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U.S. Specialty Stores Industry Analysis

UpdatedJun 17, 2026
DataAggregated Company Financials
Companies151
  • 7D2.5%
  • 3M5.8%
  • 1Y10.5%
  • YTD-0.5%

Over the last 7 days, the Specialty Stores industry has risen 4.9%, driven by gains from Home Depot of 4.9%. In the same time, Chewy was down 7.5%. This means that the industry has gained 8.8% over the past year. Earnings are forecast to grow by 10.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Jun 2026US$953.3bUS$759.6bUS$39.6b19x24.1x1.3x
Fri, 15 May 2026US$871.7bUS$751.0bUS$37.6b19.2x23.2x1.2x
Sun, 12 Apr 2026US$947.6bUS$743.4bUS$37.6b19.6x25.2x1.3x
Tue, 10 Mar 2026US$966.5bUS$745.2bUS$38.2b19x25.3x1.3x
Thu, 05 Feb 2026US$1.0tUS$735.4bUS$36.5b22.3x27.8x1.4x
Sat, 03 Jan 2026US$966.2bUS$735.9bUS$36.6b19.8x26.4x1.3x
Mon, 01 Dec 2025US$969.8bUS$741.0bUS$36.2b18x26.8x1.3x
Wed, 29 Oct 2025US$981.0bUS$733.2bUS$36.5b16.8x26.9x1.3x
Fri, 26 Sep 2025US$1.0tUS$734.4bUS$36.4b17.7x27.9x1.4x
Sun, 24 Aug 2025US$1.0tUS$738.4bUS$35.5b19.4x28.7x1.4x
Tue, 22 Jul 2025US$914.2bUS$733.1bUS$35.0b17x26.1x1.2x
Thu, 19 Jun 2025US$877.2bUS$732.6bUS$34.9b17.5x25.1x1.2x
Sat, 17 May 2025US$932.1bUS$727.9bUS$35.6b16.2x26.2x1.3x
Mon, 14 Apr 2025US$847.5bUS$723.0bUS$35.7b13.8x23.8x1.2x
Wed, 12 Mar 2025US$864.1bUS$725.5bUS$36.0b13.9x24x1.2x
Fri, 07 Feb 2025US$918.1bUS$702.5bUS$35.4b16.8x25.9x1.3x
Sun, 05 Jan 2025US$889.4bUS$701.4bUS$35.2b16.5x25.3x1.3x
Tue, 03 Dec 2024US$943.0bUS$706.5bUS$33.0b17x28.5x1.3x
Thu, 31 Oct 2024US$460.0bUS$550.0bUS$17.8b14.4x25.8x0.8x
Sat, 28 Sep 2024US$487.0bUS$552.2bUS$17.5b15.3x27.9x0.9x
Mon, 26 Aug 2024US$484.0bUS$552.1bUS$17.1b15.7x28.3x0.9x
Wed, 24 Jul 2024US$468.1bUS$551.8bUS$17.6b15.3x26.7x0.8x
Fri, 21 Jun 2024US$476.0bUS$552.2bUS$17.6b16.2x27x0.9x
Sun, 19 May 2024US$442.9bUS$551.8bUS$17.1b16.1x25.9x0.8x
Tue, 16 Apr 2024US$425.4bUS$552.4bUS$17.2b15.6x24.8x0.8x
Thu, 14 Mar 2024US$443.8bUS$546.2bUS$16.5b14.5x26.9x0.8x
Sat, 10 Feb 2024US$436.1bUS$555.2bUS$15.8b14.7x27.6x0.8x
Mon, 08 Jan 2024US$422.0bUS$574.4bUS$16.1b13.2x26.2x0.7x
Wed, 06 Dec 2023US$413.9bUS$574.7bUS$16.1b13.7x25.7x0.7x
Fri, 03 Nov 2023US$367.1bUS$568.3bUS$17.9b11.2x20.5x0.6x
Sun, 01 Oct 2023US$381.3bUS$566.7bUS$18.4b11x20.7x0.7x
Tue, 29 Aug 2023US$402.0bUS$572.3bUS$18.2b11.1x22.1x0.7x
Thu, 27 Jul 2023US$426.2bUS$574.3bUS$18.1b10.5x23.6x0.7x
Sat, 24 Jun 2023US$408.2bUS$572.6bUS$18.3b10x22.3x0.7x
Price to Earnings Ratio

22.3x


Total Market Cap: US$408.2bTotal 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 1.3x.
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 Market2.32%
Consumer Discretionary2.35%
Specialty Stores2.45%
Home Furnishing Retail6.76%
Home Improvement Retail4.90%
Apparel Retail1.42%
Automotive Retail1.07%
Specialty Stores-0.57%
Computer and Electronics Retail-0.96%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 22.2x.
    • Analysts are expecting annual earnings growth of 18.5%, 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 28.9x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 18% 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$337.094.9%
+US$15.7b		-3.4%PE24x
LOW Lowe's CompaniesUS$224.023.1%
+US$3.7b		5.7%PE19x
WSM Williams-SonomaUS$227.186.6%
+US$1.6b		44.8%PE24.6x
ROST Ross StoresUS$234.492.2%
+US$1.6b		81.7%PE32.5x
TJX TJX CompaniesUS$166.320.9%
+US$1.6b		35.2%PE31.7x

