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U.S. Specialty Stores Industry Analysis

UpdatedJul 08, 2026
DataAggregated Company Financials
Companies153
  • 7D-0.4%
  • 3M-0.6%
  • 1Y2.2%
  • YTD-2.3%

Over the last 7 days, the Specialty Stores industry has remained flat. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 9.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 Jul 2026US$945.8bUS$760.0bUS$39.6b19.6x23.9x1.2x
Fri, 05 Jun 2026US$910.7bUS$759.3bUS$39.2b21.5x23.2x1.2x
Sun, 03 May 2026US$939.4bUS$745.6bUS$37.4b19.9x25.1x1.3x
Tue, 31 Mar 2026US$903.3bUS$748.8bUS$37.8b19.3x23.9x1.2x
Thu, 26 Feb 2026US$1.0tUS$744.8bUS$37.7b20.1x26.7x1.4x
Sat, 24 Jan 2026US$1.0tUS$732.9bUS$36.6b19.9x28.4x1.4x
Mon, 22 Dec 2025US$985.0bUS$735.8bUS$36.0b20.3x27.3x1.3x
Wed, 19 Nov 2025US$926.0bUS$735.7bUS$36.4b16.6x25.4x1.3x
Fri, 17 Oct 2025US$984.6bUS$731.6bUS$36.4b16.1x27.1x1.3x
Sun, 14 Sep 2025US$1.0tUS$732.4bUS$35.6b18.7x28.7x1.4x
Tue, 12 Aug 2025US$962.5bUS$735.1bUS$35.3b17.6x27.3x1.3x
Thu, 10 Jul 2025US$929.5bUS$733.1bUS$35.0b18x26.6x1.3x
Sat, 07 Jun 2025US$924.7bUS$732.6bUS$34.9b17.4x26.5x1.3x
Mon, 05 May 2025US$881.7bUS$727.1bUS$35.7b15.5x24.7x1.2x
Wed, 02 Apr 2025US$858.4bUS$724.4bUS$35.6b16.2x24.1x1.2x
Fri, 28 Feb 2025US$927.9bUS$727.2bUS$35.6b14.5x26.1x1.3x
Sun, 26 Jan 2025US$922.1bUS$701.4bUS$35.2b16.3x26.2x1.3x
Tue, 24 Dec 2024US$895.4bUS$706.5bUS$34.4b16.6x26x1.3x
Thu, 21 Nov 2024US$886.6bUS$705.2bUS$32.8b16.7x27x1.3x
Sat, 19 Oct 2024US$480.9bUS$548.8bUS$18.1b14.6x26.6x0.9x
Mon, 16 Sep 2024US$483.2bUS$552.2bUS$17.4b15x27.7x0.9x
Wed, 14 Aug 2024US$448.5bUS$550.2bUS$17.1b15.4x26.2x0.8x
Fri, 12 Jul 2024US$462.3bUS$551.8bUS$17.6b16x26.3x0.8x
Sun, 09 Jun 2024US$463.4bUS$552.5bUS$17.8b15.9x26.1x0.8x
Tue, 07 May 2024US$431.9bUS$553.2bUS$16.8b15.7x25.7x0.8x
Thu, 04 Apr 2024US$446.6bUS$552.3bUS$17.1b15.7x26.2x0.8x
Sat, 02 Mar 2024US$449.3bUS$551.1bUS$15.8b14.7x28.5x0.8x
Mon, 29 Jan 2024US$432.6bUS$574.3bUS$16.1b13.9x26.8x0.8x
Wed, 27 Dec 2023US$432.6bUS$574.4bUS$16.1b13.7x26.8x0.8x
Fri, 24 Nov 2023US$392.8bUS$574.8bUS$17.7b12.9x22.2x0.7x
Sun, 22 Oct 2023US$371.7bUS$566.5bUS$18.4b12.5x20.2x0.7x
Tue, 19 Sep 2023US$390.4bUS$567.9bUS$18.3b11.9x21.3x0.7x
Thu, 17 Aug 2023US$420.6bUS$571.8bUS$18.4b10.7x22.8x0.7x
Sat, 15 Jul 2023US$424.8bUS$572.7bUS$18.3b10.4x23.2x0.7x
Price to Earnings Ratio

