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U.S. Specialty Stores Industry Analysis

UpdatedMar 12, 2026
DataAggregated Company Financials
Companies159
  • 7D-3.7%
  • 3M-5.1%
  • 1Y13.8%
  • YTD-1.3%

Over the last 7 days, the Specialty Stores industry has dropped 3.7%, driven by Home Depot declining 4.9%. On the other hand Murphy USA is actually up 7.3%. This takes the industry's 12 month performance to a gain of 14%. Looking forward, earnings are forecast to grow by 9.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Mar 2026US$966.5bUS$745.2bUS$38.2b18.2x25.3x1.3x
Sat, 07 Feb 2026US$1.0tUS$735.3bUS$36.4b21.5x27.8x1.4x
Mon, 05 Jan 2026US$969.8bUS$735.9bUS$36.6b19.8x26.5x1.3x
Wed, 03 Dec 2025US$967.3bUS$741.3bUS$36.3b17.9x26.7x1.3x
Fri, 31 Oct 2025US$965.3bUS$736.6bUS$36.4b16.5x26.5x1.3x
Sun, 28 Sep 2025US$1.0tUS$734.5bUS$36.4b17.7x27.9x1.4x
Tue, 26 Aug 2025US$1.0tUS$738.4bUS$35.5b19.2x28.6x1.4x
Thu, 24 Jul 2025US$938.7bUS$733.1bUS$35.0b17.3x26.8x1.3x
Sat, 21 Jun 2025US$878.8bUS$732.6bUS$34.9b17.6x25.1x1.2x
Mon, 19 May 2025US$914.4bUS$727.9bUS$35.6b16.2x25.7x1.3x
Wed, 16 Apr 2025US$854.4bUS$724.8bUS$35.6b13.9x24x1.2x
Fri, 14 Mar 2025US$844.1bUS$725.4bUS$36.1b13.9x23.4x1.2x
Sun, 09 Feb 2025US$901.6bUS$702.5bUS$35.4b16.4x25.4x1.3x
Tue, 07 Jan 2025US$889.5bUS$701.5bUS$35.2b16.6x25.3x1.3x
Thu, 05 Dec 2024US$945.7bUS$706.5bUS$33.0b17.5x28.6x1.3x
Sat, 02 Nov 2024US$455.6bUS$549.9bUS$17.8b14.7x25.7x0.8x
Mon, 30 Sep 2024US$487.5bUS$552.2bUS$17.5b15.3x27.9x0.9x
Wed, 28 Aug 2024US$483.4bUS$552.0bUS$17.1b15.5x28.3x0.9x
Fri, 26 Jul 2024US$458.1bUS$551.9bUS$17.5b15.2x26.1x0.8x
Sun, 23 Jun 2024US$471.9bUS$551.7bUS$17.6b15.9x26.9x0.9x
Tue, 21 May 2024US$442.9bUS$551.8bUS$17.1b15.8x25.9x0.8x
Thu, 18 Apr 2024US$416.5bUS$552.4bUS$17.2b15.6x24.3x0.8x
Sat, 16 Mar 2024US$451.1bUS$546.5bUS$16.5b14.8x27.4x0.8x
Mon, 12 Feb 2024US$436.2bUS$555.2bUS$15.8b14.7x27.6x0.8x
Wed, 10 Jan 2024US$426.5bUS$574.4bUS$16.1b13.4x26.4x0.7x
Fri, 08 Dec 2023US$409.6bUS$574.7bUS$16.1b13.2x25.4x0.7x
Sun, 05 Nov 2023US$386.6bUS$574.6bUS$17.8b12.7x21.7x0.7x
Tue, 03 Oct 2023US$381.3bUS$566.4bUS$18.4b11.6x20.7x0.7x
Thu, 31 Aug 2023US$416.1bUS$571.4bUS$18.1b11.7x23x0.7x
Sat, 29 Jul 2023US$424.3bUS$574.6bUS$17.9b10.5x23.8x0.7x
Mon, 26 Jun 2023US$408.1bUS$572.6bUS$18.3b10x22.3x0.7x
Wed, 24 May 2023US$390.3bUS$575.7bUS$18.3b10.1x21.3x0.7x
Fri, 21 Apr 2023US$408.1bUS$574.9bUS$20.1b10.3x20.3x0.7x
Sun, 19 Mar 2023US$381.8bUS$551.0bUS$22.0b9.9x17.3x0.7x
Price to Earnings Ratio

17.3x


Total Market Cap: US$381.8bTotal Earnings: US$22.0bTotal Revenue: US$551.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 25.2x202420252026
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 25.2x.
  • The 3-year average PS ratio of 1.00x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 20% 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-1.47%
Consumer Discretionary-1.71%
Specialty Stores-3.67%
Computer and Electronics Retail-2.16%
Automotive Retail-2.23%
Specialty Stores-2.52%
Apparel Retail-2.99%
Home Improvement Retail-5.03%
Home Furnishing Retail-5.98%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry, which is trading close to its 3-year average PE ratio of 27.9x.
    • Analysts are expecting annual earnings growth of 14.5%, which is higher than its past year's earnings decline of 6.6% 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 17% over the next 5 years.
  • This is better than its past earnings decline of 4.8% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 5.4% 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
MUSA Murphy USAUS$444.917.3%
+US$557.5m		-1.5%PE17.5x
GME GameStopUS$24.462.5%
+US$264.3m		11.2%PE26x
BURL Burlington StoresUS$303.881.0%
+US$194.6m		24.9%PE31x
AAP Advance Auto PartsUS$53.334.1%
+US$127.4m		41.9%PE47.1x
ORLY O'Reilly AutomotiveUS$94.390.1%
+US$100.6m		8.1%PE31.2x

