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U.S. Specialty Stores Industry Analysis

UpdatedJun 12, 2026
DataAggregated Company Financials
Companies151
  • 7D4.8%
  • 3M3.5%
  • 1Y6.4%
  • YTD-1.2%

Over the last 7 days, the Specialty Stores industry has risen 4.8%, driven by gains from Home Depot of 5.2%. During this same period, the Chewy underperformed, falling 9.8%. This means that the industry has gained 6.4% 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
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
Mon, 19 Jun 2023US$405.6bUS$574.2bUS$18.3b10.2x22.1x0.7x
Price to Earnings Ratio

22.1x


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 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-2.36%
Consumer Discretionary-1.23%
Specialty Stores4.85%
Home Improvement Retail5.24%
Apparel Retail5.17%
Home Furnishing Retail4.82%
Automotive Retail4.60%
Computer and Electronics Retail4.52%
Specialty Stores2.89%
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 18.4%, 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 29.0x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 18% 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
HD Home DepotUS$326.015.2%
+US$16.0b		-10.2%PE23.2x
TJX TJX CompaniesUS$168.346.1%
+US$10.7b		35.3%PE32.1x
LOW Lowe's CompaniesUS$221.056.5%
+US$7.6b		-1.1%PE18.7x
ROST Ross StoresUS$239.112.6%
+US$1.9b		79.1%PE33.1x
MUSA Murphy USAUS$622.0715.2%
+US$1.5b		49.9%PE20.8x

Latest News

CHWY
US$18.77
Chewy
7D
-9.8%
1Y
-54.5%
Seeking Alpha • 10h

Chewy: Top Value Near 52-Week Lows

Summary Chewy maintains a 'Strong Buy' rating despite lowering FY revenue guidance by $200M, citing macroeconomic headwinds. CHWY's acquisition of Modern Animal rapidly expanded its veterinary clinic footprint, positioning the pet health segment as a key growth and margin driver. Net sales per active customer rose 2.4% Y/Y to $597, with veterinary clinic expansion providing a catalyst for NSPAC and EBITDA margin growth. At 10X forward earnings, CHWY offers exposure to a diversified, margin-expanding pet retail platform with accelerating organic growth. Read the full article on Seeking Alpha
DBI
US$6.56
Designer Brands
7D
-28.0%
1Y
172.2%
TJX
US$168.34
TJX Companies
7D
6.1%
1Y
35.3%
BURL
US$342.37
Burlington Stores
7D
6.3%
1Y
44.4%
MUSA
US$622.07
Murphy USA
7D
15.2%
1Y
49.9%
ZUMZ
US$18.51
Zumiez
7D
-21.2%
1Y
52.6%
BBY
US$77.10
Best Buy
7D
8.6%
1Y
6.3%
Seeking Alpha • 23h

Best Buy: Rating Downgrade As I Await More Evidence That Earnings Growth Can Accelerate

Summary Best Buy is downgraded to Hold as the stock reflects much of the recent business improvement. BBY's Q1 showed positive comps, margin expansion, and growth in Marketplace and Ads, but Appliances and Consumer Electronics remain weak. Guidance was not raised despite a strong May, signaling ongoing uncertainty in high-ticket discretionary categories. Marketplace and Ads enhance margin durability, yet reinvestment limits near-term operating leverage and multiple expansion. Read the full article on Seeking Alpha
LOW
US$221.05
Lowe's Companies
7D
6.5%
1Y
-1.1%
Narrative Update • Jun 11

LOW: Reaffirmed FY26 Outlook And Pro Expansion Will Support Home Improvement Recovery

Analysts have trimmed the average price target for Lowe's by about $5 to reflect softer near term housing and home improvement trends, while also pointing to steady execution, stable DIY spending, and reaffirmed 2026 guidance as key support for earnings expectations. Analyst Commentary Recent research shows a clear reset in price targets around Lowe's, with most firms trimming their numbers while still highlighting consistent execution, stable DIY trends, and reaffirmed long term guidance.
ASO
US$52.33
Academy Sports and Outdoors
7D
2.4%
1Y
14.0%
RERE
US$4.12
ATRenew
7D
-5.3%
1Y
49.8%
Narrative Update • Jun 10

RERE: Extended Buybacks And Raised Fair Value Will Support Bullish Outlook

Analysts now set their fair value price target for ATRenew at $7.56, compared with the prior $6.61, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E. What's in the News From January 1, 2026 to March 31, 2026, ATRenew repurchased 500,000 shares for US$2.7 million, bringing total buybacks under the June 30, 2025 program to 2,320,482 shares, or 0.98% of shares, for US$10.58 million.
CRMT
US$2.69
America's Car-Mart
7D
-65.7%
1Y
-94.6%
Narrative Update • Jun 09

CRMT: Funding Progress Will Support Upside Despite Subprime And Weather Headwinds

Analysts have reset America's Car-Mart price target to $14, trimming it by $15 as they factor in recent funding constraints, weather related sales disruption, and ongoing pressure from inflation, interest rates, and scrutiny in the subprime space. Analyst Commentary Bearish analysts are leaning cautious on America's Car-Mart after resetting the price target to US$14 from US$29.
HD
US$326.01
Home Depot
7D
5.2%
1Y
-10.2%
ROST
US$239.11
Ross Stores
7D
2.6%
1Y
79.1%
ORLY
US$90.10
O'Reilly Automotive
7D
1.9%
1Y
-1.0%
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.
LUXE
US$7.06
LuxExperience B.V
7D
-7.1%
1Y
-20.1%
Narrative Update • Jun 02

LUXE: Future Returns Will Rely On Sustained Full Price Demand Execution

Analysts have reduced their price target on LuxExperience B.V. to $8 from $12, citing updated models that factor in Q3 trends such as stronger full price demand, higher average order values, and top customer growth. Analyst Commentary Sell side views on LuxExperience B.V. have turned more cautious, with recent research focusing on how updated models and price targets line up with execution risks and the stock's current valuation.
EVGO
US$1.98
EVgo
7D
-20.5%
1Y
-54.6%
Narrative Update • May 30

EVGO: Stall Deployment And Utilization Are Expected To Support 2026 Profitability

Analysts have trimmed their average price target on EVgo to $7.00, reflecting slightly softer long term growth assumptions, lower margin expectations, and a modest uptick in projected P/E multiples following recent guidance and sector wide valuation resets. Analyst Commentary Recent research coverage presents a mixed but generally constructive picture for EVgo, with several firms trimming price targets while maintaining positive ratings.