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U.S. Specialty Stores Industry Analysis

UpdatedJun 03, 2026
DataAggregated Company Financials
Companies151
  • 7D-1.5%
  • 3M-8.5%
  • 1Y-2.1%
  • YTD-6.5%

Over the last 7 days, the Specialty Stores industry has dropped 1.5%, driven by TJX Companies declining 3.3%. In contrast, Best Buy has gained 15%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 9.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 03 Jun 2026US$907.9bUS$758.5bUS$38.8b20.9x23.4x1.2x
Fri, 01 May 2026US$934.9bUS$743.2bUS$37.3b20.3x25.1x1.3x
Sun, 29 Mar 2026US$903.4bUS$748.8bUS$37.8b19.2x23.9x1.2x
Tue, 24 Feb 2026US$1.0tUS$744.9bUS$37.7b21x26.8x1.4x
Thu, 22 Jan 2026US$1.0tUS$736.0bUS$36.6b20.7x28x1.4x
Sat, 20 Dec 2025US$997.5bUS$735.8bUS$36.1b20.3x27.6x1.4x
Mon, 17 Nov 2025US$936.1bUS$735.7bUS$36.4b17x25.7x1.3x
Wed, 15 Oct 2025US$964.2bUS$731.6bUS$36.4b16.6x26.5x1.3x
Fri, 12 Sep 2025US$1.0tUS$732.4bUS$35.6b19x28.5x1.4x
Sun, 10 Aug 2025US$962.5bUS$735.1bUS$35.3b17.6x27.3x1.3x
Tue, 08 Jul 2025US$937.6bUS$733.1bUS$35.0b18.2x26.8x1.3x
Thu, 05 Jun 2025US$928.7bUS$732.4bUS$34.9b16.7x26.6x1.3x
Sat, 03 May 2025US$866.7bUS$727.1bUS$35.7b15.5x24.3x1.2x
Mon, 31 Mar 2025US$841.5bUS$724.4bUS$35.6b16.3x23.6x1.2x
Wed, 26 Feb 2025US$906.7bUS$723.9bUS$36.0b15.2x25.2x1.3x
Fri, 24 Jan 2025US$913.5bUS$701.4bUS$35.2b16.5x25.9x1.3x
Sun, 22 Dec 2024US$895.4bUS$706.5bUS$34.4b16.6x26x1.3x
Tue, 19 Nov 2024US$886.4bUS$703.6bUS$32.6b15.6x27.2x1.3x
Thu, 17 Oct 2024US$481.7bUS$548.8bUS$18.1b15x26.6x0.9x
Sat, 14 Sep 2024US$478.9bUS$552.2bUS$17.4b15x27.4x0.9x
Mon, 12 Aug 2024US$449.4bUS$551.0bUS$17.0b15.7x26.4x0.8x
Wed, 10 Jul 2024US$460.3bUS$551.7bUS$17.6b15.5x26.2x0.8x
Fri, 07 Jun 2024US$469.6bUS$552.9bUS$17.8b16.2x26.4x0.8x
Sun, 05 May 2024US$425.9bUS$554.7bUS$16.7b15.2x25.4x0.8x
Tue, 02 Apr 2024US$469.0bUS$552.3bUS$17.1b16x27.5x0.8x
Thu, 29 Feb 2024US$450.4bUS$549.6bUS$15.7b14.1x28.7x0.8x
Sat, 27 Jan 2024US$431.0bUS$574.3bUS$16.1b13.9x26.7x0.8x
Mon, 25 Dec 2023US$432.6bUS$574.4bUS$16.1b13.7x26.8x0.8x
Wed, 22 Nov 2023US$392.9bUS$575.4bUS$17.6b14x22.3x0.7x
Fri, 20 Oct 2023US$374.8bUS$566.5bUS$18.4b12.7x20.4x0.7x
Sun, 17 Sep 2023US$395.2bUS$567.9bUS$18.3b12.2x21.6x0.7x
Tue, 15 Aug 2023US$421.9bUS$571.0bUS$18.2b11.1x23.2x0.7x
Thu, 13 Jul 2023US$429.2bUS$572.7bUS$18.3b10.5x23.4x0.7x
Sat, 10 Jun 2023US$395.4bUS$574.2bUS$18.2b9.8x21.7x0.7x
Price to Earnings Ratio

21.7x


Total Market Cap: US$395.4bTotal Earnings: US$18.2bTotal 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 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 9.7% 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 Market1.22%
Consumer Discretionary-1.53%
Specialty Stores-1.50%
Computer and Electronics Retail6.36%
Home Furnishing Retail3.11%
Home Improvement Retail0.40%
Specialty Stores-2.46%
Automotive Retail-2.94%
Apparel Retail-3.49%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 22.0x.
    • Analysts are expecting annual earnings growth of 16.9%, 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 29.3x.
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
BBY Best BuyUS$72.7815.1%
+US$2.0b		4.2%PE13.4x
VSXY Victoria's SecretUS$80.0640.0%
+US$1.8b		291.1%PE30.2x
HD Home DepotUS$311.520.3%
+US$1.3b		-16.5%PE22.2x
WSM Williams-SonomaUS$203.842.8%
+US$642.9m		26.2%PE22x
KMX CarMaxUS$43.938.1%
+US$466.9m		-33.7%PE25.2x

