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U.S. Specialty Stores Industry Analysis

UpdatedJul 15, 2026
DataAggregated Company Financials
Companies154
  • 7D-0.1%
  • 3M-2.1%
  • 1Y4.4%
  • YTD-2.4%

Over the last 7 days, the Specialty Stores industry has dropped 1.6%, driven by pullbacks in Home Depot and Lowe's Companies of 2.2% and 6.0%, respectively. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 9.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Jul 2026US$931.6bUS$760.0bUS$39.6b20.4x23.5x1.2x
Fri, 12 Jun 2026US$932.8bUS$759.5bUS$39.6b21.2x23.5x1.2x
Sun, 10 May 2026US$931.9bUS$745.7bUS$37.5b19.7x24.9x1.2x
Tue, 07 Apr 2026US$918.4bUS$743.3bUS$37.8b20x24.3x1.2x
Thu, 05 Mar 2026US$982.7bUS$744.2bUS$38.2b19.2x25.8x1.3x
Sat, 31 Jan 2026US$992.5bUS$733.0bUS$36.5b19.5x27.2x1.4x
Mon, 29 Dec 2025US$988.0bUS$735.9bUS$36.6b19.9x27x1.3x
Wed, 26 Nov 2025US$930.1bUS$739.2bUS$36.4b18.9x25.5x1.3x
Fri, 24 Oct 2025US$972.8bUS$732.1bUS$36.4b16.5x26.7x1.3x
Sun, 21 Sep 2025US$1.0tUS$734.5bUS$35.7b18.8x28.8x1.4x
Tue, 19 Aug 2025US$989.3bUS$734.8bUS$35.3b18.6x28x1.3x
Thu, 17 Jul 2025US$912.7bUS$733.1bUS$35.0b16.9x26.1x1.2x
Sat, 14 Jun 2025US$902.6bUS$732.6bUS$35.0b16.7x25.8x1.2x
Mon, 12 May 2025US$882.2bUS$727.6bUS$35.6b15.2x24.8x1.2x
Wed, 09 Apr 2025US$800.9bUS$724.3bUS$35.6b12.8x22.5x1.1x
Fri, 07 Mar 2025US$902.1bUS$726.6bUS$35.7b15.7x25.3x1.2x
Sun, 02 Feb 2025US$919.8bUS$702.5bUS$35.4b16.8x26x1.3x
Tue, 31 Dec 2024US$900.6bUS$703.3bUS$35.4b16.4x25.4x1.3x
Thu, 28 Nov 2024US$943.2bUS$706.5bUS$33.0b18.1x28.5x1.3x
Sat, 26 Oct 2024US$463.3bUS$549.3bUS$17.9b14.5x25.8x0.8x
Mon, 23 Sep 2024US$482.3bUS$552.3bUS$17.4b15.7x27.7x0.9x
Wed, 21 Aug 2024US$468.8bUS$551.0bUS$16.9b16.7x27.7x0.9x
Fri, 19 Jul 2024US$477.8bUS$551.8bUS$17.6b16.3x27.2x0.9x
Sun, 16 Jun 2024US$465.9bUS$552.3bUS$17.6b16.2x26.4x0.8x
Tue, 14 May 2024US$443.3bUS$552.8bUS$16.6b16.6x26.7x0.8x
Thu, 11 Apr 2024US$442.8bUS$552.4bUS$17.1b15.8x25.9x0.8x
Sat, 09 Mar 2024US$440.4bUS$546.3bUS$16.3b14.3x27x0.8x
Mon, 05 Feb 2024US$435.2bUS$574.3bUS$16.0b13.9x27.1x0.8x
Wed, 03 Jan 2024US$435.8bUS$574.4bUS$16.1b13.7x27x0.8x
Fri, 01 Dec 2023US$397.4bUS$575.1bUS$16.4b14.2x24.3x0.7x
Sun, 29 Oct 2023US$361.1bUS$568.8bUS$18.0b10.9x20.1x0.6x
Tue, 26 Sep 2023US$378.8bUS$567.7bUS$18.4b11x20.6x0.7x
Thu, 24 Aug 2023US$411.7bUS$572.0bUS$17.9b11x23x0.7x
Sat, 22 Jul 2023US$422.5bUS$572.7bUS$18.2b10.4x23.2x0.7x
Price to Earnings Ratio

23.2x


Total Market Cap: US$422.5bTotal Earnings: US$18.2bTotal Revenue: US$572.7bTotal 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 1.1x 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 30% 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 Market0.22%
Consumer Discretionary0.65%
Specialty Stores-0.11%
Computer and Electronics Retail4.22%
Automotive Retail3.98%
Specialty Stores0.59%
Apparel Retail-0.053%
Home Furnishing Retail-1.38%
Home Improvement Retail-2.13%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 22.5x.
    • Analysts are expecting annual earnings growth of 16.6%, 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 28.1x.
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 7.0% 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
CVNA CarvanaUS$70.384.3%
+US$2.1b		1.0%PE35x
ROST Ross StoresUS$220.932.9%
+US$2.0b		73.2%PE30.6x
BURL Burlington StoresUS$334.315.8%
+US$1.1b		32.7%PE33.3x
BBY Best BuyUS$83.986.7%
+US$1.1b		21.9%PE15.5x
FIVE Five BelowUS$193.119.6%
+US$932.3m		46.2%PE24.2x

