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U.S. Specialty Stores Industry Analysis

UpdatedMay 27, 2026
DataAggregated Company Financials
Companies154
  • 7D5.8%
  • 3M-7.9%
  • 1Y0.4%
  • YTD-5.0%

The Specialty Stores industry has gained 5.8% in the last week and TJX Companies up 5.5%. Meanwhile, AutoZone actually underperformed within the industry, shrinking 7.4% in the last week. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 9.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 27 May 2026US$914.1bUS$756.2bUS$37.9b20.5x24.1x1.2x
Fri, 24 Apr 2026US$973.9bUS$743.5bUS$37.3b21x26.1x1.3x
Sun, 22 Mar 2026US$898.0bUS$748.6bUS$37.8b19.1x23.8x1.2x
Tue, 17 Feb 2026US$1.0tUS$737.0bUS$36.9b21.4x27.4x1.4x
Thu, 15 Jan 2026US$1.0tUS$735.9bUS$36.6b20.5x28.5x1.4x
Sat, 13 Dec 2025US$1.0tUS$735.9bUS$36.4b20.2x27.6x1.4x
Mon, 10 Nov 2025US$943.9bUS$736.3bUS$36.4b18.4x26x1.3x
Wed, 08 Oct 2025US$987.3bUS$731.7bUS$36.4b16.7x27.1x1.3x
Fri, 05 Sep 2025US$1.0tUS$739.8bUS$35.6b18.8x28.4x1.4x
Sun, 03 Aug 2025US$935.2bUS$735.4bUS$35.3b18x26.5x1.3x
Tue, 01 Jul 2025US$911.0bUS$733.1bUS$35.0b17.7x26x1.2x
Thu, 29 May 2025US$920.1bUS$732.2bUS$35.4b16.1x26x1.3x
Sat, 26 Apr 2025US$861.2bUS$726.9bUS$35.7b15.4x24.2x1.2x
Mon, 24 Mar 2025US$832.6bUS$725.0bUS$35.6b16.5x23.4x1.1x
Wed, 19 Feb 2025US$908.6bUS$705.3bUS$35.5b16.3x25.6x1.3x
Fri, 17 Jan 2025US$898.3bUS$701.4bUS$35.2b15.9x25.5x1.3x
Sun, 15 Dec 2024US$932.2bUS$706.4bUS$34.3b16.4x27.1x1.3x
Tue, 12 Nov 2024US$479.5bUS$549.2bUS$17.8b15.1x26.9x0.9x
Thu, 10 Oct 2024US$469.8bUS$548.9bUS$18.1b14.2x26x0.9x
Sat, 07 Sep 2024US$461.7bUS$552.8bUS$17.7b14.3x26.1x0.8x
Mon, 05 Aug 2024US$450.7bUS$551.5bUS$17.0b15.1x26.5x0.8x
Wed, 03 Jul 2024US$457.1bUS$551.7bUS$17.6b15.4x26x0.8x
Fri, 31 May 2024US$455.4bUS$553.4bUS$17.6b16.8x25.8x0.8x
Sun, 28 Apr 2024US$428.6bUS$555.0bUS$16.9b15.2x25.3x0.8x
Tue, 26 Mar 2024US$462.2bUS$552.8bUS$16.9b15.5x27.4x0.8x
Thu, 22 Feb 2024US$432.9bUS$556.0bUS$15.8b14.8x27.4x0.8x
Sat, 20 Jan 2024US$424.6bUS$574.3bUS$16.1b13.6x26.3x0.7x
Mon, 18 Dec 2023US$425.7bUS$574.8bUS$16.1b13.8x26.4x0.7x
Wed, 15 Nov 2023US$377.8bUS$574.5bUS$17.7b11.2x21.3x0.7x
Fri, 13 Oct 2023US$379.2bUS$566.5bUS$18.4b12.5x20.6x0.7x
Sun, 10 Sep 2023US$395.4bUS$567.8bUS$17.7b11.6x22.4x0.7x
Tue, 08 Aug 2023US$424.1bUS$571.5bUS$18.1b10.8x23.4x0.7x
Thu, 06 Jul 2023US$420.1bUS$572.6bUS$18.4b10.4x22.9x0.7x
Sat, 03 Jun 2023US$389.2bUS$574.8bUS$17.8b9.8x21.9x0.7x
Price to Earnings Ratio

21.9x


Total Market Cap: US$389.2bTotal Earnings: US$17.8bTotal Revenue: US$574.8bTotal 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 29% per year over the last three years.
  • Revenues for these companies have grown 9.6% 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 Market2.46%
Consumer Discretionary3.90%
Specialty Stores5.83%
Home Furnishing Retail14.70%
Automotive Retail8.03%
Apparel Retail7.89%
Specialty Stores5.13%
Home Improvement Retail2.79%
Computer and Electronics Retail2.77%
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 17.0%, 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 29.6x.
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 6.9% 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$158.975.5%
+US$9.2b		24.2%PE30.4x
HD Home DepotUS$310.542.7%
+US$8.1b		-16.2%PE22.1x
ROST Ross StoresUS$234.6810.3%
+US$7.1b		66.1%PE32.6x
CVNA CarvanaUS$70.1510.7%
+US$4.9b		12.1%PE34.9x
WSM Williams-SonomaUS$198.3815.5%
+US$3.1b		18.9%PE21.5x

