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U.S. Specialty Stores Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies160
  • 7D5.7%
  • 3M-5.6%
  • 1Y-3.7%
  • YTD3.7%

The Specialty Stores industry is up 5.7% in the last week, with Home Depot up 4.3%. During this same period, the Burlington Stores underperformed, falling 9.5%. In contrast, the industry has lost 3.7% in the last 12 months. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 26 Nov 2025US$930.3bUS$739.2bUS$36.4b18.2x25.6x1.3x
Fri, 24 Oct 2025US$972.8bUS$732.1bUS$36.4b16.5x26.7x1.3x
Sun, 21 Sep 2025US$1.0tUS$734.5bUS$35.7b18.8x28.8x1.4x
Tue, 19 Aug 2025US$989.3bUS$734.8bUS$35.3b18.6x28x1.3x
Thu, 17 Jul 2025US$912.7bUS$733.1bUS$35.0b16.9x26.1x1.2x
Sat, 14 Jun 2025US$902.6bUS$732.6bUS$35.0b16.7x25.8x1.2x
Mon, 12 May 2025US$882.2bUS$727.6bUS$35.6b15.2x24.8x1.2x
Wed, 09 Apr 2025US$800.9bUS$724.3bUS$35.6b12.8x22.5x1.1x
Fri, 07 Mar 2025US$902.1bUS$726.6bUS$35.7b15.7x25.3x1.2x
Sun, 02 Feb 2025US$919.8bUS$702.5bUS$35.4b16.8x26x1.3x
Tue, 31 Dec 2024US$900.6bUS$703.3bUS$35.4b16.4x25.4x1.3x
Thu, 28 Nov 2024US$943.2bUS$706.5bUS$33.0b18.1x28.5x1.3x
Sat, 26 Oct 2024US$463.3bUS$549.3bUS$17.9b14.5x25.8x0.8x
Mon, 23 Sep 2024US$482.3bUS$552.3bUS$17.4b15.7x27.7x0.9x
Wed, 21 Aug 2024US$468.8bUS$551.0bUS$16.9b16.7x27.7x0.9x
Fri, 19 Jul 2024US$477.8bUS$551.8bUS$17.6b16.3x27.2x0.9x
Sun, 16 Jun 2024US$465.9bUS$552.3bUS$17.6b16.2x26.4x0.8x
Tue, 14 May 2024US$443.3bUS$552.8bUS$16.6b16.6x26.7x0.8x
Thu, 11 Apr 2024US$442.8bUS$552.4bUS$17.1b15.8x25.9x0.8x
Sat, 09 Mar 2024US$440.4bUS$546.3bUS$16.3b14.3x27x0.8x
Mon, 05 Feb 2024US$435.2bUS$574.3bUS$16.0b13.9x27.1x0.8x
Wed, 03 Jan 2024US$435.8bUS$574.4bUS$16.1b13.7x27x0.8x
Fri, 01 Dec 2023US$397.4bUS$575.1bUS$16.4b14.2x24.3x0.7x
Sun, 29 Oct 2023US$361.1bUS$568.8bUS$18.0b10.9x20.1x0.6x
Tue, 26 Sep 2023US$378.8bUS$567.7bUS$18.4b11x20.6x0.7x
Thu, 24 Aug 2023US$411.7bUS$572.0bUS$17.9b11x23x0.7x
Sat, 22 Jul 2023US$422.5bUS$572.7bUS$18.2b10.4x23.2x0.7x
Mon, 19 Jun 2023US$405.6bUS$574.2bUS$18.3b10.2x22.1x0.7x
Wed, 17 May 2023US$395.2bUS$575.4bUS$19.2b10.3x20.5x0.7x
Fri, 14 Apr 2023US$402.3bUS$575.4bUS$20.3b10.1x19.8x0.7x
Sun, 12 Mar 2023US$371.4bUS$530.6bUS$22.4b9.7x16.6x0.7x
Tue, 07 Feb 2023US$411.3bUS$542.0bUS$23.7b10x17.4x0.8x
Thu, 05 Jan 2023US$378.8bUS$539.0bUS$23.5b9x16.1x0.7x
Sat, 03 Dec 2022US$391.6bUS$541.3bUS$23.9b8.7x16.4x0.7x
Price to Earnings Ratio

16.4x


Total Market Cap: US$391.6bTotal Earnings: US$23.9bTotal Revenue: US$541.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 24.2x202320242025
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 24.2x.
  • The 3-year average PS ratio of 0.93x 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 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 Market2.41%
Consumer Discretionary3.37%
Specialty Stores5.72%
Automotive Retail11.59%
Computer and Electronics Retail6.35%
Apparel Retail5.55%
Home Improvement Retail4.44%
Specialty Stores3.52%
Home Furnishing Retail3.17%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 18.5x.
    • Analysts are expecting annual earnings growth of 23.8%, which is higher than its past year's earnings growth of 0.1% 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 20.2x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings growth rate of 0.1% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 4.8% 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$351.074.3%
+US$14.5b		-18.3%PE24x
LOW Lowe's CompaniesUS$238.108.4%
+US$10.4b		-13.3%PE19.8x
TJX TJX CompaniesUS$152.394.5%
+US$7.3b		20.6%PE33.1x
ROST Ross StoresUS$176.5010.4%
+US$5.4b		14.3%PE27.5x
CVNA CarvanaUS$351.2310.7%
+US$4.8b		37.2%PE79x

Latest News

BBWI
US$16.90
Bath & Body Works
7D
-19.9%
1Y
-52.0%
BURL
US$249.65
Burlington Stores
7D
-9.5%
1Y
-13.0%
DKS
US$206.73
DICK'S Sporting Goods
7D
-1.6%
1Y
-2.6%
CANG
US$1.40
Cango
7D
-9.1%
1Y
n/a
BBBY
US$5.68
Bed Bath & Beyond
7D
-3.7%
1Y
-4.5%
ROST
US$176.50
Ross Stores
7D
10.4%
1Y
14.3%
HD
US$351.07
Home Depot
7D
4.3%
1Y
-18.3%
TJX
US$152.39
TJX Companies
7D
4.5%
1Y
20.6%
POWW
US$1.77
Outdoor Holding
7D
-4.8%
1Y
45.1%
LOW
US$238.10
Lowe's Companies
7D
8.4%
1Y
-13.3%
AZO
US$3,948.07
AutoZone
7D
3.1%
1Y
25.6%
W
US$109.79
Wayfair
7D
12.1%
1Y
141.8%
CVNA
US$351.23
Carvana
7D
10.7%
1Y
37.2%
CHWY
US$33.54
Chewy
7D
-2.8%
1Y
-1.5%
HTLM
US$3.09
HomesToLife
7D
-4.0%
1Y
n/a
ORLY
US$101.38
O'Reilly Automotive
7D
3.1%
1Y
22.2%

ORLY: Strengthening Supply Chain Will Support Share Gains Into 2025

O'Reilly Automotive's analyst price target increased from $115 to a range between $120 and $125, as analysts cite improving same-store sales, sustained pricing tailwinds, and ongoing strength in the company's supply chain and consumer base as key drivers for the upward revision. Analyst Commentary Analyst sentiment on O'Reilly Automotive has recently tilted positive, reflecting the company's operational momentum and sector position.