5b16.1x26.5x0.8x
Tue, 25 Jun 2024US$471.9bUS$551.7bUS$17.5b15.9x26.9x0.9x
Thu, 23 May 2024US$437.2bUS$551.9bUS$17.1b15.3x25.5x0.8x
Sat, 20 Apr 2024US$414.4bUS$552.4bUS$17.2b15.4x24.1x0.8x
Mon, 18 Mar 2024US$449.1bUS$546.5bUS$16.5b14.8x27.3x0.8x
Wed, 14 Feb 2024US$432.5bUS$555.2bUS$15.8b14.7x27.4x0.8x
Fri, 12 Jan 2024US$427.4bUS$574.4bUS$16.1b13.7x26.5x0.7x
Sun, 10 Dec 2023US$409.2bUS$574.7bUS$16.1b13.1x25.4x0.7x
Tue, 07 Nov 2023US$386.6bUS$574.6bUS$17.9b12.7x21.6x0.7x
Thu, 05 Oct 2023US$380.0bUS$566.5bUS$18.4b11.6x20.7x0.7x
Sat, 02 Sep 2023US$417.2bUS$571.8bUS$17.9b11.9x23.3x0.7x
Mon, 31 Jul 2023US$428.1bUS$574.7bUS$17.9b10.7x24x0.7x
Price to Earnings Ratio

24x


Total Market Cap: US$428.1bTotal Earnings: US$17.9bTotal Revenue: US$574.7bTotal 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 1.2x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 30% per year over the last three years.
  • Revenues for these companies have grown 9.8% 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-1.98%
Consumer Discretionary-8.09%
Specialty Stores-4.63%
Apparel Retail-1.52%
Computer and Electronics Retail-1.66%
Specialty Stores-2.75%
Home Furnishing Retail-4.92%
Home Improvement Retail-6.74%
Automotive Retail-7.75%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 22.6x.
    • Analysts are expecting annual earnings growth of 14.2%, 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 27.8x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 14% 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
PAG Penske Automotive GroupUS$215.545.3%
+US$710.1m		26.2%PE15.5x
MUSA Murphy USAUS$622.754.0%
+US$438.5m		45.5%PE20.8x
FIVE Five BelowUS$201.311.8%
+US$199.1m		46.9%PE25.3x
ENHA Enhanced GroupUS$3.3633.3%
+US$102.7m		n/aPS149072.3x
VSXY Victoria's SecretUS$82.790.5%
+US$32.6m		297.8%PE31.2x

Latest News

VSXY
US$82.79
Victoria's Secret
7D
0.5%
1Y
297.8%
Seeking Alpha • 6h

Victoria's Secret: The Turnaround Is Complete, And It Is Fully Priced In

Summary Victoria's Secret's turnaround seems to have materialized with broad-based growth in Q1 and upward revised guidance, indicating that the brand's social relevance may be regained. New customer acquisitions, comparable sales growth, international sales growth, and full price selling all contributed to the success. Due to the fundamental improvements, I believe that the current market price is justified, but we cannot ignore the macroeconomic headwinds, like uncertain tariff policies or poor consumer sentiment. I reiterate my hold rating. Read the full article on Seeking Alpha
LVLU
US$18.50
Lulu's Fashion Lounge Holdings
7D
81.4%
1Y
401.4%
PAG
US$215.54
Penske Automotive Group
7D
5.3%
1Y
26.2%
MUSA
US$622.75
Murphy USA
7D
4.0%
1Y
45.5%
Narrative Update • Jul 20

MUSA: Fuel Margin Reliance Will Likely Restrain Future Share Price Upside

Murphy USA's analyst fair value estimate has been revised from $406.95 to $517.00 as analysts factor in higher fuel margins, improving execution, expanded store openings, and a range of higher Street price targets from firms that now see stronger earnings visibility for the company. Analyst Commentary Recent Street commentary on Murphy USA highlights a mix of optimism on fuel margins and store growth alongside some caution on valuation, earnings durability, and execution risk.
FIVE
US$201.31
Five Below
7D
1.8%
1Y
46.9%
NEGG
US$14.91
Newegg Commerce
7D
7.0%
1Y
-51.4%
TJX
US$153.48
TJX Companies
7D
-0.8%
1Y
21.6%
Seeking Alpha • Jul 16

The TJX Companies: Resilient Performance, But Valuation Caps Upside (Upgrade)

Summary TJX Companies has outperformed retail peers, driven by strong comp sales and margin expansion amid a choppy consumer macro environment. Recent Q1 results delivered a beat-and-raise, with all banners posting high single-digit comps and management citing room for up to ~7k stores. I am raising my rating on TJX to "Neutral," as the stock now presents a balanced bull-bear case after a >20% annual rise and a recent 10% pullback. Key risks include TJX’s thin margin profile in the low 30s and a valuation that appears disconnected from its actual earnings growth. Read the full article on Seeking Alpha
HD
US$324.71
Home Depot
7D
-6.7%
1Y
-13.0%
LOW
US$201.92
Lowe's Companies
7D
-6.6%
1Y
-10.5%
W
US$82.68
Wayfair
7D
-9.6%
1Y
31.1%
Narrative Update • Jul 14

W: Store Expansion And Market Share Gains Will Face Margin Pressures

Wayfair's analyst price target has been reduced to approximately $61.44 from $80.00. Analysts cite updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples to support the change.
DKS
US$204.36
DICK'S Sporting Goods
7D
-5.8%
1Y
-3.5%
WSM
US$218.60
Williams-Sonoma
7D
-4.3%
1Y
21.1%
Narrative Update • Jul 13

WSM: Digital-First Share Gains And Margin Discipline Will Confront Mixed Macro Signals

The analyst price target for Williams-Sonoma has been increased by about $5 to $212.63 as analysts highlight the company's e-commerce strength, "affordable luxury" positioning, and potential for continued market share gains despite mixed consumer and housing signals. Analyst Commentary Recent research on Williams-Sonoma shows a wide range of price targets, but a common focus on how the company executes in e-commerce, manages margins, and handles mixed consumer and housing data.
AZO
US$2,923.50
AutoZone
7D
-4.5%
1Y
-23.9%
CVNA
US$60.19
Carvana
7D
-14.8%
1Y
-7.7%
ENHA
US$3.36
Enhanced Group
7D
33.3%
1Y
n/a
RDNW
US$6.39
RideNow Group
7D
7.8%
1Y
164.0%