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U.S. Specialty Stores Industry Analysis

UpdatedJul 28, 2026
DataAggregated Company Financials
Companies156
  • 7D1.3%
  • 3M1.0%
  • 1Y2.4%
  • YTD-0.6%

The Specialty Stores industry is up 1.3% in the last week, with O'Reilly Automotive up 7.2%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 9.3% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 Jul 2026US$939.9bUS$760.1bUS$39.6b20.6x23.8x1.2x
Thu, 25 Jun 2026US$932.2bUS$760.0bUS$39.6b20.1x23.5x1.2x
Sat, 23 May 2026US$900.3bUS$756.2bUS$37.9b20.1x23.8x1.2x
Mon, 20 Apr 2026US$985.1bUS$743.4bUS$37.3b21.3x26.4x1.3x
Wed, 18 Mar 2026US$929.5bUS$748.2bUS$37.9b18.6x24.5x1.2x
Fri, 13 Feb 2026US$1.0tUS$737.2bUS$36.3b20.5x27.9x1.4x
Sun, 11 Jan 2026US$1.0tUS$735.9bUS$36.6b21x28.3x1.4x
Tue, 09 Dec 2025US$980.1bUS$742.1bUS$36.3b18.9x27x1.3x
Thu, 06 Nov 2025US$954.0bUS$736.5bUS$36.4b16.4x26.2x1.3x
Sat, 04 Oct 2025US$1.0tUS$733.8bUS$36.4b17.3x27.6x1.4x
Mon, 01 Sep 2025US$1.0tUS$739.7bUS$35.5b18.6x28.3x1.4x
Wed, 30 Jul 2025US$945.3bUS$735.3bUS$35.0b18.1x27x1.3x
Fri, 27 Jun 2025US$898.6bUS$733.1bUS$35.0b17.4x25.7x1.2x
Sun, 25 May 2025US$899.1bUS$732.3bUS$35.4b16x25.4x1.2x
Tue, 22 Apr 2025US$844.8bUS$724.9bUS$35.6b14.2x23.7x1.2x
Thu, 20 Mar 2025US$829.6bUS$725.3bUS$35.6b14.7x23.3x1.1x
Sat, 15 Feb 2025US$912.8bUS$705.5bUS$35.5b16.8x25.7x1.3x
Mon, 13 Jan 2025US$888.0bUS$673.6bUS$34.8b15.9x25.5x1.3x
Wed, 11 Dec 2024US$946.4bUS$705.9bUS$34.4b17.6x27.5x1.3x
Fri, 08 Nov 2024US$469.8bUS$549.6bUS$17.8b15.3x26.5x0.9x
Sun, 06 Oct 2024US$476.7bUS$548.9bUS$18.1b15x26.4x0.9x
Tue, 03 Sep 2024US$477.4bUS$552.5bUS$17.5b14.8x27.2x0.9x
Thu, 01 Aug 2024US$470.1bUS$549.9bUS$17.2b15.8x27.3x0.9x
Sat, 29 Jun 2024US$464.5bUS$551.7bUS$17.5b15.4x26.5x0.8x
Mon, 27 May 2024US$441.7bUS$552.9bUS$17.5b15.6x25.3x0.8x
Wed, 24 Apr 2024US$423.1bUS$552.4bUS$17.1b15.6x24.7x0.8x
Fri, 22 Mar 2024US$457.3bUS$546.6bUS$16.8b15.7x27.3x0.8x
Sun, 18 Feb 2024US$436.1bUS$556.0bUS$15.9b14.7x27.4x0.8x
Tue, 16 Jan 2024US$424.3bUS$574.4bUS$16.1b13.6x26.3x0.7x
Thu, 14 Dec 2023US$414.2bUS$574.7bUS$16.1b13.3x25.7x0.7x
Sat, 11 Nov 2023US$377.2bUS$574.4bUS$17.7b10.8x21.3x0.7x
Mon, 09 Oct 2023US$374.5bUS$566.5bUS$18.4b12.1x20.4x0.7x
Wed, 06 Sep 2023US$410.7bUS$571.8bUS$17.9b11.7x23x0.7x
Fri, 04 Aug 2023US$425.5bUS$571.4bUS$18.2b10.7x23.4x0.7x
Price to Earnings Ratio

23.4x


Total Market Cap: US$425.5bTotal Earnings: US$18.2bTotal Revenue: US$571.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 25.6x202420252026
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 25.6x.
  • The 3-year average PS ratio of 1.1x 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 30% per year over the last three years.
  • Revenues for these companies have grown 10.0% 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-0.74%
Consumer Discretionary-6.27%
Specialty Stores1.31%
Home Furnishing Retail4.33%
Automotive Retail2.59%
Computer and Electronics Retail2.38%
Apparel Retail1.13%
Home Improvement Retail0.93%
Specialty Stores0.10%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 22.6x.
    • Analysts are expecting annual earnings growth of 14.1%, 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 27.7x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings decline of 1.3% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 6.9% 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
ORLY O'Reilly AutomotiveUS$90.597.2%
+US$5.0b		-6.9%PE28.8x
LOW Lowe's CompaniesUS$211.553.3%
+US$3.8b		-8.0%PE17.9x
HD Home DepotUS$336.090.9%
+US$3.0b		-10.9%PE23.9x
ROST Ross StoresUS$243.353.2%
+US$2.4b		72.8%PE33.7x
PAG Penske Automotive GroupUS$215.7010.3%
+US$1.3b		26.7%PE15.5x

