Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Specialty Stores Industry Analysis

UpdatedApr 01, 2026
DataAggregated Company Financials
Companies159
  • 7D0.6%
  • 3M-3.6%
  • 1Y7.7%
  • YTD-4.0%

The Specialty Stores is pretty flat in the last 7 days, but O'Reilly Automotive has stood out, gaining 4.9%. As for the the longer term, the industry is up 7.7% over the past 12 months. As for the next few years, earnings are expected to grow by 9.3% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 Apr 2026US$901.0bUS$743.2bUS$37.8b19.4x23.8x1.2x
Fri, 27 Feb 2026US$996.6bUS$743.6bUS$37.7b20.3x26.4x1.3x
Sun, 25 Jan 2026US$1.0tUS$732.9bUS$36.6b19.9x28.2x1.4x
Tue, 23 Dec 2025US$985.0bUS$735.9bUS$36.0b20.1x27.3x1.3x
Thu, 20 Nov 2025US$904.8bUS$736.8bUS$36.4b16.6x24.9x1.2x
Sat, 18 Oct 2025US$974.6bUS$731.6bUS$36.4b16.1x26.8x1.3x
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
Price to Earnings Ratio

19.6x


Total Market Cap: US$400.6bTotal Earnings: US$20.4bTotal Revenue: US$577.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 25.4x202420252026
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 25.4x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 23% per year over the last three years.
  • Revenues for these companies have grown 8.8% 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-0.61%
Consumer Discretionary-1.38%
Specialty Stores0.58%
Automotive Retail3.24%
Computer and Electronics Retail2.05%
Specialty Stores1.42%
Home Furnishing Retail0.61%
Apparel Retail0.45%
Home Improvement Retail-0.62%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 27.0x.
    • Analysts are expecting annual earnings growth of 8.0%, which is higher than its past year's earnings growth of 2.6% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 30.9x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 17% over the next 5 years.
  • This is better than its past earnings decline of 3.5% per year.
  • In contrast, the Home Improvement Retail industry is expected to see its earnings grow by 6.0% 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
ORLY O'Reilly AutomotiveUS$92.314.9%
+US$3.5b		-3.3%PE30.4x
CVNA CarvanaUS$314.384.5%
+US$1.9b		47.9%PE32x
CHWY ChewyUS$27.0015.1%
+US$1.5b		-19.4%PE50.5x
TJX TJX CompaniesUS$159.700.8%
+US$1.5b		30.1%PE32.3x
LOW Lowe's CompaniesUS$236.280.8%
+US$1.0b		1.0%PE19.9x

Latest News

CHWY
US$27.00
Chewy
7D
15.1%
1Y
-19.4%
HD
US$328.89
Home Depot
7D
-0.6%
1Y
-10.0%
AZO
US$3,377.78
AutoZone
7D
1.0%
1Y
-11.4%

AZO: DIFM Share Gains And Weather Rebound Are Expected To Drive Returns

AutoZone's analyst price targets have been adjusted within a relatively tight band around $4,200, as analysts balance confidence in commercial initiatives, DIFM share gains and easing cost pressures with calls for clearer visibility on revenue and margin trends following weather impacted results. Analyst Commentary Recent research on AutoZone clusters around a tight valuation range, with most price targets grouped between roughly $3,600 and $4,526.
FIVE
US$228.48
Five Below
7D
-1.1%
1Y
198.7%

FIVE: Higher Margin Outlook Under New Leadership Will Support Repricing

The analyst fair value estimate for Five Below has shifted from $125.00 to $305.00. This change reflects a series of higher Street price targets that generally cite assumptions of stronger revenue growth, higher profit margins, and a higher future P/E multiple under current management.
ORLY
US$92.31
O'Reilly Automotive
7D
4.9%
1Y
-3.3%

