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U.S. Specialty Stores Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies151
  • 7D3.4%
  • 3M-1.6%
  • 1Y2.1%
  • YTD-2.9%

In the last week, the Specialty Stores industry is up 3.4%, with TJX Companies up 7.3%. Meanwhile, Five Below actually underperformed within the industry, shrinking 13% in the last week. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 11 Jun 2026US$909.6bUS$759.3bUS$39.6b20.1x23x1.2x
Sat, 09 May 2026US$931.9bUS$745.7bUS$37.5b19.7x24.9x1.2x
Mon, 06 Apr 2026US$918.3bUS$743.2bUS$37.8b18.8x24.3x1.2x
Wed, 04 Mar 2026US$991.0bUS$743.6bUS$37.7b19.9x26.3x1.3x
Fri, 30 Jan 2026US$997.0bUS$733.0bUS$36.5b19.3x27.3x1.4x
Sun, 28 Dec 2025US$988.0bUS$735.9bUS$36.6b19.9x27x1.3x
Tue, 25 Nov 2025US$929.9bUS$739.2bUS$36.4b18x25.5x1.3x
Thu, 23 Oct 2025US$985.1bUS$731.6bUS$36.4b16.7x27.1x1.3x
Sat, 20 Sep 2025US$1.0tUS$734.5bUS$35.7b18.8x28.8x1.4x
Mon, 18 Aug 2025US$989.3bUS$734.8bUS$35.3b18.6x28x1.3x
Wed, 16 Jul 2025US$932.9bUS$733.1bUS$35.0b17.4x26.6x1.3x
Fri, 13 Jun 2025US$909.8bUS$732.6bUS$34.9b17.3x26x1.2x
Sun, 11 May 2025US$883.4bUS$727.6bUS$35.6b15.2x24.8x1.2x
Tue, 08 Apr 2025US$819.4bUS$724.4bUS$35.6b14x23x1.1x
Thu, 06 Mar 2025US$891.6bUS$726.4bUS$35.6b15.2x25x1.2x
Sat, 01 Feb 2025US$931.6bUS$702.5bUS$35.4b16.8x26.3x1.3x
Mon, 30 Dec 2024US$900.6bUS$705.6bUS$34.5b16.5x26.1x1.3x
Wed, 27 Nov 2024US$944.1bUS$706.3bUS$33.1b17.4x28.5x1.3x
Fri, 25 Oct 2024US$466.1bUS$549.6bUS$18.0b14.5x25.9x0.8x
Sun, 22 Sep 2024US$482.3bUS$552.3bUS$17.4b15.7x27.7x0.9x
Tue, 20 Aug 2024US$466.8bUS$551.0bUS$16.9b17x27.6x0.8x
Thu, 18 Jul 2024US$487.8bUS$551.8bUS$17.6b16.3x27.8x0.9x
Sat, 15 Jun 2024US$471.6bUS$552.3bUS$17.6b16.2x26.8x0.9x
Mon, 13 May 2024US$435.9bUS$552.8bUS$16.6b16.9x26.2x0.8x
Wed, 10 Apr 2024US$440.7bUS$552.4bUS$17.1b15.9x25.8x0.8x
Fri, 08 Mar 2024US$442.5bUS$544.8bUS$15.4b15.1x28.8x0.8x
Sun, 04 Feb 2024US$435.2bUS$574.3bUS$16.0b13.9x27.1x0.8x
Tue, 02 Jan 2024US$437.9bUS$574.4bUS$16.1b13.6x27.2x0.8x
Thu, 30 Nov 2023US$397.6bUS$575.2bUS$17.8b13.7x22.4x0.7x
Sat, 28 Oct 2023US$361.1bUS$568.8bUS$18.0b10.9x20x0.6x
Mon, 25 Sep 2023US$378.6bUS$567.8bUS$18.4b11.2x20.6x0.7x
Wed, 23 Aug 2023US$406.4bUS$572.2bUS$18.1b9.8x22.5x0.7x
Fri, 21 Jul 2023US$426.3bUS$572.7bUS$18.3b10.3x23.3x0.7x
Sun, 18 Jun 2023US$405.6bUS$574.2bUS$18.3b10.2x22.2x0.7x
Price to Earnings Ratio

22.2x


Total Market Cap: US$405.6bTotal Earnings: US$18.3bTotal 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 pessimistic on the American Specialty Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 23.0x which is lower than its 3-year average PE 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 9.8% 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 Market-3.33%
Consumer Discretionary-3.31%
Specialty Stores3.41%
Automotive Retail5.32%
Apparel Retail4.85%
Computer and Electronics Retail3.54%
Home Furnishing Retail3.53%
Home Improvement Retail3.05%
Specialty Stores-2.79%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 22.1x.
    • Analysts are expecting annual earnings growth of 18.7%, 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 29.1x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 19% 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
TJX TJX CompaniesUS$167.666.2%
+US$10.8b		34.6%PE32x
HD Home DepotUS$318.921.9%
+US$5.9b		-11.5%PE22.7x
LOW Lowe's CompaniesUS$216.194.1%
+US$4.8b		-2.4%PE18.3x
CVNA CarvanaUS$67.255.7%
+US$2.6b		-1.2%PE33.4x
ORLY O'Reilly AutomotiveUS$90.463.5%
+US$2.6b		0.5%PE28.8x

