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U.S. Specialty Stores Industry Analysis

UpdatedJun 25, 2026
DataAggregated Company Financials
Companies152
  • 7D3.3%
  • 3M5.1%
  • 1Y8.7%
  • YTD0.06%

In the last week, the Specialty Stores industry is up 3.3%, with Home Depot up 4.7%. In the last 12 months, the industry was up 8.7%. 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, 26 Jun 2026US$932.2bUS$760.0bUS$39.6b20.1x23.5x1.2x
Sun, 24 May 2026US$913.6bUS$756.2bUS$37.9b20.1x24.1x1.2x
Tue, 21 Apr 2026US$985.2bUS$743.4bUS$37.3b21.6x26.4x1.3x
Thu, 19 Mar 2026US$930.2bUS$748.2bUS$37.6b20x24.7x1.2x
Sat, 14 Feb 2026US$1.0tUS$737.2bUS$36.3b21x27.7x1.4x
Mon, 12 Jan 2026US$1.0tUS$735.9bUS$36.6b21x28.3x1.4x
Wed, 10 Dec 2025US$980.3bUS$742.2bUS$36.3b19.4x27x1.3x
Fri, 07 Nov 2025US$950.4bUS$736.2bUS$36.4b18x26.1x1.3x
Sun, 05 Oct 2025US$998.8bUS$733.8bUS$36.4b17.3x27.4x1.4x
Tue, 02 Sep 2025US$1.0tUS$739.7bUS$35.5b18.6x28.3x1.4x
Thu, 31 Jul 2025US$941.2bUS$735.4bUS$35.0b18.1x26.9x1.3x
Sat, 28 Jun 2025US$900.2bUS$733.1bUS$35.0b17.6x25.7x1.2x
Mon, 26 May 2025US$899.1bUS$732.3bUS$35.4b16x25.4x1.2x
Wed, 23 Apr 2025US$824.4bUS$724.9bUS$35.6b14.5x23.1x1.1x
Fri, 21 Mar 2025US$834.8bUS$725.0bUS$35.6b16.5x23.5x1.2x
Sun, 16 Feb 2025US$908.6bUS$705.3bUS$35.5b16.8x25.6x1.3x
Tue, 14 Jan 2025US$888.0bUS$701.4bUS$35.2b15.7x25.2x1.3x
Thu, 12 Dec 2024US$939.7bUS$706.4bUS$34.3b16.7x27.4x1.3x
Sat, 09 Nov 2024US$479.7bUS$549.3bUS$17.8b15.1x26.9x0.9x
Mon, 07 Oct 2024US$476.7bUS$548.9bUS$18.1b15x26.4x0.9x
Wed, 04 Sep 2024US$477.4bUS$552.5bUS$17.5b14.6x27.2x0.9x
Fri, 02 Aug 2024US$469.8bUS$549.8bUS$17.2b14.9x27.3x0.9x
Sun, 30 Jun 2024US$463.1bUS$551.7bUS$17.5b15.4x26.4x0.8x
Tue, 28 May 2024US$441.7bUS$552.9bUS$17.5b15.6x25.3x0.8x
Thu, 25 Apr 2024US$423.1bUS$554.3bUS$17.1b15.2x24.8x0.8x
Sat, 23 Mar 2024US$458.9bUS$546.6bUS$16.8b15.7x27.3x0.8x
Mon, 19 Feb 2024US$436.1bUS$556.0bUS$15.9b14.7x27.4x0.8x
Wed, 17 Jan 2024US$424.3bUS$574.3bUS$16.1b13.4x26.3x0.7x
Fri, 15 Dec 2023US$424.3bUS$574.8bUS$16.1b13.9x26.3x0.7x
Sun, 12 Nov 2023US$379.5bUS$574.4bUS$17.7b10.8x21.4x0.7x
Tue, 10 Oct 2023US$377.0bUS$566.5bUS$18.4b12.4x20.5x0.7x
Thu, 07 Sep 2023US$405.9bUS$571.3bUS$17.9b11.7x22.7x0.7x
Sat, 05 Aug 2023US$422.6bUS$571.5bUS$18.1b10.9x23.3x0.7x
Mon, 03 Jul 2023US$421.0bUS$572.6bUS$18.4b10.5x22.9x0.7x
Price to Earnings Ratio

22.9x


Total Market Cap: US$421.0bTotal Earnings: US$18.4bTotal Revenue: US$572.6bTotal 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 9.9% 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 Market-2.47%
Consumer Discretionary-2.30%
Specialty Stores3.31%
Home Furnishing Retail6.91%
Automotive Retail5.54%
Home Improvement Retail4.82%
Specialty Stores3.49%
Computer and Electronics Retail3.27%
Apparel Retail0.51%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 22.3x.
    • Analysts are expecting annual earnings growth of 17.0%, 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 28.6x.
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
HD Home DepotUS$342.864.7%
+US$15.3b		-5.3%PE24.4x
CVNA CarvanaUS$67.918.0%
+US$3.6b		7.5%PE33.8x
LOW Lowe's CompaniesUS$221.451.9%
+US$2.3b		0.3%PE18.7x
WSM Williams-SonomaUS$235.666.6%
+US$1.7b		48.3%PE25.5x
W WayfairUS$92.7913.7%
+US$1.5b		85.2%PS1x

