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U.S. Specialty Stores Industry Analysis

UpdatedAug 07, 2026
DataAggregated Company Financials
Companies160
  • 7D2.9%
  • 3M6.9%
  • 1Y3.5%
  • YTD2.6%

Over the last 7 days, the Specialty Stores industry has risen 1.6%, driven by gains from Home Depot of 4.9%. In the same time, Best Buy was down 8.9%. This takes the industry's 12 month performance to a gain of 4.0%. As for the next few years, earnings are expected to grow by 9.4% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 07 Aug 2026US$995.8bUS$764.1bUS$39.9b20.9x25x1.3x
Sun, 05 Jul 2026US$957.7bUS$760.0bUS$39.6b19.6x24.2x1.3x
Tue, 02 Jun 2026US$924.3bUS$758.9bUS$38.2b21.5x24.2x1.2x
Thu, 30 Apr 2026US$946.8bUS$743.3bUS$37.4b19.9x25.3x1.3x
Sat, 28 Mar 2026US$919.5bUS$748.8bUS$37.8b19.1x24.3x1.2x
Mon, 23 Feb 2026US$1.0tUS$744.9bUS$37.7b21.9x26.8x1.4x
Wed, 21 Jan 2026US$1.0tUS$736.0bUS$36.6b20.1x28.3x1.4x
Fri, 19 Dec 2025US$996.1bUS$735.8bUS$36.3b21.1x27.4x1.4x
Sun, 16 Nov 2025US$936.1bUS$735.7bUS$36.4b17x25.7x1.3x
Tue, 14 Oct 2025US$945.2bUS$731.6bUS$36.4b16.3x26x1.3x
Thu, 11 Sep 2025US$1.0tUS$732.1bUS$35.9b18.6x28.6x1.4x
Sat, 09 Aug 2025US$965.2bUS$735.1bUS$35.3b17.6x27.3x1.3x
Mon, 07 Jul 2025US$937.7bUS$733.1bUS$35.0b18.4x26.8x1.3x
Wed, 04 Jun 2025US$917.3bUS$732.4bUS$34.9b16.7x26.3x1.3x
Fri, 02 May 2025US$868.3bUS$726.9bUS$35.7b15.3x24.3x1.2x
Sun, 30 Mar 2025US$841.5bUS$724.4bUS$35.6b16.3x23.6x1.2x
Tue, 25 Feb 2025US$911.6bUS$719.1bUS$35.8b14.9x25.5x1.3x
Thu, 23 Jan 2025US$923.5bUS$701.5bUS$35.2b16.6x26.2x1.3x
Sat, 21 Dec 2024US$882.3bUS$706.5bUS$34.4b16.6x25.7x1.2x
Mon, 18 Nov 2024US$886.4bUS$703.6bUS$32.6b15.8x27.2x1.3x
Wed, 16 Oct 2024US$476.9bUS$548.8bUS$18.1b15x26.4x0.9x
Fri, 13 Sep 2024US$465.2bUS$552.4bUS$17.6b14.3x26.4x0.8x
Sun, 11 Aug 2024US$449.4bUS$551.0bUS$17.0b15.7x26.4x0.8x
Tue, 09 Jul 2024US$456.6bUS$551.7bUS$17.6b14.9x26x0.8x
Thu, 06 Jun 2024US$461.7bUS$553.0bUS$17.8b16.9x26x0.8x
Sat, 04 May 2024US$420.2bUS$554.7bUS$16.7b15.2x25.1x0.8x
Mon, 01 Apr 2024US$469.0bUS$552.3bUS$17.1b15.7x27.5x0.8x
Wed, 28 Feb 2024US$442.3bUS$549.5bUS$15.7b15.1x28.2x0.8x
Fri, 26 Jan 2024US$425.3bUS$574.3bUS$16.1b13.7x26.4x0.7x
Sun, 24 Dec 2023US$432.6bUS$574.4bUS$16.1b13.7x26.8x0.8x
Tue, 21 Nov 2023US$392.9bUS$575.4bUS$17.6b13.7x22.3x0.7x
Thu, 19 Oct 2023US$379.9bUS$566.5bUS$18.4b12.8x20.7x0.7x
Sat, 16 Sep 2023US$395.8bUS$567.8bUS$18.4b11.7x21.6x0.7x
Mon, 14 Aug 2023US$419.5bUS$571.0bUS$18.2b10.9x23x0.7x
Price to Earnings Ratio

