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U.S. Specialty Stores Industry Analysis

UpdatedSep 08, 2025
DataAggregated Company Financials
Companies159
  • 7D2.5%
  • 3M11.6%
  • 1Y19.6%
  • YTD11.3%

Over the last 7 days, the Specialty Stores industry has risen 2.5%, driven by gains from Home Depot of 3.0%. In the last 12 months, the industry was up 20%. 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, 08 Sep 2025US$1.0tUS$739.9bUS$35.3b19.2x29.2x1.4x
Wed, 06 Aug 2025US$953.6bUS$735.5bUS$35.3b18.4x27x1.3x
Fri, 04 Jul 2025US$937.3bUS$733.1bUS$35.0b18.4x26.8x1.3x
Sun, 01 Jun 2025US$885.3bUS$732.6bUS$34.8b15.9x25.4x1.2x
Tue, 29 Apr 2025US$860.4bUS$726.9bUS$35.7b15.4x24.1x1.2x
Thu, 27 Mar 2025US$863.7bUS$724.5bUS$35.6b16.4x24.3x1.2x
Sat, 22 Feb 2025US$913.9bUS$719.1bUS$35.8b14.8x25.6x1.3x
Mon, 20 Jan 2025US$905.1bUS$701.4bUS$35.2b16x25.7x1.3x
Wed, 18 Dec 2024US$924.3bUS$706.4bUS$34.3b16.4x26.9x1.3x
Fri, 15 Nov 2024US$891.7bUS$703.8bUS$32.4b16.4x27.5x1.3x
Sun, 13 Oct 2024US$470.3bUS$548.9bUS$18.1b14.6x26x0.9x
Tue, 10 Sep 2024US$465.0bUS$552.7bUS$17.7b14.7x26.3x0.8x
Thu, 08 Aug 2024US$442.9bUS$551.2bUS$17.1b14x26x0.8x
Sat, 06 Jul 2024US$456.1bUS$551.7bUS$17.6b15.5x26x0.8x
Mon, 03 Jun 2024US$461.5bUS$553.2bUS$17.5b17.6x26.4x0.8x
Wed, 01 May 2024US$419.5bUS$555.0bUS$16.9b15.1x24.8x0.8x
Fri, 29 Mar 2024US$466.7bUS$552.3bUS$16.9b16.3x27.6x0.8x
Sun, 25 Feb 2024US$440.5bUS$549.5bUS$15.7b15.3x28x0.8x
Tue, 23 Jan 2024US$429.9bUS$574.3bUS$16.1b13.8x26.6x0.7x
Thu, 21 Dec 2023US$433.1bUS$574.7bUS$16.1b13.6x26.9x0.8x
Sat, 18 Nov 2023US$383.6bUS$575.3bUS$17.6b13.7x21.8x0.7x
Mon, 16 Oct 2023US$370.6bUS$569.3bUS$18.5b11.7x20x0.7x
Wed, 13 Sep 2023US$395.2bUS$567.9bUS$18.3b11x21.5x0.7x
Fri, 11 Aug 2023US$420.6bUS$571.0bUS$18.2b11.2x23.1x0.7x
Sun, 09 Jul 2023US$413.7bUS$572.6bUS$18.3b10.4x22.6x0.7x
Tue, 06 Jun 2023US$388.8bUS$574.6bUS$18.1b9.7x21.5x0.7x
Thu, 04 May 2023US$401.8bUS$576.4bUS$19.0b10.8x21.1x0.7x
Sat, 01 Apr 2023US$410.8bUS$577.3bUS$20.4b10.7x20.2x0.7x
Mon, 27 Feb 2023US$392.0bUS$537.4bUS$23.0b9.9x17.1x0.7x
Wed, 25 Jan 2023US$392.3bUS$539.0bUS$23.4b9.1x16.7x0.7x
Fri, 23 Dec 2022US$365.3bUS$538.9bUS$23.5b8.3x15.6x0.7x
Sun, 20 Nov 2022US$370.7bUS$542.5bUS$24.5b7.9x15.1x0.7x
Tue, 18 Oct 2022US$322.5bUS$552.2bUS$23.4b6.2x13.8x0.6x
Thu, 15 Sep 2022US$352.0bUS$552.1bUS$23.3b6.5x15.1x0.6x
Price to Earnings Ratio