Latest News

LOW
US$207.68
Lowe's Companies
7D
-6.0%
1Y
-3.4%
BBY
US$83.98
Best Buy
7D
6.7%
1Y
21.9%
DKS
US$211.37
DICK'S Sporting Goods
7D
-5.3%
1Y
2.5%
KMX
US$55.73
CarMax
7D
9.2%
1Y
-11.5%
Narrative Update • Jul 14

KMX: Turnaround Plan And Q1 Execution Will Support Multiple Rerating Potential

CarMax's analyst fair value estimate has been lifted from $78.20 to $82.81 as analysts respond to a series of higher price targets following a stronger-than-expected Q1 and early signs of a turnaround, even as they highlight ongoing reinvestment, competitive pressures, and potentially uneven progress from here. Analyst Commentary Recent Street research on CarMax shows a cluster of higher price targets and several upgrades following the latest Q1 report, with many bullish analysts framing the company as being in the early stages of a turnaround.
WSM
US$220.34
Williams-Sonoma
7D
-1.0%
1Y
34.7%
Narrative Update • Jul 13

WSM: Digital-First Share Gains And Margin Discipline Will Confront Mixed Macro Signals

The analyst price target for Williams-Sonoma has been increased by about $5 to $212.63 as analysts highlight the company's e-commerce strength, "affordable luxury" positioning, and potential for continued market share gains despite mixed consumer and housing signals. Analyst Commentary Recent research on Williams-Sonoma shows a wide range of price targets, but a common focus on how the company executes in e-commerce, manages margins, and handles mixed consumer and housing data.
ULTA
US$469.12
Ulta Beauty
7D
3.4%
1Y
-1.0%
Narrative Update • Jul 13

ULTA: Cost Discipline And Flagship Expansion Will Shape Balanced Future Upside Potential

Ulta Beauty's updated analyst price target has moved lower by about $42 to $461.93. This reflects analysts' tempered revenue growth and P/E assumptions, even as they highlight resilient customer demand, ongoing market share gains in prestige beauty, and management's focus on profitability and SG&A discipline.
ORLY
US$85.75
O'Reilly Automotive
7D
-1.0%
1Y
-6.0%
AZO
US$3,032.07
AutoZone
7D
-1.4%
1Y
-18.0%
CVNA
US$70.38
Carvana
7D
4.3%
1Y
1.0%
BURL
US$334.31
Burlington Stores
7D
5.8%
1Y
32.7%
W
US$88.74
Wayfair
7D
-4.8%
1Y
66.3%
ROST
US$220.93
Ross Stores
7D
2.9%
1Y
73.2%
Narrative Update • Jul 07

ROST: Strong Q1 Momentum And Value Model Will Face Tough Comparisons

The updated fair value estimate for Ross Stores moves higher by about $25 to $205, as analysts factor in a slightly lower discount rate, modestly softer revenue growth assumptions, and somewhat stronger profitability and future P/E expectations following a series of price target increases and supportive research commentary. Analyst Commentary Recent Street research on Ross Stores has been largely constructive, with several firms lifting price targets following a Q1 report that featured 17% comp sales growth versus an 8.6% consensus figure and stronger traffic trends.
MUSA
US$611.81
Murphy USA
7D
6.3%
1Y
43.6%
Narrative Update • Jul 06

MUSA: Stronger Fuel Margins And Store Expansion Will Drive Future Upside

The analyst price target for Murphy USA in this Narrative Update moves from $680 to $710, reflecting broader Street research that points to stronger fuel margins, rising EBITDA expectations and increased confidence in the company’s multi year growth algorithm. Analyst Commentary Recent Street research around Murphy USA points to a cluster of bullish analysts lifting ratings and resetting price targets higher, with the most recent US$710 target aligning with growing confidence in fuel margins, earnings visibility and the company’s multi year growth framework.
FIVE
US$193.11
Five Below
7D
9.6%
1Y
46.2%
Narrative Update • Jul 02

FIVE: Elevated Multiple Will Rely On Sustained Trend Driven Traffic Momentum

The analyst price target for Five Below has been raised from $185 to $210. Analysts cite a mix of slightly lower assumed revenue growth, improved profit margins, and a modestly lower future P/E multiple, informed by recent research that highlights both strong recent comps tied to Squishy Dumplings and questions about how durable that momentum will be.
TJX
US$150.34
TJX Companies
7D
-2.4%
1Y
23.5%
HD
US$337.74
Home Depot
7D
-2.2%
1Y
-5.8%