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U.S. Specialty Stores Industry Analysis

UpdatedAug 10, 2025
DataAggregated Company Financials
Companies160
  • 7D2.9%
  • 3M4.1%
  • 1Y15.9%
  • YTD3.7%

In the last week, the Specialty Stores industry is up 2.9%, with Home Depot up 3.8%. During this same period, the Carvana underperformed, falling 5.5%. In the last 12 months, the industry was up 16%. Earnings are forecast to grow by 9.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 10 Aug 2025US$962.5bUS$735.1bUS$35.3b17.6x27.3x1.3x
Tue, 08 Jul 2025US$937.6bUS$733.1bUS$35.0b18.2x26.8x1.3x
Thu, 05 Jun 2025US$928.7bUS$732.4bUS$34.9b16.7x26.6x1.3x
Sat, 03 May 2025US$866.7bUS$727.1bUS$35.7b15.5x24.3x1.2x
Mon, 31 Mar 2025US$841.5bUS$724.4bUS$35.6b16.3x23.6x1.2x
Wed, 26 Feb 2025US$906.7bUS$723.9bUS$36.0b15.2x25.2x1.3x
Fri, 24 Jan 2025US$913.5bUS$701.4bUS$35.2b16.5x25.9x1.3x
Sun, 22 Dec 2024US$895.4bUS$706.5bUS$34.4b16.6x26x1.3x
Tue, 19 Nov 2024US$886.4bUS$703.6bUS$32.6b15.6x27.2x1.3x
Thu, 17 Oct 2024US$481.7bUS$548.8bUS$18.1b15x26.6x0.9x
Sat, 14 Sep 2024US$478.9bUS$552.2bUS$17.4b15x27.4x0.9x
Mon, 12 Aug 2024US$449.4bUS$551.0bUS$17.0b15.7x26.4x0.8x
Wed, 10 Jul 2024US$460.3bUS$551.7bUS$17.6b15.5x26.2x0.8x
Fri, 07 Jun 2024US$469.6bUS$552.9bUS$17.8b16.2x26.4x0.8x
Sun, 05 May 2024US$425.9bUS$554.7bUS$16.7b15.2x25.4x0.8x
Tue, 02 Apr 2024US$469.0bUS$552.3bUS$17.1b16x27.5x0.8x
Thu, 29 Feb 2024US$450.4bUS$549.6bUS$15.7b14.1x28.7x0.8x
Sat, 27 Jan 2024US$431.0bUS$574.3bUS$16.1b13.9x26.7x0.8x
Mon, 25 Dec 2023US$432.6bUS$574.4bUS$16.1b13.7x26.8x0.8x
Wed, 22 Nov 2023US$392.9bUS$575.4bUS$17.6b14x22.3x0.7x
Fri, 20 Oct 2023US$374.8bUS$566.5bUS$18.4b12.7x20.4x0.7x
Sun, 17 Sep 2023US$395.2bUS$567.9bUS$18.3b12.2x21.6x0.7x
Tue, 15 Aug 2023US$421.9bUS$571.0bUS$18.2b11.1x23.2x0.7x
Thu, 13 Jul 2023US$429.2bUS$572.7bUS$18.3b10.5x23.4x0.7x
Sat, 10 Jun 2023US$395.4bUS$574.2bUS$18.2b9.8x21.7x0.7x
Mon, 08 May 2023US$404.2bUS$576.5bUS$19.0b11.1x21.2x0.7x
Wed, 05 Apr 2023US$409.3bUS$577.3bUS$20.5b10.2x20x0.7x
Fri, 03 Mar 2023US$386.9bUS$537.9bUS$23.2b9.6x16.7x0.7x
Sun, 29 Jan 2023US$400.7bUS$540.4bUS$23.5b9.1x17.1x0.7x
Tue, 27 Dec 2022US$370.4bUS$539.0bUS$23.5b8.5x15.8x0.7x
Thu, 24 Nov 2022US$386.1bUS$541.2bUS$24.4b8.1x15.8x0.7x
Sat, 22 Oct 2022US$329.3bUS$553.5bUS$23.6b6.5x13.9x0.6x
Mon, 19 Sep 2022US$349.8bUS$552.1bUS$23.3b6.6x15x0.6x
Wed, 17 Aug 2022US$399.3bUS$557.0bUS$26.4b7x15.2x0.7x
Price to Earnings Ratio

15.2x


Total Market Cap: US$399.3bTotal Earnings: US$26.4bTotal Revenue: US$557.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 23x202320242025
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 27.3x which is higher than its 3-year average PE of 23.0x.
  • The 3-year average PS ratio of 0.87x 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 10% per year over the last three years.
  • Revenues for these companies have grown 9.7% 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 Market2.39%
Consumer Discretionary3.28%
Specialty Stores2.91%
Home Furnishing Retail7.08%
Computer and Electronics Retail6.76%
Apparel Retail4.30%
Home Improvement Retail3.74%
Specialty Stores1.06%
Automotive Retail-1.39%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 16.2x.
    • Analysts are expecting annual earnings growth of 21.7%, which is higher than its past year's earnings decline of 7.2% per year.
  • Investors are most pessimistic about the Specialty Stores industry, which is trading close to its 3-year average of 25.6x.
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 7.2% per year.
  • In contrast, the Computer and Electronics Retail industry is expected to see its earnings grow by 2.3% 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$387.853.8%
+US$14.1b		11.2%PE26.4x
LOW Lowe's CompaniesUS$241.156.5%
+US$8.3b		2.3%PE19.8x
TJX TJX CompaniesUS$131.374.3%
+US$6.0b		18.7%PE30.3x
ORLY O'Reilly AutomotiveUS$103.334.2%
+US$3.6b		37.8%PE36.3x
AZO AutoZoneUS$4.04k4.6%
+US$2.9b		29.3%PE26.3x

Latest News

KMX
US$54.96
CarMax
7D
-1.8%
1Y
-27.4%

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Aug 09
Investors Could Be Concerned With CarMax's (NYSE:KMX) Returns On Capital
CURV
US$2.11
Torrid Holdings
7D
-15.6%
1Y
-73.4%
WSM
US$199.42
Williams-Sonoma
7D
6.3%
1Y
41.4%
ROST
US$145.22
Ross Stores
7D
6.0%
1Y
4.0%
TJX
US$131.37
TJX Companies
7D
4.3%
1Y
18.7%
EYE
US$22.64
National Vision Holdings
7D
-6.5%
1Y
120.2%
CVNA
US$347.56
Carvana
7D
-5.5%
1Y
155.7%
SIG
US$74.31
Signet Jewelers
7D
-1.3%
1Y
0.7%
BURL
US$271.26
Burlington Stores
7D
-0.7%
1Y
7.7%

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Aug 05
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HD
US$387.85
Home Depot
7D
3.8%
1Y
11.2%
BOOT
US$166.06
Boot Barn Holdings
7D
-2.8%
1Y
24.0%

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Aug 04
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AZO
US$4,035.16
AutoZone
7D
4.6%
1Y
29.3%
LOW
US$241.15
Lowe's Companies
7D
6.5%
1Y
2.3%

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Jul 31
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BBY
US$68.97
Best Buy
7D
7.6%
1Y
-17.6%

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Jul 30
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ORLY
US$103.33
O'Reilly Automotive
7D
4.2%
1Y
37.8%
ULTA
US$498.21
Ulta Beauty
7D
-1.9%
1Y
54.6%

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Jul 15
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