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U.S. Specialty Stores Industry Analysis

UpdatedSep 15, 2025
DataAggregated Company Financials
Companies157
  • 7D-1.1%
  • 3M16.6%
  • 1Y14.5%
  • YTD10.5%

Over the last 7 days, the Specialty Stores industry has dropped 1.1%, driven by Chewy declining 17%. Over the past 12 months, the industry was up 14%. 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, 15 Sep 2025US$1.0tUS$732.4bUS$35.6b18.7x28.7x1.4x
Wed, 13 Aug 2025US$963.7bUS$735.1bUS$35.3b18.4x27.3x1.3x
Fri, 11 Jul 2025US$936.4bUS$733.1bUS$35.0b18x26.7x1.3x
Sun, 08 Jun 2025US$926.0bUS$732.6bUS$34.9b17.4x26.5x1.3x
Tue, 06 May 2025US$881.8bUS$727.1bUS$35.7b15.4x24.7x1.2x
Thu, 03 Apr 2025US$863.0bUS$724.3bUS$35.6b16.7x24.2x1.2x
Sat, 01 Mar 2025US$918.9bUS$727.2bUS$35.6b14.6x25.8x1.3x
Mon, 27 Jan 2025US$922.1bUS$701.4bUS$35.2b16.3x26.2x1.3x
Wed, 25 Dec 2024US$901.4bUS$705.6bUS$34.5b16.4x26.1x1.3x
Fri, 22 Nov 2024US$884.6bUS$706.1bUS$32.9b16.8x26.9x1.3x
Sun, 20 Oct 2024US$481.0bUS$548.8bUS$18.1b14.6x26.6x0.9x
Tue, 17 Sep 2024US$483.3bUS$549.2bUS$17.4b15x27.7x0.9x
Thu, 15 Aug 2024US$454.2bUS$551.0bUS$17.0b16.7x26.7x0.8x
Sat, 13 Jul 2024US$475.0bUS$551.8bUS$17.6b16.5x27.1x0.9x
Mon, 10 Jun 2024US$463.2bUS$552.5bUS$17.8b15.9x26.1x0.8x
Wed, 08 May 2024US$430.3bUS$553.1bUS$16.7b14.9x25.7x0.8x
Fri, 05 Apr 2024US$445.9bUS$552.4bUS$17.1b15.9x26.1x0.8x
Sun, 03 Mar 2024US$449.6bUS$550.7bUS$15.9b14.6x28.3x0.8x
Tue, 30 Jan 2024US$432.6bUS$574.3bUS$16.1b13.6x26.8x0.8x
Thu, 28 Dec 2023US$438.5bUS$574.4bUS$16.1b13.7x27.2x0.8x
Sat, 25 Nov 2023US$398.0bUS$575.3bUS$17.8b12.9x22.4x0.7x
Mon, 23 Oct 2023US$371.6bUS$566.5bUS$18.4b12.5x20.2x0.7x
Wed, 20 Sep 2023US$389.6bUS$567.8bUS$18.4b12.1x21.2x0.7x
Fri, 18 Aug 2023US$420.6bUS$571.8bUS$18.4b10.8x22.8x0.7x
Sun, 16 Jul 2023US$424.3bUS$572.7bUS$18.3b10.4x23.2x0.7x
Tue, 13 Jun 2023US$400.4bUS$574.0bUS$18.4b10.1x21.7x0.7x
Thu, 11 May 2023US$402.1bUS$575.7bUS$19.2b10.9x21x0.7x
Sat, 08 Apr 2023US$400.6bUS$577.3bUS$20.4b10x19.6x0.7x
Mon, 06 Mar 2023US$389.4bUS$530.1bUS$22.7b9.8x17.2x0.7x
Wed, 01 Feb 2023US$406.2bUS$540.4bUS$23.5b9.5x17.3x0.8x
Fri, 30 Dec 2022US$372.6bUS$539.0bUS$23.5b8.7x15.9x0.7x
Sun, 27 Nov 2022US$387.0bUS$541.1bUS$24.0b8.2x16.1x0.7x
Tue, 25 Oct 2022US$329.4bUS$553.5bUS$23.6b6.5x13.9x0.6x
Thu, 22 Sep 2022US$339.9bUS$552.0bUS$23.3b6.4x14.6x0.6x
Price to Earnings Ratio

