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U.S. Specialty Stores Industry Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies151
  • 7D4.9%
  • 3M2.9%
  • 1Y8.8%
  • YTD-0.8%

The Specialty Stores industry is up 4.9% in the last week, with Home Depot up 6.5%. This takes the industry's 12 month performance to a gain of 8.8%. As for the next few years, earnings are expected to grow by 10.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Jun 2026US$950.5bUS$759.5bUS$39.6b20.5x24x1.3x
Thu, 14 May 2026US$894.3bUS$751.3bUS$37.5b19.5x23.8x1.2x
Sat, 11 Apr 2026US$955.7bUS$743.4bUS$37.8b19.4x25.3x1.3x
Mon, 09 Mar 2026US$966.5bUS$745.1bUS$38.2b18.7x25.3x1.3x
Wed, 04 Feb 2026US$1.0tUS$733.0bUS$36.5b21x27.6x1.4x
Fri, 02 Jan 2026US$966.2bUS$735.9bUS$36.6b18.8x26.4x1.3x
Sun, 30 Nov 2025US$969.8bUS$741.0bUS$36.2b18x26.8x1.3x
Tue, 28 Oct 2025US$976.9bUS$733.3bUS$36.4b16.8x26.8x1.3x
Thu, 25 Sep 2025US$1.0tUS$734.5bUS$35.7b18.8x28.4x1.4x
Sat, 23 Aug 2025US$989.7bUS$738.4bUS$35.5b19.4x27.9x1.3x
Mon, 21 Jul 2025US$884.6bUS$733.1bUS$35.0b17.1x25.3x1.2x
Wed, 18 Jun 2025US$886.8bUS$732.6bUS$35.0b17x25.4x1.2x
Fri, 16 May 2025US$925.5bUS$727.9bUS$35.6b16.1x26x1.3x
Sun, 13 Apr 2025US$847.6bUS$696.6bUS$35.7b13.8x23.8x1.2x
Tue, 11 Mar 2025US$881.7bUS$726.5bUS$35.8b14.8x24.7x1.2x
Thu, 06 Feb 2025US$914.1bUS$702.9bUS$35.4b16.8x25.8x1.3x
Sat, 04 Jan 2025US$885.9bUS$701.4bUS$35.2b16.5x25.2x1.3x
Mon, 02 Dec 2024US$943.0bUS$706.5bUS$33.0b16.5x28.5x1.3x
Wed, 30 Oct 2024US$464.2bUS$550.1bUS$17.9b14.5x26x0.8x
Fri, 27 Sep 2024US$482.7bUS$552.1bUS$17.5b15.6x27.7x0.9x
Sun, 25 Aug 2024US$484.0bUS$552.1bUS$17.1b15.7x28.3x0.9x
Tue, 23 Jul 2024US$463.5bUS$551.7bUS$17.6b16x26.4x0.8x
Thu, 20 Jun 2024US$476.0bUS$552.2bUS$17.6b16.2x27x0.9x
Sat, 18 May 2024US$443.4bUS$552.7bUS$16.7b16.1x26.5x0.8x
Mon, 15 Apr 2024US$425.4bUS$552.4bUS$17.2b15.7x24.8x0.8x
Wed, 13 Mar 2024US$439.8bUS$546.2bUS$16.2b14.3x27.1x0.8x
Fri, 09 Feb 2024US$426.1bUS$555.2bUS$15.8b14.6x26.9x0.8x
Sun, 07 Jan 2024US$422.0bUS$574.4bUS$16.1b13.2x26.2x0.7x
Tue, 05 Dec 2023US$411.3bUS$575.1bUS$16.3b14.8x25.3x0.7x
Thu, 02 Nov 2023US$367.7bUS$568.7bUS$18.0b11.1x20.4x0.6x
Sat, 30 Sep 2023US$380.9bUS$566.7bUS$18.4b11x20.7x0.7x
Mon, 28 Aug 2023US$401.9bUS$572.3bUS$18.2b11x22.1x0.7x
Wed, 26 Jul 2023US$423.4bUS$572.5bUS$18.2b10.4x23.2x0.7x
Fri, 23 Jun 2023US$404.7bUS$574.2bUS$18.4b10.1x22.1x0.7x
Price to Earnings Ratio

