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U.S. Specialty Stores Industry Analysis

UpdatedSep 01, 2025
DataAggregated Company Financials
Companies159
  • 7D-0.4%
  • 3M8.3%
  • 1Y14.1%
  • YTD8.5%

The Specialty Stores industry has stayed flat over the last week. As for the the longer term, the industry is up 14% over the past 12 months. 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
Mon, 01 Sep 2025US$1.0tUS$739.7bUS$35.5b18.6x28.3x1.4x
Wed, 30 Jul 2025US$945.3bUS$735.3bUS$35.0b18.1x27x1.3x
Fri, 27 Jun 2025US$898.6bUS$733.1bUS$35.0b17.4x25.7x1.2x
Sun, 25 May 2025US$899.1bUS$732.3bUS$35.4b16x25.4x1.2x
Tue, 22 Apr 2025US$844.8bUS$724.9bUS$35.6b14.2x23.7x1.2x
Thu, 20 Mar 2025US$829.6bUS$725.3bUS$35.6b14.7x23.3x1.1x
Sat, 15 Feb 2025US$912.8bUS$705.5bUS$35.5b16.8x25.7x1.3x
Mon, 13 Jan 2025US$888.0bUS$673.6bUS$34.8b15.9x25.5x1.3x
Wed, 11 Dec 2024US$946.4bUS$705.9bUS$34.4b17.6x27.5x1.3x
Fri, 08 Nov 2024US$469.8bUS$549.6bUS$17.8b15.3x26.5x0.9x
Sun, 06 Oct 2024US$476.7bUS$548.9bUS$18.1b15x26.4x0.9x
Tue, 03 Sep 2024US$477.4bUS$552.5bUS$17.5b14.8x27.2x0.9x
Thu, 01 Aug 2024US$470.1bUS$549.9bUS$17.2b15.8x27.3x0.9x
Sat, 29 Jun 2024US$464.5bUS$551.7bUS$17.5b15.4x26.5x0.8x
Mon, 27 May 2024US$441.7bUS$552.9bUS$17.5b15.6x25.3x0.8x
Wed, 24 Apr 2024US$423.1bUS$552.4bUS$17.1b15.6x24.7x0.8x
Fri, 22 Mar 2024US$457.3bUS$546.6bUS$16.8b15.7x27.3x0.8x
Sun, 18 Feb 2024US$436.1bUS$556.0bUS$15.9b14.7x27.4x0.8x
Tue, 16 Jan 2024US$424.3bUS$574.4bUS$16.1b13.6x26.3x0.7x
Thu, 14 Dec 2023US$414.2bUS$574.7bUS$16.1b13.3x25.7x0.7x
Sat, 11 Nov 2023US$377.2bUS$574.4bUS$17.7b10.8x21.3x0.7x
Mon, 09 Oct 2023US$374.5bUS$566.5bUS$18.4b12.1x20.4x0.7x
Wed, 06 Sep 2023US$410.7bUS$571.8bUS$17.9b11.7x23x0.7x
Fri, 04 Aug 2023US$425.5bUS$571.4bUS$18.2b10.7x23.4x0.7x
Sun, 02 Jul 2023US$421.0bUS$572.6bUS$18.4b10.5x22.9x0.7x
Tue, 30 May 2023US$385.1bUS$574.6bUS$18.0b9.9x21.3x0.7x
Thu, 27 Apr 2023US$397.4bUS$574.4bUS$19.2b10.5x20.7x0.7x
Sat, 25 Mar 2023US$390.5bUS$577.5bUS$20.4b10.2x19.1x0.7x
Mon, 20 Feb 2023US$410.6bUS$543.9bUS$23.2b10.1x17.7x0.8x
Wed, 18 Jan 2023US$393.2bUS$539.0bUS$23.4b9.1x16.8x0.7x
Fri, 16 Dec 2022US$372.2bUS$541.0bUS$23.5b8.5x15.8x0.7x
Sun, 13 Nov 2022US$366.4bUS$542.4bUS$24.2b7.7x15.1x0.7x
Tue, 11 Oct 2022US$326.8bUS$552.2bUS$23.4b6.2x14x0.6x
Thu, 08 Sep 2022US$342.9bUS$545.7bUS$23.4b6.5x14.6x0.6x
Price to Earnings Ratio

