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U.S. Specialty Stores Industry Analysis

UpdatedNov 04, 2025
DataAggregated Company Financials
Companies160
  • 7D-2.7%
  • 3M0.02%
  • 1Y5.5%
  • YTD3.0%

Over the last 7 days, the Specialty Stores industry has dropped 2.7%, driven by Carvana declining 14%. Over the past 12 months, the industry was up 5.5%. Earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 05 Nov 2025US$954.1bUS$736.5bUS$36.4b16.4x26.2x1.3x
Fri, 03 Oct 2025US$1.0tUS$734.5bUS$36.4b17.2x27.8x1.4x
Sun, 31 Aug 2025US$1.0tUS$739.7bUS$35.5b18.6x28.3x1.4x
Tue, 29 Jul 2025US$942.2bUS$734.9bUS$34.8b18.3x27.1x1.3x
Thu, 26 Jun 2025US$902.6bUS$733.1bUS$35.0b17.4x25.8x1.2x
Sat, 24 May 2025US$914.2bUS$732.3bUS$35.4b16x25.8x1.2x
Mon, 21 Apr 2025US$844.3bUS$724.9bUS$35.6b14.4x23.7x1.2x
Wed, 19 Mar 2025US$834.9bUS$725.3bUS$36.1b13.5x23.1x1.2x
Fri, 14 Feb 2025US$902.2bUS$705.4bUS$35.5b16.9x25.4x1.3x
Sun, 12 Jan 2025US$888.0bUS$673.6bUS$34.8b15.9x25.5x1.3x
Tue, 10 Dec 2024US$951.0bUS$706.7bUS$34.3b18.1x27.7x1.3x
Thu, 07 Nov 2024US$466.1bUS$549.8bUS$17.8b14.8x26.2x0.8x
Sat, 05 Oct 2024US$472.8bUS$548.9bUS$18.1b15x26.1x0.9x
Mon, 02 Sep 2024US$477.4bUS$552.5bUS$17.5b14.8x27.2x0.9x
Wed, 31 Jul 2024US$464.8bUS$550.2bUS$17.5b16.3x26.6x0.8x
Fri, 28 Jun 2024US$467.0bUS$551.7bUS$17.5b15.4x26.6x0.8x
Sun, 26 May 2024US$441.7bUS$552.9bUS$17.5b15.6x25.3x0.8x
Tue, 23 Apr 2024US$416.1bUS$552.4bUS$17.1b15.4x24.3x0.8x
Thu, 21 Mar 2024US$452.3bUS$546.3bUS$16.8b14.8x26.9x0.8x
Sat, 17 Feb 2024US$438.1bUS$556.0bUS$15.9b14.7x27.5x0.8x
Mon, 15 Jan 2024US$424.3bUS$574.4bUS$16.1b13.6x26.3x0.7x
Wed, 13 Dec 2023US$414.1bUS$574.7bUS$16.1b12.8x25.7x0.7x
Fri, 10 Nov 2023US$381.1bUS$574.3bUS$17.8b11.7x21.4x0.7x
Sun, 08 Oct 2023US$374.5bUS$566.5bUS$18.4b12.1x20.4x0.7x
Tue, 05 Sep 2023US$416.7bUS$571.8bUS$17.9b11.9x23.3x0.7x
Thu, 03 Aug 2023US$423.5bUS$572.7bUS$18.3b10.5x23.1x0.7x
Sat, 01 Jul 2023US$421.0bUS$572.6bUS$18.4b10.4x22.9x0.7x
Mon, 29 May 2023US$385.1bUS$574.6bUS$18.0b9.9x21.3x0.7x
Wed, 26 Apr 2023US$396.8bUS$574.8bUS$19.3b10.2x20.6x0.7x
Fri, 24 Mar 2023US$389.7bUS$575.7bUS$20.1b10.2x19.4x0.7x
Sun, 19 Feb 2023US$410.6bUS$543.9bUS$23.2b10.1x17.7x0.8x
Tue, 17 Jan 2023US$394.1bUS$539.0bUS$23.4b9.2x16.8x0.7x
Thu, 15 Dec 2022US$379.2bUS$541.0bUS$23.5b8.8x16.1x0.7x
Sat, 12 Nov 2022US$366.5bUS$542.3bUS$24.2b7.7x15.2x0.7x
Price to Earnings Ratio

