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U.S. Specialty Stores Industry Analysis

UpdatedJul 21, 2026
DataAggregated Company Financials
Companies155
  • 7D1.4%
  • 3M-3.5%
  • 1Y3.0%
  • YTD-2.1%

TJX Companies is up 3.4%, leading the way for the Specialty Stores industry, which has gained 1.4%. This means that the industry has gained 3.0% over the past year. 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
Tue, 21 Jul 2026US$953.9bUS$760.0bUS$39.5b20.8x24.1x1.3x
Thu, 18 Jun 2026US$957.7bUS$759.6bUS$39.6b19.1x24.2x1.3x
Sat, 16 May 2026US$877.2bUS$751.1bUS$37.6b18.7x23.3x1.2x
Mon, 13 Apr 2026US$947.6bUS$743.4bUS$37.6b19.6x25.2x1.3x
Wed, 11 Mar 2026US$963.7bUS$745.2bUS$38.2b18.8x25.2x1.3x
Fri, 06 Feb 2026US$1.0tUS$737.8bUS$36.5b20.8x28x1.4x
Sun, 04 Jan 2026US$969.8bUS$735.9bUS$36.6b19.8x26.5x1.3x
Tue, 02 Dec 2025US$969.8bUS$741.0bUS$36.2b18.1x26.8x1.3x
Thu, 30 Oct 2025US$983.6bUS$734.4bUS$36.4b16.6x27.1x1.3x
Sat, 27 Sep 2025US$1.0tUS$734.5bUS$36.4b17.7x27.7x1.4x
Mon, 25 Aug 2025US$1.0tUS$738.4bUS$35.5b19.4x28.7x1.4x
Wed, 23 Jul 2025US$924.2bUS$733.1bUS$35.0b17.6x26.4x1.3x
Fri, 20 Jun 2025US$878.8bUS$732.6bUS$34.9b17.5x25.1x1.2x
Sun, 18 May 2025US$938.6bUS$727.9bUS$35.6b16.2x26.4x1.3x
Tue, 15 Apr 2025US$847.6bUS$723.0bUS$35.6b14.1x23.8x1.2x
Thu, 13 Mar 2025US$851.0bUS$725.5bUS$36.0b13.6x23.6x1.2x
Sat, 08 Feb 2025US$918.2bUS$702.5bUS$35.4b16.4x25.9x1.3x
Mon, 06 Jan 2025US$889.4bUS$701.4bUS$35.2b16.5x25.3x1.3x
Wed, 04 Dec 2024US$947.1bUS$706.5bUS$33.0b17.3x28.7x1.3x
Fri, 01 Nov 2024US$455.6bUS$549.8bUS$17.7b14.4x25.7x0.8x
Sun, 29 Sep 2024US$487.5bUS$552.2bUS$17.5b15.3x27.9x0.9x
Tue, 27 Aug 2024US$485.0bUS$552.0bUS$17.1b15.7x28.4x0.9x
Thu, 25 Jul 2024US$467.9bUS$551.8bUS$17.6b15.1x26.6x0.8x
Sat, 22 Jun 2024US$471.8bUS$552.2bUS$17.6b15.9x26.8x0.9x
Mon, 20 May 2024US$442.9bUS$551.8bUS$17.1b16.1x25.9x0.8x
Wed, 17 Apr 2024US$418.3bUS$552.4bUS$17.2b15.6x24.4x0.8x
Fri, 15 Mar 2024US$451.2bUS$546.2bUS$16.5b14.6x27.4x0.8x
Sun, 11 Feb 2024US$436.2bUS$555.2bUS$15.8b14.7x27.6x0.8x
Tue, 09 Jan 2024US$422.0bUS$574.4bUS$16.1b13.5x26.2x0.7x
Thu, 07 Dec 2023US$409.9bUS$574.8bUS$16.1b13.5x25.4x0.7x
Sat, 04 Nov 2023US$386.6bUS$574.7bUS$17.9b14x21.6x0.7x
Mon, 02 Oct 2023US$381.3bUS$566.5bUS$18.4b11.3x20.7x0.7x
Wed, 30 Aug 2023US$413.2bUS$572.3bUS$18.2b11.5x22.7x0.7x
Fri, 28 Jul 2023US$426.9bUS$574.3bUS$18.1b10.6x23.6x0.7x
Price to Earnings Ratio

23.6x


Total Market Cap: US$426.9bTotal Earnings: US$18.1bTotal Revenue: US$574.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 25.6x202420252026
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 25.6x.
  • The 3-year average PS ratio of 1.1x 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 30% per year over the last three years.
  • Revenues for these companies have grown 9.8% 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-1.36%
Consumer Discretionary-0.72%
Specialty Stores1.37%
Apparel Retail4.66%
Home Furnishing Retail2.89%
Specialty Stores2.09%
Computer and Electronics Retail1.95%
Automotive Retail0.02%
Home Improvement Retail-1.22%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 22.6x.
    • Analysts are expecting annual earnings growth of 14.2%, which is higher than its past year's earnings decline of 6.6% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 27.9x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings decline of 1.1% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 6.9% 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$155.703.4%
+US$5.7b		24.6%PE29.7x
ROST Ross StoresUS$235.787.4%
+US$5.2b		75.9%PE32.7x
BURL Burlington StoresUS$352.147.5%
+US$1.5b		28.6%PE35.1x
WSM Williams-SonomaUS$223.343.1%
+US$787.7m		29.7%PE24.2x
BBY Best BuyUS$85.134.3%
+US$733.5m		28.6%PE15.7x

