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U.S. Specialty Stores Industry Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies158
  • 7D2.6%
  • 3M-7.7%
  • 1Y12.9%
  • YTD-0.9%

The Specialty Stores industry is up 2.6% in the last week, with Home Depot up 4.4%. This means that the industry has gained 13% over the past year. Earnings are forecast to grow by 9.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Apr 2026US$947.8bUS$743.4bUS$37.6b19.7x25.2x1.3x
Thu, 12 Mar 2026US$966.5bUS$745.2bUS$38.2b18.2x25.3x1.3x
Sat, 07 Feb 2026US$1.0tUS$735.3bUS$36.4b21.5x27.8x1.4x
Mon, 05 Jan 2026US$969.8bUS$735.9bUS$36.6b19.8x26.5x1.3x
Wed, 03 Dec 2025US$967.3bUS$741.3bUS$36.3b17.9x26.7x1.3x
Fri, 31 Oct 2025US$965.3bUS$736.6bUS$36.4b16.5x26.5x1.3x
Sun, 28 Sep 2025US$1.0tUS$734.5bUS$36.4b17.7x27.9x1.4x
Tue, 26 Aug 2025US$1.0tUS$738.4bUS$35.5b19.2x28.6x1.4x
Thu, 24 Jul 2025US$938.7bUS$733.1bUS$35.0b17.3x26.8x1.3x
Sat, 21 Jun 2025US$878.8bUS$732.6bUS$34.9b17.6x25.1x1.2x
Mon, 19 May 2025US$914.4bUS$727.9bUS$35.6b16.2x25.7x1.3x
Wed, 16 Apr 2025US$854.4bUS$724.8bUS$35.6b13.9x24x1.2x
Fri, 14 Mar 2025US$844.1bUS$725.4bUS$36.1b13.9x23.4x1.2x
Sun, 09 Feb 2025US$901.6bUS$702.5bUS$35.4b16.4x25.4x1.3x
Tue, 07 Jan 2025US$889.5bUS$701.5bUS$35.2b16.6x25.3x1.3x
Thu, 05 Dec 2024US$945.7bUS$706.5bUS$33.0b17.5x28.6x1.3x
Sat, 02 Nov 2024US$455.6bUS$549.9bUS$17.8b14.7x25.7x0.8x
Mon, 30 Sep 2024US$487.5bUS$552.2bUS$17.5b15.3x27.9x0.9x
Wed, 28 Aug 2024US$483.4bUS$552.0bUS$17.1b15.5x28.3x0.9x
Fri, 26 Jul 2024US$458.1bUS$551.9bUS$17.5b15.2x26.1x0.8x
Sun, 23 Jun 2024US$471.9bUS$551.7bUS$17.6b15.9x26.9x0.9x
Tue, 21 May 2024US$442.9bUS$551.8bUS$17.1b15.8x25.9x0.8x
Thu, 18 Apr 2024US$416.5bUS$552.4bUS$17.2b15.6x24.3x0.8x
Sat, 16 Mar 2024US$451.1bUS$546.5bUS$16.5b14.8x27.4x0.8x
Mon, 12 Feb 2024US$436.2bUS$555.2bUS$15.8b14.7x27.6x0.8x
Wed, 10 Jan 2024US$426.5bUS$574.4bUS$16.1b13.4x26.4x0.7x
Fri, 08 Dec 2023US$409.6bUS$574.7bUS$16.1b13.2x25.4x0.7x
Sun, 05 Nov 2023US$386.6bUS$574.6bUS$17.8b12.7x21.7x0.7x
Tue, 03 Oct 2023US$381.3bUS$566.4bUS$18.4b11.6x20.7x0.7x
Thu, 31 Aug 2023US$416.1bUS$571.4bUS$18.1b11.7x23x0.7x
Sat, 29 Jul 2023US$424.3bUS$574.6bUS$17.9b10.5x23.8x0.7x
Mon, 26 Jun 2023US$408.1bUS$572.6bUS$18.3b10x22.3x0.7x
Wed, 24 May 2023US$390.3bUS$575.7bUS$18.3b10.1x21.3x0.7x
Fri, 21 Apr 2023US$408.1bUS$574.9bUS$20.1b10.3x20.3x0.7x
Price to Earnings Ratio

20.3x


Total Market Cap: US$408.1bTotal Earnings: US$20.1bTotal Revenue: US$574.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 25.4x202420252026
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 25.4x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 23% per year over the last three years.
  • Revenues for these companies have grown 8.9% 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 Market4.25%
Consumer Discretionary5.91%
Specialty Stores2.63%
Automotive Retail9.16%
Home Furnishing Retail5.39%
Home Improvement Retail4.40%
Specialty Stores-0.09%
Apparel Retail-0.69%
Computer and Electronics Retail-1.97%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 21.3x.
    • Analysts are expecting annual earnings growth of 17.5%, which is higher than its past year's earnings decline of 3.5% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 30.6x.
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 3.5% per year.
  • In contrast, the Home Improvement Retail industry is expected to see its earnings grow by 6.0% 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$341.164.4%
+US$14.5b		-4.5%PE24x
LOW Lowe's CompaniesUS$247.085.1%
+US$6.7b		10.2%PE20.9x
CVNA CarvanaUS$359.2713.4%
+US$6.1b		75.5%PE36.5x
ORLY O'Reilly AutomotiveUS$94.012.9%
+US$2.2b		0.9%PE31x
WSM Williams-SonomaUS$193.526.0%
+US$1.3b		33.2%PE21.2x