15.2x


Total Market Cap: US$366.5bTotal Earnings: US$24.2bTotal Revenue: US$542.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 24x202320242025
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 24.0x.
  • The 3-year average PS ratio of 0.92x 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 Market-0.91%
Consumer Discretionary1.35%
Specialty Stores-2.72%
Home Furnishing Retail-0.53%
Apparel Retail-1.70%
Computer and Electronics Retail-1.93%
Home Improvement Retail-2.13%
Specialty Stores-4.54%
Automotive Retail-5.38%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 18.1x.
    • Analysts are expecting annual earnings growth of 23.6%, which is higher than its past year's earnings growth of 8.1% 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 19.9x.
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 8.1% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow 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
ROST Ross StoresUS$162.231.0%
+US$497.6m		14.0%PE25.6x
NEGG Newegg CommerceUS$77.7722.4%
+US$291.2m		486.9%PS1.2x
VSCO Victoria's SecretUS$35.372.4%
+US$67.3m		9.3%PE18.8x
HVT Haverty Furniture CompaniesUS$22.478.0%
+US$27.2m		0.8%PE18.8x
WINA WinmarkUS$413.841.7%
+US$24.4m		6.4%PE35.7x

Latest News

VSCO
US$35.37
Victoria's Secret
7D
2.4%
1Y
9.3%
TSCO
US$53.05
Tractor Supply
7D
-4.4%
1Y
-4.0%
CVNA
US$309.79
Carvana
7D
-14.5%
1Y
31.4%
AZO
US$3,675.90
AutoZone
7D
-3.3%
1Y
20.1%

AZO: Accelerated Store Expansion Will Drive Continued Market Share Gains

Analysts have slightly lowered their average price target on AutoZone, trimming it by less than $50 per share to reflect mixed quarterly results and temporary margin pressures. However, they are maintaining a positive outlook based on ongoing store expansion and continued market share gains.
FND
US$61.67
Floor & Decor Holdings
7D
-14.3%
1Y
-43.3%
ORLY
US$93.83
O'Reilly Automotive
7D
-2.6%
1Y
21.1%

ORLY: Improving Supply Chain Will Drive Resilient Same-Store Sales Strength

O'Reilly Automotive's fair value estimate has increased from $108.78 to $110.13 per share. Analysts point to improved profit margins, a resilient consumer, and ongoing operational strengths supporting recent upward adjustments in price targets.
HVT
US$22.47
Haverty Furniture Companies
7D
8.0%
1Y
0.8%
UXIN
US$2.74
Uxin
7D
3.0%
1Y
-33.2%

Uxin Limited (NASDAQ:UXIN) Shares Slammed 25% But Getting In Cheap Might Be Difficult Regardless

Oct 30
Uxin Limited (NASDAQ:UXIN) Shares Slammed 25% But Getting In Cheap Might Be Difficult Regardless
ELA
US$9.53
Envela
7D
2.4%
1Y
77.8%
NEGG
US$77.77
Newegg Commerce
7D
22.4%
1Y
486.9%

Newegg Commerce, Inc.'s (NASDAQ:NEGG) 54% Share Price Surge Not Quite Adding Up

Oct 28
Newegg Commerce, Inc.'s (NASDAQ:NEGG) 54% Share Price Surge Not Quite Adding Up
ROST
US$162.23
Ross Stores
7D
1.0%
1Y
14.0%

Retail Expansion And Tariff Relief Will Drive Opportunity For Fiscal 2025

Ross Stores' analyst price target was increased by $2.29 to $164.59. Analysts cited solid performance, easing tariff pressures, and improved future guidance as drivers for the modest upward revision.
TJX
US$142.05
TJX Companies
7D
-1.4%
1Y
24.9%

Raised Guidance And Solid Performance Will Drive Further Market Share Gains

The analyst price target for TJX Companies has increased slightly from $149.44 to $151.37 per share. Analysts point to the company’s strong recent results, raised guidance, and sustained profitability compared to competitors.
WINA
US$413.84
Winmark
7D
1.7%
1Y
6.4%
LOW
US$237.76
Lowe's Companies
7D
-2.6%
1Y
-11.7%
HD
US$383.08
Home Depot
7D
-0.7%
1Y
-4.3%
KXIN
US$1.62
Kaixin Holdings
7D
88.8%
1Y
-62.0%