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U.S. Specialty Stores Industry Analysis

UpdatedJan 27, 2026
DataAggregated Company Financials
Companies155
  • 7D-0.2%
  • 3M4.9%
  • 1Y5.0%
  • YTD6.6%

The Specialty Stores industry has been flat over the last week, but TJX Companies has lost 4.6%. As for the the longer term, the industry is up 5.0% over the past 12 months. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 27 Jan 2026US$1.0tUS$732.9bUS$36.6b19.8x28.2x1.4x
Thu, 25 Dec 2025US$987.3bUS$735.9bUS$36.6b19.9x27x1.3x
Sat, 22 Nov 2025US$902.3bUS$739.0bUS$36.4b18.2x24.8x1.2x
Mon, 20 Oct 2025US$978.7bUS$731.6bUS$36.4b16.1x26.9x1.3x
Wed, 17 Sep 2025US$1.0tUS$732.4bUS$35.6b18.8x28.9x1.4x
Fri, 15 Aug 2025US$1.0tUS$734.9bUS$35.3b18.8x28.5x1.4x
Sun, 13 Jul 2025US$902.6bUS$733.1bUS$35.0b17.6x25.8x1.2x
Tue, 10 Jun 2025US$926.0bUS$732.6bUS$34.9b17.4x26.5x1.3x
Thu, 08 May 2025US$873.4bUS$727.0bUS$35.6b15.2x24.5x1.2x
Sat, 05 Apr 2025US$829.4bUS$724.4bUS$35.6b13.8x23.3x1.1x
Mon, 03 Mar 2025US$932.5bUS$727.2bUS$35.5b14.6x26.2x1.3x
Wed, 29 Jan 2025US$933.8bUS$701.4bUS$35.2b16.3x26.5x1.3x
Fri, 27 Dec 2024US$901.4bUS$705.6bUS$34.5b16.6x26.1x1.3x
Sun, 24 Nov 2024US$920.6bUS$706.2bUS$33.0b17.2x27.9x1.3x
Tue, 22 Oct 2024US$480.9bUS$548.8bUS$18.1b14.4x26.6x0.9x
Thu, 19 Sep 2024US$481.0bUS$552.2bUS$17.4b15.3x27.6x0.9x
Sat, 17 Aug 2024US$465.5bUS$550.9bUS$16.9b16.7x27.5x0.8x
Mon, 15 Jul 2024US$479.4bUS$551.8bUS$17.6b16.5x27.3x0.9x
Wed, 12 Jun 2024US$462.1bUS$552.5bUS$17.8b16.2x26x0.8x
Fri, 10 May 2024US$429.5bUS$552.8bUS$16.6b16.8x25.8x0.8x
Sun, 07 Apr 2024US$440.8bUS$552.4bUS$17.1b16x25.8x0.8x
Tue, 05 Mar 2024US$448.6bUS$551.1bUS$15.8b14.5x28.4x0.8x
Thu, 01 Feb 2024US$433.1bUS$574.3bUS$16.1b13.1x26.9x0.8x
Sat, 30 Dec 2023US$439.9bUS$574.4bUS$16.1b13.6x27.3x0.8x
Mon, 27 Nov 2023US$398.0bUS$575.3bUS$17.8b12.9x22.4x0.7x
Wed, 25 Oct 2023US$368.0bUS$566.5bUS$18.4b12.2x20x0.6x
Fri, 22 Sep 2023US$381.0bUS$567.8bUS$18.4b11.4x20.7x0.7x
Sun, 20 Aug 2023US$419.5bUS$572.1bUS$18.1b10.7x23.1x0.7x
Tue, 18 Jul 2023US$424.3bUS$572.7bUS$18.3b10.6x23.2x0.7x
Thu, 15 Jun 2023US$402.9bUS$574.0bUS$18.4b10.3x21.9x0.7x
Sat, 13 May 2023US$402.5bUS$575.6bUS$19.2b10.6x21x0.7x
Mon, 10 Apr 2023US$400.6bUS$577.3bUS$20.4b10x19.6x0.7x
Wed, 08 Mar 2023US$386.6bUS$537.0bUS$22.8b9.6x16.9x0.7x
Fri, 03 Feb 2023US$417.0bUS$540.4bUS$23.5b10.2x17.8x0.8x
Price to Earnings Ratio

