Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Specialty Stores Industry Analysis

UpdatedJun 21, 2026
DataAggregated Company Financials
Companies151
  • 7D-0.3%
  • 3M3.5%
  • 1Y8.0%
  • YTD-1.6%

The Specialty Stores industry has stayed flat over the last week. As for the the longer term, the industry is up 8.0% over the past 12 months. Looking forward, 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
Mon, 22 Jun 2026US$947.4bUS$759.9bUS$39.6b19.8x23.9x1.2x
Wed, 20 May 2026US$866.6bUS$751.5bUS$37.5b19x23.1x1.2x
Fri, 17 Apr 2026US$960.4bUS$743.4bUS$37.4b20.7x25.7x1.3x
Sun, 15 Mar 2026US$923.3bUS$748.1bUS$37.9b18.5x24.3x1.2x
Tue, 10 Feb 2026US$1.0tUS$735.6bUS$36.4b20.7x28.2x1.4x
Thu, 08 Jan 2026US$994.8bUS$735.9bUS$36.6b20.2x27.2x1.4x
Sat, 06 Dec 2025US$968.6bUS$742.0bUS$36.3b18.8x26.7x1.3x
Mon, 03 Nov 2025US$951.6bUS$736.5bUS$36.4b16.7x26.1x1.3x
Wed, 01 Oct 2025US$1.0tUS$734.5bUS$36.4b17.5x27.9x1.4x
Fri, 29 Aug 2025US$1.0tUS$739.5bUS$35.5b19.2x28.7x1.4x
Sun, 27 Jul 2025US$942.0bUS$735.0bUS$34.8b18.2x27.1x1.3x
Tue, 24 Jun 2025US$889.0bUS$733.0bUS$35.0b17.6x25.4x1.2x
Thu, 22 May 2025US$936.8bUS$731.5bUS$35.4b15.9x26.4x1.3x
Sat, 19 Apr 2025US$844.7bUS$724.9bUS$35.6b14.4x23.7x1.2x
Mon, 17 Mar 2025US$809.2bUS$725.3bUS$36.1b13.8x22.4x1.1x
Wed, 12 Feb 2025US$911.8bUS$703.0bUS$35.4b16.9x25.7x1.3x
Fri, 10 Jan 2025US$889.2bUS$701.4bUS$35.2b16.1x25.2x1.3x
Sun, 08 Dec 2024US$951.0bUS$706.7bUS$34.3b17.6x27.7x1.3x
Tue, 05 Nov 2024US$455.6bUS$549.9bUS$17.8b14.8x25.7x0.8x
Thu, 03 Oct 2024US$486.4bUS$551.0bUS$18.0b14.8x27x0.9x
Sat, 31 Aug 2024US$478.2bUS$552.5bUS$17.5b14.8x27.3x0.9x
Mon, 29 Jul 2024US$464.0bUS$550.3bUS$17.4b16.7x26.6x0.8x
Wed, 26 Jun 2024US$473.1bUS$551.7bUS$17.5b15.6x27x0.9x
Fri, 24 May 2024US$434.1bUS$552.5bUS$17.4b15.5x25x0.8x
Sun, 21 Apr 2024US$416.2bUS$552.4bUS$17.1b15.4x24.3x0.8x
Tue, 19 Mar 2024US$447.0bUS$546.5bUS$16.5b14.6x27.2x0.8x
Thu, 15 Feb 2024US$432.5bUS$555.2bUS$15.8b14.7x27.4x0.8x
Sat, 13 Jan 2024US$424.3bUS$574.4bUS$16.1b13.6x26.3x0.7x
Mon, 11 Dec 2023US$409.2bUS$574.7bUS$16.1b13.1x25.4x0.7x
Wed, 08 Nov 2023US$384.2bUS$574.8bUS$17.9b12.4x21.4x0.7x
Fri, 06 Oct 2023US$372.4bUS$566.5bUS$18.4b11.7x20.3x0.7x
Sun, 03 Sep 2023US$416.7bUS$571.8bUS$17.9b11.9x23.3x0.7x
Tue, 01 Aug 2023US$429.9bUS$574.7bUS$17.9b11.2x24.1x0.7x
Thu, 29 Jun 2023US$414.2bUS$572.6bUS$18.3b10.2x22.6x0.7x
Price to Earnings Ratio

