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U.S. Specialty Stores Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies151
  • 7D3.4%
  • 3M-1.6%
  • 1Y2.1%
  • YTD-2.9%

Over the last 7 days, the Specialty Stores industry has risen 3.4%, driven by gains from TJX Companies of 7.3%. Meanwhile, Five Below actually underperformed within the industry, shrinking 13% in the last week. 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 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Jun 2026US$909.6bUS$759.3bUS$39.6b20.1x23x1.2x
Fri, 08 May 2026US$920.4bUS$745.6bUS$37.4b19.7x24.6x1.2x
Sun, 05 Apr 2026US$918.3bUS$743.2bUS$37.8b18.8x24.3x1.2x
Tue, 03 Mar 2026US$1.0tUS$743.6bUS$37.7b20.1x26.7x1.4x
Thu, 29 Jan 2026US$1.0tUS$732.9bUS$36.6b19.5x27.9x1.4x
Sat, 27 Dec 2025US$987.6bUS$735.9bUS$36.6b19.9x27x1.3x
Mon, 24 Nov 2025US$930.3bUS$739.2bUS$36.4b18.2x25.6x1.3x
Wed, 22 Oct 2025US$977.5bUS$731.6bUS$36.4b16.8x26.9x1.3x
Fri, 19 Sep 2025US$1.0tUS$734.5bUS$35.7b19.7x28.7x1.4x
Sun, 17 Aug 2025US$989.3bUS$734.8bUS$35.3b18.6x28x1.3x
Tue, 15 Jul 2025US$931.8bUS$733.1bUS$35.0b17.7x26.6x1.3x
Thu, 12 Jun 2025US$924.6bUS$732.4bUS$35.0b17.1x26.4x1.3x
Sat, 10 May 2025US$889.8bUS$727.6bUS$35.6b15.2x25x1.2x
Mon, 07 Apr 2025US$819.4bUS$724.4bUS$35.6b13.8x23x1.1x
Wed, 05 Mar 2025US$910.0bUS$726.5bUS$35.2b14.1x25.9x1.3x
Fri, 31 Jan 2025US$923.6bUS$702.4bUS$35.4b16.6x26.1x1.3x
Sun, 29 Dec 2024US$900.6bUS$705.6bUS$34.5b16.5x26.1x1.3x
Tue, 26 Nov 2024US$919.1bUS$706.2bUS$33.0b18.5x27.9x1.3x
Thu, 24 Oct 2024US$468.4bUS$549.8bUS$18.0b14.8x26x0.9x
Sat, 21 Sep 2024US$485.2bUS$552.3bUS$17.4b15.7x27.8x0.9x
Mon, 19 Aug 2024US$466.8bUS$551.0bUS$16.9b16.7x27.6x0.8x
Wed, 17 Jul 2024US$474.4bUS$551.8bUS$17.6b18.2x27x0.9x
Fri, 14 Jun 2024US$471.7bUS$552.5bUS$17.7b16.2x26.6x0.9x
Sun, 12 May 2024US$435.9bUS$552.8bUS$16.6b16.9x26.2x0.8x
Tue, 09 Apr 2024US$440.8bUS$552.4bUS$17.1b16x25.8x0.8x
Thu, 07 Mar 2024US$446.6bUS$551.8bUS$16.0b14.3x28x0.8x
Sat, 03 Feb 2024US$435.2bUS$574.3bUS$16.0b13.9x27.1x0.8x
Mon, 01 Jan 2024US$437.9bUS$574.4bUS$16.1b13.6x27.2x0.8x
Wed, 29 Nov 2023US$395.0bUS$575.2bUS$17.8b13x22.2x0.7x
Fri, 27 Oct 2023US$366.5bUS$568.2bUS$18.1b12.5x20.2x0.6x
Sun, 24 Sep 2023US$378.6bUS$567.8bUS$18.4b11.2x20.6x0.7x
Tue, 22 Aug 2023US$419.6bUS$572.1bUS$18.2b10.6x23.1x0.7x
Thu, 20 Jul 2023US$431.3bUS$572.7bUS$18.3b10.7x23.5x0.8x
Sat, 17 Jun 2023US$405.6bUS$574.2bUS$18.3b10.2x22.2x0.7x
Price to Earnings Ratio