14.6x


Total Market Cap: US$342.9bTotal Earnings: US$23.4bTotal Revenue: US$545.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 23.2x202320242025
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 28.3x which is higher than its 3-year average PE of 23.2x.
  • The 3-year average PS ratio of 0.88x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market0.46%
Consumer Discretionary0.14%
Specialty Stores-0.39%
Automotive Retail1.39%
Apparel Retail0.39%
Home Improvement Retail-0.54%
Specialty Stores-1.25%
Computer and Electronics Retail-4.80%
Home Furnishing Retail-7.09%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 16.7x.
    • Analysts are expecting annual earnings growth of 21.6%, which is higher than its past year's earnings decline of 7.2% per year.
  • Investors are most pessimistic about the Home Furnishing Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 18.8x.
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 4.0% 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
CVNA CarvanaUS$371.922.7%
+US$1.4b		146.9%PE91.2x
ORLY O'Reilly AutomotiveUS$103.681.2%
+US$1.0b		37.6%PE36.3x
AZO AutoZoneUS$4.20k1.4%
+US$982.0m		32.0%PE27.4x
TJX TJX CompaniesUS$136.610.8%
+US$872.6m		16.5%PE30.6x
BURL Burlington StoresUS$290.683.7%
+US$630.1m		8.4%PE33.1x

Latest News

BURL
US$290.68
Burlington Stores
7D
3.7%
1Y
8.4%
DKS
US$212.80
DICK'S Sporting Goods
7D
-6.6%
1Y
-10.2%

DICK'S Sporting Goods, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Aug 31
DICK'S Sporting Goods, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
BBWI
US$29.21
Bath & Body Works
7D
-6.2%
1Y
-5.0%

Bath & Body Works, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Aug 31
Bath & Body Works, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
LOW
US$258.06
Lowe's Companies
7D
-0.3%
1Y
3.8%
ULTA
US$492.73
Ulta Beauty
7D
-6.0%
1Y
39.6%
AZO
US$4,198.53
AutoZone
7D
1.4%
1Y
32.0%
FIVE
US$145.10
Five Below
7D
3.3%
1Y
92.4%
URBN
US$67.08
Urban Outfitters
7D
-12.3%
1Y
84.7%
WSM
US$188.19
Williams-Sonoma
7D
-4.9%
1Y
40.1%
HD
US$406.77
Home Depot
7D
-0.5%
1Y
10.4%

Analysts Are Updating Their The Home Depot, Inc. (NYSE:HD) Estimates After Its Second-Quarter Results

Aug 28
Analysts Are Updating Their The Home Depot, Inc. (NYSE:HD) Estimates After Its Second-Quarter Results
TJX
US$136.61
TJX Companies
7D
0.8%
1Y
16.5%

Global Store Base Will Reach 7,000, Increasing Customer Access

The analyst price target for TJX Companies has been raised to $149.44, reflecting strong Q2 outperformance, raised guidance, and sustained traffic and market share gains, though upside may be tempered by elevated valuation. Analyst Commentary Strong Q2 performance with both revenue and earnings exceeding expectations, fueled by healthy traffic growth across all banners.
NEGG
US$41.93
Newegg Commerce
7D
-50.7%
1Y
156.6%
CHWY
US$40.96
Chewy
7D
3.1%
1Y
43.5%
ORLY
US$103.68
O'Reilly Automotive
7D
1.2%
1Y
37.6%
CVNA
US$371.92
Carvana
7D
2.7%
1Y
146.9%
LAD
US$336.68
Lithia Motors
7D
4.1%
1Y
11.8%