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U.S. Specialty Stores Industry Analysis
UpdatedMar 31, 2025
DataAggregated Company Financials
Companies149
- 7D-2.0%
- 3M-9.8%
- 1Y-1.6%
- YTD-9.5%
Over the last 7 days, the Specialty Stores industry has dropped 2.0%, driven by a pullback from Home Depot of 1.5%. As for the longer term, the industry's performance has been flat for the past year. Looking forward, 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 31 Mar 2025 | US$841.5b | US$724.4b | US$35.6b | 16.3x | 23.6x | 1.2x |
| Wed, 26 Feb 2025 | US$906.7b | US$723.9b | US$36.0b | 15.2x | 25.2x | 1.3x |
| Fri, 24 Jan 2025 | US$913.5b | US$701.4b | US$35.2b | 16.5x | 25.9x | 1.3x |
| Sun, 22 Dec 2024 | US$895.4b | US$706.5b | US$34.4b | 16.6x | 26x | 1.3x |
| Tue, 19 Nov 2024 | US$886.4b | US$703.6b | US$32.6b | 15.6x | 27.2x | 1.3x |
| Thu, 17 Oct 2024 | US$481.7b | US$548.8b | US$18.1b | 15x | 26.6x | 0.9x |
| Sat, 14 Sep 2024 | US$478.9b | US$552.2b | US$17.4b | 15x | 27.4x | 0.9x |
| Mon, 12 Aug 2024 | US$449.4b | US$551.0b | US$17.0b | 15.7x | 26.4x | 0.8x |
| Wed, 10 Jul 2024 | US$460.3b | US$551.7b | US$17.6b | 15.5x | 26.2x | 0.8x |
| Fri, 07 Jun 2024 | US$469.6b | US$552.9b | US$17.8b | 16.2x | 26.4x | 0.8x |
| Sun, 05 May 2024 | US$425.9b | US$554.7b | US$16.7b | 15.2x | 25.4x | 0.8x |
| Tue, 02 Apr 2024 | US$469.0b | US$552.3b | US$17.1b | 16x | 27.5x | 0.8x |
| Thu, 29 Feb 2024 | US$450.4b | US$549.6b | US$15.7b | 14.1x | 28.7x | 0.8x |
| Sat, 27 Jan 2024 | US$431.0b | US$574.3b | US$16.1b | 13.9x | 26.7x | 0.8x |
| Mon, 25 Dec 2023 | US$432.6b | US$574.4b | US$16.1b | 13.7x | 26.8x | 0.8x |
| Wed, 22 Nov 2023 | US$392.9b | US$575.4b | US$17.6b | 14x | 22.3x | 0.7x |
| Fri, 20 Oct 2023 | US$374.8b | US$566.5b | US$18.4b | 12.7x | 20.4x | 0.7x |
| Sun, 17 Sep 2023 | US$395.2b | US$567.9b | US$18.3b | 12.2x | 21.6x | 0.7x |
| Tue, 15 Aug 2023 | US$421.9b | US$571.0b | US$18.2b | 11.1x | 23.2x | 0.7x |
| Thu, 13 Jul 2023 | US$429.2b | US$572.7b | US$18.3b | 10.5x | 23.4x | 0.7x |
| Sat, 10 Jun 2023 | US$395.4b | US$574.2b | US$18.2b | 9.8x | 21.7x | 0.7x |
| Mon, 08 May 2023 | US$404.2b | US$576.5b | US$19.0b | 11.1x | 21.2x | 0.7x |
| Wed, 05 Apr 2023 | US$409.3b | US$577.3b | US$20.5b | 10.2x | 20x | 0.7x |
| Fri, 03 Mar 2023 | US$386.9b | US$537.9b | US$23.2b | 9.6x | 16.7x | 0.7x |
| Sun, 29 Jan 2023 | US$400.7b | US$540.4b | US$23.5b | 9.1x | 17.1x | 0.7x |
| Tue, 27 Dec 2022 | US$370.4b | US$539.0b | US$23.5b | 8.5x | 15.8x | 0.7x |
| Thu, 24 Nov 2022 | US$386.1b | US$541.2b | US$24.4b | 8.1x | 15.8x | 0.7x |
| Sat, 22 Oct 2022 | US$329.3b | US$553.5b | US$23.6b | 6.5x | 13.9x | 0.6x |
| Mon, 19 Sep 2022 | US$349.8b | US$552.1b | US$23.3b | 6.6x | 15x | 0.6x |
| Wed, 17 Aug 2022 | US$399.3b | US$557.0b | US$26.4b | 7x | 15.2x | 0.7x |
| Fri, 15 Jul 2022 | US$326.8b | US$525.2b | US$26.8b | 5.7x | 12.2x | 0.6x |
| Sun, 12 Jun 2022 | US$338.6b | US$531.4b | US$25.7b | 6.4x | 13.2x | 0.6x |
| Tue, 10 May 2022 | US$365.6b | US$530.9b | US$27.4b | 6.6x | 13.4x | 0.7x |
| Thu, 07 Apr 2022 | US$400.8b | US$530.2b | US$26.5b | 7.4x | 15.1x | 0.8x |
Price to Earnings Ratio
15.1x
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 21.5x.
- The 3-year average PS ratio of 0.80x 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 10% per year over the last three years.
- Revenues for these companies have grown 11% 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 | -3.46% | |
| Consumer Discretionary | -4.44% | |
| Specialty Stores | -1.98% | |
| Automotive Retail | -0.12% | |
| Specialty Stores | -1.56% | |
| Home Improvement Retail | -1.66% | |
| Apparel Retail | -2.47% | |
| Home Furnishing Retail | -6.57% | |
| Computer and Electronics Retail | -7.36% | |
Industry PE
- Investors are most optimistic about the Computer and Electronics Retail industry, which is trading close to its 3-year average PE ratio of 30.4x.
- Analysts are expecting annual earnings growth of 14.7%, which is lower than the prior year's growth of 963.8% per year.
- Investors are most pessimistic about the Specialty Stores industry, which is trading below its 3-year average of 24.2x.
Forecasted Growth
- Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 23% over the next 5 years.
- This is better than its past earnings decline of 19% per year.
- In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 4.1% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ORLY O'Reilly Automotive | US$1.41k | 3.4% +US$2.6b | 24.6% | PE33.8x | |
| AZO AutoZone | US$3.77k | 3.1% +US$1.9b | 19.0% | PE24.2x | |
| CVNA Carvana | US$204.41 | 7.0% +US$1.8b | 132.5% | PE130.5x | |
| KMX CarMax | US$75.99 | 3.3% +US$376.8m | -11.6% | PE25.4x | |
| MUSA Murphy USA | US$460.38 | 3.0% +US$272.6m | 7.8% | PE18.3x |