Latest News

CVNA
US$67.91
Carvana
7D
8.0%
1Y
7.5%
ULTA
US$478.93
Ulta Beauty
7D
6.3%
1Y
4.3%
WSM
US$235.66
Williams-Sonoma
7D
6.6%
1Y
48.3%
TSCO
US$30.06
Tractor Supply
7D
-0.6%
1Y
-42.0%
ROST
US$228.59
Ross Stores
7D
-1.8%
1Y
80.5%
Seeking Alpha • Jun 24

Ross Stores Is Changing The Retail Growth Playbook

Summary Ross Stores delivered a standout Q1 2026, with total sales up 21% and EPS growth of 37%. ROST’s broad-based growth is driven by strong customer acquisition across demographics, including younger shoppers, defying prior concerns. Operating margins improved by 120 basis points YoY to 13.4%, signaling enhanced profitability and effective execution. Management raised guidance for Q2 2026, projecting 6–7% comp sales growth and EPS of $1.85–$1.93, reflecting continued momentum. Read the full article on Seeking Alpha
HD
US$342.86
Home Depot
7D
4.7%
1Y
-5.3%
W
US$92.79
Wayfair
7D
13.7%
1Y
85.2%
UXIN
US$1.58
Uxin
7D
-13.2%
1Y
-57.9%
FIVE
US$187.75
Five Below
7D
-1.8%
1Y
46.5%
TJX
US$165.17
TJX Companies
7D
0.6%
1Y
34.9%
Seeking Alpha • Jun 22

The TJX Companies: Still An Attractive Growth Story In The Retail Space, But Still Expensive

Summary The TJX Companies demonstrate robust sales and profit growth across segments as a result of the poor consumer sentiment in the United States. Strong cash flow generation underpins TJX's ability to sustain dividends and buyback shares, although I have to question whether buybacks are actually attractive at the current valuation. Valuation metrics indicate a significant premium compared to the consumer discretionary sector median, as well as to the firm's own 5Y historic metrics. For these reasons, I reiterate my hold. Read the full article on Seeking Alpha
MUSA
US$531.09
Murphy USA
7D
-7.1%
1Y
30.7%
Narrative Update • Jun 22

MUSA: Low Cost Fuel Margins And Buybacks Will Drive Future Upside

The analyst price target for Murphy USA has been raised from $655 to $680, reflecting analysts' updated assumptions around slightly higher revenue growth, a marginally lower discount rate, and a higher future P/E multiple, supported by recent positive research commentary and new Overweight initiations. Analyst Commentary Recent Street research on Murphy USA has tilted clearly positive, with several bullish analysts highlighting what they see as attractive upside drivers for the stock based on their updated price targets and ratings.
LOW
US$221.45
Lowe's Companies
7D
1.9%
1Y
0.3%
Seeking Alpha • Jun 22

Lowe's: Fundamentals And The Macro Landscape Slightly Improved - But I'm Still Not Convinced

Summary Lowe's is upgraded from sell to a cautious hold as valuation improves and macro headwinds ease slightly. Comparable sales growth remains weak at 0.6%, lagging inflation and indicating ongoing demand softness despite total sales rising 10%. LOW now trades below its 5-year historical averages and appears more attractively valued than U.S. home improvement peers. Dividend safety is supported by strong free cash flow, with ongoing buybacks and a 2.2% yield appealing to income-focused investors. Read the full article on Seeking Alpha
DKS
US$236.93
DICK'S Sporting Goods
7D
5.4%
1Y
27.6%
Seeking Alpha • Jun 20

Dick's Sporting Goods: Foot Locker Deal Looks Better Than Expected

Summary Dick's Sporting Goods delivered a 62.66% YoY revenue surge in Q1 2026, decisively beating analyst expectations. The Foot Locker acquisition is already yielding tangible benefits, expanding DKS’s reach into sneaker culture and new customer segments. Management highlights enhanced partnerships with leading sports brands and increased athlete engagement as strategic advantages post-acquisition. Foot Locker’s Q1 2026 performance underscores the acquisition’s immediate contribution to DKS’s growth and market positioning. Read the full article on Seeking Alpha
ORLY
US$87.82
O'Reilly Automotive
7D
-0.7%
1Y
-0.02%
Narrative Update • Jun 18

ORLY: Expanded Buybacks And Execution Risks Will Shape Future Stock Returns

Analysts have trimmed the fair value estimate for O'Reilly Automotive stock from $97.40 to $96.00, while a series of recent price target increases across Wall Street reflects continued confidence in its ability to compete effectively and potentially gain market share versus peers. Analyst Commentary Recent research updates on O'Reilly Automotive highlight a mix of confidence in the business model and some pockets of caution, particularly when analysts compare it with competitors and assess execution risks around growth and margins.
SIG
US$85.09
Signet Jewelers
7D
-1.6%
1Y
6.9%
Narrative Update • Jun 11

SIG: FY27 Guidance And Buybacks Are Expected To Drive Further Upside

Narrative update: Analyst price target change The analyst price target for Signet Jewelers has been nudged higher by about $1 to $149.98 as analysts factor in recent Q1 results, a modestly higher long term fair value, and updated earnings models across several research firms. Analyst Commentary Street research around the Q1 print shows a split view, but there is a clear pocket of bullish analysts who see the latest results and guidance as support for higher valuation over time.
RDNW
US$6.43
RideNow Group
7D
-14.6%
1Y
183.3%