22.1x


Total Market Cap: US$404.7bTotal Earnings: US$18.4bTotal Revenue: US$574.2bTotal 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 1.3x.
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 9.8% 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 Market2.20%
Consumer Discretionary1.88%
Specialty Stores4.88%
Home Furnishing Retail10.77%
Home Improvement Retail6.62%
Apparel Retail4.79%
Specialty Stores2.47%
Automotive Retail2.11%
Computer and Electronics Retail1.66%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 22.2x.
    • Analysts are expecting annual earnings growth of 18.5%, 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 28.9x.
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 6.6% 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
HD Home DepotUS$329.826.5%
+US$20.1b		-6.7%PE23.5x
TJX TJX CompaniesUS$167.334.7%
+US$8.4b		34.7%PE31.9x
LOW Lowe's CompaniesUS$220.195.9%
+US$6.9b		1.9%PE18.6x
ROST Ross StoresUS$236.774.1%
+US$3.0b		80.5%PE32.8x
WSM Williams-SonomaUS$223.2910.3%
+US$2.4b		41.2%PE24.2x

Latest News

ROST
US$236.77
Ross Stores
7D
4.1%
1Y
80.5%
Seeking Alpha • 4h

Ross Stores: Valuation Has Caught Up (Rating Downgrade)

Summary Ross Stores (ROST) fundamentals have strengthened, with robust demand, broad-based SSS growth, and strong traffic driving Q1 results. ROST management raised guidance, but Q1’s 17% SSS growth was partly tax-refund-driven; forward SSS guidance is 6–7%, indicating normalization. Margin expansion was significant (Q1 EBIT margin 13.4%), but leverage benefits are likely to normalize as comps moderate, risking consensus margin expectations. I downgrade ROST to hold as valuation (~30x forward PE) now prices in much of the improvement, leaving little margin of safety without further proof of sustained growth. Read the full article on Seeking Alpha
ASO
US$49.25
Academy Sports and Outdoors
7D
-2.2%
1Y
9.7%
Analysis Article • 5h

Academy Sports And Outdoors (ASO) Stock Could Be 19.8% Undervalued After Q1 Earnings

Academy Sports and Outdoors (ASO) is back in focus after reporting first quarter results that showed higher sales, net income, and earnings per share compared with the same period a year earlier. See our latest analysis for Academy Sports and Outdoors. The latest earnings and dividend announcement have come as Academy Sports and Outdoors' share price has eased, with the stock down 5.56% on a year to date share price return but still delivering a 10.88% total shareholder return over the past...
HD
US$329.82
Home Depot
7D
6.5%
1Y
-6.7%
ORLY
US$90.26
O'Reilly Automotive
7D
1.4%
1Y
2.4%
Analysis Article • 10h

O'Reilly Automotive (ORLY) Stock Could Be 17.7% Undervalued After Buyback Expansion And Sales Growth

O'Reilly Automotive (ORLY) is back in focus after management expanded its share repurchase authorization by US$2.0b to US$31.75b and extended the program, alongside 8.1% Q1 2026 same-store sales growth. See our latest analysis for O'Reilly Automotive. Despite the extended buyback and steady same store sales performance, O'Reilly Automotive's 1 year total shareholder return of 2.43% and 5 year total shareholder return of 147.51% contrast with more muted short term share price moves around the...
CHWY
US$19.34
Chewy
7D
-4.0%
1Y
-53.6%
Analysis Article • 10h

Chewy (CHWY) Stock Could Be 51.5% Undervalued as Growth Narrative Meets P E Doubts

Chewy (CHWY) is back in focus for investors after a period of pressure on the stock, with returns down over the past month and past 3 months, prompting closer attention to current fundamentals. See our latest analysis for Chewy. Over the past year, Chewy’s share price has come under sustained pressure, with the latest close at $19.34 and year to date share price return down 42.25%, while the 1 year total shareholder return has declined 53.58%, pointing to fading momentum as investors reassess...
BKE
US$44.01
Buckle
7D
-1.3%
1Y
-1.4%
Seeking Alpha • 12h

