Abercrombie & Fitch Co.'s (NYSE:ANF) CEO Compensation Is Looking A Bit Stretched At The Moment
Jun 06
U.S. Specialty Stores Industry Analysis
UpdatedJun 06, 2024
DataAggregated Company Financials
Companies141
- 7D5.5%
- 3M5.4%
- 1Y25.6%
- YTD10.2%
In the last week, the Specialty Stores industry is up 5.5%, with TJX Companies up 6.3%. This means that the industry has gained 26% over the past year. As for the next few years, earnings are expected to grow by 13% per annum.
Industry Valuation and Performance
Has the U.S. Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 06 Jun 2024 | US$461.7b | US$553.0b | US$17.8b | 16.9x | 26x | 0.8x |
| Sat, 04 May 2024 | US$420.2b | US$554.7b | US$16.7b | 15.2x | 25.1x | 0.8x |
| Mon, 01 Apr 2024 | US$469.0b | US$552.3b | US$17.1b | 15.7x | 27.5x | 0.8x |
| Wed, 28 Feb 2024 | US$442.3b | US$549.5b | US$15.7b | 15.1x | 28.2x | 0.8x |
| Fri, 26 Jan 2024 | US$425.3b | US$574.3b | US$16.1b | 13.7x | 26.4x | 0.7x |
| Sun, 24 Dec 2023 | US$432.6b | US$574.4b | US$16.1b | 13.7x | 26.8x | 0.8x |
| Tue, 21 Nov 2023 | US$392.9b | US$575.4b | US$17.6b | 13.7x | 22.3x | 0.7x |
| Thu, 19 Oct 2023 | US$379.9b | US$566.5b | US$18.4b | 12.8x | 20.7x | 0.7x |
| Sat, 16 Sep 2023 | US$395.8b | US$567.8b | US$18.4b | 11.7x | 21.6x | 0.7x |
| Mon, 14 Aug 2023 | US$419.5b | US$571.0b | US$18.2b | 10.9x | 23x | 0.7x |
| Wed, 12 Jul 2023 | US$428.6b | US$572.7b | US$18.3b | 10.8x | 23.4x | 0.7x |
| Fri, 09 Jun 2023 | US$395.7b | US$574.1b | US$18.4b | 10x | 21.5x | 0.7x |
| Sun, 07 May 2023 | US$404.2b | US$576.5b | US$19.0b | 11.1x | 21.2x | 0.7x |
| Tue, 04 Apr 2023 | US$414.0b | US$577.3b | US$20.5b | 10.3x | 20.2x | 0.7x |
| Thu, 02 Mar 2023 | US$387.1b | US$537.8b | US$23.2b | 9.5x | 16.6x | 0.7x |
| Sat, 28 Jan 2023 | US$400.7b | US$540.4b | US$23.5b | 9.1x | 17.1x | 0.7x |
| Mon, 26 Dec 2022 | US$370.4b | US$539.0b | US$23.5b | 8.5x | 15.8x | 0.7x |
| Wed, 23 Nov 2022 | US$383.7b | US$541.2b | US$24.1b | 8x | 15.9x | 0.7x |
| Fri, 21 Oct 2022 | US$321.1b | US$553.3b | US$23.6b | 6.3x | 13.6x | 0.6x |
| Sun, 18 Sep 2022 | US$349.8b | US$552.0b | US$23.3b | 6.6x | 15x | 0.6x |
| Tue, 16 Aug 2022 | US$384.6b | US$557.0b | US$26.3b | 6.6x | 14.6x | 0.7x |
| Thu, 14 Jul 2022 | US$328.1b | US$525.2b | US$26.8b | 5.8x | 12.3x | 0.6x |
| Sat, 11 Jun 2022 | US$338.7b | US$531.4b | US$25.7b | 6.4x | 13.2x | 0.6x |
| Mon, 09 May 2022 | US$367.7b | US$530.9b | US$27.4b | 6.9x | 13.4x | 0.7x |
| Wed, 06 Apr 2022 | US$405.7b | US$530.3b | US$26.5b | 7.4x | 15.3x | 0.8x |
| Fri, 04 Mar 2022 | US$424.8b | US$526.8b | US$26.5b | 8.8x | 16x | 0.8x |
| Sun, 30 Jan 2022 | US$443.5b | US$518.4b | US$25.2b | 8x | 17.6x | 0.9x |
| Tue, 28 Dec 2021 | US$506.3b | US$518.2b | US$25.3b | 8.9x | 20x | 1x |
| Thu, 25 Nov 2021 | US$549.6b | US$511.3b | US$25.6b | 10.2x | 21.5x | 1.1x |
| Sat, 23 Oct 2021 | US$531.1b | US$494.6b | US$24.7b | 10x | 21.5x | 1.1x |
| Mon, 20 Sep 2021 | US$539.3b | US$489.2b | US$24.9b | 10.6x | 21.7x | 1.1x |
| Wed, 18 Aug 2021 | US$500.3b | US$484.3b | US$23.5b | 10.7x | 21.3x | 1x |
Price to Earnings Ratio
27.5x
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 26.0x which is higher than its 3-year average PE of 19.9x.
- The industry is trading close to its 3-year average PS ratio of 0.78x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 6.4% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | 1.36% | |
| Consumer Discretionary | 0.65% | |
| Specialty Stores | 5.48% | |
| Computer and Electronics Retail | 28.08% | |
| Home Improvement Retail | 7.06% | |
| Home Furnishing Retail | 5.97% | |
| Apparel Retail | 5.81% | |
| Automotive Retail | 4.60% | |
| Specialty Stores | -0.24% | |
Industry PE
- Investors are most optimistic about the Home Improvement Retail industry which is trading above its 3-year average PE ratio of 71.8x.
- Analysts are expecting annual earnings growth of 17.7%, which is higher than its past year's earnings decline of 24.9% per year.
- Investors are most pessimistic about the Automotive Retail industry, which is trading close to its 3-year average of 14.0x.
Forecasted Growth
- Analysts are most optimistic on the Computer and Electronics Retail industry, expecting annual earnings growth of 36% over the next 5 years.
- This is better than its past earnings decline of 5.9% per year.
- In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 7.2% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TJX TJX Companies | US$107.79 | 6.3% +US$6.9b | 38.0% | PE26.2x | |
| HD Home Depot | US$330.26 | 1.3% +US$4.3b | 9.5% | PE22x | |
| BBY Best Buy | US$88.94 | 23.7% +US$3.7b | 17.5% | PE15.5x | |
| GME GameStop | US$31.57 | 48.6% +US$3.6b | 20.9% | PE1654.8x | |
| LOW Lowe's Companies | US$219.47 | 2.4% +US$2.5b | 3.9% | PE17.4x |
