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U.S. Specialty Stores Industry Analysis

UpdatedMar 13, 2026
DataAggregated Company Financials
Companies159
  • 7D-5.6%
  • 3M-7.3%
  • 1Y15.3%
  • YTD-4.1%

Over the last 7 days, the Specialty Stores industry has dropped 5.6%, driven by Home Depot declining 6.3%. Meanwhile, Murphy USA actually outperformed within the industry, gaining 8.9% in the last week. This takes the industry's 12 month performance to a gain of 15%. Looking forward, earnings are forecast to grow by 9.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 13 Mar 2026US$954.4bUS$747.7bUS$38.0b18.5x25.1x1.3x
Sun, 08 Feb 2026US$1.0tUS$735.5bUS$36.4b21.5x28.2x1.4x
Tue, 06 Jan 2026US$979.1bUS$735.9bUS$36.6b20.2x26.8x1.3x
Thu, 04 Dec 2025US$965.0bUS$741.4bUS$36.3b18.5x26.6x1.3x
Sat, 01 Nov 2025US$953.7bUS$736.5bUS$36.4b16.7x26.2x1.3x
Mon, 29 Sep 2025US$1.0tUS$734.5bUS$36.4b17.7x27.9x1.4x
Wed, 27 Aug 2025US$1.0tUS$738.4bUS$35.5b18.5x28.5x1.4x
Fri, 25 Jul 2025US$948.3bUS$733.1bUS$35.0b17x27.1x1.3x
Sun, 22 Jun 2025US$878.8bUS$732.6bUS$34.9b17.6x25.1x1.2x
Tue, 20 May 2025US$938.5bUS$727.9bUS$35.6b16.1x26.4x1.3x
Thu, 17 Apr 2025US$846.8bUS$724.8bUS$35.6b13.6x23.8x1.2x
Sat, 15 Mar 2025US$810.3bUS$725.3bUS$36.1b13.8x22.4x1.1x
Mon, 10 Feb 2025US$901.6bUS$702.5bUS$35.4b16.4x25.4x1.3x
Wed, 08 Jan 2025US$892.9bUS$701.5bUS$35.2b16.5x25.4x1.3x
Fri, 06 Dec 2024US$946.4bUS$706.6bUS$33.2b17x28.5x1.3x
Sun, 03 Nov 2024US$455.6bUS$549.9bUS$17.8b14.7x25.7x0.8x
Tue, 01 Oct 2024US$487.5bUS$552.2bUS$17.5b15.2x27.9x0.9x
Thu, 29 Aug 2024US$482.3bUS$552.0bUS$17.1b15x28.2x0.9x
Sat, 27 Jul 2024US$459.5bUS$552.0bUS$17.5b16.1x26.2x0.8x
Mon, 24 Jun 2024US$471.9bUS$551.7bUS$17.6b15.9x26.9x0.9x
Wed, 22 May 2024US$438.6bUS$551.9bUS$17.1b16x25.6x0.8x
Fri, 19 Apr 2024US$414.4bUS$552.4bUS$17.2b15.4x24.1x0.8x
Sun, 17 Mar 2024US$449.0bUS$546.5bUS$16.5b14.8x27.3x0.8x
Tue, 13 Feb 2024US$440.1bUS$555.2bUS$15.8b14.8x27.8x0.8x
Thu, 11 Jan 2024US$426.4bUS$574.4bUS$16.1b13.4x26.4x0.7x
Sat, 09 Dec 2023US$410.8bUS$574.7bUS$16.1b13.1x25.4x0.7x
Mon, 06 Nov 2023US$386.6bUS$574.6bUS$17.8b12.7x21.7x0.7x
Wed, 04 Oct 2023US$380.0bUS$566.4bUS$18.4b11.4x20.7x0.7x
Fri, 01 Sep 2023US$414.8bUS$571.9bUS$17.9b11.8x23.2x0.7x
Sun, 30 Jul 2023US$424.4bUS$574.7bUS$17.9b10.6x23.8x0.7x
Tue, 27 Jun 2023US$407.7bUS$572.6bUS$18.3b10x22.2x0.7x
Thu, 25 May 2023US$388.5bUS$575.7bUS$18.3b9.9x21.2x0.7x
Sat, 22 Apr 2023US$406.2bUS$574.8bUS$20.0b10.5x20.3x0.7x
Mon, 20 Mar 2023US$391.8bUS$575.6bUS$20.0b10.1x19.6x0.7x
Price to Earnings Ratio

