Seeking Alpha • May 21
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U.S. Specialty Stores Industry Analysis
UpdatedMay 22, 2026
DataAggregated Company Financials
Companies154
- 7D2.6%
- 3M-10.7%
- 1Y-0.5%
- YTD-6.6%
TJX Companies is up 6.9%, leading the way for the Specialty Stores industry, which has gained 2.6%. During this same period, the Carvana underperformed, falling 7.4%. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 9.9% per annum.
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 |
|---|---|---|---|---|---|---|
| Sat, 23 May 2026 | US$894.6b | US$755.0b | US$37.7b | 19x | 23.7x | 1.2x |
| Mon, 20 Apr 2026 | US$985.1b | US$743.4b | US$37.3b | 21.3x | 26.4x | 1.3x |
| Wed, 18 Mar 2026 | US$929.5b | US$748.2b | US$37.9b | 18.6x | 24.5x | 1.2x |
| Fri, 13 Feb 2026 | US$1.0t | US$737.2b | US$36.3b | 20.5x | 27.9x | 1.4x |
| Sun, 11 Jan 2026 | US$1.0t | US$735.9b | US$36.6b | 21x | 28.3x | 1.4x |
| Tue, 09 Dec 2025 | US$980.1b | US$742.1b | US$36.3b | 18.9x | 27x | 1.3x |
| Thu, 06 Nov 2025 | US$954.0b | US$736.5b | US$36.4b | 16.4x | 26.2x | 1.3x |
| Sat, 04 Oct 2025 | US$1.0t | US$733.8b | US$36.4b | 17.3x | 27.6x | 1.4x |
| Mon, 01 Sep 2025 | US$1.0t | US$739.7b | US$35.5b | 18.6x | 28.3x | 1.4x |
| Wed, 30 Jul 2025 | US$945.3b | US$735.3b | US$35.0b | 18.1x | 27x | 1.3x |
| Fri, 27 Jun 2025 | US$898.6b | US$733.1b | US$35.0b | 17.4x | 25.7x | 1.2x |
| Sun, 25 May 2025 | US$899.1b | US$732.3b | US$35.4b | 16x | 25.4x | 1.2x |
| Tue, 22 Apr 2025 | US$844.8b | US$724.9b | US$35.6b | 14.2x | 23.7x | 1.2x |
| Thu, 20 Mar 2025 | US$829.6b | US$725.3b | US$35.6b | 14.7x | 23.3x | 1.1x |
| Sat, 15 Feb 2025 | US$912.8b | US$705.5b | US$35.5b | 16.8x | 25.7x | 1.3x |
| Mon, 13 Jan 2025 | US$888.0b | US$673.6b | US$34.8b | 15.9x | 25.5x | 1.3x |
| Wed, 11 Dec 2024 | US$946.4b | US$705.9b | US$34.4b | 17.6x | 27.5x | 1.3x |
| Fri, 08 Nov 2024 | US$469.8b | US$549.6b | US$17.8b | 15.3x | 26.5x | 0.9x |
| Sun, 06 Oct 2024 | US$476.7b | US$548.9b | US$18.1b | 15x | 26.4x | 0.9x |
| Tue, 03 Sep 2024 | US$477.4b | US$552.5b | US$17.5b | 14.8x | 27.2x | 0.9x |
| Thu, 01 Aug 2024 | US$470.1b | US$549.9b | US$17.2b | 15.8x | 27.3x | 0.9x |
| Sat, 29 Jun 2024 | US$464.5b | US$551.7b | US$17.5b | 15.4x | 26.5x | 0.8x |
| Mon, 27 May 2024 | US$441.7b | US$552.9b | US$17.5b | 15.6x | 25.3x | 0.8x |
| Wed, 24 Apr 2024 | US$423.1b | US$552.4b | US$17.1b | 15.6x | 24.7x | 0.8x |
| Fri, 22 Mar 2024 | US$457.3b | US$546.6b | US$16.8b | 15.7x | 27.3x | 0.8x |
| Sun, 18 Feb 2024 | US$436.1b | US$556.0b | US$15.9b | 14.7x | 27.4x | 0.8x |
| Tue, 16 Jan 2024 | US$424.3b | US$574.4b | US$16.1b | 13.6x | 26.3x | 0.7x |
| Thu, 14 Dec 2023 | US$414.2b | US$574.7b | US$16.1b | 13.3x | 25.7x | 0.7x |
| Sat, 11 Nov 2023 | US$377.2b | US$574.4b | US$17.7b | 10.8x | 21.3x | 0.7x |
| Mon, 09 Oct 2023 | US$374.5b | US$566.5b | US$18.4b | 12.1x | 20.4x | 0.7x |
| Wed, 06 Sep 2023 | US$410.7b | US$571.8b | US$17.9b | 11.7x | 23x | 0.7x |
| Fri, 04 Aug 2023 | US$425.5b | US$571.4b | US$18.2b | 10.7x | 23.4x | 0.7x |
| Sun, 02 Jul 2023 | US$421.0b | US$572.6b | US$18.4b | 10.5x | 22.9x | 0.7x |
| Tue, 30 May 2023 | US$385.1b | US$574.6b | US$18.0b | 9.9x | 21.3x | 0.7x |
Price to Earnings Ratio
21.3x
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 1.0x 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 28% per year over the last three years.
- Revenues for these companies have grown 9.5% 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 | -0.82% | |
| Consumer Discretionary | -0.83% | |
| Specialty Stores | 2.59% | |
| Home Furnishing Retail | 9.62% | |
| Computer and Electronics Retail | 6.01% | |
| Apparel Retail | 5.61% | |
| Home Improvement Retail | 3.14% | |
| Specialty Stores | 0.081% | |
| Automotive Retail | -4.86% | |
Industry PE
- Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 21.9x.
- Analysts are expecting annual earnings growth of 16.9%, 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 29.7x.
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 6.6% per year.
- In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 7.1% 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 | |
|---|---|---|---|---|---|
| HD Home Depot | US$313.07 | 5.2% +US$15.5b | -13.7% | PE22.3x | |
| TJX TJX Companies | US$158.27 | 7.4% +US$12.0b | 25.9% | PE30.2x | |
| ROST Ross Stores | US$234.81 | 10.4% +US$7.1b | 71.1% | PE32.7x | |
| WSM Williams-Sonoma | US$192.50 | 14.1% +US$2.8b | 22.0% | PE20.8x | |
| ORLY O'Reilly Automotive | US$91.74 | 3.7% +US$2.7b | 0.1% | PE29.2x |