22.2x


Total Market Cap: US$405.6bTotal Earnings: US$18.3bTotal Revenue: US$574.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 25.6x202420252026
Current Industry PE
  • Investors are pessimistic on the American Specialty Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 23.0x which is lower than its 3-year average PE 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 9.8% 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-3.33%
Consumer Discretionary-3.31%
Specialty Stores3.41%
Automotive Retail5.32%
Apparel Retail4.85%
Computer and Electronics Retail3.54%
Home Furnishing Retail3.53%
Home Improvement Retail3.05%
Specialty Stores-2.79%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 22.1x.
    • Analysts are expecting annual earnings growth of 18.7%, 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 29.1x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 19% 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
TJX TJX CompaniesUS$164.877.3%
+US$12.4b		30.8%PE31.5x
HD Home DepotUS$321.333.1%
+US$9.8b		-12.7%PE22.9x
LOW Lowe's CompaniesUS$217.375.2%
+US$6.0b		-3.3%PE18.4x
CVNA CarvanaUS$69.616.1%
+US$2.9b		2.8%PE34.6x
ORLY O'Reilly AutomotiveUS$89.493.8%
+US$2.7b		-2.4%PE28.5x

Latest News

VSXY
US$74.96
Victoria's Secret
7D
-6.4%
1Y
237.7%
ULTA
US$477.90
Ulta Beauty
7D
-3.4%
1Y
3.4%
FIVE
US$190.83
Five Below
7D
-13.4%
1Y
54.6%
CHWY
US$20.40
Chewy
7D
-5.0%
1Y
-55.4%
HD
US$321.33
Home Depot
7D
3.1%
1Y
-12.7%
TJX
US$164.87
TJX Companies
7D
7.3%
1Y
30.8%
BOBS
US$12.43
Bob's Discount Furniture
7D
-5.8%
1Y
n/a
WSM
US$213.17
Williams-Sonoma
7D
4.6%
1Y
34.8%
W
US$71.34
Wayfair
7D
-1.4%
1Y
48.0%
ROST
US$229.45
Ross Stores
7D
2.5%
1Y
63.8%
AZO
US$3,137.75
AutoZone
7D
3.6%
1Y
-15.5%
Narrative Update • Jun 06

AZO: Commercial Expansion And Store Openings Will Drive Future Profit Inflection

AutoZone's updated analyst fair value estimate moves from about $4,204.74 to $3,937.61. This reflects broadly lower Street price targets in the $3,200 to $4,250 range as analysts factor in softer Q3 trends, easing same-SKU inflation, and a more cautious view on execution despite ongoing support for the stock's commercial growth story.
RH
US$150.09
RH
7D
-3.9%
1Y
-20.7%
Narrative Update • Jun 05

RH: Asymmetric Upside Hinges On Execution And Premium Brand Expansion

RH's updated analyst price target edges down by about $2 to $263.90. This reflects analysts' more cautious stance as discretionary stocks face softer checks and a series of lowered Street targets, even as assumptions for revenue growth, profit margins and future P/E are adjusted slightly.
CVNA
US$69.61
Carvana
7D
6.1%
1Y
2.8%
Narrative Update • Jun 04

CVNA: TAM Expansion And Stock Split Will Support Future Execution Upside

Carvana's updated analyst price target shifts from a prior fair value reference of $428.50 to about $92.90 per share, with analysts largely tying the recalibration to the recent 5:1 stock split, as well as modest tweaks to revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research updates around Carvana cluster around the stock split and revised price targets, but there is still a clear split between what bullish and bearish analysts focus on.
ORLY
US$89.49
O'Reilly Automotive
7D
3.8%
1Y
-2.4%
Narrative Update • Jun 03

ORLY: Expanded Buybacks And Tactical Rating Shift Will Support Bullish Thesis

The analyst fair value estimate for O'Reilly Automotive has been revised from $84.67 to $97.40, as analysts point to higher assumed profit margins, a modest adjustment to revenue growth expectations, a slightly lower discount rate, and updated future P/E assumptions supported by a wave of recent price target increases across the sector. Analyst Commentary Recent Street research around O'Reilly Automotive has been active, with multiple firms adjusting price targets across the auto parts retail group.
LOW
US$217.37
Lowe's Companies
7D
5.2%
1Y
-3.3%
RERE
US$4.08
ATRenew
7D
-10.9%
1Y
49.5%
Analysis Article • May 22

Results: ATRenew Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

As you might know, ATRenew Inc. ( NYSE:RERE ) just kicked off its latest first-quarter results with some very strong...