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U.S. Specialty Stores Industry Analysis

UpdatedMar 30, 2026
DataAggregated Company Financials
Companies158
  • 7D0.7%
  • 3M-7.4%
  • 1Y8.2%
  • YTD-6.4%

Over the last 7 days, the Specialty Stores industry has remained flat, although notably Ulta Beauty declined by 3.7%. The past year has been better, since the industry has gained 8.2% in that time. Looking forward, 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
Mon, 30 Mar 2026US$903.4bUS$748.8bUS$37.8b19.2x23.9x1.2x
Wed, 25 Feb 2026US$996.4bUS$743.3bUS$37.4b20.6x26.7x1.3x
Fri, 23 Jan 2026US$1.0tUS$736.0bUS$36.6b20.5x28.5x1.4x
Sun, 21 Dec 2025US$985.0bUS$735.8bUS$36.0b20.3x27.3x1.3x
Tue, 18 Nov 2025US$935.7bUS$735.7bUS$36.4b16.6x25.7x1.3x
Thu, 16 Oct 2025US$979.5bUS$731.6bUS$36.4b16.6x26.9x1.3x
Sat, 13 Sep 2025US$1.0tUS$732.4bUS$35.6b18.7x29x1.4x
Mon, 11 Aug 2025US$962.5bUS$735.1bUS$35.3b17.6x27.3x1.3x
Wed, 09 Jul 2025US$931.1bUS$733.1bUS$35.0b18.3x26.6x1.3x
Fri, 06 Jun 2025US$926.6bUS$732.6bUS$34.9b16.9x26.5x1.3x
Sun, 04 May 2025US$881.7bUS$727.1bUS$35.7b15.5x24.7x1.2x
Tue, 01 Apr 2025US$841.5bUS$724.4bUS$35.6b16.1x23.6x1.2x
Thu, 27 Feb 2025US$924.0bUS$727.3bUS$35.5b14.7x26x1.3x
Sat, 25 Jan 2025US$921.3bUS$701.4bUS$35.2b16.3x26.1x1.3x
Mon, 23 Dec 2024US$895.4bUS$706.5bUS$34.4b16.6x26x1.3x
Wed, 20 Nov 2024US$887.2bUS$703.6bUS$32.6b16x27.2x1.3x
Fri, 18 Oct 2024US$483.1bUS$548.8bUS$18.1b14.9x26.7x0.9x
Sun, 15 Sep 2024US$483.2bUS$552.2bUS$17.4b15x27.7x0.9x
Tue, 13 Aug 2024US$449.4bUS$551.0bUS$17.0b15.6x26.4x0.8x
Thu, 11 Jul 2024US$458.4bUS$551.7bUS$17.6b15.5x26.1x0.8x
Sat, 08 Jun 2024US$471.2bUS$552.9bUS$17.7b15.9x26.6x0.9x
Mon, 06 May 2024US$425.9bUS$554.7bUS$16.7b15.2x25.4x0.8x
Wed, 03 Apr 2024US$465.2bUS$552.3bUS$17.1b15.7x27.2x0.8x
Fri, 01 Mar 2024US$449.8bUS$551.2bUS$15.8b14.8x28.4x0.8x
Sun, 28 Jan 2024US$432.6bUS$574.3bUS$16.1b13.9x26.8x0.8x
Tue, 26 Dec 2023US$432.6bUS$574.4bUS$16.1b13.7x26.8x0.8x
Thu, 23 Nov 2023US$394.7bUS$574.7bUS$17.6b14x22.4x0.7x
Sat, 21 Oct 2023US$371.7bUS$566.5bUS$18.4b12.5x20.2x0.7x
Mon, 18 Sep 2023US$395.2bUS$567.9bUS$18.3b12.2x21.6x0.7x
Wed, 16 Aug 2023US$419.3bUS$570.9bUS$18.2b11x23x0.7x
Fri, 14 Jul 2023US$427.2bUS$572.7bUS$18.3b10.4x23.3x0.7x
Sun, 11 Jun 2023US$395.3bUS$574.2bUS$18.2b9.8x21.7x0.7x
Tue, 09 May 2023US$404.1bUS$576.5bUS$19.0b10.8x21.2x0.7x
Thu, 06 Apr 2023US$402.0bUS$577.3bUS$20.5b9.9x19.7x0.7x
Price to Earnings Ratio