Latest News

KMX
US$49.08
CarMax
7D
15.2%
1Y
-27.3%
WSM
US$193.52
Williams-Sonoma
7D
6.0%
1Y
33.2%
CHWY
US$25.36
Chewy
7D
-4.4%
1Y
-26.0%
ANF
US$93.30
Abercrombie & Fitch
7D
-4.2%
1Y
28.1%

Abercrombie & Fitch: Aggressive Share Repurchases Paying Off - Mixed Recovery Prospects

Apr 09
MUSA
US$495.43
Murphy USA
7D
-2.4%
1Y
-4.8%
DKS
US$210.57
DICK'S Sporting Goods
7D
5.5%
1Y
13.8%
LOW
US$247.08
Lowe's Companies
7D
5.1%
1Y
10.2%

LOW: Q4 Execution And AI Shopping Tools Will Support Housing Cycle Upside

The analyst price target for Lowe's Companies is modestly lower at $285.58, down from $286.18, as analysts weigh recent Q4 earnings strength and market share gains against more cautious FY26 guidance and near term margin pressure. Analyst Commentary Recent research views around Lowe's are mixed, with many firms lifting price targets on the back of Q4 execution and market share gains, while others trim targets or stay cautious given FY26 guidance and margin pressure.
BURL
US$332.39
Burlington Stores
7D
-1.7%
1Y
38.8%

BURL: Off Price Model And Store Expansion Will Support Bullish 2026 Outlook

Analysts have nudged Burlington Stores' blended price target higher into the mid to high $360s, citing a broad wave of raised targets tied to a solid Q4 beat, higher outer-year EPS estimates, and confidence in the company's off-price model and store expansion plans. Analyst Commentary Street research around Burlington Stores is clustered in a positive camp, with a wide set of bullish analysts lifting price targets into a tighter band in the mid to high $360s and some outliers above $390.
ULTA
US$526.76
Ulta Beauty
7D
-1.0%
1Y
47.1%
TJX
US$159.33
TJX Companies
7D
-1.5%
1Y
22.0%

TJX Companies: Premium Will Fade As Retailers Compete More On Price

Apr 07
BBY
US$60.85
Best Buy
7D
-5.2%
1Y
-1.5%

BBY: Cost Discipline And Newer Initiatives Will Support Future Margins

Best Buy's analyst price targets have generally trended lower by roughly $5 to $15, into a range of $66 to $83, as analysts factor in softer comparable sales, competitive pressure in consumer electronics, and slightly lower forward earnings estimates, despite Q4 results that were better than many expected. Analyst Commentary Recent research on Best Buy reflects a tighter cluster of price targets, generally in the mid to high US$60s and low US$80s, as analysts update their models following the latest Q4 print and 2026 guidance.
CVNA
US$359.27
Carvana
7D
13.4%
1Y
75.5%

CVNA: Retail Unit Expansion And AI Resilience Will Drive Future Upside

Analysts now place Carvana's price target at $519, reflecting a recalibration that weighs recent target cuts tied to Q4 margin pressure and softer near term guidance, while also considering views that AI disintermediation risks are limited and that unit growth and market share gains remain central to the long term story. Analyst Commentary Recent research paints a mixed but generally constructive picture around Carvana, with price targets reset to reflect Q4 margin pressure and softer near term guidance, while still leaning on the long term growth story.
HD
US$341.16
Home Depot
7D
4.4%
1Y
-4.5%

HD: Pro Ecosystem And AI Tools Will Support Post Storm Demand Recovery

The analyst price target for Home Depot has been nudged lower by about $2 to reflect a fair value update to $408.18, as analysts factor in a slightly higher discount rate, modest tweaks to long term revenue growth and profit margin assumptions, and updated P/E expectations following a wave of recent Q4 driven target revisions across the Street. Analyst Commentary Recent research on Home Depot clusters around a constructive view on long term earnings power, balanced by some caution on the near term macro backdrop and valuation after the Q4 run up.
ORLY
US$94.01
O'Reilly Automotive
7D
2.9%
1Y
0.9%
AZO
US$3,514.47
AutoZone
7D
2.2%
1Y
-4.5%

AZO: DIFM Share Gains And Weather Rebound Are Expected To Drive Returns

AutoZone's analyst price targets have been adjusted within a relatively tight band around $4,200, as analysts balance confidence in commercial initiatives, DIFM share gains and easing cost pressures with calls for clearer visibility on revenue and margin trends following weather impacted results. Analyst Commentary Recent research on AutoZone clusters around a tight valuation range, with most price targets grouped between roughly $3,600 and $4,526.
FIVE
US$221.19
Five Below
7D
-5.4%
1Y
248.0%

FIVE: Higher Margin Outlook Under New Leadership Will Support Repricing

The analyst fair value estimate for Five Below has shifted from $125.00 to $305.00. This change reflects a series of higher Street price targets that generally cite assumptions of stronger revenue growth, higher profit margins, and a higher future P/E multiple under current management.