ORLY: Margin Resilience And Buybacks Will Support Future Upside Returns

Analysts have lowered the price target for O'Reilly Automotive to $115 from $125. This change reflects a reset in expectations after the stock was removed from a high conviction list and several firms modestly reduced their targets, while still citing supportive profit margin and revenue growth assumptions.
TJX
US$159.70
TJX Companies
7D
0.8%
1Y
30.1%
BARK
US$10.13
BARK
7D
-19.0%
1Y
-64.3%
MUSA
US$493.97
Murphy USA
7D
5.5%
1Y
3.9%
BBY
US$64.20
Best Buy
7D
4.0%
1Y
-13.7%
LOW
US$236.28
Lowe's Companies
7D
0.8%
1Y
1.0%

LOW: Q4 Execution And AI Adoption Will Support Home Improvement Recovery

Analysts now see Lowe's fair value as broadly unchanged at about $286, with only a fractional shift in the price target despite a wide range of new research views that balance Q4 strength, tempered FY26 guidance, and differing expectations for how quickly the home improvement cycle could improve. Analyst Commentary Recent research paints a mixed but generally constructive picture around Lowe's, with most price targets clustering around the mid to high $200s and a spread of views on how to weigh Q4 strength against FY26 guidance and the broader home improvement backdrop.
WRBY
US$21.07
Warby Parker
7D
-8.6%
1Y
14.3%

WRBY: Store Expansion And AI Glasses Roadmap Will Support Higher Premium Multiple

Narrative Update The analyst price target for Warby Parker has moved modestly higher to $29.17. Analysts cite updated models after Q4 results, a clearer long term growth roadmap, and potential contributions from planned AI glasses partnerships with Google as key supports for this shift.
BOOT
US$146.36
Boot Barn Holdings
7D
-6.8%
1Y
31.9%

BOOT: Future Returns Will Reflect Stronger Margins And Execution Risks

Analyst price targets for Boot Barn Holdings have been lifted by $10 to $237.14, as analysts factor in recent target increases across firms. They emphasize expectations for sustained demand, improving profitability, and a lower assumed future P/E multiple of about 25x in their updated models.
CVNA
US$314.38
Carvana
7D
4.5%
1Y
47.9%

CVNA: TAM Expansion And Defensible E Commerce Model Will Drive Future Execution Risk

Carvana's updated analyst price target has moved from about $481 to roughly $429 as analysts factor in ongoing retail unit and EBITDA headwinds, while still highlighting the company's defensible e commerce model and share gains in a fragmented used vehicle market as key supports to the long term story. Analyst Commentary Recent Street research on Carvana clusters around a common theme, with analysts trimming price targets while still pointing to a resilient e commerce model, share gains in used vehicles and potential upside from newer growth areas like new car sales.
SIG
US$84.64
Signet Jewelers
7D
-4.5%
1Y
42.3%

SIG: Execution Around Key Holidays Will Shape Self Help Upside Potential

Analysts have nudged their price target on Signet Jewelers higher to $118, citing preliminary Q4 results and early Valentine's Day trends that they see as consistent with current earnings expectations and a recalibration of fair value and P/E assumptions. Analyst Commentary Bullish analysts are pointing to the latest price target move to $118 as a sign of growing confidence in how current earnings expectations line up with the valuation reset and revised P/E framework.
GAP
US$24.20
Gap
7D
-5.1%
1Y
14.0%

GAP: Brand Relevance And Athleta Turnaround Will Drive Future Earnings Momentum

Analysts have nudged their blended price target for Gap higher by about $0.13 to $38.65. This reflects updated views around revenue growth, profit margins and more constructive commentary on core brands and Athleta.
EYE
US$25.90
National Vision Holdings
7D
-5.8%
1Y
102.3%

EYE: Share Repurchases And New Store Openings Will Support Future Upside

Analysts have lifted their price target on National Vision Holdings to about $35.27 from roughly $32.82, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that they view as better reflecting the company’s current risk and earnings profile. What's in the News The Board of Directors authorized a share repurchase plan, with approval granted on March 2, 2026 (Key Developments).