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U.S. Specialty Stores Industry Analysis

UpdatedApr 16, 2026
DataAggregated Company Financials
Companies157
  • 7D1.3%
  • 3M-6.9%
  • 1Y17.0%
  • YTD-0.4%

The Specialty Stores industry is up 1.3% in the last week, with Carvana up 9.5%. In the last 12 months, the industry was up 17%. Looking forward, earnings are forecast to grow by 9.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Wed, 28 Jun 2023US$414.4bUS$572.6bUS$18.3b10.1x22.6x0.7x
Fri, 26 May 2023US$388.5bUS$575.7bUS$18.3b9.9x21.2x0.7x
Sun, 23 Apr 2023US$406.2bUS$574.8bUS$20.0b10.5x20.3x0.7x
Price to Earnings Ratio

20.3x


Total Market Cap: US$406.2bTotal Earnings: US$20.0bTotal Revenue: US$574.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 25.4x202420252026
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 25.4x.
  • 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 23% per year over the last three years.
  • Revenues for these companies have grown 8.9% 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 Market3.42%
Consumer Discretionary5.81%
Specialty Stores1.29%
Automotive Retail5.17%
Home Furnishing Retail3.24%
Computer and Electronics Retail3.20%
Specialty Stores1.64%
Home Improvement Retail0.87%
Apparel Retail-0.36%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 21.3x.
    • Analysts are expecting annual earnings growth of 18.2%, which is higher than its past year's earnings decline of 6.2% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 30.6x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings decline of 6.2% per year.
  • In contrast, the Home Improvement Retail industry is expected to see its earnings grow by 6.0% 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$371.089.5%
+US$4.6b		77.3%PE37.7x
HD Home DepotUS$338.910.8%
+US$2.7b		-2.0%PE23.8x
AZO AutoZoneUS$3.54k2.1%
+US$1.2b		-0.9%PE23.8x
DKS DICK'S Sporting GoodsUS$216.986.0%
+US$1.1b		20.1%PE22.8x
GME GameStopUS$24.798.2%
+US$842.9m		-5.6%PE26.6x

Latest News

HD
US$338.91
Home Depot
7D
0.8%
1Y
-2.0%
TSCO
US$44.75
Tractor Supply
7D
-1.2%
1Y
-9.3%

Tractor Supply: Inflation On The Way To Support Comps

Apr 16
WINA
US$379.21
Winmark
7D
-13.8%
1Y
13.6%
KMX
US$40.51
CarMax
7D
-8.4%
1Y
-36.8%
WSM
US$192.87
Williams-Sonoma
7D
2.8%
1Y
40.1%
GME
US$24.79
GameStop
7D
8.2%
1Y
-5.6%
CVNA
US$371.08
Carvana
7D
9.5%
1Y
77.3%
AZO
US$3,536.42
AutoZone
7D
2.1%
1Y
-0.9%

AZO: DIFM Share Gains And Weather Recovery Are Expected To Drive Returns

AutoZone's fair value estimate has edged down by about $21 to $4,204.74, as analysts tweak their models to reflect slightly higher discount rates and modestly adjusted growth and margin assumptions, while still highlighting cost pressures easing and profit and DIFM commercial initiatives gaining traction. Analyst Commentary Street research around AutoZone has been active, with several firms adjusting price targets in a relatively tight band and focusing on execution around commercial growth, margins, and the impact of recent weather disruptions on same store sales.
W
US$76.92
Wayfair
7D
3.7%
1Y
206.0%

W: Store Expansion And Membership Program Will Support Bullish Outlook

Analysts have adjusted their Wayfair price target to $104.93 from $113.64, reflecting updated assumptions for a slightly higher discount rate, marginally lower revenue growth, a modestly higher profit margin, and a reduced future P/E multiple. What's in the News Wayfair plans to open its first large-format Florida store at Galleria Fort Lauderdale in late 2027, a two level, 94,000 square foot location that will offer a broad range of home products and design services as part of the mall's planned redevelopment (Key Developments).
FIVE
US$223.32
Five Below
7D
-2.1%
1Y
256.1%

FIVE: New Leadership Execution And Margin Expansion Will Shape Bullish 2026 Outlook

Analysts have raised the implied fair value estimate for Five Below by about $32 to $261.32. They cite a series of recent price target increases across Wall Street and updated assumptions that factor in slightly lower revenue growth expectations, offset by higher projected profit margins and a modestly reduced future P/E multiple.
ORLY
US$93.60
O'Reilly Automotive
7D
0.6%
1Y
2.9%

ORLY: Cautious Store Expansion And Margins May Challenge Current Share Pricing

Analysts have adjusted the updated price target for O'Reilly Automotive to $84.66 from $67.20, reflecting revised assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E in light of mixed recent research that includes both small target cuts and one modest $5 increase. Analyst Commentary Recent Street research on O'Reilly Automotive has leaned cautious, with several bearish analysts revisiting ratings and price targets.
ANF
US$91.45
Abercrombie & Fitch
7D
-10.3%
1Y
31.8%

Abercrombie & Fitch: Aggressive Share Repurchases Paying Off - Mixed Recovery Prospects

Apr 09
DKS
US$216.98
DICK'S Sporting Goods
7D
6.0%
1Y
20.1%
TJX
US$160.23
TJX Companies
7D
-0.9%
1Y
26.9%

TJX Companies: Premium Will Fade As Retailers Compete More On Price

Apr 07
BBY
US$63.39
Best Buy
7D
-1.7%
1Y
6.3%

BBY: Cost Discipline And Newer Initiatives Will Support Future Margins

Best Buy's analyst price targets have generally trended lower by roughly $5 to $15, into a range of $66 to $83, as analysts factor in softer comparable sales, competitive pressure in consumer electronics, and slightly lower forward earnings estimates, despite Q4 results that were better than many expected. Analyst Commentary Recent research on Best Buy reflects a tighter cluster of price targets, generally in the mid to high US$60s and low US$80s, as analysts update their models following the latest Q4 print and 2026 guidance.
VVV
US$33.09
Valvoline
7D
-5.1%
1Y
-0.4%

VVV: Future Upside Will Depend On Execution As Buybacks Program Concludes

Analysts have raised their price target for Valvoline slightly to $41.73 from $41.60, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E following a series of recent target changes and rating revisions. Analyst Commentary Recent Street research on Valvoline reflects a mix of optimism and caution, with several firms adjusting price targets and at least one high profile downgrade balancing out a series of upward revisions.