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U.S. Specialty Stores Industry Analysis

UpdatedMar 31, 2026
DataAggregated Company Financials
Companies159
  • 7D-1.8%
  • 3M-7.2%
  • 1Y5.9%
  • YTD-6.7%

Over the last 7 days, the Specialty Stores industry has remained flat, although notably O'Reilly Automotive gained 3.8%. The past year has been better, since the industry has gained 8.2% in that time. As for the next few years, earnings are expected to grow by 9.4% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 31 Mar 2026US$903.3bUS$748.8bUS$37.8b19.3x23.9x1.2x
Thu, 26 Feb 2026US$1.0tUS$744.8bUS$37.7b20.1x26.7x1.4x
Sat, 24 Jan 2026US$1.0tUS$732.9bUS$36.6b19.9x28.4x1.4x
Mon, 22 Dec 2025US$985.0bUS$735.8bUS$36.0b20.3x27.3x1.3x
Wed, 19 Nov 2025US$926.0bUS$735.7bUS$36.4b16.6x25.4x1.3x
Fri, 17 Oct 2025US$984.6bUS$731.6bUS$36.4b16.1x27.1x1.3x
Sun, 14 Sep 2025US$1.0tUS$732.4bUS$35.6b18.7x28.7x1.4x
Tue, 12 Aug 2025US$962.5bUS$735.1bUS$35.3b17.6x27.3x1.3x
Thu, 10 Jul 2025US$929.5bUS$733.1bUS$35.0b18x26.6x1.3x
Sat, 07 Jun 2025US$924.7bUS$732.6bUS$34.9b17.4x26.5x1.3x
Mon, 05 May 2025US$881.7bUS$727.1bUS$35.7b15.5x24.7x1.2x
Wed, 02 Apr 2025US$858.4bUS$724.4bUS$35.6b16.2x24.1x1.2x
Fri, 28 Feb 2025US$927.9bUS$727.2bUS$35.6b14.5x26.1x1.3x
Sun, 26 Jan 2025US$922.1bUS$701.4bUS$35.2b16.3x26.2x1.3x
Tue, 24 Dec 2024US$895.4bUS$706.5bUS$34.4b16.6x26x1.3x
Thu, 21 Nov 2024US$886.6bUS$705.2bUS$32.8b16.7x27x1.3x
Sat, 19 Oct 2024US$480.9bUS$548.8bUS$18.1b14.6x26.6x0.9x
Mon, 16 Sep 2024US$483.2bUS$552.2bUS$17.4b15x27.7x0.9x
Wed, 14 Aug 2024US$448.5bUS$550.2bUS$17.1b15.4x26.2x0.8x
Fri, 12 Jul 2024US$462.3bUS$551.8bUS$17.6b16x26.3x0.8x
Sun, 09 Jun 2024US$463.4bUS$552.5bUS$17.8b15.9x26.1x0.8x
Tue, 07 May 2024US$431.9bUS$553.2bUS$16.8b15.7x25.7x0.8x
Thu, 04 Apr 2024US$446.6bUS$552.3bUS$17.1b15.7x26.2x0.8x
Sat, 02 Mar 2024US$449.3bUS$551.1bUS$15.8b14.7x28.5x0.8x
Mon, 29 Jan 2024US$432.6bUS$574.3bUS$16.1b13.9x26.8x0.8x
Wed, 27 Dec 2023US$432.6bUS$574.4bUS$16.1b13.7x26.8x0.8x
Fri, 24 Nov 2023US$392.8bUS$574.8bUS$17.7b12.9x22.2x0.7x
Sun, 22 Oct 2023US$371.7bUS$566.5bUS$18.4b12.5x20.2x0.7x
Tue, 19 Sep 2023US$390.4bUS$567.9bUS$18.3b11.9x21.3x0.7x
Thu, 17 Aug 2023US$420.6bUS$571.8bUS$18.4b10.7x22.8x0.7x
Sat, 15 Jul 2023US$424.8bUS$572.7bUS$18.3b10.4x23.2x0.7x
Mon, 12 Jun 2023US$395.3bUS$574.2bUS$18.2b9.8x21.7x0.7x
Wed, 10 May 2023US$402.6bUS$576.6bUS$19.1b11x21.1x0.7x
Fri, 07 Apr 2023US$400.5bUS$577.3bUS$20.5b10.2x19.6x0.7x
Price to Earnings Ratio

