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U.S. Specialty Stores Industry Analysis

UpdatedMar 28, 2025
DataAggregated Company Financials
Companies150
  • 7D2.8%
  • 3M-9.6%
  • 1Y-1.7%
  • YTD-7.9%

Over the last 7 days, the Specialty Stores industry has risen 3.0%, driven by gains from Home Depot of 2.5%. During this same period, the Abercrombie & Fitch underperformed, falling 8.3%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 9.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 28 Mar 2025US$859.5bUS$724.4bUS$35.6b16.8x24.1x1.2x
Sun, 23 Feb 2025US$913.9bUS$719.1bUS$35.8b14.8x25.6x1.3x
Tue, 21 Jan 2025US$905.1bUS$701.4bUS$35.2b16x25.7x1.3x
Thu, 19 Dec 2024US$921.6bUS$706.3bUS$34.3b16.1x26.8x1.3x
Sat, 16 Nov 2024US$886.9bUS$703.6bUS$32.6b15.8x27.2x1.3x
Mon, 14 Oct 2024US$470.3bUS$548.9bUS$18.1b14.6x26x0.9x
Wed, 11 Sep 2024US$465.0bUS$552.7bUS$17.7b14.5x26.3x0.8x
Fri, 09 Aug 2024US$435.7bUS$551.0bUS$17.0b15.2x25.6x0.8x
Sun, 07 Jul 2024US$456.6bUS$551.7bUS$17.6b15.5x26x0.8x
Tue, 04 Jun 2024US$461.5bUS$553.2bUS$17.5b17.8x26.4x0.8x
Thu, 02 May 2024US$419.0bUS$555.0bUS$16.8b14.8x24.9x0.8x
Sat, 30 Mar 2024US$469.3bUS$552.3bUS$16.9b15.7x27.7x0.8x
Mon, 26 Feb 2024US$440.5bUS$549.5bUS$15.7b14.8x28x0.8x
Wed, 24 Jan 2024US$430.0bUS$574.3bUS$16.1b13.8x26.6x0.7x
Fri, 22 Dec 2023US$425.8bUS$574.2bUS$16.1b13.8x26.4x0.7x
Sun, 19 Nov 2023US$383.6bUS$575.3bUS$17.6b13.7x21.8x0.7x
Tue, 17 Oct 2023US$379.4bUS$569.3bUS$18.5b13.2x20.5x0.7x
Thu, 14 Sep 2023US$394.6bUS$567.9bUS$18.3b11x21.5x0.7x
Sat, 12 Aug 2023US$419.6bUS$571.0bUS$18.2b10.9x23x0.7x
Mon, 10 Jul 2023US$413.9bUS$572.6bUS$18.3b10.4x22.6x0.7x
Wed, 07 Jun 2023US$394.7bUS$574.5bUS$18.1b9.8x21.8x0.7x
Fri, 05 May 2023US$396.2bUS$576.2bUS$19.0b10.7x20.8x0.7x
Sun, 02 Apr 2023US$410.8bUS$577.3bUS$20.4b10.7x20.2x0.7x
Tue, 28 Feb 2023US$391.5bUS$537.4bUS$23.0b9.8x17x0.7x
Thu, 26 Jan 2023US$395.8bUS$539.0bUS$23.4b9.1x16.9x0.7x
Sat, 24 Dec 2022US$370.4bUS$539.0bUS$23.5b8.5x15.8x0.7x
Mon, 21 Nov 2022US$370.7bUS$542.5bUS$24.5b7.9x15.1x0.7x
Wed, 19 Oct 2022US$337.2bUS$552.1bUS$23.6b6.5x14.3x0.6x
Fri, 16 Sep 2022US$352.2bUS$552.0bUS$23.3b6.6x15.1x0.6x
Sun, 14 Aug 2022US$385.1bUS$557.1bUS$26.3b6.8x14.6x0.7x
Tue, 12 Jul 2022US$325.1bUS$525.2bUS$26.8b5.8x12.1x0.6x
Thu, 09 Jun 2022US$355.2bUS$531.2bUS$25.9b6.8x13.7x0.7x
Sat, 07 May 2022US$373.6bUS$530.9bUS$27.4b6.9x13.6x0.7x
Mon, 04 Apr 2022US$401.5bUS$530.3bUS$26.5b7.6x15.1x0.8x
Price to Earnings Ratio

15.1x


Total Market Cap: US$401.5bTotal Earnings: US$26.5bTotal Revenue: US$530.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 21.5x202320242025
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 24.3x which is higher than its 3-year average PE of 21.5x.
  • The 3-year average PS ratio of 0.80x 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 10% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market0.34%
Consumer Discretionary3.09%
Specialty Stores2.76%
Specialty Stores5.41%
Automotive Retail3.98%
Apparel Retail3.25%
Home Improvement Retail1.96%
Home Furnishing Retail-0.14%
Computer and Electronics Retail-1.81%
Industry PE
  • Investors are most optimistic about the Computer and Electronics Retail industry, which is trading close to its 3-year average PE ratio of 30.4x.
    • Analysts are expecting annual earnings growth of 14.5%, which is lower than the prior year's growth of 963.8% per year.
  • Investors are most pessimistic about the Specialty Stores industry, which is trading below its 3-year average of 24.2x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings decline of 19% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 4.4% 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
HD Home DepotUS$362.732.0%
+US$7.4b		-5.4%PE24.4x
TJX TJX CompaniesUS$120.573.7%
+US$4.9b		18.9%PE27.9x
ORLY O'Reilly AutomotiveUS$1.42k6.0%
+US$4.6b		26.1%PE34.2x
AZO AutoZoneUS$3.83k7.1%
+US$4.2b		21.5%PE24.6x
CVNA CarvanaUS$203.9510.0%
+US$2.5b		132.0%PE130.2x
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CVNA

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SAH

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1Y

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ROST

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6.0%

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