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U.S. Specialty Stores Industry Analysis

UpdatedJul 09, 2026
DataAggregated Company Financials
Companies153
  • 7D-2.0%
  • 3M-2.9%
  • 1Y-0.1%
  • YTD-3.8%

Over the last 7 days, the Specialty Stores industry has dropped 2.0%, driven by Home Depot declining 4.2%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 9.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 Jul 2026US$940.3bUS$760.0bUS$39.6b19.9x23.7x1.2x
Sat, 06 Jun 2026US$908.3bUS$759.2bUS$39.2b20.3x23.2x1.2x
Mon, 04 May 2026US$939.4bUS$745.6bUS$37.4b19.9x25.1x1.3x
Wed, 01 Apr 2026US$901.0bUS$743.2bUS$37.8b19.4x23.8x1.2x
Fri, 27 Feb 2026US$996.6bUS$743.6bUS$37.7b20.3x26.4x1.3x
Sun, 25 Jan 2026US$1.0tUS$732.9bUS$36.6b19.9x28.2x1.4x
Tue, 23 Dec 2025US$985.0bUS$735.9bUS$36.0b20.1x27.3x1.3x
Thu, 20 Nov 2025US$904.8bUS$736.8bUS$36.4b16.6x24.9x1.2x
Sat, 18 Oct 2025US$974.6bUS$731.6bUS$36.4b16.1x26.8x1.3x
Mon, 15 Sep 2025US$1.0tUS$732.4bUS$35.6b18.7x28.7x1.4x
Wed, 13 Aug 2025US$963.7bUS$735.1bUS$35.3b18.4x27.3x1.3x
Fri, 11 Jul 2025US$936.4bUS$733.1bUS$35.0b18x26.7x1.3x
Sun, 08 Jun 2025US$926.0bUS$732.6bUS$34.9b17.4x26.5x1.3x
Tue, 06 May 2025US$881.8bUS$727.1bUS$35.7b15.4x24.7x1.2x
Thu, 03 Apr 2025US$863.0bUS$724.3bUS$35.6b16.7x24.2x1.2x
Sat, 01 Mar 2025US$918.9bUS$727.2bUS$35.6b14.6x25.8x1.3x
Mon, 27 Jan 2025US$922.1bUS$701.4bUS$35.2b16.3x26.2x1.3x
Wed, 25 Dec 2024US$901.4bUS$705.6bUS$34.5b16.4x26.1x1.3x
Fri, 22 Nov 2024US$884.6bUS$706.1bUS$32.9b16.8x26.9x1.3x
Sun, 20 Oct 2024US$481.0bUS$548.8bUS$18.1b14.6x26.6x0.9x
Tue, 17 Sep 2024US$483.3bUS$549.2bUS$17.4b15x27.7x0.9x
Thu, 15 Aug 2024US$454.2bUS$551.0bUS$17.0b16.7x26.7x0.8x
Sat, 13 Jul 2024US$475.0bUS$551.8bUS$17.6b16.5x27.1x0.9x
Mon, 10 Jun 2024US$463.2bUS$552.5bUS$17.8b15.9x26.1x0.8x
Wed, 08 May 2024US$430.3bUS$553.1bUS$16.7b14.9x25.7x0.8x
Fri, 05 Apr 2024US$445.9bUS$552.4bUS$17.1b15.9x26.1x0.8x
Sun, 03 Mar 2024US$449.6bUS$550.7bUS$15.9b14.6x28.3x0.8x
Tue, 30 Jan 2024US$432.6bUS$574.3bUS$16.1b13.6x26.8x0.8x
Thu, 28 Dec 2023US$438.5bUS$574.4bUS$16.1b13.7x27.2x0.8x
Sat, 25 Nov 2023US$398.0bUS$575.3bUS$17.8b12.9x22.4x0.7x
Mon, 23 Oct 2023US$371.6bUS$566.5bUS$18.4b12.5x20.2x0.7x
Wed, 20 Sep 2023US$389.6bUS$567.8bUS$18.4b12.1x21.2x0.7x
Fri, 18 Aug 2023US$420.6bUS$571.8bUS$18.4b10.8x22.8x0.7x
Sun, 16 Jul 2023US$424.3bUS$572.7bUS$18.3b10.4x23.2x0.7x
Price to Earnings Ratio

23.2x


Total Market Cap: US$424.3bTotal Earnings: US$18.3bTotal Revenue: US$572.7bTotal 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 1.2x.
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 9.9% 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-0.43%
Consumer Discretionary-0.009%
Specialty Stores-2.00%
Apparel Retail0.75%
Automotive Retail-0.44%
Computer and Electronics Retail-0.99%
Specialty Stores-3.51%
Home Improvement Retail-4.24%
Home Furnishing Retail-5.03%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 22.4x.
    • 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 28.2x.
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
ROST Ross StoresUS$217.722.7%
+US$1.9b		65.9%PE30.2x
TJX TJX CompaniesUS$152.791.0%
+US$1.6b		21.8%PE29.2x
MUSA Murphy USAUS$606.818.6%
+US$886.8m		43.1%PE20.2x
PAG Penske Automotive GroupUS$182.523.1%
+US$357.7m		0.5%PE13.2x
LAD Lithia MotorsUS$302.914.3%
+US$287.6m		-13.5%PE9.7x

