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U.S. Specialty Stores Industry Analysis

UpdatedMay 21, 2026
DataAggregated Company Financials
Companies153
  • 7D2.6%
  • 3M-10.5%
  • 1Y-1.4%
  • YTD-7.2%

The Specialty Stores industry is up 2.6% in the last week, with TJX Companies up 8.3%. In the same time, Carvana was down 7.1%. The industry has been flat over the past 12 months despite the gain this week. 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, 21 May 2026US$865.0bUS$751.8bUS$37.5b18.6x23x1.2x
Sat, 18 Apr 2026US$954.1bUS$743.4bUS$37.3b21.3x25.6x1.3x
Mon, 16 Mar 2026US$923.3bUS$748.1bUS$37.9b18.5x24.3x1.2x
Wed, 11 Feb 2026US$1.0tUS$736.1bUS$36.4b20.4x28.1x1.4x
Fri, 09 Jan 2026US$994.6bUS$735.9bUS$36.6b20.9x27.2x1.4x
Sun, 07 Dec 2025US$980.2bUS$742.0bUS$36.3b20x27x1.3x
Tue, 04 Nov 2025US$951.6bUS$736.5bUS$36.4b16.6x26.1x1.3x
Thu, 02 Oct 2025US$1.0tUS$734.5bUS$36.4b17.3x27.8x1.4x
Sat, 30 Aug 2025US$1.0tUS$739.7bUS$35.5b18.6x28.6x1.4x
Mon, 28 Jul 2025US$942.0bUS$735.0bUS$34.8b18.2x27.1x1.3x
Wed, 25 Jun 2025US$902.3bUS$733.1bUS$35.0b17.6x25.8x1.2x
Fri, 23 May 2025US$915.7bUS$732.2bUS$35.4b16.1x25.8x1.3x
Sun, 20 Apr 2025US$844.7bUS$724.9bUS$35.6b14.4x23.7x1.2x
Tue, 18 Mar 2025US$824.4bUS$725.3bUS$36.1b13.8x22.8x1.1x
Thu, 13 Feb 2025US$913.2bUS$705.0bUS$35.4b16.8x25.8x1.3x
Sat, 11 Jan 2025US$889.2bUS$701.4bUS$35.2b16.1x25.2x1.3x
Mon, 09 Dec 2024US$951.0bUS$706.7bUS$34.3b17.6x27.7x1.3x
Wed, 06 Nov 2024US$461.1bUS$549.8bUS$17.8b14.8x26x0.8x
Fri, 04 Oct 2024US$476.8bUS$551.0bUS$18.0b14.4x26.4x0.9x
Sun, 01 Sep 2024US$477.4bUS$552.5bUS$17.5b14.8x27.2x0.9x
Tue, 30 Jul 2024US$464.0bUS$550.3bUS$17.4b16.6x26.6x0.8x
Thu, 27 Jun 2024US$468.0bUS$551.7bUS$17.6b15.5x26.7x0.8x
Sat, 25 May 2024US$431.6bUS$552.9bUS$17.5b15.6x24.7x0.8x
Mon, 22 Apr 2024US$416.1bUS$552.4bUS$17.1b15.4x24.3x0.8x
Wed, 20 Mar 2024US$452.2bUS$546.5bUS$16.5b14.7x27.5x0.8x
Fri, 16 Feb 2024US$434.5bUS$556.0bUS$15.9b14.5x27.2x0.8x
Sun, 14 Jan 2024US$424.3bUS$574.4bUS$16.1b13.6x26.3x0.7x
Tue, 12 Dec 2023US$415.8bUS$574.7bUS$16.1b13.2x25.8x0.7x
Thu, 09 Nov 2023US$383.9bUS$574.8bUS$17.9b12x21.4x0.7x
Sat, 07 Oct 2023US$374.5bUS$566.5bUS$18.4b12.1x20.4x0.7x
Mon, 04 Sep 2023US$416.7bUS$571.8bUS$17.9b11.9x23.3x0.7x
Wed, 02 Aug 2023US$428.6bUS$574.5bUS$17.7b11x24.2x0.7x
Fri, 30 Jun 2023US$416.7bUS$572.6bUS$18.4b10.4x22.7x0.7x
Sun, 28 May 2023US$385.1bUS$574.6bUS$18.0b9.9x21.3x0.7x
Price to Earnings Ratio

