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U.S. Specialty Stores Industry Analysis

UpdatedMar 05, 2026
DataAggregated Company Financials
Companies158
  • 7D-0.7%
  • 3M2.7%
  • 1Y10.3%
  • YTD2.3%

Over the last 7 days, the Specialty Stores industry has dropped 2.4%, driven by a pullback from Home Depot of 1.7%. This takes the industry's 12 month performance to a gain of 11%. Looking forward, earnings are forecast to grow by 9.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 05 Mar 2026US$982.7bUS$744.2bUS$38.2b19.2x25.8x1.3x
Sat, 31 Jan 2026US$992.5bUS$733.0bUS$36.5b19.5x27.2x1.4x
Mon, 29 Dec 2025US$988.0bUS$735.9bUS$36.6b19.9x27x1.3x
Wed, 26 Nov 2025US$930.1bUS$739.2bUS$36.4b18.9x25.5x1.3x
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
Price to Earnings Ratio

16.6x


Total Market Cap: US$371.4bTotal Earnings: US$22.4bTotal Revenue: US$530.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 25.2x202420252026
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 25.2x.
  • The 3-year average PS ratio of 0.99x 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 19% per year over the last three years.
  • Revenues for these companies have grown 12% 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-1.22%
Consumer Discretionary-1.41%
Specialty Stores-0.66%
Apparel Retail3.01%
Computer and Electronics Retail2.64%
Home Improvement Retail-1.82%
Specialty Stores-2.34%
Automotive Retail-3.26%
Home Furnishing Retail-6.54%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry, which is trading close to its 3-year average PE ratio of 27.9x.
    • Analysts are expecting annual earnings growth of 15.5%, which is higher than its past year's earnings decline of 6.6% per year.
  • Investors are most pessimistic about the Home Furnishing Retail industry, which is trading close to its 3-year average of 21.6x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings decline of 4.8% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 5.4% 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
TJX TJX CompaniesUS$161.733.8%
+US$6.6b		31.4%PE32.7x
ROST Ross StoresUS$213.525.9%
+US$3.9b		54.0%PE32.2x
ORLY O'Reilly AutomotiveUS$94.273.1%
+US$2.1b		5.6%PE31.1x
BBY Best BuyUS$67.398.1%
+US$1.1b		-10.8%PE13.2x
AZO AutoZoneUS$3.72k1.2%
+US$748.5m		4.5%PE25x

Latest News

WRBY
US$27.36
Warby Parker
7D
25.7%
1Y
16.4%
ROST
US$213.52
Ross Stores
7D
5.9%
1Y
54.0%
BBY
US$67.39
Best Buy
7D
8.1%
1Y
-10.8%
TJX
US$161.73
TJX Companies
7D
3.8%
1Y
31.4%
CVNA
US$316.26
Carvana
7D
-5.6%
1Y
46.5%
WSM
US$196.34
Williams-Sonoma
7D
-6.2%
1Y
4.6%
AZO
US$3,717.00
AutoZone
7D
1.2%
1Y
4.5%

AZO: Mixed Rating Shifts And Completed Buybacks Will Shape Future Returns

We are nudging our AutoZone fair value estimate slightly higher to $4,205.75 from $4,196.38, reflecting modest tweaks to growth and margin assumptions that align with recent analyst price target changes across the Street. Analyst Commentary Recent Street research on AutoZone presents a mixed picture, with some firms lifting price targets and others trimming or downgrading, which helps frame the risk and reward trade off around our updated valuation.
W
US$78.71
Wayfair
7D
3.9%
1Y
129.8%

W: Expanded Payment Options And AI Commerce Work Will Support Balanced Outlook

Analysts have raised their price target on Wayfair from $56.99 to $80.00, citing updated assumptions around revenue growth, discount rate, profit margins and future P/E that collectively affect how they value the company today. What's in the News Affirm expanded its partnership with Wayfair, giving approved shoppers in the UK and Canada the option to split purchases using Affirm, with real-time approval decisions and no late or hidden fees disclosed in the announcement.
ORLY
US$94.27
O'Reilly Automotive
7D
3.1%
1Y
5.6%

ORLY: Store Expansion And Buybacks Will Support Attractive Future Risk Reward

Narrative Update on O'Reilly Automotive The analyst price target for O'Reilly Automotive has been trimmed by a few dollars, reflecting a modest reset in valuation multiples such as future P/E following recent research updates from several firms. However, underlying fair value inputs like growth and margins remain essentially unchanged.
HD
US$369.11
Home Depot
7D
-1.7%
1Y
-4.5%
RH
US$150.99
RH
7D
-17.9%
1Y
-47.8%
ULTA
US$661.34
Ulta Beauty
7D
-3.4%
1Y
88.1%
LOW
US$258.62
Lowe's Companies
7D
-1.7%
1Y
6.4%
MUSA
US$414.83
Murphy USA
7D
8.0%
1Y
-11.0%
DKS
US$200.32
DICK'S Sporting Goods
7D
-6.7%
1Y
-7.5%

DKS: Foot Locker Integration And Inventory Cleanup Will Support Long-Term Earnings

The consensus analyst price target for DICK'S Sporting Goods has shifted modestly as firms recalibrated their models, with some raising and others trimming targets within a roughly $7 to $29 range. This reflects updated views on profit flow through, inventory clean up, and the company's positioning in core sporting goods retail.
TSCO
US$50.59
Tractor Supply
7D
-2.3%
1Y
-7.9%