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U.S. Specialty Stores Industry Analysis

UpdatedOct 31, 2024
DataAggregated Company Financials
Companies148
  • 7D-1.5%
  • 3M-0.6%
  • 1Y28.2%
  • YTD7.1%

Over the last 7 days, the Specialty Stores industry has dropped 1.5%, driven by Home Depot declining 1.8%. Meanwhile, Carvana actually outperformed within the industry, gaining 5.1% in the last week. In the past year, the industry has gained 28%. Earnings are forecast to grow by 9.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 31 Oct 2024US$460.0bUS$550.0bUS$17.8b14.4x25.8x0.8x
Sat, 28 Sep 2024US$487.0bUS$552.2bUS$17.5b15.3x27.9x0.9x
Mon, 26 Aug 2024US$484.0bUS$552.1bUS$17.1b15.7x28.3x0.9x
Wed, 24 Jul 2024US$468.1bUS$551.8bUS$17.6b15.3x26.7x0.8x
Fri, 21 Jun 2024US$476.0bUS$552.2bUS$17.6b16.2x27x0.9x
Sun, 19 May 2024US$442.9bUS$551.8bUS$17.1b16.1x25.9x0.8x
Tue, 16 Apr 2024US$425.4bUS$552.4bUS$17.2b15.6x24.8x0.8x
Thu, 14 Mar 2024US$443.8bUS$546.2bUS$16.5b14.5x26.9x0.8x
Sat, 10 Feb 2024US$436.1bUS$555.2bUS$15.8b14.7x27.6x0.8x
Mon, 08 Jan 2024US$422.0bUS$574.4bUS$16.1b13.2x26.2x0.7x
Wed, 06 Dec 2023US$413.9bUS$574.7bUS$16.1b13.7x25.7x0.7x
Fri, 03 Nov 2023US$367.1bUS$568.3bUS$17.9b11.2x20.5x0.6x
Sun, 01 Oct 2023US$381.3bUS$566.7bUS$18.4b11x20.7x0.7x
Tue, 29 Aug 2023US$402.0bUS$572.3bUS$18.2b11.1x22.1x0.7x
Thu, 27 Jul 2023US$426.2bUS$574.3bUS$18.1b10.5x23.6x0.7x
Sat, 24 Jun 2023US$408.2bUS$572.6bUS$18.3b10x22.3x0.7x
Mon, 22 May 2023US$394.8bUS$575.6bUS$18.4b10.6x21.5x0.7x
Wed, 19 Apr 2023US$405.2bUS$575.0bUS$20.3b10.3x20x0.7x
Fri, 17 Mar 2023US$366.8bUS$530.8bUS$22.4b9.3x16.3x0.7x
Sun, 12 Feb 2023US$402.7bUS$542.7bUS$23.7b9.6x17x0.7x
Tue, 10 Jan 2023US$384.8bUS$539.0bUS$23.5b9.3x16.4x0.7x
Thu, 08 Dec 2022US$382.6bUS$541.3bUS$23.8b8.8x16x0.7x
Sat, 05 Nov 2022US$345.6bUS$544.6bUS$24.3b6.9x14.2x0.6x
Mon, 03 Oct 2022US$320.5bUS$552.2bUS$23.2b6x13.8x0.6x
Wed, 31 Aug 2022US$353.7bUS$549.5bUS$24.0b7.2x14.8x0.6x
Fri, 29 Jul 2022US$331.5bUS$526.8bUS$26.8b6.1x12.4x0.6x
Sun, 26 Jun 2022US$341.4bUS$533.1bUS$26.2b6.4x13x0.6x
Tue, 24 May 2022US$327.8bUS$532.2bUS$26.9b6x12.2x0.6x
Thu, 21 Apr 2022US$421.6bUS$532.2bUS$26.2b7.6x16.1x0.8x
Sat, 19 Mar 2022US$421.8bUS$519.5bUS$26.5b8.3x15.9x0.8x
Mon, 14 Feb 2022US$443.3bUS$523.6bUS$25.6b8.5x17.3x0.8x
Wed, 12 Jan 2022US$481.8bUS$517.4bUS$25.1b8.9x19.2x0.9x
Fri, 10 Dec 2021US$523.1bUS$514.4bUS$25.1b9.8x20.8x1x
Sun, 07 Nov 2021US$564.1bUS$501.7bUS$25.1b11x22.4x1.1x
Price to Earnings Ratio

22.4x


Total Market Cap: US$564.1bTotal Earnings: US$25.1bTotal Revenue: US$501.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 20.5x202220232024
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 25.8x which is higher than its 3-year average PE of 20.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.76x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have declined 11% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.1% 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, which has decreased profits.

Industry Trends

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

US Market0.49%
Consumer Discretionary4.08%
Specialty Stores-1.51%
Computer and Electronics Retail1.67%
Automotive Retail1.59%
Apparel Retail-2.02%
Home Improvement Retail-2.36%
Specialty Stores-2.52%
Home Furnishing Retail-4.67%
Industry PE
  • Investors are most optimistic about the Home Improvement Retail industry which is trading above its 3-year average PE ratio of 80.4x.
    • Analysts are expecting annual earnings growth of 14.2%, which is higher than its past year's earnings decline of 27.3% per year.
  • Investors are most pessimistic about the Automotive Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 13.4x.
Forecasted Growth
  • Analysts are most optimistic on the Home Improvement Retail industry, expecting annual earnings growth of 14% over the next 5 years.
  • This is better than its past earnings decline of 27% per year.
  • In contrast, the Computer and Electronics Retail industry is expected to see its earnings decline by 9.0% 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$207.315.1%
+US$1.2b
697.7%PE36x
GME GameStopUS$23.2813.3%
+US$1.2b
78.9%PE244.6x
ULTA Ulta BeautyUS$376.112.5%
+US$428.3m
0.2%PE14.7x
GPI Group 1 AutomotiveUS$377.918.3%
+US$379.9m
44.6%PE9.1x
KMX CarMaxUS$74.052.8%
+US$317.6m
20.4%PE27.5x
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