21.3x


Total Market Cap: US$385.1bTotal Earnings: US$18.0bTotal Revenue: US$574.6bTotal 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 1.0x 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 28% per year over the last three years.
  • Revenues for these companies have grown 9.4% 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-0.32%
Consumer Discretionary-1.98%
Specialty Stores2.55%
Apparel Retail6.36%
Computer and Electronics Retail6.07%
Home Furnishing Retail4.29%
Home Improvement Retail2.65%
Specialty Stores0.92%
Automotive Retail-5.06%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 21.9x.
    • Analysts are expecting annual earnings growth of 16.8%, 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 29.7x.
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 6.6% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 6.6% 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$159.218.3%
+US$13.5b		21.5%PE32x
HD Home DepotUS$310.582.7%
+US$8.0b		-16.2%PE21.9x
ORLY O'Reilly AutomotiveUS$92.222.8%
+US$2.1b		0.9%PE29.3x
ROST Ross StoresUS$217.792.8%
+US$1.9b		42.6%PE32.7x
BURL Burlington StoresUS$310.198.4%
+US$1.5b		20.1%PE31.9x

Latest News

TSCO
US$31.69
Tractor Supply
7D
6.2%
1Y
-36.7%
CHWY
US$20.17
Chewy
7D
-6.8%
1Y
-53.7%
Seeking Alpha • 6h

Chewy: CEO's Warnings Are Justified, But The Stock Is Now Too Cheap To Ignore (Rating Upgrade)

Summary Chewy (CHWY) is upgraded to Strong Buy as the valuation implies a major margin of safety that doesn't seem justified by current macro headwinds. CHWY’s fundamentals remain solid, with 14% Autoship sales growth, $562M FCF, and a nearly spotless balance sheet. Recent acquisition of Modern Animal and a $500M buyback expansion enhance growth prospects and shareholder returns. Risks from macro pressures and competition persist, but intrinsic value is estimated well above current levels even when demanding a solid margin of safety. Read the full article on Seeking Alpha
HD
US$310.58
Home Depot
7D
2.7%
1Y
-16.2%
WRBY
US$24.45
Warby Parker
7D
-14.2%
1Y
22.0%
MUSA
US$555.64
Murphy USA
7D
-5.6%
1Y
25.4%
TJX
US$159.21
TJX Companies
7D
8.3%
1Y
21.5%
Seeking Alpha • May 20

TJX Companies: Limited Upside Despite A Beat-And-Raise Q1

Summary TJX Companies delivered strong Q1 results, beating EPS and revenue expectations and raising FY 2027 guidance. Despite robust fundamentals and industry leadership, TJX trades at a premium ~30x P/E, leaving little margin for error. I maintain a "Hold" rating, citing valuation risk, slowing momentum, and potential consumer headwinds this summer. Technical signals are mixed; $145 is key support, with resistance at $150–$160 and a possible topping pattern forming. Read the full article on Seeking Alpha
CVNA
US$64.91
Carvana
7D
-7.1%
1Y
11.1%
WSM
US$180.25
Williams-Sonoma
7D
4.8%
1Y
7.3%
PAG
US$158.98
Penske Automotive Group
7D
-4.6%
1Y
-2.0%
BBWI
US$16.88
Bath & Body Works
7D
-9.9%
1Y
-45.8%
ROST
US$217.79
Ross Stores
7D
2.8%
1Y
42.6%
New Narrative • May 17

Aggressive Store Expansion And Capital Spending Will Pressure Margins Over The Next Decade

Catalysts About Ross Stores Ross Stores operates off price apparel and home fashion retail chains in the United States under the Ross Dress for Less and dd's DISCOUNTS banners. What are the underlying business or industry changes driving this perspective?
ORLY
US$92.22
O'Reilly Automotive
7D
2.8%
1Y
0.9%
ABG
US$182.83
Asbury Automotive Group
7D
-5.2%
1Y
-18.9%
Narrative Update • May 15

ABG: Share Repurchases And Governance Changes Will Support Future Upside Potential

Analysts have revised their price target for Asbury Automotive Group from about $250 to roughly $236. This change reflects updated assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E expectations.
BURL
US$310.19
Burlington Stores
7D
8.4%
1Y
20.1%
AN
US$184.67
AutoNation
7D
-3.4%
1Y
1.5%
BBY
US$60.98
Best Buy
7D
9.8%
1Y
-13.1%
Narrative Update • May 10

BBY: Margin Initiatives And Cost Discipline Will Support Earnings Resilience

Analysts have trimmed their average price targets on Best Buy by mid to high single digit dollar amounts, generally citing softer traffic, competitive pressure in consumer electronics, and tempered expectations for same store sales and earnings growth, despite recent profitability beats. Analyst Commentary Recent research on Best Buy clusters around a mixed but generally cautious view, with analysts adjusting price targets in both directions as they weigh solid execution against softer traffic and a competitive consumer electronics backdrop.