Latest News

ROST
US$235.78
Ross Stores
7D
7.4%
1Y
75.9%
New Narrative • Jul 20

ROST offers strong downside protection with cash-rich balance sheet, dependable but modest compounding despite losing relative scale to TJX

2,282-store US off-price retailer that converts other people's inventory mistakes into an 18% return on invested capital, and it does so most reliably when the economy is worst — recessions simultaneously push shoppers toward value and flood the closeout market with distressed branded goods, which is why the business generated record free cash flow in the COVID year on collapsed earnings. The investment case is not growth; it is protected compounding at a modest rate.
BOOT
US$149.92
Boot Barn Holdings
7D
-8.8%
1Y
-13.8%
FIVE
US$204.14
Five Below
7D
6.6%
1Y
45.9%
WRBY
US$24.59
Warby Parker
7D
-10.3%
1Y
1.2%
TJX
US$155.70
TJX Companies
7D
3.4%
1Y
24.6%
Seeking Alpha • Jul 16

The TJX Companies: Resilient Performance, But Valuation Caps Upside (Upgrade)

Summary TJX Companies has outperformed retail peers, driven by strong comp sales and margin expansion amid a choppy consumer macro environment. Recent Q1 results delivered a beat-and-raise, with all banners posting high single-digit comps and management citing room for up to ~7k stores. I am raising my rating on TJX to "Neutral," as the stock now presents a balanced bull-bear case after a >20% annual rise and a recent 10% pullback. Key risks include TJX’s thin margin profile in the low 30s and a valuation that appears disconnected from its actual earnings growth. Read the full article on Seeking Alpha
BBY
US$85.13
Best Buy
7D
4.3%
1Y
28.6%
Narrative Update • Jul 16

BBY: Upgrade Cycle And Leadership Changes Will Shape Earnings Resilience

The analyst fair value estimate for Best Buy has been raised from $72.50 to $79.15. This change reflects a shift toward higher P/E assumptions and broadly more constructive Street price targets, even as some analysts flag valuation, leadership transitions, and consumer electronics demand as sources of near-term risk.
HD
US$333.04
Home Depot
7D
-1.2%
1Y
-8.5%
LOW
US$204.71
Lowe's Companies
7D
-1.4%
1Y
-7.3%
WSM
US$223.34
Williams-Sonoma
7D
3.1%
1Y
29.7%
Narrative Update • Jul 13

WSM: Digital-First Share Gains And Margin Discipline Will Confront Mixed Macro Signals

The analyst price target for Williams-Sonoma has been increased by about $5 to $212.63 as analysts highlight the company's e-commerce strength, "affordable luxury" positioning, and potential for continued market share gains despite mixed consumer and housing signals. Analyst Commentary Recent research on Williams-Sonoma shows a wide range of price targets, but a common focus on how the company executes in e-commerce, manages margins, and handles mixed consumer and housing data.
CHWY
US$21.99
Chewy
7D
8.2%
1Y
-42.0%
Narrative Update • Jul 13

CHWY: Mixed Q1 Reset And AI Efficiency Push Will Shape Profit Outlook

Analysts have trimmed their fair value estimate for Chewy to $22 from $28, reflecting lower modeled revenue growth, slightly softer profit margins, and a reduced future P/E multiple. This follows a wave of price target cuts that cited weaker pet spending trends while also highlighting ongoing margin efficiency and customer growth initiatives.
ORLY
US$84.53
O'Reilly Automotive
7D
-3.2%
1Y
-10.2%
AZO
US$2,994.13
AutoZone
7D
-2.8%
1Y
-19.7%
CVNA
US$64.14
Carvana
7D
-1.3%
1Y
-6.2%
BURL
US$352.14
Burlington Stores
7D
7.5%
1Y
28.6%
VSXY
US$87.41
Victoria's Secret
7D
10.7%
1Y
338.8%
Narrative Update • Jul 08

VSXY: Brand Repositioning And Q1 Execution Support Measured Margin Expansion

The analyst fair value estimate for Victoria's Secret has been raised from $50.00 to $73.00 as analysts point to resumed and higher Overweight or Buy price targets, stronger recent earnings, and management commentary highlighting brand execution, new customer growth, and margin progress. Analyst Commentary Recent research on Victoria's Secret has turned more constructive, with several large firms lifting price targets and pointing to better execution, new customer growth, and margin progress.
AAP
US$52.04
Advance Auto Parts
7D
-5.9%
1Y
-17.1%