14.6x


Total Market Cap: US$339.9bTotal Earnings: US$23.3bTotal Revenue: US$552.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 23.4x202320242025
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 28.7x which is higher than its 3-year average PE of 23.4x.
  • The 3-year average PS ratio of 0.89x 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 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 Market1.57%
Consumer Discretionary1.16%
Specialty Stores-1.09%
Computer and Electronics Retail3.86%
Home Improvement Retail0.67%
Apparel Retail-2.29%
Automotive Retail-2.51%
Home Furnishing Retail-3.17%
Specialty Stores-3.46%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 17.0x.
    • Analysts are expecting annual earnings growth of 22.8%, which is higher than its past year's earnings decline of 7.2% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 31.2x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 23% 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 decline 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
HD Home DepotUS$422.690.7%
+US$2.7b		10.6%PE28.8x
AZO AutoZoneUS$4.32k1.9%
+US$1.3b		39.4%PE28.2x
ORLY O'Reilly AutomotiveUS$107.501.0%
+US$933.3m		42.6%PE37.6x
GME GameStopUS$24.937.4%
+US$773.2m		24.1%PE30.8x
TSCO Tractor SupplyUS$60.610.9%
+US$275.6m		6.9%PE29.5x

Latest News

TJX
US$139.48
TJX Companies
7D
-1.0%
1Y
16.6%
LOW
US$271.83
Lowe's Companies
7D
-0.4%
1Y
5.9%
HD
US$422.69
Home Depot
7D
0.7%
1Y
10.6%

Earnings Not Telling The Story For The Home Depot, Inc. (NYSE:HD)

Sep 12
Earnings Not Telling The Story For The Home Depot, Inc. (NYSE:HD)
CHWY
US$34.66
Chewy
7D
-16.7%
1Y
6.1%

Vet Care Clinics And New Ad Platform Will Drive Success

Analysts have modestly trimmed Chewy’s price target to $45.45, balancing near-term margin and earnings pressures tied to growth investments against confidence in resilient customer growth, market share gains, and the company’s long-term revenue upside. Analyst Commentary Bullish analysts point to Chewy’s ongoing investments in growth and new categories as building blocks for future market share gains, with several citing these reinvestments as potentially expediting revenue upside in 2026 and beyond.
FND
US$88.68
Floor & Decor Holdings
7D
1.1%
1Y
-24.0%

The Returns At Floor & Decor Holdings (NYSE:FND) Aren't Growing

Sep 12
The Returns At Floor & Decor Holdings (NYSE:FND) Aren't Growing
WSM
US$196.95
Williams-Sonoma
7D
-3.1%
1Y
35.8%
GME
US$24.93
GameStop
7D
7.4%
1Y
24.1%
CVNA
US$361.77
Carvana
7D
-2.8%
1Y
136.6%
NEGG
US$43.98
Newegg Commerce
7D
12.5%
1Y
191.8%

Newegg Commerce, Inc.'s (NASDAQ:NEGG) 43% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

Sep 04
Newegg Commerce, Inc.'s (NASDAQ:NEGG) 43% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio
AZO
US$4,322.15
AutoZone
7D
1.9%
1Y
39.4%

International Expansion And Technology Investments Will Strengthen Future Operations

Analysts remain optimistic on AutoZone due to strong Q2 performance, sustained demand, and improved financial outlook despite policy risks, resulting in the consensus price target holding steady at $4,202. Analyst Commentary Bullish analysts anticipate continued sales momentum driving higher top-line growth.
BURL
US$266.91
Burlington Stores
7D
-8.0%
1Y
-1.9%
REAL
US$9.44
RealReal
7D
14.7%
1Y
238.4%

Sustainable Luxury Demand And AI Will Drive Operational Efficiency

The consensus analyst price target for RealReal has increased to $10.00, as a higher future P/E multiple more than offsets reduced revenue growth forecasts. What's in the News Raised full-year 2025 revenue guidance to $667–$674 million.
FIVE
US$139.90
Five Below
7D
-7.5%
1Y
41.4%
ROST
US$147.90
Ross Stores
7D
-2.4%
1Y
-3.4%

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.
TSCO
US$60.61
Tractor Supply
7D
0.9%
1Y
6.9%
ORLY
US$107.50
O'Reilly Automotive
7D
1.0%
1Y
42.6%