23x


Total Market Cap: US$419.5bTotal Earnings: US$18.2bTotal Revenue: US$571.0bTotal 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 10% 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 Market3.47%
Consumer Discretionary6.71%
Specialty Stores2.86%
Home Furnishing Retail6.68%
Home Improvement Retail4.89%
Specialty Stores3.78%
Automotive Retail2.38%
Apparel Retail1.40%
Computer and Electronics Retail-9.08%
Industry PE
  • Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 23.3x.
    • Analysts are expecting annual earnings growth of 7.2%, which is lower than the prior year's growth of 13.0% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 27.4x.
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 1.3% per year.
  • In contrast, the Home Improvement Retail industry is expected to see its earnings grow by 7.1% 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$349.524.9%
+US$16.1b		-9.5%PE24.9x
CVNA CarvanaUS$68.3411.2%
+US$5.0b		-4.5%PE31.4x
ORLY O'Reilly AutomotiveUS$93.376.9%
+US$4.9b		-9.8%PE28.8x
LOW Lowe's CompaniesUS$218.404.0%
+US$4.7b		-8.5%PE18.5x
TJX TJX CompaniesUS$162.061.8%
+US$3.1b		22.8%PE30.9x

Latest News

TDUP
US$3.11
ThredUp
7D
-47.0%
1Y
-68.6%
SAH
US$84.89
Sonic Automotive
7D
-15.4%
1Y
16.2%
TSCO
US$34.09
Tractor Supply
7D
12.8%
1Y
-43.2%
TJX
US$162.06
TJX Companies
7D
1.8%
1Y
22.8%
VVV
US$35.62
Valvoline
7D
-7.2%
1Y
-8.1%
CVNA
US$68.34
Carvana
7D
11.2%
1Y
-4.5%
W
US$104.07
Wayfair
7D
15.9%
1Y
42.0%
BBY
US$80.02
Best Buy
7D
-8.9%
1Y
18.5%
GME
US$19.23
GameStop
7D
-12.1%
1Y
-15.1%
MUSA
US$536.18
Murphy USA
7D
-13.0%
1Y
44.0%
Narrative Update • Aug 03

MUSA: Fuel Margin Strength And Governance Changes Will Shape Future Returns

Murphy USA's analyst-derived fair value estimate has shifted from $558 to $630.90. Analysts cite stronger fuel margins, solid recent results, and continued store expansion as key reasons for the higher price targets across the Street.
HD
US$349.52
Home Depot
7D
4.9%
1Y
-9.5%
ORLY
US$93.37
O'Reilly Automotive
7D
6.9%
1Y
-9.8%
Narrative Update • Jul 31

ORLY: Trimmed Expectations And Buybacks Will Shape Returns As Deal Uncertainty Persists

Analysts trimmed the fair value estimate for O'Reilly Automotive by about $2 to $93.96, reflecting slightly softer modeled revenue growth, a modestly lower profit margin outlook, and a reduced future P/E assumption, even as recent research notes highlight solid same store sales trends and generally positive earnings commentary. Analyst Commentary Recent research on O'Reilly Automotive points to a mixed setup for investors, with strong reported same store sales and generally constructive commentary on fundamentals set against a series of trimmed price targets and valuation questions.
LOW
US$218.40
Lowe's Companies
7D
4.0%
1Y
-8.5%
Seeking Alpha • Jul 31

Lowe's: Expecting Continuing Strength In Pro Business, Shares Fairly Valued

Summary Lowe’s is expected to release its quarterly print in the middle of August. Ahead of the release, shares have struggled to gain traction, with YTD losses of nearly 13%. I believe the company has a strong near-term outlook for its Pro business, but I see its DIY category remaining more muted. I view shares as fairly valued for the current market environment. Read the full article on Seeking Alpha
LAD
US$375.78
Lithia Motors
7D
-7.2%
1Y
28.3%
Narrative Update • Jul 30

LAD: Buybacks And Dividend Will Support Balanced Long-Term Upside Potential

Analysts have raised their price target on Lithia Motors from about $372 to roughly $424, citing updated assumptions that include a slightly lower discount rate, more conservative revenue growth, modestly higher profit margin expectations, and a higher future P/E multiple. What’s in the News for Lithia Motors Lithia Motors completed a share repurchase tranche between April 1, 2026 and June 30, 2026, buying back 854,000 shares, or 3.75% of its stock, for US$242.54 million under the existing buyback authorization.
ABG
US$215.99
Asbury Automotive Group
7D
-7.4%
1Y
-3.6%
Narrative Update • Jul 28

ABG: Aggressive Buybacks And Governance Amendments Will Support Future Upside

Analysts have raised their price target on Asbury Automotive Group to $302.32 from a prior fair value estimate of $290.26. This change reflects updated assumptions regarding the discount rate, revenue growth, profit margins, and future P/E levels.
WSM
US$246.89
Williams-Sonoma
7D
5.8%
1Y
23.7%
Narrative Update • Jul 27

WSM: Elevated P/E And Housing Sensitive Demand Will Restrain Near Term Returns

The analyst price target for Williams-Sonoma is updated modestly lower to reflect a fair value estimate of about $158. Analysts point to the company's high EBIT margins, e-commerce reach, and "affordable luxury" positioning as key supports for the revised outlook.