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U.S. Specialty Stores Industry Analysis

UpdatedJun 08, 2026
DataAggregated Company Financials
Companies151
  • 7D-0.2%
  • 3M-5.8%
  • 1Y-0.3%
  • YTD-5.6%

Over the last 7 days, the Specialty Stores industry has remained flat, although notably TJX Companies gained 5.2%. In line with that, the industry has also been flat over the past 12 months. Looking forward, 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
Mon, 08 Jun 2026US$908.7bUS$759.2bUS$39.2b20.3x23.2x1.2x
Wed, 06 May 2026US$912.8bUS$745.5bUS$37.4b19.8x24.4x1.2x
Fri, 03 Apr 2026US$928.3bUS$743.3bUS$37.8b18.8x24.5x1.2x
Sun, 01 Mar 2026US$981.9bUS$743.6bUS$37.7b20.1x26x1.3x
Tue, 27 Jan 2026US$1.0tUS$732.9bUS$36.6b19.8x28.2x1.4x
Thu, 25 Dec 2025US$987.3bUS$735.9bUS$36.6b19.9x27x1.3x
Sat, 22 Nov 2025US$902.3bUS$739.0bUS$36.4b18.2x24.8x1.2x
Mon, 20 Oct 2025US$978.7bUS$731.6bUS$36.4b16.1x26.9x1.3x
Wed, 17 Sep 2025US$1.0tUS$732.4bUS$35.6b18.8x28.9x1.4x
Fri, 15 Aug 2025US$1.0tUS$734.9bUS$35.3b18.8x28.5x1.4x
Sun, 13 Jul 2025US$902.6bUS$733.1bUS$35.0b17.6x25.8x1.2x
Tue, 10 Jun 2025US$926.0bUS$732.6bUS$34.9b17.4x26.5x1.3x
Thu, 08 May 2025US$873.4bUS$727.0bUS$35.6b15.2x24.5x1.2x
Sat, 05 Apr 2025US$829.4bUS$724.4bUS$35.6b13.8x23.3x1.1x
Mon, 03 Mar 2025US$932.5bUS$727.2bUS$35.5b14.6x26.2x1.3x
Wed, 29 Jan 2025US$933.8bUS$701.4bUS$35.2b16.3x26.5x1.3x
Fri, 27 Dec 2024US$901.4bUS$705.6bUS$34.5b16.6x26.1x1.3x
Sun, 24 Nov 2024US$920.6bUS$706.2bUS$33.0b17.2x27.9x1.3x
Tue, 22 Oct 2024US$480.9bUS$548.8bUS$18.1b14.4x26.6x0.9x
Thu, 19 Sep 2024US$481.0bUS$552.2bUS$17.4b15.3x27.6x0.9x
Sat, 17 Aug 2024US$465.5bUS$550.9bUS$16.9b16.7x27.5x0.8x
Mon, 15 Jul 2024US$479.4bUS$551.8bUS$17.6b16.5x27.3x0.9x
Wed, 12 Jun 2024US$462.1bUS$552.5bUS$17.8b16.2x26x0.8x
Fri, 10 May 2024US$429.5bUS$552.8bUS$16.6b16.8x25.8x0.8x
Sun, 07 Apr 2024US$440.8bUS$552.4bUS$17.1b16x25.8x0.8x
Tue, 05 Mar 2024US$448.6bUS$551.1bUS$15.8b14.5x28.4x0.8x
Thu, 01 Feb 2024US$433.1bUS$574.3bUS$16.1b13.1x26.9x0.8x
Sat, 30 Dec 2023US$439.9bUS$574.4bUS$16.1b13.6x27.3x0.8x
Mon, 27 Nov 2023US$398.0bUS$575.3bUS$17.8b12.9x22.4x0.7x
Wed, 25 Oct 2023US$368.0bUS$566.5bUS$18.4b12.2x20x0.6x
Fri, 22 Sep 2023US$381.0bUS$567.8bUS$18.4b11.4x20.7x0.7x
Sun, 20 Aug 2023US$419.5bUS$572.1bUS$18.1b10.7x23.1x0.7x
Tue, 18 Jul 2023US$424.3bUS$572.7bUS$18.3b10.6x23.2x0.7x
Thu, 15 Jun 2023US$402.9bUS$574.0bUS$18.4b10.3x21.9x0.7x
Price to Earnings Ratio

21.9x


Total Market Cap: US$402.9bTotal Earnings: US$18.4bTotal Revenue: US$574.0bTotal 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 9.8% 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-2.49%
Consumer Discretionary-4.29%
Specialty Stores-0.17%
Apparel Retail3.95%
Home Furnishing Retail0.63%
Home Improvement Retail-0.10%
Computer and Electronics Retail-2.58%
Automotive Retail-4.50%
Specialty Stores-6.25%
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 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 29.1x.
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 6.8% 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$160.715.2%
+US$8.8b		27.2%PE30.7x
ORLY O'Reilly AutomotiveUS$90.334.3%
+US$3.1b		0.5%PE28.7x
ROST Ross StoresUS$230.372.8%
+US$1.7b		62.0%PE31.9x
LOW Lowe's CompaniesUS$210.741.5%
+US$1.7b		-5.8%PE17.8x
VSXY Victoria's SecretUS$74.6037.4%
+US$1.6b		228.3%PE28.1x

Latest News

BBY
US$71.54
Best Buy
7D
-4.6%
1Y
-1.7%
W
US$68.35
Wayfair
7D
-5.9%
1Y
44.6%
ROST
US$230.37
Ross Stores
7D
2.8%
1Y
62.0%
MUSA
US$546.51
Murphy USA
7D
6.0%
1Y
32.0%
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.
TJX
US$160.71
TJX Companies
7D
5.2%
1Y
27.2%
VSXY
US$74.60
Victoria's Secret
7D
37.4%
1Y
228.3%
AZO
US$3,116.43
AutoZone
7D
3.2%
1Y
-15.7%
Narrative Update • Jun 06

AZO: Commercial Expansion And Store Openings Will Drive Future Profit Inflection

AutoZone's updated analyst fair value estimate moves from about $4,204.74 to $3,937.61. This reflects broadly lower Street price targets in the $3,200 to $4,250 range as analysts factor in softer Q3 trends, easing same-SKU inflation, and a more cautious view on execution despite ongoing support for the stock's commercial growth story.
FIVE
US$190.47
Five Below
7D
-15.8%
1Y
50.9%
TSCO
US$29.78
Tractor Supply
7D
-6.3%
1Y
-41.0%
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.
CVNA
US$66.51
Carvana
7D
-6.3%
1Y
-2.2%
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.
ULTA
US$467.07
Ulta Beauty
7D
-6.7%
1Y
-0.3%
ORLY
US$90.33
O'Reilly Automotive
7D
4.3%
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.
FND
US$47.41
Floor & Decor Holdings
7D
-6.3%
1Y
-36.5%
Narrative Update • Jun 03

FND: 2026 Housing Turnover Recovery Will Support Long Term Margin Upside

Analysts have cut the fair value estimate for Floor & Decor Holdings from about $90 to roughly $73, reflecting a series of lower price targets across the Street and updated assumptions for revenue, profit margins, discount rate and future P/E. Analyst Commentary Recent Street research on Floor & Decor has centered on reset expectations, with multiple firms revising price targets and, in some cases, ratings.
LOW
US$210.74
Lowe's Companies
7D
1.5%
1Y
-5.8%
CHWY
US$20.64
Chewy
7D
-7.4%
1Y
-55.6%
WSM
US$204.98
Williams-Sonoma
7D
1.4%
1Y
30.8%
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.