Latest News

SAH
US$88.01
Sonic Automotive
7D
6.0%
1Y
1.0%
BBY
US$78.07
Best Buy
7D
1.1%
1Y
7.7%
ORLY
US$84.98
O'Reilly Automotive
7D
-8.3%
1Y
-8.2%
Seeking Alpha • Jul 08

O'Reilly Automotive: A Defensive Compounder In An Uncertain Economy

Summary O'Reilly Automotive remains a Buy, driven by robust financials, resilient operations, and significant long-term expansion potential. ORLY delivered a strong Q1, with 10.1% revenue growth, 8.1% comp sales, and 16% EPS growth, outperforming expectations. The potential acquisition of GPC's NAPA business could add scale but introduces financing and integration risks, reflected in a 4.4% share price drop. Valuation remains rich but justified by defensiveness, solid financial health, and international expansion, with intrinsic value estimated near the current market price. Read the full article on Seeking Alpha
WSM
US$218.32
Williams-Sonoma
7D
-4.3%
1Y
25.7%
Seeking Alpha • Jul 08

Williams-Sonoma: The Market Is Still Too Optimistic To Justify Its Valuation

Summary Williams-Sonoma, Inc. maintains strong returns despite a high valuation environment. WSM's fundamentals remain robust, with a strategic product and pricing mix supporting performance. Recent events could provide upside, but the current stock price overlooks macroeconomic and housing market risks. Technical indicators reveal selling pressure, signaling caution amid valuation and market volatility. Read the full article on Seeking Alpha
BURL
US$317.16
Burlington Stores
7D
0.7%
1Y
25.2%
W
US$86.74
Wayfair
7D
-8.8%
1Y
53.3%
ROST
US$217.72
Ross Stores
7D
2.7%
1Y
65.9%
Narrative Update • Jul 07

ROST: Strong Q1 Momentum And Value Model Will Face Tough Comparisons

The updated fair value estimate for Ross Stores moves higher by about $25 to $205, as analysts factor in a slightly lower discount rate, modestly softer revenue growth assumptions, and somewhat stronger profitability and future P/E expectations following a series of price target increases and supportive research commentary. Analyst Commentary Recent Street research on Ross Stores has been largely constructive, with several firms lifting price targets following a Q1 report that featured 17% comp sales growth versus an 8.6% consensus figure and stronger traffic trends.
AZO
US$3,070.17
AutoZone
7D
-4.6%
1Y
-18.0%
MUSA
US$606.81
Murphy USA
7D
8.6%
1Y
43.1%
Narrative Update • Jul 06

MUSA: Stronger Fuel Margins And Store Expansion Will Drive Future Upside

The analyst price target for Murphy USA in this Narrative Update moves from $680 to $710, reflecting broader Street research that points to stronger fuel margins, rising EBITDA expectations and increased confidence in the company’s multi year growth algorithm. Analyst Commentary Recent Street research around Murphy USA points to a cluster of bullish analysts lifting ratings and resetting price targets higher, with the most recent US$710 target aligning with growing confidence in fuel margins, earnings visibility and the company’s multi year growth framework.
TSCO
US$29.58
Tractor Supply
7D
-6.9%
1Y
-48.5%
Narrative Update • Jul 06

TSCO: Pet Health Services And Rural Connectivity Will Support Balanced Long-Term Outlook

Analysts have trimmed their price target for Tractor Supply to approximately $32.68 from $36.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for Tractor Supply Tractor Supply completed the acquisition of VIP Petcare, a mobile veterinary services provider with community clinics in about 2,700 retail locations across 39 states, including roughly 1,700 Tractor Supply stores, aiming to expand convenient pet healthcare access and integrate services with its Allivet pharmacy platform.
DKS
US$215.21
DICK'S Sporting Goods
7D
-6.3%
1Y
2.3%
TJX
US$152.79
TJX Companies
7D
1.0%
1Y
21.8%
LAD
US$302.91
Lithia Motors
7D
4.3%
1Y
-13.5%
LOW
US$212.85
Lowe's Companies
7D
-4.1%
1Y
-5.6%
Narrative Update • Jun 25

LOW: Reaffirmed 2026 Outlook And Pro Share Gains Will Support Housing Recovery

The updated analyst price target for Lowe's Companies reflects a broad reset of Street expectations, with multiple firms trimming targets into a roughly $220 to $285 range as analysts factor in softer comparable sales, a tougher housing backdrop, and modestly adjusted earnings assumptions, while still recognizing steady execution and reaffirmed long term guidance. Analyst Commentary Recent research on Lowe's Companies shows a reset in price targets, but not a uniform shift in sentiment.
PAG
US$182.52
Penske Automotive Group
7D
3.1%
1Y
0.5%
Narrative Update • Jun 25

PAG: Persistent Buybacks And Rich Dividend Will Sustain An Overstretched Outlook

Analysts kept their $160.00 price target for Penske Automotive Group unchanged, citing updated assumptions that reflect a slightly lower discount rate, modestly revised revenue growth expectations, and a small adjustment to projected profit margins and future P/E levels. What's in the News Penske Automotive Group's Board of Directors approved a quarterly dividend of $1.42 per share, a change of $0.02 per share, or about 1.4%, according to a company announcement.
HD
US$336.21
Home Depot
7D
-4.2%
1Y
-9.4%