17.8x


Total Market Cap: US$417.0bTotal Earnings: US$23.5bTotal Revenue: US$540.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 24.9x202420252026
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 28.2x which is higher than its 3-year average PE of 24.9x.
  • The 3-year average PS ratio of 0.97x 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 16% 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 Market0.12%
Consumer Discretionary-0.18%
Specialty Stores-0.19%
Computer and Electronics Retail3.61%
Automotive Retail3.38%
Home Improvement Retail1.50%
Specialty Stores-0.96%
Home Furnishing Retail-3.33%
Apparel Retail-3.92%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 20.1x.
    • Analysts are expecting annual earnings growth of 22.4%, which is higher than its past year's earnings decline of 0.7% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 31.4x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings decline of 0.7% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 4.9% 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$386.531.7%
+US$6.3b		-9.0%PE26.4x
ORLY O'Reilly AutomotiveUS$100.245.9%
+US$4.7b		17.2%PE34.1x
AZO AutoZoneUS$3.79k7.5%
+US$4.4b		12.3%PE25.5x
CVNA CarvanaUS$473.716.9%
+US$4.3b		95.6%PE106.5x
TSCO Tractor SupplyUS$55.568.9%
+US$2.4b		-4.1%PE26.6x

Latest News

HD
US$386.53
Home Depot
7D
1.7%
1Y
-9.0%
BURL
US$293.83
Burlington Stores
7D
-4.1%
1Y
2.9%

BURL: Margin Expansion And New Store Growth Will Drive Future Upside

Narrative Update: Burlington Stores (BURL) Analysts have made modest shifts to their Burlington Stores outlook, with recent price targets ranging from about $315 to $350. These targets reflect mixed views on near term headwinds, margin and unit growth investment, and expectations for continued consumer resilience in off price retail into 2026.
ROST
US$187.57
Ross Stores
7D
-2.5%
1Y
28.5%

ROST: Off Price Execution And Share Repurchases Will Support Balanced Returns

Analysts have nudged their fair value target for Ross Stores slightly higher to US$192.69, reflecting a series of raised Street price targets in the US$170 to US$221 range and optimism around recent same store sales trends and execution. Analyst Commentary Recent research updates on Ross Stores point to generally constructive sentiment, with a cluster of raised price targets and a focus on execution in same store sales and margins.
CVNA
US$473.71
Carvana
7D
6.9%
1Y
95.6%

CVNA: TAM Expansion And S&P 500 Inclusion Will Shape Future Execution Risk

Analysts have lifted their implied fair value for Carvana by about $62 per share to roughly $481, citing a higher assumed future P/E multiple and an improved profit margin outlook, supported by recent price target increases and total addressable market expansion themes across several research notes. Analyst Commentary Bullish and cautious views on Carvana are both coming through in recent research, and they often tie back to how much value analysts see in the company’s expansion efforts and its ability to execute against that opportunity.
DKS
US$203.20
DICK'S Sporting Goods
7D
-5.6%
1Y
-17.5%

DKS: Future Returns Will Reflect Core Margin Strength And Foot Locker Cleanup

Analysts have nudged their fair value estimate for DICK'S Sporting Goods higher by about $1 to roughly $238, reflecting slightly adjusted assumptions for the discount rate, profit margin, and future P/E following recent mixed but generally constructive price target updates across the Street. Analyst Commentary Recent research shows a mixed but generally constructive tone around DICK'S Sporting Goods, with several firms trimming price targets while still expressing confidence in the business model and execution.
FND
US$70.99
Floor & Decor Holdings
7D
-6.7%
1Y
-33.3%

FND: Easing Housing Headwinds And Margin Resilience Will Support Fair Value Through 2026