Latest News

ULTA
US$494.87
Ulta Beauty
7D
-4.1%
1Y
4.6%
VSXY
US$80.06
Victoria's Secret
7D
40.0%
1Y
291.1%
CVNA
US$65.60
Carvana
7D
-6.5%
1Y
-3.6%
Seeking Alpha • 12h

Carvana Bears Are In Panic Mode Again: Used Car Prices Just Hit A 2-Year High

Summary Carvana benefits from a wholesale used car market that remains firm, defying bearish expectations of price normalization. The March 2026 Manheim Used Vehicle Value Index rose 6.2% year over year to 215.3, reaching a two-year high. Non-adjusted wholesale prices increased 5.7% year over year and 4.2% month over month, signaling persistent pricing strength. Inventory remains tight, supporting the thesis of a prolonged period of elevated used car prices. Read the full article on Seeking Alpha
LOW
US$206.64
Lowe's Companies
7D
-2.6%
1Y
-9.7%
HD
US$311.52
Home Depot
7D
0.3%
1Y
-16.5%
KMX
US$43.93
CarMax
7D
8.1%
1Y
-33.7%
Narrative Update • Jun 01

KMX: Starboard Reforms And New Leadership Will Support Multiple Rerating Potential

CarMax's analyst fair value estimate has been adjusted slightly lower to $78.20 from $79.69, as analysts factor in more moderate revenue declines, a marginally higher profit margin, and the view that any push to reignite unit growth by trimming used gross profit per unit could cap future P/E expansion. Analyst Commentary Recent Street research on CarMax presents a mixed picture, with a blend of cautious views and more supportive voices.
WSM
US$203.84
Williams-Sonoma
7D
2.8%
1Y
26.2%
Narrative Update • Jun 01

WSM: Digital Strengths And Margin Resilience Balance Premium Multiples And Macro Risks

Analysts have lifted the Williams-Sonoma fair value estimate to $207.00 from $198.74, reflecting updated assumptions for slightly higher revenue growth, a modestly lower discount rate, and a somewhat lower future P/E multiple supported by recent price target increases tied to the company's e-commerce mix, digital capabilities, and margin execution. Analyst Commentary Street research on Williams-Sonoma has been active, with a series of price target revisions and rating reiterations that highlight both confidence in execution and awareness of potential headwinds.
TJX
US$153.69
TJX Companies
7D
-3.3%
1Y
20.0%
Narrative Update • Jun 01

TJX: Off Price Q1 Execution And FY27 Guidance Will Drive Upside

Narrative Update The updated analyst price target for TJX Companies has moved higher from $171.78 to $177.63 as analysts point to a series of Q1 earnings beats, broad-based comp and transaction growth across banners, and ongoing optimism around the off price model and margin performance. Analyst Commentary Recent Street research on TJX Companies has tilted clearly positive, with multiple firms lifting their price targets after the Q1 report.
BBY
US$72.78
Best Buy
7D
15.1%
1Y
4.2%
DKS
US$214.74
DICK'S Sporting Goods
7D
-7.9%
1Y
20.8%
Narrative Update • May 31

DKS: Foot Locker Fast Break Turnaround And World Cup Demand Will Drive Upside

Analyst price targets for DICK'S Sporting Goods have moved higher into a roughly $220 to $280 range, as analysts point to Q1 results, positive Foot Locker comps, Fast Break remodel progress, and potential World Cup related demand as key supports for the updated bull case. Analyst Commentary Recent Street research has tilted more optimistic on DICK'S Sporting Goods, with several bullish analysts lifting price targets into the US$220 to US$280 range and highlighting Q1 execution, early progress at Foot Locker, and World Cup related demand as key supports for the stock.
ROST
US$223.82
Ross Stores
7D
-4.6%
1Y
55.4%
ORLY
US$86.23
O'Reilly Automotive
7D
-4.1%
1Y
-5.7%
Seeking Alpha • May 28

O'Reilly Is The Clear Winner In Auto Parts Right Now

Summary O'Reilly Automotive delivered a standout Q1, posting 8.1% comps and 16% EPS growth, outpacing major competitors. Guidance remains conservative despite strong trends, with management citing caution over consumer spending and fuel price volatility. ORLY is gaining significant market share, outperforming peers by approximately 5 percentage points in comparable sales. I maintain a Buy rating and $107 price target, seeing potential for guidance and stock upside as SG&A improves and DIY demand rises. Read the full article on Seeking Alpha
AZO
US$3,029.36
AutoZone
7D
-2.3%
1Y
-19.2%
PAG
US$172.36
Penske Automotive Group
7D
3.5%
1Y
5.4%
Narrative Update • May 27

PAG: Ongoing Buybacks And Rising Dividend Will Support Future Upside

Analysts have lifted their price target on Penske Automotive Group to about $186 from roughly $179, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E that together support a modestly higher fair value estimate. What's in the News Penske Automotive Group's board approved a quarterly dividend of $1.42 per share, a $0.02 (roughly 1.4%) increase that marks the 22nd consecutive quarterly dividend raise, payable June 3, 2026 to shareholders of record on May 26, 2026 (Key Developments).
LAD
US$295.50
Lithia Motors
7D
4.4%
1Y
-7.7%
RH
US$156.13
RH
7D
12.8%
1Y
-11.7%