Latest News

WSM
US$185.77
Williams-Sonoma
7D
-5.4%
1Y
6.2%
CVNA
US$309.48
Carvana
7D
-2.1%
1Y
72.6%
LOW
US$246.88
Lowe's Companies
7D
-4.5%
1Y
8.1%

LOW: Housing And AI Adoption Will Support Home Improvement Recovery

The analyst price target for Lowe's Companies edges up to $286.48 from $286.13 as analysts factor in slightly lower modeled revenue growth and profit margins, along with a modestly higher assumed discount rate and future P/E. Analyst Commentary Recent research updates around Lowe's cluster around the same Q4 earnings print and FY26 outlook, but they split into two clear camps.
MUSA
US$444.91
Murphy USA
7D
7.3%
1Y
-1.5%
AAP
US$53.33
Advance Auto Parts
7D
4.1%
1Y
41.9%

AAP: Softer Long Term Revenue Outlook Will Likely Cap Future Upside

Analysts have lifted their price target for Advance Auto Parts from about $34.51 to roughly $40.63, pointing to a lower assumed discount rate and higher future P/E, even as they now model softer revenue growth and slightly lower profit margins. What's in the News Issued full year 2026 earnings guidance with expected net sales between US$8.485b and US$8.575b, giving investors a clearer view of management's current top line outlook (Corporate Guidance).
BURL
US$303.88
Burlington Stores
7D
1.0%
1Y
24.9%

BURL: Store Expansion And Margin Outlook Support More Confident 2026 Earnings Path

The analyst price target for Burlington Stores has moved from about $343 to $371, as analysts point to a stronger Q4 performance, an improved margin outlook, and a more confident multi-year earnings path supported by store growth and the off-price model. Analyst Commentary Recent research updates cluster around a similar message: Q4 results came in ahead of expectations, and that is feeding into higher earnings estimates and meaningfully higher price targets for Burlington Stores.
BBY
US$63.15
Best Buy
7D
-6.3%
1Y
-13.1%

BBY: Cost Discipline And New Profit Streams Will Support Future Earnings

The analyst price target in our model for Best Buy has been lowered from $82.38 to $74.85. This reflects how analysts are trimming earnings expectations and P/E assumptions after Q4 results and updated guidance, even as they highlight solid cost control, resilient profitability and ongoing competitive pressures in consumer electronics.
TJX
US$157.88
TJX Companies
7D
-2.4%
1Y
36.9%

TJX: Off Price Execution And FY27 Guidance Will Shape Multi Year Outlook

The analyst price target for TJX Companies has moved higher, reflecting a fair value increase from $164.11 to $171.78. Analysts point to strong recent results, updated models, and sustained resilience in off-price retail as key supports for this change.
VSCO
US$45.17
Victoria's Secret
7D
-24.7%
1Y
162.9%

VSCO: Brand Repositioning And Margin Momentum Should Outrun Ongoing Execution Risks

The analyst price target for Victoria's Secret has moved higher, with our fair value estimate increasing by $3 to $55, as analysts point to ongoing brand repositioning, improving sales momentum and margins, and refreshed earnings models following recent Q4 results. Analyst Commentary Recent research on Victoria's Secret reflects a mix of optimism about the brand repositioning and Q4 execution alongside more cautious views on how much upside is already reflected in the stock.
HD
US$350.84
Home Depot
7D
-4.9%
1Y
-3.8%

HD: Pro Ecosystem And AI Tools Will Support Post Storm Demand Recovery

Our Home Depot fair value estimate increases from $398.00 to about $410.27, reflecting analysts' higher price targets following Q4 results and updated models that point to steadier home improvement trends and slightly stronger profitability assumptions. Analyst Commentary Bullish analysts have generally raised their price targets for Home Depot following Q4 results, pointing to stable execution, resilience in home improvement demand and an outlook they view as supportive of higher valuations.
GAP
US$23.54
Gap
7D
-15.1%
1Y
11.9%
KMX
US$42.50
CarMax
7D
0.9%
1Y
-41.4%

KMX: Refreshed Investor Day Plan And AI Initiatives Will Drive Re Rating Potential

Narrative Update on CarMax Analysts have lifted their price target for CarMax by $4 to $48, citing refreshed models after the recent investor meeting, improved revenue growth and profit margin assumptions, and a lower expected future P/E multiple in their updated views. Analyst Commentary Recent Street research reflects a more constructive tone on CarMax, with several bullish analysts lifting their price targets after reviewing the latest investor meeting materials and updating their models.
CHWY
US$25.70
Chewy
7D
0.7%
1Y
-22.7%

CHWY: 2026 Margin Execution And GenAI ROIC Gains Will Unlock Upside

Analysts have trimmed their fair value estimate for Chewy by about $0.50 per share to $44.45. This reflects a mix of slightly higher long term growth and margin expectations, alongside lower assumed future P/E multiples and a spread of Street views that now range from $28 to $51 on valuation and 2026 sales and margin opportunities.
ORLY
US$94.39
O'Reilly Automotive
7D
0.1%
1Y
8.1%

ORLY: Store Expansion And Buybacks Will Support Attractive Future Risk Reward

Narrative Update on O'Reilly Automotive The analyst price target for O'Reilly Automotive has been trimmed by a few dollars, reflecting a modest reset in valuation multiples such as future P/E following recent research updates from several firms. However, underlying fair value inputs like growth and margins remain essentially unchanged.
UXIN
US$3.70
Uxin
7D
13.1%
1Y
-8.9%
GME
US$24.46
GameStop
7D
2.5%
1Y
11.2%