15.1x


Total Market Cap: US$352.0bTotal Earnings: US$23.3bTotal Revenue: US$552.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 23.3x202320242025
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 29.2x which is higher than its 3-year average PE of 23.3x.
  • 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 10% 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 Discretionary1.56%
Specialty Stores2.50%
Home Furnishing Retail6.84%
Home Improvement Retail3.06%
Apparel Retail2.84%
Computer and Electronics Retail2.15%
Specialty Stores1.85%
Automotive Retail0.33%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 16.8x.
    • Analysts are expecting annual earnings growth of 22.1%, 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 25.9x.
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 4.5% 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$418.953.0%
+US$12.1b		14.6%PE28.5x
LOW Lowe's CompaniesUS$269.974.6%
+US$6.7b		10.3%PE22.1x
TJX TJX CompaniesUS$139.261.9%
+US$2.9b		19.0%PE31.2x
W WayfairUS$89.6120.1%
+US$1.9b		107.5%PS1x
WSM Williams-SonomaUS$202.427.6%
+US$1.7b		53.0%PE21.9x

Latest News

FL
US$24.01
Foot Locker
7D
-2.8%
1Y
-4.5%
WSM
US$202.42
Williams-Sonoma
7D
7.6%
1Y
53.0%
LOW
US$269.97
Lowe's Companies
7D
4.6%
1Y
10.3%
CRMT
US$36.12
America's Car-Mart
7D
-19.4%
1Y
-28.4%

Digital Payments And Data Analytics Will Expand Auto Finance

America’s Car-Mart’s fair value estimate has been lowered as both its consensus revenue growth and net profit margin forecasts have declined, leading analysts to reduce the price target from $62.50 to $51.50. What's in the News No shares were repurchased from February 1, 2025 to July 31, 2025 under the existing buyback program; to date, 7,264,285 shares (83.16%) have been repurchased for $295.69 million since the program began in 2005.
AEO
US$18.81
American Eagle Outfitters
7D
45.4%
1Y
-1.0%

Digital Channel Pressures And Rising Tariffs Will Erode Margins

Analysts have raised their price target for American Eagle Outfitters to $15.17, citing stronger Q2 results from improved sales, lower promotions, better inventory management, and successful brand initiatives, though some caution remains on margin pressures and sustainability. Analyst Commentary Bullish analysts highlight strong Q2 EPS beats driven by improved sales, lower promotional activity, and better inventory management.
CVNA
US$368.88
Carvana
7D
-0.8%
1Y
172.3%
KMX
US$60.70
CarMax
7D
-1.1%
1Y
-24.7%
RERE
US$4.36
ATRenew
7D
-7.6%
1Y
82.4%
ASO
US$50.86
Academy Sports and Outdoors
7D
-5.0%
1Y
-3.4%

E-commerce Acceleration And Suburban Store Expansion Will Spark Retail Transformation

Academy Sports and Outdoors benefited from improved same-store sales, a broadened product assortment, and effective tariff management, while ongoing caution about H2 earnings kept the consensus analyst price target unchanged at $57.50. Analyst Commentary Positive same-store sales comps achieved for the first time since 2021, signaling improved operational execution.
ULTA
US$514.86
Ulta Beauty
7D
4.5%
1Y
34.9%
WOOF
US$3.67
Petco Health and Wellness Company
7D
-8.0%
1Y
28.8%

Upgraded Pet Care Services And Digital Appointments Will Secure Lasting Customer Loyalty

Analysts modestly raised Petco's price target to $3.91, citing early EBITDA and margin improvements from cost and operational initiatives, but remain cautious due to ongoing sales and traffic softness and long-term execution risks. Analyst Commentary Bullish analysts point to encouraging early proof points and improving footing if positive trends persist, supported by initial Q1/Q2 improvements in EBITDA and earnings.
HD
US$418.95
Home Depot
7D
3.0%
1Y
14.6%

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$139.26
TJX Companies
7D
1.9%
1Y
19.0%

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.
ROST
US$150.95
Ross Stores
7D
2.6%
1Y
0.1%

Dd's DISCOUNTS Expansion And Supply Chain Investments Will Boost Future Success

Ross Stores’ analyst price target was raised to $158.88, reflecting increased confidence from strong Q2 results, easing tariff pressures, improved earnings visibility, and expectations for margin expansion, particularly as consumer demand strengthens. Analyst Commentary Solid Q2 results, with comps accelerating and demand ramping up, leading to increased confidence in near-term performance.
W
US$89.61
Wayfair
7D
20.1%
1Y
107.5%
TSCO
US$60.52
Tractor Supply
7D
-2.0%
1Y
10.9%