Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Specialty Stores Industry Analysis

UpdatedJun 20, 2026
DataAggregated Company Financials
Companies151
  • 7D-0.3%
  • 3M5.9%
  • 1Y8.0%
  • YTD-1.6%

The Specialty Stores industry has stayed flat over the last week. The past year has been better, since the industry has gained 9.2% in that time. As for the next few years, earnings are expected to grow by 9.7% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 20 Jun 2026US$947.4bUS$759.9bUS$39.6b19.8x23.9x1.2x
Mon, 18 May 2026US$862.9bUS$751.1bUS$37.6b18.7x23x1.1x
Wed, 15 Apr 2026US$955.0bUS$743.4bUS$37.6b19.9x25.4x1.3x
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
Price to Earnings Ratio

22.2x


Total Market Cap: US$407.7bTotal Earnings: US$18.3bTotal 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 Market1.40%
Consumer Discretionary0.55%
Specialty Stores-0.32%
Home Improvement Retail1.75%
Home Furnishing Retail1.25%
Automotive Retail0.16%
Specialty Stores-1.03%
Apparel Retail-2.33%
Computer and Electronics Retail-3.39%
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 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 28.8x.
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
HD Home DepotUS$334.281.8%
+US$5.9b		-4.4%PE23.8x
CVNA CarvanaUS$66.563.8%
+US$1.8b		4.0%PE33.1x
W WayfairUS$88.5214.1%
+US$1.4b		79.0%PS0.9x
DKS DICK'S Sporting GoodsUS$232.965.4%
+US$1.1b		34.3%PE23x
LOW Lowe's CompaniesUS$222.200.6%
+US$796.2m		4.4%PE18.8x

Latest News

LOW
US$222.20
Lowe's Companies
7D
0.6%
1Y
4.4%
KMX
US$53.66
CarMax
7D
4.7%
1Y
-21.7%
HD
US$334.28
Home Depot
7D
1.8%
1Y
-4.4%
Narrative Update • Jun 18

HD: Pro Ecosystem Expansion And 2026 Plan Will Drive Share Upside

For Home Depot, the analyst price target has been trimmed by around $15 to $20 across several firms to a range of roughly $320 to $430. Analysts have adjusted their models after Q1 results, reflected a tougher housing and demand backdrop, and factored in a slightly lower discount rate as well as modest tweaks to long term growth, margin, and future P/E assumptions.
AZO
US$3,064.48
AutoZone
7D
-1.7%
1Y
-16.2%
Analysis Article • Jun 18

AutoZone (AZO) Stock Could Be 22.3% Undervalued After Recent Share Price Weakness

AutoZone (AZO) has drawn investor attention after recent share price pressure, with the stock down about 9% over the past month and roughly 8% over the past 3 months. See our latest analysis for AutoZone. At a latest share price of $3,059.63, AutoZone’s recent 1 month share price return of down 9.1% and year to date share price return of down 7.4% contrast with a 5 year total shareholder return of 112%, suggesting momentum has faded after a strong longer term run. If you are assessing where...
CVNA
US$66.56
Carvana
7D
3.8%
1Y
4.0%
Narrative Update • Jun 18

CVNA: New Vehicle Expansion Will Support Future Execution Upside For Stock

The analyst price target for Carvana has been trimmed slightly, from about $92.90 to roughly $92.10, as analysts factor in updated assumptions on market share gains, a modestly lower future P/E multiple near 31.6x, and refreshed cohort models that temper some of the more aggressive long term expectations reflected in recent Street estimates. Analyst Commentary Recent research on Carvana stock reflects a mix of optimism about execution and growth, balanced against concerns over competition and the assumptions embedded in long term forecasts.
BBY
US$74.73
Best Buy
7D
-4.8%
1Y
10.7%
Narrative Update • Jun 18

BBY: Replacement Cycle And Experiential Retail Initiatives Will Support Future Margins