19.6x


Total Market Cap: US$400.5bTotal Earnings: US$20.5bTotal Revenue: US$577.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 25.3x202420252026
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 25.3x.
  • 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 23% per year over the last three years.
  • Revenues for these companies have grown 9.1% 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-3.50%
Consumer Discretionary-4.34%
Specialty Stores-1.82%
Automotive Retail-1.38%
Apparel Retail-1.42%
Specialty Stores-1.44%
Computer and Electronics Retail-1.68%
Home Improvement Retail-2.30%
Home Furnishing Retail-4.16%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 27.0x.
    • Analysts are expecting annual earnings growth of 8.0%, which is higher than its past year's earnings growth of 2.6% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 30.9x.
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 4.8% 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
ORLY O'Reilly AutomotiveUS$92.113.8%
+US$2.7b		-3.6%PE30.4x
CHWY ChewyUS$25.889.7%
+US$993.8m		-20.4%PE48.4x
MUSA Murphy USAUS$497.808.5%
+US$705.9m		6.0%PE19.6x
PAG Penske Automotive GroupUS$147.981.7%
+US$160.4m		2.8%PE10.4x
SAH Sonic AutomotiveUS$66.746.2%
+US$131.2m		17.2%PE18.9x

Latest News

TJX
US$155.79
TJX Companies
7D
-0.5%
1Y
27.9%
ORLY
US$92.11
O'Reilly Automotive
7D
3.8%
1Y
-3.6%
ASO
US$54.27
Academy Sports and Outdoors
7D
1.4%
1Y
16.5%
PAG
US$147.98
Penske Automotive Group
7D
1.7%
1Y
2.8%
HD
US$323.50
Home Depot
7D
-2.2%
1Y
-11.7%
MUSA
US$497.80
Murphy USA
7D
8.5%
1Y
6.0%
CHWY
US$25.88
Chewy
7D
9.7%
1Y
-20.4%
WSM
US$176.84
Williams-Sonoma
7D
-3.7%
1Y
11.9%
LOW
US$232.58
Lowe's Companies
7D
-0.7%
1Y
-0.3%

LOW: Q4 Execution And AI Adoption Will Support Home Improvement Recovery

Analysts now see Lowe's fair value as broadly unchanged at about $286, with only a fractional shift in the price target despite a wide range of new research views that balance Q4 strength, tempered FY26 guidance, and differing expectations for how quickly the home improvement cycle could improve. Analyst Commentary Recent research paints a mixed but generally constructive picture around Lowe's, with most price targets clustering around the mid to high $200s and a spread of views on how to weigh Q4 strength against FY26 guidance and the broader home improvement backdrop.
ROST
US$208.79
Ross Stores
7D
-2.0%
1Y
63.4%

ROST: Holiday Beat And Execution Momentum May Support Future Balanced Returns

Analysts have nudged the Ross Stores price target higher by a few dollars to reflect a cluster of target increases into the $234 to $248 range, citing broad-based strength following a "healthy" Q4 beat, solid comp performance, and improving merchandising, marketing, and store productivity. Analyst Commentary Recent research points to a broadly positive reassessment of Ross Stores, with multiple firms lifting price targets into the low to mid US$200s after the Q4 update.
BOOT
US$139.94
Boot Barn Holdings
7D
-13.2%
1Y
30.3%

BOOT: Future Returns Will Reflect Stronger Margins And Execution Risks

Analyst price targets for Boot Barn Holdings have been lifted by $10 to $237.14, as analysts factor in recent target increases across firms. They emphasize expectations for sustained demand, improving profitability, and a lower assumed future P/E multiple of about 25x in their updated models.
GPI
US$328.73
Group 1 Automotive
7D
2.0%
1Y
-13.9%

GPI: Share Repurchases And Dividend Policy Will Support Future Upside Potential

Analysts have kept their $446.70 price target for Group 1 Automotive unchanged, with small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. These adjustments leave their overall valuation view effectively the same.
CVNA
US$290.80
Carvana
7D
-2.9%
1Y
39.1%

CVNA: TAM Expansion And Defensible E Commerce Model Will Drive Future Execution Risk

Carvana's updated analyst price target has moved from about $481 to roughly $429 as analysts factor in ongoing retail unit and EBITDA headwinds, while still highlighting the company's defensible e commerce model and share gains in a fragmented used vehicle market as key supports to the long term story. Analyst Commentary Recent Street research on Carvana clusters around a common theme, with analysts trimming price targets while still pointing to a resilient e commerce model, share gains in used vehicles and potential upside from newer growth areas like new car sales.
AN
US$192.71
AutoNation
7D
1.8%
1Y
19.0%

AN: Ongoing Share Repurchases Will Support Measured Future Upside Potential

Analysts have adjusted their price target for AutoNation to align with a fair value estimate of about $241.27, up from roughly $239.30. The change reflects updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.
SAH
US$66.74
Sonic Automotive
7D
6.2%
1Y
17.2%

SAH: Ongoing Share Repurchases Will Support Future Upside Potential

Analysts held their price target for Sonic Automotive steady at $76.73. They pointed to largely unchanged assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the basis for keeping their view intact.
W
US$69.55
Wayfair
7D
-9.2%
1Y
117.1%

W: Store Expansion And Rewards Program Will Support Balanced Forward Outlook

Analysts have adjusted their price target for Wayfair to $80.00. The updated view reflects recalibrated assumptions for discount rate, revenue growth, profit margin, and future P/E, while keeping the fair value level unchanged at $80.00.