22.6x


Total Market Cap: US$414.2bTotal Earnings: US$18.3bTotal Revenue: US$572.6bTotal 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 1.0x 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 29% per year over the last three years.
  • Revenues for these companies have grown 9.9% 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 Market1.39%
Consumer Discretionary0.55%
Specialty Stores-0.32%
Home Improvement Retail1.75%
Home Furnishing Retail1.25%
Automotive Retail0.16%
Specialty Stores-1.03%
Apparel Retail-2.33%
Computer and Electronics Retail-3.39%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 22.3x.
    • Analysts are expecting annual earnings growth of 17.1%, 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 28.7x.
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 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
HD Home DepotUS$334.281.8%
+US$5.9b		-4.4%PE23.8x
CVNA CarvanaUS$66.563.8%
+US$1.8b		4.0%PE33.1x
W WayfairUS$88.5214.1%
+US$1.4b		79.0%PS0.9x
DKS DICK'S Sporting GoodsUS$232.965.4%
+US$1.1b		34.3%PE23x
LOW Lowe's CompaniesUS$222.200.6%
+US$796.2m		4.4%PE18.8x

Latest News

WSM
US$226.92
Williams-Sonoma
7D
1.5%
1Y
42.9%
Analysis Article • 2h

Williams-Sonoma (WSM) Stock Could Be 11% Below Fair Value After Dividend Affirmation

Williams-Sonoma (WSM) is back in focus after affirming a quarterly dividend of $0.76 per share, payable on August 21, 2026. This move highlights its ongoing capital return approach. See our latest analysis for Williams-Sonoma. The latest dividend affirmation comes as Williams-Sonoma’s share price trades at $226.92, with a 30-day share price return of 17.88% and a 1-year total shareholder return of 44.95%, suggesting momentum has been building alongside ongoing buybacks and capital returns. If...
KMX
US$53.66
CarMax
7D
4.7%
1Y
-21.7%
Analysis Article • 20h

CarMax (KMX) Stock Could Be 26% Overvalued as Lending Expansion Shapes the Narrative

CarMax (KMX) is drawing fresh attention after a recent stretch of mixed share performance, with gains over the past month alongside declines over the past year, prompting investors to reassess the used-car retailer. See our latest analysis for CarMax. The recent 1-day share price return of 13.14% and 30-day share price return of 33.05% suggest momentum is rebuilding for CarMax, even though the 1-year total shareholder return is down 21.74% and longer horizons also show declines. If this...
ULTA
US$456.13
Ulta Beauty
7D
-2.5%
1Y
-3.7%
Analysis Article • 21h

Ulta Beauty (ULTA) Stock Could Be 33.1% Undervalued After Earnings Beat

Why Ulta Beauty Stock Is Back on Investors’ Radar Ulta Beauty (ULTA) is drawing fresh attention after its latest quarterly report showed revenue and earnings per share ahead of Wall Street estimates, supported by stronger comparable sales and continued store expansion. See our latest analysis for Ulta Beauty. Despite the earnings beat, Ulta Beauty’s share price is down 26.44% year to date and has fallen 13.93% over 90 days, while the 5 year total shareholder return of 30.75% points to longer...
BBY
US$74.73
Best Buy
7D
-4.8%
1Y
10.7%
DKS
US$232.96
DICK'S Sporting Goods
7D
5.4%
1Y
34.3%
Seeking Alpha • Jun 20

Dick's Sporting Goods: Foot Locker Deal Looks Better Than Expected

Summary Dick's Sporting Goods delivered a 62.66% YoY revenue surge in Q1 2026, decisively beating analyst expectations. The Foot Locker acquisition is already yielding tangible benefits, expanding DKS’s reach into sneaker culture and new customer segments. Management highlights enhanced partnerships with leading sports brands and increased athlete engagement as strategic advantages post-acquisition. Foot Locker’s Q1 2026 performance underscores the acquisition’s immediate contribution to DKS’s growth and market positioning. Read the full article on Seeking Alpha
LOW
US$222.20
Lowe's Companies
7D
0.6%
1Y
4.4%
HD
US$334.28
Home Depot
7D
1.8%
1Y
-4.4%
Narrative Update • Jun 18

HD: Pro Ecosystem Expansion And 2026 Plan Will Drive Share Upside

For Home Depot, the analyst price target has been trimmed by around $15 to $20 across several firms to a range of roughly $320 to $430. Analysts have adjusted their models after Q1 results, reflected a tougher housing and demand backdrop, and factored in a slightly lower discount rate as well as modest tweaks to long term growth, margin, and future P/E assumptions.
AZO
US$3,064.48
AutoZone
7D
-1.7%
1Y
-16.2%
Analysis Article • Jun 18

AutoZone (AZO) Stock Could Be 22.3% Undervalued After Recent Share Price Weakness

AutoZone (AZO) has drawn investor attention after recent share price pressure, with the stock down about 9% over the past month and roughly 8% over the past 3 months. See our latest analysis for AutoZone. At a latest share price of $3,059.63, AutoZone’s recent 1 month share price return of down 9.1% and year to date share price return of down 7.4% contrast with a 5 year total shareholder return of 112%, suggesting momentum has faded after a strong longer term run. If you are assessing where...
CVNA
US$66.56
Carvana
7D
3.8%
1Y
4.0%
Narrative Update • Jun 18