19.6x


Total Market Cap: US$391.8bTotal Earnings: US$20.0bTotal Revenue: US$575.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 25.3x202420252026
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 25.3x.
  • The 3-year average PS ratio of 1.00x 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 24% per year over the last three years.
  • Revenues for these companies have grown 9.1% 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-2.29%
Consumer Discretionary-4.00%
Specialty Stores-5.62%
Computer and Electronics Retail-1.26%
Apparel Retail-4.22%
Specialty Stores-4.70%
Home Improvement Retail-6.38%
Home Furnishing Retail-7.72%
Automotive Retail-7.96%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry, which is trading close to its 3-year average PE ratio of 27.9x.
    • Analysts are expecting annual earnings growth of 14.8%, which is higher than its past year's earnings decline of 9.0% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 31.2x.
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 4.8% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 5.4% 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
MUSA Murphy USAUS$455.398.9%
+US$689.5m		1.5%PE17.9x
GME GameStopUS$24.432.3%
+US$246.3m		11.3%PE25.9x
WOOF Petco Health and Wellness CompanyUS$3.2331.8%
+US$220.2m		36.3%PE100.3x
AAP Advance Auto PartsUS$52.662.7%
+US$84.1m		38.1%PE46.5x
RERE ATRenewUS$5.603.9%
+US$46.9m		69.7%PE25.5x

Latest News

RERE
US$5.60
ATRenew
7D
3.9%
1Y
69.7%
WOOF
US$3.23
Petco Health and Wellness Company
7D
31.8%
1Y
36.3%
TLYS
US$2.40
Tilly's
7D
62.2%
1Y
-9.1%
WSM
US$179.30
Williams-Sonoma
7D
-7.4%
1Y
8.6%
CVNA
US$292.64
Carvana
7D
-11.6%
1Y
75.6%
LOW
US$239.45
Lowe's Companies
7D
-6.0%
1Y
7.5%

LOW: Housing And AI Adoption Will Support Home Improvement Recovery

The analyst price target for Lowe's Companies edges up to $286.48 from $286.13 as analysts factor in slightly lower modeled revenue growth and profit margins, along with a modestly higher assumed discount rate and future P/E. Analyst Commentary Recent research updates around Lowe's cluster around the same Q4 earnings print and FY26 outlook, but they split into two clear camps.
MUSA
US$455.39
Murphy USA
7D
8.9%
1Y
1.5%
AZO
US$3,614.27
AutoZone
7D
-3.4%
1Y
1.9%
AAP
US$52.66
Advance Auto Parts
7D
2.7%
1Y
38.1%

AAP: Softer Long Term Revenue Outlook Will Likely Cap Future Upside

Analysts have lifted their price target for Advance Auto Parts from about $34.51 to roughly $40.63, pointing to a lower assumed discount rate and higher future P/E, even as they now model softer revenue growth and slightly lower profit margins. What's in the News Issued full year 2026 earnings guidance with expected net sales between US$8.485b and US$8.575b, giving investors a clearer view of management's current top line outlook (Corporate Guidance).
AZI
US$0.58
Autozi Internet Technology (Global)
7D
107.9%
1Y
-97.7%
ROST
US$209.84
Ross Stores
7D
-2.3%
1Y
70.2%

ROST: Holiday Beat And Store Expansion May Support Future Balanced Returns

Our analyst price target for Ross Stores increases from $205.13 to $229.81, as analysts highlight a solid Q4 earnings beat, stronger assortments, and broad-based momentum that has led to a series of Street target hikes into the mid-$220s to mid-$240s. Analyst Commentary Street research around Ross Stores has turned broadly constructive following the Q4 report, with multiple firms lifting price targets into a tight US$220 to mid US$240 range and, in some cases, upgrading ratings.
BURL
US$293.01
Burlington Stores
7D
-8.9%
1Y
28.3%

BURL: Store Expansion And Margin Outlook Support More Confident 2026 Earnings Path

The analyst price target for Burlington Stores has moved from about $343 to $371, as analysts point to a stronger Q4 performance, an improved margin outlook, and a more confident multi-year earnings path supported by store growth and the off-price model. Analyst Commentary Recent research updates cluster around a similar message: Q4 results came in ahead of expectations, and that is feeding into higher earnings estimates and meaningfully higher price targets for Burlington Stores.
TJX
US$155.79
TJX Companies
7D
-3.2%
1Y
38.1%

TJX: Off Price Execution And FY27 Guidance Will Shape Multi Year Outlook

The analyst price target for TJX Companies has moved higher, reflecting a fair value increase from $164.11 to $171.78. Analysts point to strong recent results, updated models, and sustained resilience in off-price retail as key supports for this change.
HD
US$338.93
Home Depot
7D
-6.3%
1Y
-2.4%

HD: Pro Ecosystem And AI Tools Will Support Post Storm Demand Recovery

Our Home Depot fair value estimate increases from $398.00 to about $410.27, reflecting analysts' higher price targets following Q4 results and updated models that point to steadier home improvement trends and slightly stronger profitability assumptions. Analyst Commentary Bullish analysts have generally raised their price targets for Home Depot following Q4 results, pointing to stable execution, resilience in home improvement demand and an outlook they view as supportive of higher valuations.
UXIN
US$3.55
Uxin
7D
3.8%
1Y
-14.9%
GME
US$24.43
GameStop
7D
2.3%
1Y
11.3%