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U.S. Specialty Stores Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies152
  • 7D-2.7%
  • 3M0.7%
  • 1Y4.6%
  • YTD-3.1%

Over the last 7 days, the Specialty Stores industry has dropped 2.7%, driven by Home Depot declining 3.7%. Over the past 12 months, the industry was up 4.6%. As for the next few years, earnings are expected to grow by 9.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Jun 2026US$940.3bUS$760.0bUS$39.6b19.4x23.7x1.2x
Fri, 22 May 2026US$894.6bUS$755.0bUS$37.7b19x23.7x1.2x
Sun, 19 Apr 2026US$985.1bUS$743.4bUS$37.3b21.3x26.4x1.3x
Tue, 17 Mar 2026US$923.3bUS$748.1bUS$37.9b18.5x24.3x1.2x
Thu, 12 Feb 2026US$1.0tUS$736.1bUS$36.4b20.4x28x1.4x
Sat, 10 Jan 2026US$1.0tUS$735.9bUS$36.6b21x27.7x1.4x
Mon, 08 Dec 2025US$980.2bUS$742.0bUS$36.3b20x27x1.3x
Wed, 05 Nov 2025US$954.1bUS$736.5bUS$36.4b16.4x26.2x1.3x
Fri, 03 Oct 2025US$1.0tUS$734.5bUS$36.4b17.2x27.8x1.4x
Sun, 31 Aug 2025US$1.0tUS$739.7bUS$35.5b18.6x28.3x1.4x
Tue, 29 Jul 2025US$942.2bUS$734.9bUS$34.8b18.3x27.1x1.3x
Thu, 26 Jun 2025US$902.6bUS$733.1bUS$35.0b17.4x25.8x1.2x
Sat, 24 May 2025US$914.2bUS$732.3bUS$35.4b16x25.8x1.2x
Mon, 21 Apr 2025US$844.3bUS$724.9bUS$35.6b14.4x23.7x1.2x
Wed, 19 Mar 2025US$834.9bUS$725.3bUS$36.1b13.5x23.1x1.2x
Fri, 14 Feb 2025US$902.2bUS$705.4bUS$35.5b16.9x25.4x1.3x
Sun, 12 Jan 2025US$888.0bUS$673.6bUS$34.8b15.9x25.5x1.3x
Tue, 10 Dec 2024US$951.0bUS$706.7bUS$34.3b18.1x27.7x1.3x
Thu, 07 Nov 2024US$466.1bUS$549.8bUS$17.8b14.8x26.2x0.8x
Sat, 05 Oct 2024US$472.8bUS$548.9bUS$18.1b15x26.1x0.9x
Mon, 02 Sep 2024US$477.4bUS$552.5bUS$17.5b14.8x27.2x0.9x
Wed, 31 Jul 2024US$464.8bUS$550.2bUS$17.5b16.3x26.6x0.8x
Fri, 28 Jun 2024US$467.0bUS$551.7bUS$17.5b15.4x26.6x0.8x
Sun, 26 May 2024US$441.7bUS$552.9bUS$17.5b15.6x25.3x0.8x
Tue, 23 Apr 2024US$416.1bUS$552.4bUS$17.1b15.4x24.3x0.8x
Thu, 21 Mar 2024US$452.3bUS$546.3bUS$16.8b14.8x26.9x0.8x
Sat, 17 Feb 2024US$438.1bUS$556.0bUS$15.9b14.7x27.5x0.8x
Mon, 15 Jan 2024US$424.3bUS$574.4bUS$16.1b13.6x26.3x0.7x
Wed, 13 Dec 2023US$414.1bUS$574.7bUS$16.1b12.8x25.7x0.7x
Fri, 10 Nov 2023US$381.1bUS$574.3bUS$17.8b11.7x21.4x0.7x
Sun, 08 Oct 2023US$374.5bUS$566.5bUS$18.4b12.1x20.4x0.7x
Tue, 05 Sep 2023US$416.7bUS$571.8bUS$17.9b11.9x23.3x0.7x
Thu, 03 Aug 2023US$423.5bUS$572.7bUS$18.3b10.5x23.1x0.7x
Sat, 01 Jul 2023US$421.0bUS$572.6bUS$18.4b10.4x22.9x0.7x
Price to Earnings Ratio

22.9x


Total Market Cap: US$421.0bTotal Earnings: US$18.4bTotal Revenue: US$572.6bTotal 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 1.0x 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-2.31%
Consumer Discretionary-4.08%
Specialty Stores-2.70%
Specialty Stores-0.33%
Home Furnishing Retail-0.60%
Computer and Electronics Retail-1.45%
Apparel Retail-1.48%
Home Improvement Retail-3.72%
Automotive Retail-5.20%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 22.3x.
    • Analysts are expecting annual earnings growth of 17.0%, 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 28.7x.
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 6.9% 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
DKS DICK'S Sporting GoodsUS$236.754.8%
+US$972.0m		32.8%PE23.4x
BOOT Boot Barn HoldingsUS$173.566.8%
+US$335.0m		12.5%PE23.3x
W WayfairUS$84.852.0%
+US$223.1m		67.4%PS0.9x
TDUP ThredUpUS$6.2117.4%
+US$118.7m		-23.0%PS2.5x
REAL RealRealUS$12.218.0%
+US$108.4m		151.2%PS2x

Latest News

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Carvana
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GAP
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HD
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7D
-3.7%
1Y
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W
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ROST
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Ross Stores
7D
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1Y
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ROST: Record Comps And Store Expansion May Support Future Balanced Returns

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1Y
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Dick's Sporting Goods: Foot Locker Deal Looks Better Than Expected

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