Latest News

UXIN
US$1.90
Uxin
7D
-12.4%
1Y
-51.5%
CHWY
US$18.87
Chewy
7D
-7.5%
1Y
-54.5%
ROST
US$234.49
Ross Stores
7D
2.2%
1Y
81.7%
Seeking Alpha • 16h

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
HD
US$337.09
Home Depot
7D
4.9%
1Y
-3.4%
AZO
US$3,127.79
AutoZone
7D
-0.3%
1Y
-13.2%
ORLY
US$90.68
O'Reilly Automotive
7D
1.3%
1Y
2.1%
Analysis Article • 22h

O'Reilly Automotive (ORLY) Stock Could Be 17.7% Undervalued After Buyback Expansion And Sales Growth

O'Reilly Automotive (ORLY) is back in focus after management expanded its share repurchase authorization by US$2.0b to US$31.75b and extended the program, alongside 8.1% Q1 2026 same-store sales growth. See our latest analysis for O'Reilly Automotive. Despite the extended buyback and steady same store sales performance, O'Reilly Automotive's 1 year total shareholder return of 2.43% and 5 year total shareholder return of 147.51% contrast with more muted short term share price moves around the...
FIVE
US$189.41
Five Below
7D
-0.7%
1Y
52.9%
Analysis Article • 23h

Five Below (FIVE) Stock Could Be 26.7% Undervalued After Earnings And Raised Guidance

Five Below (FIVE) has drawn fresh attention after reporting first quarter results, updating guidance for 2026, and benefiting from viral Cardi B social media posts that spotlighted the retailer to a wider audience. See our latest analysis for Five Below. Five Below’s share price has been choppy in recent months, with a 7 day share price return of 3.98% but a 30 day share price return that is down 9.23%, while the 1 year total shareholder return of 53.33% points to stronger longer term...
WSM
US$227.18
Williams-Sonoma
7D
6.6%
1Y
44.8%
Narrative Update • Jun 15

WSM: Affordable Luxury And E-Commerce Execution Will Support Future Earnings Power

Narrative Update: Williams-Sonoma The analyst price target for Williams-Sonoma moves from $230 to $250. This reflects analysts' focus on the company's "affordable luxury" positioning, its emphasis on e-commerce and digital engagement, and views that it can keep gaining share even as housing and consumer trends remain mixed.
ULTA
US$463.68
Ulta Beauty
7D
-3.0%
1Y
-1.7%
Narrative Update • Jun 15

ULTA: Prestige Share Gains And Times Square Flagship Will Drive Future Upside

Ulta Beauty's analyst price target has been reduced from $810 to $735, reflecting analysts' updated expectations for slightly softer revenue growth and profit margins as competition intensifies and recent Q1 strength meets tougher same store sales and earnings comparisons ahead. Analyst Commentary Recent research is broadly constructive on Ulta Beauty, even as many firms trim their price targets to reflect tougher comparable sales and margin debates.
TJX
US$166.32
TJX Companies
7D
0.9%
1Y
35.2%
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.
BURL
US$333.83
Burlington Stores
7D
2.9%
1Y
46.3%
RH
US$146.91
RH
7D
-2.1%
1Y
-19.6%
Seeking Alpha • Jun 13

RH: The Recovery Bridge Still Needs Proof

Summary RH remains a hold as Q1 revenue declined 1.7% and margins compressed, despite management’s upgraded FY 2026 guidance. The H2 recovery thesis hinges on backlog normalization, new store growth, and RH Estates, but execution risk remains high. Margin pressures persist due to rising occupancy, international expansion costs, and declining product margins in the core business. With RH trading at ~25x NTM P/E and a premium to comps, further upside requires clear evidence of H2 growth and margin recovery. Read the full article on Seeking Alpha
LOW
US$224.02
Lowe's Companies
7D
3.1%
1Y
5.7%
Narrative Update • Jun 11

LOW: Reaffirmed FY26 Outlook And Pro Expansion Will Support Home Improvement Recovery

Analysts have trimmed the average price target for Lowe's by about $5 to reflect softer near term housing and home improvement trends, while also pointing to steady execution, stable DIY spending, and reaffirmed 2026 guidance as key support for earnings expectations. Analyst Commentary Recent research shows a clear reset in price targets around Lowe's, with most firms trimming their numbers while still highlighting consistent execution, stable DIY trends, and reaffirmed long term guidance.
GME
US$21.46
GameStop
7D
-3.7%
1Y
-6.7%
W
US$83.16
Wayfair
7D
16.6%
1Y
72.2%
BOOT
US$162.52
Boot Barn Holdings
7D
-4.9%
1Y
0.4%
Narrative Update • Jun 05

BOOT: Record Results And Store Expansion Will Support Future Earnings Power

Analysts have trimmed the fair value estimate for Boot Barn Holdings to $195.00 from $196.63, reflecting slightly softer assumptions for revenue growth and profit margins, even as recent research points to supportive views following the solid Q4 update. Analyst Commentary Street research around Boot Barn's latest Q4 report highlights a mix of optimism on the business and more cautious tweaks to valuation models.