Latest News

AZO
US$3,100.11
AutoZone
7D
-7.4%
1Y
-16.1%
DKS
US$233.13
DICK'S Sporting Goods
7D
10.2%
1Y
33.8%
Seeking Alpha • 6h

DICK'S Sporting Goods: Mixed Q1 Given Foot Locker Dilution

Summary Dick’s Sporting Goods faces valuation headwinds as the Foot Locker acquisition dilutes margins and earnings power. DKS’s core brand delivers strong same-store sales and market share gains, but Foot Locker’s turnaround remains slow and margin-dilutive. Despite resilient consumer demand and a robust balance sheet, DKS’s current valuation above 16x earnings looks unjustified given FL’s structural challenges. I maintain a sell rating on DKS, seeing fair value capped near $200 or ~14x earnings due to ongoing Foot Locker pressures. Read the full article on Seeking Alpha
ORLY
US$89.87
O'Reilly Automotive
7D
-2.2%
1Y
-1.0%
TSCO
US$29.80
Tractor Supply
7D
-4.3%
1Y
-40.8%
New Narrative • May 26

Fresh Pet Offerings And Final Mile Expansion Will Support Long Term Rural Retail Demand

Catalysts About Tractor Supply Tractor Supply operates rural lifestyle stores that sell needs-based products for pet and animal care, agriculture, home, and seasonal outdoor activities. What are the underlying business or industry changes driving this perspective?
BURL
US$326.57
Burlington Stores
7D
14.1%
1Y
35.7%
Narrative Update • May 26

BURL: Off Price Execution And Store Expansion Will Support Bullish 2026 Outlook

The analyst price target for Burlington Stores was updated slightly lower to $367.40. Analysts cited refreshed retail models following Q4 and Q1 updates that incorporate Burlington 2.0 execution, off-price channel tailwinds, and store expansion plans, along with ongoing competition and exposure to lower-income shoppers.
WSM
US$198.38
Williams-Sonoma
7D
15.5%
1Y
18.9%
Seeking Alpha • May 25

Williams-Sonoma: Current Valuation Supports A 'Hold'

Summary Williams-Sonoma (WSM) delivered Q1 FY26 revenue and EPS above analyst expectations, driving a 6.5% share price jump. WSM's growth was broad-based across all brands, with West Elm leading at 7.8% revenue growth and strong comparable sales. The company maintains a debt-free balance sheet, over $1B in cash, robust buybacks, and a 15% dividend increase. Despite operational strength and guidance for 2.7%-6.7% FY26 revenue growth, current valuation supports a 'hold' rating over a 'buy'. Read the full article on Seeking Alpha
GME
US$21.91
GameStop
7D
-0.9%
1Y
-37.4%
HD
US$310.54
Home Depot
7D
2.7%
1Y
-16.2%
MUSA
US$531.16
Murphy USA
7D
-6.7%
1Y
23.0%
Narrative Update • May 24

MUSA: Fuel Volatility And Governance Shifts Will Shape Future Buybacks And Sentiment

Narrative Update: Murphy USA The analyst price target for Murphy USA has shifted from $466.00 to $558.00. Analysts attribute this change to updated assumptions for revenue growth, profit margins, and future P/E, along with a slightly lower discount rate and a series of recent target hikes and rating changes across the Street.
ROST
US$234.68
Ross Stores
7D
10.3%
1Y
66.1%
Analysis Article • May 24

Ross Stores, Inc. Just Beat EPS By 17%: Here's What Analysts Think Will Happen Next

Ross Stores, Inc. ( NASDAQ:ROST ) just released its quarterly report and things are looking bullish. Ross Stores beat...
TJX
US$158.97
TJX Companies
7D
5.5%
1Y
24.2%
LOW
US$212.08
Lowe's Companies
7D
-2.9%
1Y
-6.1%
W
US$71.92
Wayfair
7D
25.3%
1Y
75.2%
RERE
US$4.71
ATRenew
7D
-6.2%
1Y
81.9%
Analysis Article • May 22

Results: ATRenew Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

As you might know, ATRenew Inc. ( NYSE:RERE ) just kicked off its latest first-quarter results with some very strong...
CVNA
US$70.15
Carvana
7D
10.7%
1Y
12.1%
Narrative Update • May 21

CVNA: Retail Unit Expansion And Reconditioning Investments Will Drive Future Upside

Analysts have reset Carvana's fair value estimate from $519.00 to about $115.62 after the 5:1 stock split, while modestly adjusting assumptions for the discount rate, revenue growth, profit margin, and future P/E to reflect updated models and recent research commentary. Analyst Commentary Recent Street research around Carvana has centered on the 5:1 stock split, with several bullish analysts recalibrating price targets and reiterating positive views on the company’s execution and growth potential.
PRTS
US$5.91
CarParts.com
7D
-9.1%
1Y
-34.1%
Narrative Update • May 18

PRTS: Expanded Parts Rollout And Credit Initiative Will Support Recovery

Analysts have modestly adjusted their price targets for CarParts.com, citing updated assumptions around revenue growth, profit margins, and a slightly higher forecast P/E multiple. Together, these factors support a refined view of the stock's valuation in dollar terms.