23.2x


Total Market Cap: US$424.8bTotal 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 1.2x.
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 Market-0.65%
Consumer Discretionary0.29%
Specialty Stores-0.44%
Computer and Electronics Retail2.44%
Automotive Retail2.21%
Apparel Retail0.85%
Specialty Stores-1.37%
Home Improvement Retail-2.16%
Home Furnishing Retail-3.95%
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 16.8%, 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
TJX TJX CompaniesUS$154.111.7%
+US$2.9b		23.0%PE29.4x
CVNA CarvanaUS$67.492.5%
+US$1.2b		-2.4%PE33.5x
MUSA Murphy USAUS$575.646.8%
+US$679.2m		39.3%PE19.2x
BBY Best BuyUS$78.723.7%
+US$598.6m		9.0%PE14.5x
ROST Ross StoresUS$214.670.9%
+US$583.8m		63.2%PE29.7x

Latest News

CVNA
US$67.49
Carvana
7D
2.5%
1Y
-2.4%
BBWI
US$20.62
Bath & Body Works
7D
-10.9%
1Y
-38.5%
ROST
US$214.67
Ross Stores
7D
0.9%
1Y
63.2%
Narrative Update • Jul 07

ROST: Strong Q1 Momentum And Value Model Will Face Tough Comparisons

The updated fair value estimate for Ross Stores moves higher by about $25 to $205, as analysts factor in a slightly lower discount rate, modestly softer revenue growth assumptions, and somewhat stronger profitability and future P/E expectations following a series of price target increases and supportive research commentary. Analyst Commentary Recent Street research on Ross Stores has been largely constructive, with several firms lifting price targets following a Q1 report that featured 17% comp sales growth versus an 8.6% consensus figure and stronger traffic trends.
AZO
US$3,074.86
AutoZone
7D
-3.8%
1Y
-17.8%
AAP
US$55.86
Advance Auto Parts
7D
-10.2%
1Y
0.3%
MUSA
US$575.64
Murphy USA
7D
6.8%
1Y
39.3%
Narrative Update • Jul 06

MUSA: Stronger Fuel Margins And Store Expansion Will Drive Future Upside

The analyst price target for Murphy USA in this Narrative Update moves from $680 to $710, reflecting broader Street research that points to stronger fuel margins, rising EBITDA expectations and increased confidence in the company’s multi year growth algorithm. Analyst Commentary Recent Street research around Murphy USA points to a cluster of bullish analysts lifting ratings and resetting price targets higher, with the most recent US$710 target aligning with growing confidence in fuel margins, earnings visibility and the company’s multi year growth framework.
TSCO
US$30.43
Tractor Supply
7D
-3.7%
1Y
-46.4%
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$86.65
O'Reilly Automotive
7D
-5.9%
1Y
-5.4%
BBY
US$78.72
Best Buy
7D
3.7%
1Y
9.0%
Narrative Update • Jul 02

BBY: Future Earnings Will Rely On Uncertain Big Ticket Replacement Cycles

Best Buy's updated fair value estimate has moved from about $60.26 to $62.00 as analysts lift price targets across the board, pointing to stronger Q1 results, product refresh cycles in key categories, and early signs of a replacement cycle in TVs and appliances. Analyst Commentary Street research around Best Buy has turned more constructive on the near term Q1 performance and product cycles, but it is not uniformly bullish.
TJX
US$154.11
TJX Companies
7D
1.7%
1Y
23.0%
WSM
US$222.49
Williams-Sonoma
7D
-4.6%
1Y
31.5%
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$311.69
Lithia Motors
7D
7.3%
1Y
-9.8%
CHWY
US$20.73
Chewy
7D
5.5%
1Y
-48.2%
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$78.25
Victoria's Secret
7D
-6.3%
1Y
291.6%
PAG
US$184.97
Penske Automotive Group
7D
3.4%
1Y
2.8%
Narrative Update • Jun 25

PAG: Persistent Buybacks And Rich Dividend Will Sustain An Overstretched Outlook

Analysts kept their $160.00 price target for Penske Automotive Group unchanged, citing updated assumptions that reflect a slightly lower discount rate, modestly revised revenue growth expectations, and a small adjustment to projected profit margins and future P/E levels. What's in the News Penske Automotive Group's Board of Directors approved a quarterly dividend of $1.42 per share, a change of $0.02 per share, or about 1.4%, according to a company announcement.
HD
US$345.21
Home Depot
7D
-2.1%
1Y
-6.1%