Latest News

CHWY
US$19.98
Chewy
7D
-5.0%
1Y
-51.0%
TJX
US$167.66
TJX Companies
7D
6.2%
1Y
34.6%
ASO
US$49.88
Academy Sports and Outdoors
7D
-3.7%
1Y
10.3%
FIVE
US$195.85
Five Below
7D
-12.1%
1Y
56.6%
VSXY
US$74.24
Victoria's Secret
7D
-6.0%
1Y
253.5%
Narrative Update • Jun 09

VSXY: Brand Reset And Q1 Turnaround Execution Will Drive Future Upside

Analysts have raised their implied fair value estimate for Victoria's Secret from $81.00 to about $107.78, citing higher price targets across the Street and updated assumptions for slightly higher revenue growth, stronger profit margins, and a modestly lower discount rate, along with a trimmed future P/E. Analyst Commentary Recent Street research has turned more constructive on Victoria's Secret, with several bullish analysts lifting price targets and, in some cases, upgrading ratings following stronger than expected quarterly results and discussions with management.
HD
US$318.92
Home Depot
7D
1.9%
1Y
-11.5%
DKS
US$214.97
DICK'S Sporting Goods
7D
-4.1%
1Y
16.3%
BOBS
US$12.28
Bob's Discount Furniture
7D
-7.2%
1Y
n/a
BBY
US$75.64
Best Buy
7D
5.5%
1Y
4.1%
ROST
US$231.92
Ross Stores
7D
-0.3%
1Y
70.0%
MUSA
US$612.16
Murphy USA
7D
12.9%
1Y
47.6%
Narrative Update • Jun 07

MUSA: Low Cost Fuel Model And Buybacks Will Support Future Upside

Narrative update on Murphy USA The analyst price target for Murphy USA has shifted from $550 to $655. Analysts attribute the higher valuation framework to updated assumptions for revenue growth, profit margins, P/E expectations, and discount rates.
TSCO
US$30.77
Tractor Supply
7D
5.6%
1Y
-40.0%
Narrative Update • Jun 05

TSCO: Petcare Expansion And Credit Facility Will Support Future Returns

Analysts have trimmed their price target on Tractor Supply slightly to reflect a modestly lower fair value estimate of about $46.41, incorporating small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Tractor Supply agreed to acquire VIP Petcare, a mobile veterinary services provider operating clinics in about 2,700 retail locations, including around 1,700 Tractor Supply stores across 39 states, serving more than 1 million pets annually, according to recent coverage.
BOOT
US$165.19
Boot Barn Holdings
7D
-3.2%
1Y
1.8%
Narrative Update • Jun 05

BOOT: Record Results And Store Expansion Will Support Future Earnings Power

Analysts have trimmed the fair value estimate for Boot Barn Holdings to $195.00 from $196.63, reflecting slightly softer assumptions for revenue growth and profit margins, even as recent research points to supportive views following the solid Q4 update. Analyst Commentary Street research around Boot Barn's latest Q4 report highlights a mix of optimism on the business and more cautious tweaks to valuation models.
CVNA
US$67.25
Carvana
7D
5.7%
1Y
-1.2%
Narrative Update • Jun 04

CVNA: TAM Expansion And Stock Split Will Support Future Execution Upside

Carvana's updated analyst price target shifts from a prior fair value reference of $428.50 to about $92.90 per share, with analysts largely tying the recalibration to the recent 5:1 stock split, as well as modest tweaks to revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research updates around Carvana cluster around the stock split and revised price targets, but there is still a clear split between what bullish and bearish analysts focus on.
ORLY
US$90.46
O'Reilly Automotive
7D
3.5%
1Y
0.5%
Narrative Update • Jun 03

ORLY: Expanded Buybacks And Tactical Rating Shift Will Support Bullish Thesis

The analyst fair value estimate for O'Reilly Automotive has been revised from $84.67 to $97.40, as analysts point to higher assumed profit margins, a modest adjustment to revenue growth expectations, a slightly lower discount rate, and updated future P/E assumptions supported by a wave of recent price target increases across the sector. Analyst Commentary Recent Street research around O'Reilly Automotive has been active, with multiple firms adjusting price targets across the auto parts retail group.
LOW
US$216.19
Lowe's Companies
7D
4.1%
1Y
-2.4%