19.7x


Total Market Cap: US$402.0bTotal 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-1.89%
Consumer Discretionary-1.56%
Specialty Stores0.66%
Automotive Retail5.87%
Home Improvement Retail0.28%
Apparel Retail0.0089%
Computer and Electronics Retail-0.26%
Specialty Stores-1.16%
Home Furnishing Retail-2.94%
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 31.0x.
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
CHWY ChewyUS$26.1210.7%
+US$1.1b		-19.7%PE48.8x
ORLY O'Reilly AutomotiveUS$90.111.6%
+US$1.0b		-5.6%PE29.7x
MUSA Murphy USAUS$506.2410.3%
+US$862.1m		7.8%PE19.9x
CVNA CarvanaUS$302.040.8%
+US$348.9m		44.5%PE30.7x
PAG Penske Automotive GroupUS$148.412.0%
+US$188.7m		3.1%PE10.4x

Latest News

FIVE
US$221.72
Five Below
7D
-3.8%
1Y
195.9%
PAG
US$148.41
Penske Automotive Group
7D
2.0%
1Y
3.1%
HD
US$321.65
Home Depot
7D
-2.8%
1Y
-12.2%
MUSA
US$506.24
Murphy USA
7D
10.3%
1Y
7.8%
CHWY
US$26.12
Chewy
7D
10.7%
1Y
-19.7%
WSM
US$175.29
Williams-Sonoma
7D
-4.6%
1Y
10.9%
LOW
US$230.31
Lowe's Companies
7D
-1.7%
1Y
-1.3%

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.
CVNA
US$302.04
Carvana
7D
0.8%
1Y
44.5%

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$192.48
AutoNation
7D
1.6%
1Y
18.9%

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.
TJX
US$155.12
TJX Companies
7D
-0.9%
1Y
27.4%

TJX: Off Price Execution And FY27 Guidance Will Frame Balanced Upside Risk

Analysts have nudged TJX Companies' average price target higher into the low $170s, reflecting updated models after strong Q4 results, resilient margins, and guidance that several firms describe as leaving room for upside. Analyst Commentary Bullish and cautious voices are both active around TJX, but the current wave of research is skewed toward higher price targets and confidence in execution following recent results.
SAH
US$65.93
Sonic Automotive
7D
4.9%
1Y
15.7%

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.
ULTA
US$510.34
Ulta Beauty
7D
-1.1%
1Y
39.2%

ULTA: Mixed Margin Signals And New Initiatives Will Shape Future Upside Potential

The updated analyst price target for Ulta Beauty edges higher to about $504 from about $485, as analysts factor in slightly lower modeled revenue growth, a modestly higher profit margin profile, and a small adjustment in the future P/E and discount rate following recent research updates that balance mixed post earnings reactions with ongoing support for the business model. Analyst Commentary Recent Street research on Ulta Beauty reflects a mixed backdrop, with many firms adjusting models and price targets after the latest quarterly update and forward guidance.
ABG
US$195.56
Asbury Automotive Group
7D
2.0%
1Y
-11.4%

ABG: Share Repurchases And Governance Changes Will Support A Constructive Outlook

Analysts have trimmed their price target for Asbury Automotive Group slightly from about $255.50 to $253.22, reflecting updated assumptions around revenue growth, profit margins and a higher future P/E multiple. What's in the News From October 1, 2025 to December 31, 2025, Asbury Automotive Group repurchased 212,165 shares, representing 1.09% of shares, for US$49.98 million under its existing buyback program.
AZO
US$3,316.71
AutoZone
7D
-1.1%
1Y
-13.0%

AZO: DIFM Momentum And Weather Recovery Are Expected To Drive Returns

AutoZone's updated fair value estimate edges up to $4,225.38 from $4,205.75. This reflects analysts' slightly higher long term profit margin and P/E assumptions, even as they weigh recent mixed same store sales trends and weather related volatility against improving DIFM momentum and easing cost pressures.
W
US$71.50
Wayfair
7D
-6.6%
1Y
123.2%

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.
ORLY
US$90.11
O'Reilly Automotive
7D
1.6%
1Y
-5.6%

ORLY: Store Expansion And Buybacks Will Support Future Upside Potential

Analysts have trimmed their price targets on O'Reilly Automotive by a few dollars, reflecting slightly adjusted assumptions on discount rate and future P/E, while keeping fair value essentially unchanged at $105.72. Analyst Commentary Recent Street research on O'Reilly Automotive centers on modest price target cuts and one downgrade, with most reports pointing to fine tuning of assumptions rather than a wholesale reset of the story.