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U.S. Specialty Stores Industry Analysis

UpdatedJun 28, 2026
DataAggregated Company Financials
Companies152
  • 7D0.05%
  • 3M5.5%
  • 1Y5.3%
  • YTD-1.5%

Last week, the Specialty Stores industry hasn't moved much but Home Depot is up 4.4% in that time. As for the the longer term, the industry is up 5.3% over the past 12 months. 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
Sun, 28 Jun 2026US$947.9bUS$760.0bUS$39.6b20.5x23.9x1.2x
Tue, 26 May 2026US$913.6bUS$756.2bUS$37.9b20.1x24.1x1.2x
Thu, 23 Apr 2026US$978.4bUS$743.5bUS$37.3b20.8x26.2x1.3x
Sat, 21 Mar 2026US$913.3bUS$748.6bUS$37.8b19.1x24.2x1.2x
Mon, 16 Feb 2026US$1.0tUS$737.0bUS$37.0b21.4x27.4x1.4x
Wed, 14 Jan 2026US$1.0tUS$735.9bUS$36.6b21x28.3x1.4x
Fri, 12 Dec 2025US$999.6bUS$735.9bUS$36.4b20.2x27.4x1.4x
Sun, 09 Nov 2025US$943.9bUS$736.3bUS$36.4b18.4x26x1.3x
Tue, 07 Oct 2025US$998.7bUS$733.8bUS$36.4b17.1x27.4x1.4x
Thu, 04 Sep 2025US$1.0tUS$739.8bUS$35.6b19.2x28.4x1.4x
Sat, 02 Aug 2025US$934.8bUS$735.4bUS$35.3b18x26.5x1.3x
Mon, 30 Jun 2025US$883.8bUS$733.1bUS$35.0b17.6x25.2x1.2x
Wed, 28 May 2025US$899.5bUS$732.3bUS$35.4b16x25.4x1.2x
Fri, 25 Apr 2025US$849.3bUS$725.5bUS$35.7b15x23.8x1.2x
Sun, 23 Mar 2025US$832.6bUS$725.0bUS$35.6b16.5x23.4x1.1x
Tue, 18 Feb 2025US$908.6bUS$705.3bUS$35.5b16.8x25.6x1.3x
Thu, 16 Jan 2025US$881.3bUS$701.4bUS$35.2b15.9x25x1.3x
Sat, 14 Dec 2024US$931.5bUS$706.4bUS$34.3b16.4x27.1x1.3x
Mon, 11 Nov 2024US$479.5bUS$549.3bUS$17.8b15.1x26.9x0.9x
Wed, 09 Oct 2024US$465.4bUS$548.9bUS$18.1b14.3x25.7x0.8x
Fri, 06 Sep 2024US$470.0bUS$552.7bUS$17.6b14.3x26.6x0.9x
Sun, 04 Aug 2024US$450.7bUS$551.5bUS$17.0b15.1x26.5x0.8x
Tue, 02 Jul 2024US$463.0bUS$551.7bUS$17.5b15.4x26.4x0.8x
Thu, 30 May 2024US$441.7bUS$552.8bUS$17.5b16.5x25.3x0.8x
Sat, 27 Apr 2024US$428.8bUS$555.0bUS$16.9b15.2x25.3x0.8x
Mon, 25 Mar 2024US$458.9bUS$546.6bUS$16.8b15.5x27.3x0.8x
Wed, 21 Feb 2024US$432.9bUS$556.0bUS$15.9b14.9x27.2x0.8x
Fri, 19 Jan 2024US$423.3bUS$574.3bUS$16.1b13.4x26.2x0.7x
Sun, 17 Dec 2023US$425.7bUS$574.8bUS$16.1b13.8x26.4x0.7x
Tue, 14 Nov 2023US$377.7bUS$574.5bUS$17.7b10.8x21.3x0.7x
Thu, 12 Oct 2023US$381.3bUS$566.5bUS$18.4b12.6x20.7x0.7x
Sat, 09 Sep 2023US$398.2bUS$567.8bUS$17.7b11.6x22.5x0.7x
Mon, 07 Aug 2023US$422.6bUS$571.5bUS$18.1b10.9x23.3x0.7x
Wed, 05 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-2.52%
Consumer Discretionary-2.93%
Specialty Stores0.05%
Home Furnishing Retail6.58%
Home Improvement Retail4.48%
Specialty Stores3.18%
Computer and Electronics Retail2.62%
Automotive Retail-3.09%
Apparel Retail-5.05%
Industry PE
  • Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 22.9x.
    • Analysts are expecting annual earnings growth of 7.0%, which is lower than the prior year's growth of 10.7% 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$348.864.4%
+US$14.5b		-5.4%PE24.8x
ORLY O'Reilly AutomotiveUS$89.553.1%
+US$2.2b		0.4%PE28.5x
WSM Williams-SonomaUS$239.195.4%
+US$1.4b		45.7%PE25.9x
ULTA Ulta BeautyUS$488.457.1%
+US$1.4b		6.6%PE17.7x
AZO AutoZoneUS$3.13k2.1%
+US$1.0b		-13.3%PE20.6x

