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U.S. Specialty Stores Industry Analysis

UpdatedMay 25, 2026
DataAggregated Company Financials
Companies154
  • 7D5.5%
  • 3M-8.9%
  • 1Y2.6%
  • YTD-5.2%

In the last week, the Specialty Stores industry is up 5.5%, with Home Depot up 4.4%. 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
Mon, 25 May 2026US$913.6bUS$756.2bUS$37.9b20.1x24.1x1.2x
Wed, 22 Apr 2026US$993.8bUS$743.5bUS$37.3b20.7x26.6x1.3x
Fri, 20 Mar 2026US$908.1bUS$748.7bUS$37.8b19.4x24x1.2x
Sun, 15 Feb 2026US$1.0tUS$737.0bUS$37.0b21.4x27.4x1.4x
Tue, 13 Jan 2026US$1.0tUS$735.9bUS$36.6b20.9x28.3x1.4x
Thu, 11 Dec 2025US$986.4bUS$742.2bUS$36.3b19.7x27.2x1.3x
Sat, 08 Nov 2025US$932.5bUS$736.3bUS$36.4b18.4x25.6x1.3x
Mon, 06 Oct 2025US$998.8bUS$733.8bUS$36.4b17.3x27.4x1.4x
Wed, 03 Sep 2025US$1.0tUS$739.7bUS$35.5b19.3x28.3x1.4x
Fri, 01 Aug 2025US$929.9bUS$735.1bUS$35.2b18.1x26.4x1.3x
Sun, 29 Jun 2025US$883.8bUS$733.1bUS$35.0b17.6x25.2x1.2x
Tue, 27 May 2025US$899.1bUS$732.3bUS$35.4b16x25.4x1.2x
Thu, 24 Apr 2025US$844.5bUS$725.5bUS$35.7b14.7x23.7x1.2x
Sat, 22 Mar 2025US$834.1bUS$725.0bUS$35.6b16.5x23.5x1.2x
Mon, 17 Feb 2025US$908.6bUS$705.3bUS$35.5b16.8x25.6x1.3x
Wed, 15 Jan 2025US$881.3bUS$701.4bUS$35.2b15.6x25x1.3x
Fri, 13 Dec 2024US$941.9bUS$706.4bUS$34.3b16.8x27.4x1.3x
Sun, 10 Nov 2024US$479.5bUS$549.3bUS$17.8b15.1x26.9x0.9x
Tue, 08 Oct 2024US$476.7bUS$548.9bUS$18.1b14.3x26.4x0.9x
Thu, 05 Sep 2024US$473.3bUS$552.5bUS$17.5b14.2x27x0.9x
Sat, 03 Aug 2024US$461.5bUS$551.0bUS$17.2b15.1x26.8x0.8x
Mon, 01 Jul 2024US$463.0bUS$551.7bUS$17.5b15.4x26.4x0.8x
Wed, 29 May 2024US$441.7bUS$552.9bUS$17.5b15.2x25.3x0.8x
Fri, 26 Apr 2024US$423.4bUS$554.9bUS$17.0b15.1x24.9x0.8x
Sun, 24 Mar 2024US$458.9bUS$546.6bUS$16.8b15.7x27.3x0.8x
Tue, 20 Feb 2024US$436.1bUS$556.0bUS$15.9b14.7x27.4x0.8x
Thu, 18 Jan 2024US$421.0bUS$574.3bUS$16.1b13.4x26.1x0.7x
Sat, 16 Dec 2023US$425.7bUS$574.8bUS$16.1b13.8x26.4x0.7x
Mon, 13 Nov 2023US$379.7bUS$574.5bUS$17.7b10.8x21.4x0.7x
Wed, 11 Oct 2023US$381.2bUS$566.5bUS$18.4b12.6x20.7x0.7x
Fri, 08 Sep 2023US$405.0bUS$571.3bUS$18.1b11.7x22.4x0.7x
Sun, 06 Aug 2023US$422.6bUS$571.5bUS$18.1b10.9x23.3x0.7x
Tue, 04 Jul 2023US$421.0bUS$572.6bUS$18.4b10.5x22.9x0.7x
Thu, 01 Jun 2023US$379.1bUS$574.6bUS$17.9b9.9x21.1x0.7x
Price to Earnings Ratio