CVNA: New Vehicle Expansion Will Support Future Execution Upside For Stock

The analyst price target for Carvana has been trimmed slightly, from about $92.90 to roughly $92.10, as analysts factor in updated assumptions on market share gains, a modestly lower future P/E multiple near 31.6x, and refreshed cohort models that temper some of the more aggressive long term expectations reflected in recent Street estimates. Analyst Commentary Recent research on Carvana stock reflects a mix of optimism about execution and growth, balanced against concerns over competition and the assumptions embedded in long term forecasts.
ORLY
US$86.84
O'Reilly Automotive
7D
-4.6%
1Y
-3.2%
Narrative Update • Jun 18

ORLY: Expanded Buybacks And Execution Risks Will Shape Future Stock Returns

Analysts have trimmed the fair value estimate for O'Reilly Automotive stock from $97.40 to $96.00, while a series of recent price target increases across Wall Street reflects continued confidence in its ability to compete effectively and potentially gain market share versus peers. Analyst Commentary Recent research updates on O'Reilly Automotive highlight a mix of confidence in the business model and some pockets of caution, particularly when analysts compare it with competitors and assess execution risks around growth and margins.
W
US$88.52
Wayfair
7D
14.1%
1Y
79.0%
Narrative Update • Jun 16

W: Debt Burden And Profitability Efforts Will Shape Fairly Valued Shares

Analysts have trimmed their blended fair value estimate for Wayfair stock from about $93.43 to $91.74 per share, citing updated assumptions for discount rates, long term revenue growth, profit margins, and future P/E multiples. What’s in the News for Wayfair Wayfair shares have fallen between 29% and over 40% year to date in 2026 as rising Treasury yields and persistent inflation concerns have pressured growth oriented stocks, according to recent coverage dated May 17, 2026.
ROST
US$232.80
Ross Stores
7D
-3.1%
1Y
82.3%
Seeking Alpha • Jun 16

Ross Stores: Valuation Has Caught Up (Rating Downgrade)

Summary Ross Stores (ROST) fundamentals have strengthened, with robust demand, broad-based SSS growth, and strong traffic driving Q1 results. ROST management raised guidance, but Q1’s 17% SSS growth was partly tax-refund-driven; forward SSS guidance is 6–7%, indicating normalization. Margin expansion was significant (Q1 EBIT margin 13.4%), but leverage benefits are likely to normalize as comps moderate, risking consensus margin expectations. I downgrade ROST to hold as valuation (~30x forward PE) now prices in much of the improvement, leaving little margin of safety without further proof of sustained growth. Read the full article on Seeking Alpha
MUSA
US$551.26
Murphy USA
7D
-11.4%
1Y
35.7%
Seeking Alpha • Jun 15

Murphy USA: Higher Fuel Prices Strengthen The Buy Case

Summary Murphy USA operates over 1,800 gas stations and convenience stores across 27 US states, serving 2 million customers daily. MUSA's business model emphasizes low-cost fuel paired with convenience items such as snacks, tobacco, and beverages. The company benefits when gas prices rise due to increased margin and profitability. The secular growth in nicotine, along with MUSA outlets being strategically next to Walmart stores, drives further store traffic. Read the full article on Seeking Alpha
TJX
US$163.81
TJX Companies
7D
-2.7%
1Y
32.6%
Narrative Update • Jun 15

TJX: Off Price Model And Capital Returns Will Drive Future Upside

Analysts lifted the TJX Companies fair value estimate to $197 from $193 as higher Street price targets, Q1 earnings strength, and expectations for steady margins and revenue growth support a slightly higher assumed P/E multiple and a modestly lower discount rate. Analyst Commentary Street research around the Q1 report points to broadly constructive sentiment on TJX, with a cluster of higher price targets following the earnings release.
TSCO
US$30.24
Tractor Supply
7D
-3.2%
1Y
-42.4%
REAL
US$12.45
RealReal
7D
21.1%
1Y
144.6%
Narrative Update • Jun 05

REAL: Automation And Margin Gains Will Support Future Upside Potential

Analysts maintained their $20.00 price target for The RealReal, citing relatively unchanged growth assumptions, a small adjustment to the discount rate, a slightly higher profit margin outlook, and a lower future P/E assumption that together continue to support their current valuation view. What's in the News BTIG reiterated its Buy rating and maintained a $17 price target on The RealReal after a tour of the Perth Amboy authentication facility, highlighting the planned Auto Store system that is expected to increase storage capacity by 35% and support operational efficiency gains.