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U.S. Specialty Stores Industry Analysis

UpdatedAug 24, 2025
DataAggregated Company Financials
Companies160
  • 7D2.7%
  • 3M12.9%
  • 1Y13.1%
  • YTD9.5%

Over the last 7 days, the Specialty Stores industry has risen 2.7%, driven by gains from Home Depot of 3.4%. This takes the industry's 12 month performance to a gain of 13%. Looking forward, earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 24 Aug 2025US$1.0tUS$738.4bUS$35.5b19.4x28.7x1.4x
Tue, 22 Jul 2025US$914.2bUS$733.1bUS$35.0b17x26.1x1.2x
Thu, 19 Jun 2025US$877.2bUS$732.6bUS$34.9b17.5x25.1x1.2x
Sat, 17 May 2025US$932.1bUS$727.9bUS$35.6b16.2x26.2x1.3x
Mon, 14 Apr 2025US$847.5bUS$723.0bUS$35.7b13.8x23.8x1.2x
Wed, 12 Mar 2025US$864.1bUS$725.5bUS$36.0b13.9x24x1.2x
Fri, 07 Feb 2025US$918.1bUS$702.5bUS$35.4b16.8x25.9x1.3x
Sun, 05 Jan 2025US$889.4bUS$701.4bUS$35.2b16.5x25.3x1.3x
Tue, 03 Dec 2024US$943.0bUS$706.5bUS$33.0b17x28.5x1.3x
Thu, 31 Oct 2024US$460.0bUS$550.0bUS$17.8b14.4x25.8x0.8x
Sat, 28 Sep 2024US$487.0bUS$552.2bUS$17.5b15.3x27.9x0.9x
Mon, 26 Aug 2024US$484.0bUS$552.1bUS$17.1b15.7x28.3x0.9x
Wed, 24 Jul 2024US$468.1bUS$551.8bUS$17.6b15.3x26.7x0.8x
Fri, 21 Jun 2024US$476.0bUS$552.2bUS$17.6b16.2x27x0.9x
Sun, 19 May 2024US$442.9bUS$551.8bUS$17.1b16.1x25.9x0.8x
Tue, 16 Apr 2024US$425.4bUS$552.4bUS$17.2b15.6x24.8x0.8x
Thu, 14 Mar 2024US$443.8bUS$546.2bUS$16.5b14.5x26.9x0.8x
Sat, 10 Feb 2024US$436.1bUS$555.2bUS$15.8b14.7x27.6x0.8x
Mon, 08 Jan 2024US$422.0bUS$574.4bUS$16.1b13.2x26.2x0.7x
Wed, 06 Dec 2023US$413.9bUS$574.7bUS$16.1b13.7x25.7x0.7x
Fri, 03 Nov 2023US$367.1bUS$568.3bUS$17.9b11.2x20.5x0.6x
Sun, 01 Oct 2023US$381.3bUS$566.7bUS$18.4b11x20.7x0.7x
Tue, 29 Aug 2023US$402.0bUS$572.3bUS$18.2b11.1x22.1x0.7x
Thu, 27 Jul 2023US$426.2bUS$574.3bUS$18.1b10.5x23.6x0.7x
Sat, 24 Jun 2023US$408.2bUS$572.6bUS$18.3b10x22.3x0.7x
Mon, 22 May 2023US$394.8bUS$575.6bUS$18.4b10.6x21.5x0.7x
Wed, 19 Apr 2023US$405.2bUS$575.0bUS$20.3b10.3x20x0.7x
Fri, 17 Mar 2023US$366.8bUS$530.8bUS$22.4b9.3x16.3x0.7x
Sun, 12 Feb 2023US$402.7bUS$542.7bUS$23.7b9.6x17x0.7x
Tue, 10 Jan 2023US$384.8bUS$539.0bUS$23.5b9.3x16.4x0.7x
Thu, 08 Dec 2022US$382.6bUS$541.3bUS$23.8b8.8x16x0.7x
Sat, 05 Nov 2022US$345.6bUS$544.6bUS$24.3b6.9x14.2x0.6x
Mon, 03 Oct 2022US$320.5bUS$552.2bUS$23.2b6x13.8x0.6x
Wed, 31 Aug 2022US$353.7bUS$549.5bUS$24.0b7.2x14.8x0.6x
Price to Earnings Ratio

14.8x


Total Market Cap: US$353.7bTotal Earnings: US$24.0bTotal Revenue: US$549.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 23.1x202320242025
Current Industry PE
  • Investors are optimistic on the American Specialty Retail industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 28.7x which is higher than its 3-year average PE of 23.1x.
  • The 3-year average PS ratio of 0.87x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 14% per year over the last three years.
  • Revenues for these companies have grown 10% 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 Market0.48%
Consumer Discretionary1.57%
Specialty Stores2.74%
Home Improvement Retail3.41%
Computer and Electronics Retail3.05%
Automotive Retail2.89%
Apparel Retail2.36%
Specialty Stores1.61%
Home Furnishing Retail0.079%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 16.5x.
    • Analysts are expecting annual earnings growth of 21.4%, which is higher than its past year's earnings decline of 7.2% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 31.2x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 7.2% per year.
  • In contrast, the Computer and Electronics Retail industry is expected to see its earnings grow by 4.6% 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$412.793.4%
+US$13.3b		9.9%PE28.1x
LOW Lowe's CompaniesUS$263.734.6%
+US$6.5b		5.5%PE21.6x
TJX TJX CompaniesUS$136.543.0%
+US$4.4b		14.3%PE30.6x
AZO AutoZoneUS$4.11k2.6%
+US$1.7b		31.5%PE26.8x
CVNA CarvanaUS$357.812.2%
+US$1.1b		123.9%PE87.8x

Latest News

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1Y
-26.4%
HD
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7D
3.4%
1Y
9.9%
W
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1Y
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AZO
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7D
2.6%
1Y
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CHWY
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7D
-2.3%
1Y
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URBN
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7D
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1Y
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7D
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1Y
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ORLY
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O'Reilly Automotive
7D
0.8%
1Y
37.4%
CVNA
US$357.81
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7D
2.2%
1Y
123.9%
LAD
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7D
8.6%
1Y
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ARHS
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7D
-3.0%
1Y
-2.4%

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Best Buy
7D
5.2%
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GME
US$22.89
GameStop
7D
-0.2%
1Y
3.1%