21.1x


Total Market Cap: US$379.1bTotal Earnings: US$17.9bTotal 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 9.6% 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 Market1.11%
Consumer Discretionary2.10%
Specialty Stores5.46%
Home Furnishing Retail12.38%
Apparel Retail7.54%
Home Improvement Retail4.52%
Computer and Electronics Retail4.28%
Automotive Retail3.51%
Specialty Stores3.46%
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 7.0% 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
HD Home DepotUS$313.074.4%
+US$13.2b		-13.7%PE22.3x
TJX TJX CompaniesUS$158.275.3%
+US$8.9b		25.9%PE30.2x
ROST Ross StoresUS$234.8111.2%
+US$7.6b		71.1%PE32.7x
WSM Williams-SonomaUS$192.5013.8%
+US$2.7b		22.0%PE20.8x
BURL Burlington StoresUS$324.5111.8%
+US$2.1b		38.2%PE33.4x

Latest News

HD
US$313.07
Home Depot
7D
4.4%
1Y
-13.7%
ROST
US$234.81
Ross Stores
7D
11.2%
1Y
71.1%
Analysis Article • 20h

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$158.27
TJX Companies
7D
5.3%
1Y
25.9%
WSM
US$192.50
Williams-Sonoma
7D
13.8%
1Y
22.0%
Analysis Article • May 23

Williams-Sonoma, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

It's been a pretty great week for Williams-Sonoma, Inc. ( NYSE:WSM ) shareholders, with its shares surging 14% to...
LOW
US$215.03
Lowe's Companies
7D
-1.4%
1Y
-2.7%
UXIN
US$2.15
Uxin
7D
-15.4%
1Y
-52.5%
WRBY
US$25.09
Warby Parker
7D
-12.7%
1Y
26.7%
DKS
US$231.24
DICK'S Sporting Goods
7D
9.9%
1Y
38.3%
TSCO
US$31.62
Tractor Supply
7D
-0.3%
1Y
-36.4%
Seeking Alpha • May 21

Tractor Supply Is Still Thriving Despite Pet Headwinds

Summary Tractor Supply Company is rated a 'Buy' after a 36% YTD decline, with shares now trading 21% below intrinsic value. Pet segment weakness, driven by declining dog ownership and Tractor Supply product mix, is a headwind but not a long-term structural risk. TSCO's 75% non-pet sales, expanding store footprint, exclusive brands, and robust loyalty program underpin resilient growth and margin strength. Shareholder returns remain strong via a 3.08% dividend yield and consistent buybacks. Read the full article on Seeking Alpha
CHWY
US$20.73
Chewy
7D
-4.2%
1Y
-52.8%
Seeking Alpha • May 21

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
CVNA
US$68.28
Carvana
7D
3.4%
1Y
12.3%
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.
MUSA
US$542.74
Murphy USA
7D
-4.0%
1Y
22.3%
LUXE
US$6.98
LuxExperience B.V
7D
-8.0%
1Y
-22.5%
BOBS
US$11.55
Bob's Discount Furniture
7D
-2.5%
1Y
n/a
ULTA
US$515.04
Ulta Beauty
7D
7.3%
1Y
26.5%
Narrative Update • May 16

ULTA: Earnings Flywheel And Unleashed Strategy Will Drive Future Upside

Ulta Beauty's analyst price target is unchanged at $810, as analysts balance recent target cuts in the $475 to $799 range with support from those who see an improving earnings flywheel, solid category trends, and ongoing margin and profit expectations. These are reflected in a steady fair value and modest tweaks to growth, discount rate, and future P/E assumptions.
BURL
US$324.51
Burlington Stores
7D
11.8%
1Y
38.2%