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U.S. Specialty Stores Industry Analysis

UpdatedSep 18, 2025
DataAggregated Company Financials
Companies157
  • 7D0.6%
  • 3M16.6%
  • 1Y14.1%
  • YTD10.4%

Over the last 7 days, the Specialty Stores industry has remained flat, although notably O'Reilly Automotive declined by 3.0%. The past year has been better, since the industry has gained 14% in that time. 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
Thu, 18 Sep 2025US$1.0tUS$732.4bUS$35.6b18.9x28.8x1.4x
Sat, 16 Aug 2025US$989.8bUS$734.8bUS$35.3b18.6x28x1.3x
Mon, 14 Jul 2025US$931.8bUS$733.1bUS$35.0b17.6x26.6x1.3x
Wed, 11 Jun 2025US$922.5bUS$732.6bUS$34.9b17.3x26.4x1.3x
Fri, 09 May 2025US$879.8bUS$727.8bUS$35.8b15.2x24.6x1.2x
Sun, 06 Apr 2025US$819.4bUS$724.4bUS$35.6b13.8x23x1.1x
Tue, 04 Mar 2025US$932.4bUS$727.2bUS$35.5b14x26.2x1.3x
Thu, 30 Jan 2025US$929.9bUS$700.6bUS$35.3b17.2x26.3x1.3x
Sat, 28 Dec 2024US$907.9bUS$705.6bUS$34.5b16.5x26.3x1.3x
Mon, 25 Nov 2024US$920.6bUS$706.2bUS$33.0b17.2x27.9x1.3x
Wed, 23 Oct 2024US$472.2bUS$548.8bUS$18.1b14.2x26.1x0.9x
Fri, 20 Sep 2024US$479.8bUS$552.3bUS$17.4b15.6x27.5x0.9x
Sun, 18 Aug 2024US$466.8bUS$551.0bUS$16.9b16.7x27.6x0.8x
Tue, 16 Jul 2024US$479.4bUS$551.8bUS$17.6b16.1x27.3x0.9x
Thu, 13 Jun 2024US$465.3bUS$552.5bUS$17.7b16.2x26.2x0.8x
Sat, 11 May 2024US$437.5bUS$552.8bUS$16.6b16.9x26.3x0.8x
Mon, 08 Apr 2024US$440.8bUS$552.4bUS$17.1b16x25.8x0.8x
Wed, 06 Mar 2024US$448.6bUS$551.0bUS$15.8b14.5x28.4x0.8x
Fri, 02 Feb 2024US$433.9bUS$574.8bUS$16.1b13.5x27x0.8x
Sun, 31 Dec 2023US$438.3bUS$574.4bUS$16.1b13.6x27.2x0.8x
Tue, 28 Nov 2023US$398.0bUS$575.3bUS$17.8b12.9x22.4x0.7x
Thu, 26 Oct 2023US$368.6bUS$566.3bUS$18.3b12x20.1x0.7x
Sat, 23 Sep 2023US$378.6bUS$567.8bUS$18.4b11.2x20.6x0.7x
Mon, 21 Aug 2023US$419.6bUS$572.1bUS$18.1b10.7x23.2x0.7x
Wed, 19 Jul 2023US$428.1bUS$572.7bUS$18.3b10.6x23.4x0.7x
Fri, 16 Jun 2023US$403.0bUS$574.1bUS$18.4b10.4x21.9x0.7x
Sun, 14 May 2023US$402.5bUS$575.6bUS$19.2b10.7x21x0.7x
Tue, 11 Apr 2023US$405.5bUS$577.3bUS$20.4b10.2x19.8x0.7x
Thu, 09 Mar 2023US$385.0bUS$530.3bUS$22.6b10x17x0.7x
Sat, 04 Feb 2023US$414.7bUS$542.0bUS$23.7b10.2x17.5x0.8x
Mon, 02 Jan 2023US$372.7bUS$539.0bUS$23.5b8.7x15.9x0.7x
Wed, 30 Nov 2022US$384.1bUS$541.1bUS$24.0b7.9x16x0.7x
Fri, 28 Oct 2022US$352.0bUS$558.3bUS$23.7b7x14.8x0.6x
Sun, 25 Sep 2022US$327.6bUS$552.1bUS$23.4b6.2x14x0.6x
Price to Earnings Ratio