Best Buy's analyst fair value estimate has been adjusted from $87.92 to $90.00 as analysts factor in recent price target increases across the Street tied to Q1 upside, emerging replacement and innovation cycles in key categories, and expectations for earnings supported by both higher estimates and a modestly higher future P/E multiple. Analyst Commentary Street research on Best Buy centers on better than expected Q1 execution, replacement activity in key hardware categories, and higher earnings estimates.
ORLY
US$86.84
O'Reilly Automotive
7D
-4.6%
1Y
-3.2%
Narrative Update • Jun 18

ORLY: Expanded Buybacks And Execution Risks Will Shape Future Stock Returns

Analysts have trimmed the fair value estimate for O'Reilly Automotive stock from $97.40 to $96.00, while a series of recent price target increases across Wall Street reflects continued confidence in its ability to compete effectively and potentially gain market share versus peers. Analyst Commentary Recent research updates on O'Reilly Automotive highlight a mix of confidence in the business model and some pockets of caution, particularly when analysts compare it with competitors and assess execution risks around growth and margins.
ULTA
US$456.13
Ulta Beauty
7D
-2.5%
1Y
-3.7%
DKS
US$232.96
DICK'S Sporting Goods
7D
5.4%
1Y
34.3%
Analysis Article • Jun 17

DICK'S Sporting Goods (DKS) Stock Could Be 3.8% Undervalued After Lids Shop Rollout

DICK'S Sporting Goods (DKS) is rolling out immersive Lids shops inside its stores, expanding access to licensed headwear for sports fans while aiming to support in-store traffic and merchandise sales. See our latest analysis for DICK'S Sporting Goods. The Lids partnership and recent comparable sales update come at a time when DICK'S Sporting Goods shares trade at $225.89, with a 90 day share price return of 18.76% and a 1 year total shareholder return of 32.20%. This suggests momentum has...
W
US$88.52
Wayfair
7D
14.1%
1Y
79.0%
Narrative Update • Jun 16

W: Debt Burden And Profitability Efforts Will Shape Fairly Valued Shares

Analysts have trimmed their blended fair value estimate for Wayfair stock from about $93.43 to $91.74 per share, citing updated assumptions for discount rates, long term revenue growth, profit margins, and future P/E multiples. What’s in the News for Wayfair Wayfair shares have fallen between 29% and over 40% year to date in 2026 as rising Treasury yields and persistent inflation concerns have pressured growth oriented stocks, according to recent coverage dated May 17, 2026.
ROST
US$232.80
Ross Stores
7D
-3.1%
1Y
82.3%
Seeking Alpha • Jun 16

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
WSM
US$226.92
Williams-Sonoma
7D
1.5%
1Y
42.9%
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.
MUSA
US$551.26
Murphy USA
7D
-11.4%
1Y
35.7%
Seeking Alpha • Jun 15

Murphy USA: Higher Fuel Prices Strengthen The Buy Case

Summary Murphy USA operates over 1,800 gas stations and convenience stores across 27 US states, serving 2 million customers daily. MUSA's business model emphasizes low-cost fuel paired with convenience items such as snacks, tobacco, and beverages. The company benefits when gas prices rise due to increased margin and profitability. The secular growth in nicotine, along with MUSA outlets being strategically next to Walmart stores, drives further store traffic. Read the full article on Seeking Alpha
TJX
US$163.81
TJX Companies
7D
-2.7%
1Y
32.6%
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.
TSCO
US$30.24
Tractor Supply
7D
-3.2%
1Y
-42.4%
REAL
US$12.45
RealReal
7D
21.1%
1Y
144.6%
Narrative Update • Jun 05

REAL: Automation And Margin Gains Will Support Future Upside Potential

Analysts maintained their $20.00 price target for The RealReal, citing relatively unchanged growth assumptions, a small adjustment to the discount rate, a slightly higher profit margin outlook, and a lower future P/E assumption that together continue to support their current valuation view. What's in the News BTIG reiterated its Buy rating and maintained a $17 price target on The RealReal after a tour of the Perth Amboy authentication facility, highlighting the planned Auto Store system that is expected to increase storage capacity by 35% and support operational efficiency gains.