Analysts have trimmed their fair value estimate for Floor & Decor Holdings by about US$0.55 per share. This reflects slightly lower growth and valuation assumptions, partly offset by firmer margin expectations and a lower projected future P/E multiple.
TJX
US$150.08
TJX Companies
7D
-4.6%
1Y
20.2%

TJX: Elevated Expectations Around Off Price Expansion May Limit Future Upside

Analysts have nudged their fair value estimate for TJX Companies higher to about $124.91 from $117.46, citing recent price target increases across the Street that reflect confidence in the off price model, solid Q3 results, and positive views on consumer spending and market share opportunities into 2026. Analyst Commentary Street research on TJX remains largely constructive, with a cluster of higher price targets following the company’s Q3 report and updated guidance.
AAP
US$47.54
Advance Auto Parts
7D
10.0%
1Y
-3.4%
GME
US$24.01
GameStop
7D
13.8%
1Y
-11.0%
W
US$110.13
Wayfair
7D
-4.2%
1Y
125.0%
WSM
US$204.67
Williams-Sonoma
7D
-3.2%
1Y
-3.3%

WSM: Premium P/E And Ongoing Buybacks Will Support Future Upside

Narrative Update on Williams-Sonoma The analyst price target for Williams-Sonoma has moved from $230 to $245, reflecting updated assumptions around slightly higher modeled revenue growth, a modestly lower discount rate, and a higher future P/E multiple that analysts link to recent Street research, including revised targets from firms updating their views after the Q3 report. Analyst Commentary Recent Street research around Williams-Sonoma centers on how the Q3 report affected earnings models and valuation views, with price targets moving in both directions as analysts reassessed their assumptions.
TSCO
US$55.56
Tractor Supply
7D
8.9%
1Y
-4.1%

TSCO: New Store Expansion And Outdoor Offerings Will Support Future Upside

Analysts reduced their implied fair value estimate for Tractor Supply from about US$63.15 to US$61.22. They cited slightly softer revenue growth assumptions, a modestly higher discount rate, a small change in forecast profit margins, and a lower future P/E multiple in their updated models.
CHWY
US$31.43
Chewy
7D
-6.8%
1Y
-19.3%
AZO
US$3,786.03
AutoZone
7D
7.5%
1Y
12.3%

AZO: Do It For Me Strength Will Counter Recent Caution On Do It Yourself

Narrative Update Analysts have trimmed their AutoZone fair value estimate by about $118 to $4,213, reflecting slightly higher discount rate assumptions, a modestly lower profit margin outlook, and a higher future P/E input following recent price target resets and sector views from major research firms. Analyst Commentary Street research on AutoZone has turned more mixed recently, with some firms trimming price targets while others see an improved risk and reward profile after the stock's pullback.
ORLY
US$100.24
O'Reilly Automotive
7D
5.9%
1Y
17.2%

ORLY: Pricing Tailwinds And Expanded Buybacks Will Support Future Upside

Analysts have trimmed their price target on O'Reilly Automotive by $5, citing slightly higher discount rate and P/E assumptions, along with recent Street research that includes a modest target cut at Morgan Stanley and an upgrade with supportive pricing commentary at Raymond James. Analyst Commentary Bullish analysts are highlighting a constructive setup for O'Reilly Automotive, pointing to recent research that balances a modest price target trim against more optimistic rating changes and commentary on pricing.
LOW
US$277.91
Lowe's Companies
7D
0.1%
1Y
3.5%

LOW: Lock-In Housing And AI Tools Will Support Gradual Home Improvement Recovery

Narrative Update The analyst price target for Lowe's Companies has been raised by about US$5 to reflect slightly higher modeled fair value, modest tweaks to revenue growth, profit margins and future P/E assumptions, as analysts point to valuation, pent up demand in home improvement and a healthier mix across do it yourself and pro customers as key supports for the update. Analyst Commentary Recent research on Lowe's highlights a mix of optimism around long term home improvement demand and caution around near term earnings visibility, with several firms adjusting price targets and ratings after the latest results and outlook updates.