Latest News

HD
US$336.09
Home Depot
7D
0.9%
1Y
-10.9%
Seeking Alpha • 22h

Home Depot: The Problems Brewing Underneath The Surface

Summary Home Depot is headed for yet another rough year as the stock is already underperforming the market by a very wide margin. If management's FY 2026 guidance remains intact, then investors could expect the share price to stabilize in the near term. Beyond the next couple of months, however, HD's long-term profitability issues will continue to weigh as growth barely keeps up with inflation. Read the full article on Seeking Alpha
WSM
US$234.39
Williams-Sonoma
7D
4.9%
1Y
24.5%
Seeking Alpha • Jul 27

Why Williams-Sonoma Keeps Winning In A Tough Industry

Summary Williams-Sonoma has transformed into a digital-first, vertically integrated specialty retailer with a strong competitive moat and resilient margins. WSM’s growth is driven by proprietary product design, omni-channel distribution, new brand launches, B2B expansion, and early-stage international growth. Despite macro headwinds, WSM maintains high operating margins (~18%) and robust shareholder returns via dividends and buybacks, supported by a solid balance sheet. Valuation reflects WSM’s quality and execution, but current pricing offers less margin of safety, especially if economic conditions deteriorate. Read the full article on Seeking Alpha
ULTA
US$480.51
Ulta Beauty
7D
-1.6%
1Y
-7.5%
PAG
US$215.70
Penske Automotive Group
7D
10.3%
1Y
26.7%
VSXY
US$85.32
Victoria's Secret
7D
-2.4%
1Y
310.2%
Seeking Alpha • Jul 24

Victoria's Secret: The Turnaround Is Complete, And It Is Fully Priced In

Summary Victoria's Secret's turnaround seems to have materialized with broad-based growth in Q1 and upward revised guidance, indicating that the brand's social relevance may be regained. New customer acquisitions, comparable sales growth, international sales growth, and full price selling all contributed to the success. Due to the fundamental improvements, I believe that the current market price is justified, but we cannot ignore the macroeconomic headwinds, like uncertain tariff policies or poor consumer sentiment. I reiterate my hold rating. Read the full article on Seeking Alpha
GME
US$21.52
GameStop
7D
-1.1%
1Y
-6.4%
Seeking Alpha • Jul 20

GameStop's eBay Deal Is Less An Acquisition Than An Activist Play

Summary GameStop has proposed a highly leveraged, mostly stock-based acquisition of eBay, offering a modest premium but significant operational and financial transformation. The proposal would shift eBay from minimal leverage to over 5x EBITDA, with $25 billion in new debt, fundamentally altering its risk profile and capital structure. eBay shareholders could replicate most benefits of the deal—cash out, lever exposure, and add GME—without accepting Cohen’s leadership or the associated risks. Ryan Cohen’s plan hinges on aggressive cost cuts and strategic overhaul, but faces board resistance, financing uncertainties, and limited shareholder appetite for such radical change. Read the full article on Seeking Alpha
MUSA
US$610.44
Murphy USA
7D
-2.0%
1Y
45.2%
Narrative Update • Jul 20

MUSA: Fuel Margin Reliance Will Likely Restrain Future Share Price Upside

Murphy USA's analyst fair value estimate has been revised from $406.95 to $517.00 as analysts factor in higher fuel margins, improving execution, expanded store openings, and a range of higher Street price targets from firms that now see stronger earnings visibility for the company. Analyst Commentary Recent Street commentary on Murphy USA highlights a mix of optimism on fuel margins and store growth alongside some caution on valuation, earnings durability, and execution risk.
ROST
US$243.35
Ross Stores
7D
3.2%
1Y
72.8%
New Narrative • Jul 20

ROST offers strong downside protection with cash-rich balance sheet, dependable but modest compounding despite losing relative scale to TJX

2,282-store US off-price retailer that converts other people's inventory mistakes into an 18% return on invested capital, and it does so most reliably when the economy is worst — recessions simultaneously push shoppers toward value and flood the closeout market with distressed branded goods, which is why the business generated record free cash flow in the COVID year on collapsed earnings. The investment case is not growth; it is protected compounding at a modest rate.
WINA
US$341.91
Winmark
7D
-10.1%
1Y
-10.6%
LOW
US$211.55
Lowe's Companies
7D
3.3%
1Y
-8.0%
URBN
US$72.61
Urban Outfitters
7D
-3.0%
1Y
-6.6%
W
US$94.53
Wayfair
7D
7.7%
1Y
39.3%
Narrative Update • Jul 14

W: Store Expansion And Market Share Gains Will Face Margin Pressures

Wayfair's analyst price target has been reduced to approximately $61.44 from $80.00. Analysts cite updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples to support the change.
DKS
US$205.60
DICK'S Sporting Goods
7D
-4.1%
1Y
-6.3%
ORLY
US$90.59
O'Reilly Automotive
7D
7.2%
1Y
-6.9%
AZO
US$3,075.26
AutoZone
7D
2.7%
1Y
-19.0%
TDUP
US$5.86
ThredUp
7D
-11.1%
1Y
-24.0%