The Buckle Offers A Consistent Dividend At A Decent Entry Point

Summary Buckle, Inc. is rated Strong Buy with a 36.2% upside to $61.67 per share, supported by a robust dividend and conservative valuation. BKE's net revenues and operating income have stabilized post-pandemic, with recent improvements in retail metrics and continued strong liquidity and no debt. Despite declining profitability metrics since FY2021 highs, BKE maintains high cash balances, efficient capital allocation, and peer-leading valuation ratios. The recent share price dip, following a minor revenue miss, presents a compelling entry for dividend-focused investors seeking mature, stable retail exposure. Read the full article on Seeking Alpha
DBI
US$6.91
Designer Brands
7D
-22.2%
1Y
189.1%
WSM
US$223.29
Williams-Sonoma
7D
10.3%
1Y
41.2%
Narrative Update • Jun 15

WSM: Affordable Luxury And E-Commerce Execution Will Support Future Earnings Power

Narrative Update: Williams-Sonoma The analyst price target for Williams-Sonoma moves from $230 to $250. This reflects analysts' focus on the company's "affordable luxury" positioning, its emphasis on e-commerce and digital engagement, and views that it can keep gaining share even as housing and consumer trends remain mixed.
TJX
US$167.33
TJX Companies
7D
4.7%
1Y
34.7%
Narrative Update • Jun 15

TJX: Off Price Model And Capital Returns Will Drive Future Upside

Analysts lifted the TJX Companies fair value estimate to $197 from $193 as higher Street price targets, Q1 earnings strength, and expectations for steady margins and revenue growth support a slightly higher assumed P/E multiple and a modestly lower discount rate. Analyst Commentary Street research around the Q1 report points to broadly constructive sentiment on TJX, with a cluster of higher price targets following the earnings release.
BURL
US$336.60
Burlington Stores
7D
7.2%
1Y
42.7%
CVNA
US$68.90
Carvana
7D
-0.8%
1Y
18.8%
LOW
US$220.19
Lowe's Companies
7D
5.9%
1Y
1.9%
Narrative Update • Jun 11

LOW: Reaffirmed FY26 Outlook And Pro Expansion Will Support Home Improvement Recovery

Analysts have trimmed the average price target for Lowe's by about $5 to reflect softer near term housing and home improvement trends, while also pointing to steady execution, stable DIY spending, and reaffirmed 2026 guidance as key support for earnings expectations. Analyst Commentary Recent research shows a clear reset in price targets around Lowe's, with most firms trimming their numbers while still highlighting consistent execution, stable DIY trends, and reaffirmed long term guidance.
RERE
US$4.03
ATRenew
7D
-2.2%
1Y
42.9%
Narrative Update • Jun 10

RERE: Extended Buybacks And Raised Fair Value Will Support Bullish Outlook

Analysts now set their fair value price target for ATRenew at $7.56, compared with the prior $6.61, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E. What's in the News From January 1, 2026 to March 31, 2026, ATRenew repurchased 500,000 shares for US$2.7 million, bringing total buybacks under the June 30, 2025 program to 2,320,482 shares, or 0.98% of shares, for US$10.58 million.
GME
US$21.74
GameStop
7D
-2.3%
1Y
-6.8%
CRMT
US$2.41
America's Car-Mart
7D
-63.0%
1Y
-95.2%
Narrative Update • Jun 09

CRMT: Funding Progress Will Support Upside Despite Subprime And Weather Headwinds

Analysts have reset America's Car-Mart price target to $14, trimming it by $15 as they factor in recent funding constraints, weather related sales disruption, and ongoing pressure from inflation, interest rates, and scrutiny in the subprime space. Analyst Commentary Bearish analysts are leaning cautious on America's Car-Mart after resetting the price target to US$14 from US$29.
W
US$82.99
Wayfair
7D
23.6%
1Y
71.6%