14x


Total Market Cap: US$327.6bTotal Earnings: US$23.4bTotal Revenue: US$552.1bTotal 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 28.8x 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 Market1.17%
Consumer Discretionary4.63%
Specialty Stores0.61%
Specialty Stores1.97%
Computer and Electronics Retail1.96%
Automotive Retail1.82%
Home Improvement Retail0.95%
Apparel Retail-1.02%
Home Furnishing Retail-2.80%
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 23.0%, 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 5.0% 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$417.000.9%
+US$3.8b		8.6%PE28.4x
CVNA CarvanaUS$378.063.5%
+US$1.8b		133.9%PE92.7x
CHWY ChewyUS$38.208.8%
+US$1.3b		23.6%PE104.8x
LOW Lowe's CompaniesUS$267.950.5%
+US$785.2m		4.4%PE22x
GME GameStopUS$26.107.1%
+US$774.5m		32.8%PE32.3x

Latest News

HD
US$417.00
Home Depot
7D
0.9%
1Y
8.6%
GAP
US$22.81
Gap
7D
-5.2%
1Y
13.1%
WSM
US$196.61
Williams-Sonoma
7D
-3.0%
1Y
33.2%
ORLY
US$104.55
O'Reilly Automotive
7D
-3.0%
1Y
40.6%

Inventory Improvements And Store Expansions Will Boost Retail Presence

O’Reilly Automotive’s consensus price target saw a modest upward revision, as analysts point to strong EPS growth, consistent profitability, robust Q2 comps and margins, supply chain execution, and successful cost pass-throughs as key drivers, with the fair value estimate rising slightly from $106.95 to $107.55. Analyst Commentary Bullish analysts cite continued strong EPS growth projections (9%-10% over two years) and a consistent track record of profitability and technical outperformance.
GME
US$26.10
GameStop
7D
7.1%
1Y
32.8%
BBY
US$74.52
Best Buy
7D
-2.7%
1Y
-24.8%
MUSA
US$398.00
Murphy USA
7D
5.8%
1Y
-22.8%

Is Murphy USA (NYSE:MUSA) Using Too Much Debt?

Sep 14
Is Murphy USA (NYSE:MUSA) Using Too Much Debt?
LOW
US$267.95
Lowe's Companies
7D
0.5%
1Y
4.4%
CHWY
US$38.20
Chewy
7D
8.8%
1Y
23.6%

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.
CVNA
US$378.06
Carvana
7D
3.5%
1Y
133.9%
ANF
US$85.39
Abercrombie & Fitch
7D
-11.4%
1Y
-37.0%
BBWI
US$25.73
Bath & Body Works
7D
-8.6%
1Y
-13.4%

Digital Transformation And Global Expansion Will Build A Robust Future

With consensus revenue growth and discount rate forecasts for Bath & Body Works both remaining stable, the analyst fair value target also stayed unchanged at $40.73. What's in the News Bath & Body Works revised its full-year 2025 sales growth guidance to 1.5%-2.7% (from 1%-3%) and lowered EPS expectations to $3.28–$3.53, below fiscal 2024’s $3.61.
ULTA
US$528.80
Ulta Beauty
7D
2.6%
1Y
31.3%
BURL
US$262.90
Burlington Stores
7D
-6.0%
1Y
-3.1%
ROST
US$146.66
Ross Stores
7D
-2.9%
1Y
-5.0%

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$59.10
Tractor Supply
7D
1.1%
1Y
7.3%