Latest News

ULTA
US$488.45
Ulta Beauty
7D
7.1%
1Y
6.6%
Seeking Alpha • 16h

Ulta Beauty: Market Share Gains At A Terrific P/E Ratio

Summary Ulta Beauty trades at a discount despite strong sales trends and market share gains. Investors’ fears have driven ULTA shares down ~20% YTD, creating a value opportunity. Capital rotation out of mega-cap tech has left retail, including ULTA, undervalued relative to fundamentals. I see ULTA’s fundamental performance diverging positively from its depressed share price, supporting a contrarian value thesis. Read the full article on Seeking Alpha
BBY
US$77.71
Best Buy
7D
4.0%
1Y
13.9%
WSM
US$239.19
Williams-Sonoma
7D
5.4%
1Y
45.7%
Seeking Alpha • Jun 26

Williams-Sonoma: Demand Looks Better, But Valuation Still Looks Full

Summary Williams-Sonoma remains a hold due to margin uncertainty and a high 24x NTM PE valuation. West Elm's 8.5% sales growth signals accelerating demand, driven by product innovation and collaborations targeting younger, design-focused customers. Pottery Barn's growth runway is extended by life-stage category expansion and international initiatives, but overall margin pressure persists from tariffs. WSM must prove comp growth durability and tariff absorption without heavy promotions before a valuation upgrade is justified. Read the full article on Seeking Alpha
AZO
US$3,128.70
AutoZone
7D
2.1%
1Y
-13.3%
Narrative Update • Jun 25

AZO: Commercial Expansion And Buybacks Will Drive Future Profit Inflection

AutoZone's analyst price target framework has been modestly adjusted higher to $3,969 from $3,938, as analysts recalibrate fair value and P/E assumptions following mixed Q3 results, lower Street targets in the $3,200 to $4,023 range, and ongoing debate around sales trends and execution. Analyst Commentary Recent research on AutoZone highlights a split view, with most firms trimming price targets but maintaining positive or neutral ratings as they reassess valuation, sales trends, and execution following the mixed Q3 print.
CVNA
US$62.35
Carvana
7D
-6.3%
1Y
-2.4%
ROST
US$213.26
Ross Stores
7D
-8.4%
1Y
66.7%
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
BURL
US$320.77
Burlington Stores
7D
-4.8%
1Y
39.1%
Narrative Update • Jun 24

BURL: Burlington 2.0 And Store Expansion Will Shape Balanced Risk Reward

Analysts have slightly adjusted their average price target on Burlington Stores, reflecting a mix of higher and lower individual targets that now range from about $310 to $435 after Q1 results. The changes are largely based on views of margin expansion potential, the Burlington 2.0 initiatives, and ongoing cost and competitive pressures.
HD
US$348.86
Home Depot
7D
4.4%
1Y
-5.4%
W
US$94.47
Wayfair
7D
6.7%
1Y
84.4%
GAP
US$20.21
Gap
7D
-4.4%
1Y
-7.7%
Narrative Update • Jun 23

GAP: Margin Discipline And Brand Reinvigoration Will Drive Long Term Recovery

The analyst price target for Gap has been revised lower by about $3 to reflect reduced fair value estimates around $27.26, as analysts factor in softer sales expectations at Old Navy, along with ongoing margin discipline and brand work across the portfolio. Analyst Commentary Recent research on Gap highlights a mix of optimism around margin execution and brand work, alongside clear concern about Old Navy and the durability of consumer demand.
FIVE
US$188.37
Five Below
7D
-2.9%
1Y
44.2%
TJX
US$155.43
TJX Companies
7D
-5.1%
1Y
26.0%
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$526.33
Murphy USA
7D
-4.5%
1Y
29.0%
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.
URBN
US$73.54
Urban Outfitters
7D
-3.8%
1Y
6.0%
Narrative Update • Jun 22

URBN: Record Execution And Rental Expansion Will Support Measured Future Upside Potential

Urban Outfitters' updated analyst price target edges higher to $84.00, with analysts pointing to broad-based Q1 strength across banners, consistent portfolio performance, and raised out year EPS estimates as key supports for the revised view. Analyst Commentary Recent research on Urban Outfitters highlights generally constructive sentiment around the Q1 report, with most analysts focusing on portfolio consistency, banner level momentum, and updated earnings frameworks that inform their valuation work.
FND
US$59.61
Floor & Decor Holdings
7D
12.4%
1Y
-20.8%
Analysis Article • Jun 20

Floor & Decor Holdings (FND) Stock Could Be 2.8% Undervalued After Product Launch And Store Opening

Floor & Decor Holdings (FND) has drawn fresh attention after unveiling its NatureMatch private label collection and announcing a new warehouse store and design center in Schererville, Indiana, paired with a month-long opening celebration. See our latest analysis for Floor & Decor Holdings. Against this backdrop of new products and store openings, Floor & Decor Holdings’ recent share price performance has been mixed. The company has reported a 9.52% 1-month share price return, a decline of...
ORLY
US$89.55
O'Reilly Automotive
7D
3.1%
1Y
0.4%
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.