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U.S. Specialty Stores Industry Analysis

UpdatedAug 30, 2026
DataAggregated Company Financials
Companies160
  • 7D-2.0%
  • 3M1.6%
  • 1Y-7.5%
  • YTD-4.3%

Over the last 7 days, the Specialty Stores industry has dropped 2.0%, driven by TJX Companies declining 3.8%. Meanwhile, Carvana actually outperformed within the industry, gaining 5.9% in the last week. Overall the industry is down 7.5% in 12 months. Looking forward, earnings are forecast to grow by 8.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 30 Aug 2026US$922.3bUS$774.3bUS$41.6b18.5x22.2x1.2x
Tue, 28 Jul 2026US$939.9bUS$760.1bUS$39.6b20.6x23.8x1.2x
Thu, 25 Jun 2026US$932.2bUS$760.0bUS$39.6b20.1x23.5x1.2x
Sat, 23 May 2026US$900.3bUS$756.2bUS$37.9b20.1x23.8x1.2x
Mon, 20 Apr 2026US$985.1bUS$743.4bUS$37.3b21.3x26.4x1.3x
Wed, 18 Mar 2026US$929.5bUS$748.2bUS$37.9b18.6x24.5x1.2x
Fri, 13 Feb 2026US$1.0tUS$737.2bUS$36.3b20.5x27.9x1.4x
Sun, 11 Jan 2026US$1.0tUS$735.9bUS$36.6b21x28.3x1.4x
Tue, 09 Dec 2025US$980.1bUS$742.1bUS$36.3b18.9x27x1.3x
Thu, 06 Nov 2025US$954.0bUS$736.5bUS$36.4b16.4x26.2x1.3x
Sat, 04 Oct 2025US$1.0tUS$733.8bUS$36.4b17.3x27.6x1.4x
Mon, 01 Sep 2025US$1.0tUS$739.7bUS$35.5b18.6x28.3x1.4x
Wed, 30 Jul 2025US$945.3bUS$735.3bUS$35.0b18.1x27x1.3x
Fri, 27 Jun 2025US$898.6bUS$733.1bUS$35.0b17.4x25.7x1.2x
Sun, 25 May 2025US$899.1bUS$732.3bUS$35.4b16x25.4x1.2x
Tue, 22 Apr 2025US$844.8bUS$724.9bUS$35.6b14.2x23.7x1.2x
Thu, 20 Mar 2025US$829.6bUS$725.3bUS$35.6b14.7x23.3x1.1x
Sat, 15 Feb 2025US$912.8bUS$705.5bUS$35.5b16.8x25.7x1.3x
Mon, 13 Jan 2025US$888.0bUS$673.6bUS$34.8b15.9x25.5x1.3x
Wed, 11 Dec 2024US$946.4bUS$705.9bUS$34.4b17.6x27.5x1.3x
Fri, 08 Nov 2024US$469.8bUS$549.6bUS$17.8b15.3x26.5x0.9x
Sun, 06 Oct 2024US$476.7bUS$548.9bUS$18.1b15x26.4x0.9x
Tue, 03 Sep 2024US$477.4bUS$552.5bUS$17.5b14.8x27.2x0.9x
Thu, 01 Aug 2024US$470.1bUS$549.9bUS$17.2b15.8x27.3x0.9x
Sat, 29 Jun 2024US$464.5bUS$551.7bUS$17.5b15.4x26.5x0.8x
Mon, 27 May 2024US$441.7bUS$552.9bUS$17.5b15.6x25.3x0.8x
Wed, 24 Apr 2024US$423.1bUS$552.4bUS$17.1b15.6x24.7x0.8x
Fri, 22 Mar 2024US$457.3bUS$546.6bUS$16.8b15.7x27.3x0.8x
Sun, 18 Feb 2024US$436.1bUS$556.0bUS$15.9b14.7x27.4x0.8x
Tue, 16 Jan 2024US$424.3bUS$574.4bUS$16.1b13.6x26.3x0.7x
Thu, 14 Dec 2023US$414.2bUS$574.7bUS$16.1b13.3x25.7x0.7x
Sat, 11 Nov 2023US$377.2bUS$574.4bUS$17.7b10.8x21.3x0.7x
Mon, 09 Oct 2023US$374.5bUS$566.5bUS$18.4b12.1x20.4x0.7x
Wed, 06 Sep 2023US$410.7bUS$571.8bUS$17.9b11.7x23x0.7x
Price to Earnings Ratio

23x


Total Market Cap: US$410.7bTotal Earnings: US$17.9bTotal Revenue: US$571.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 25.7x202420252026
Current Industry PE
  • Investors are pessimistic on the American Specialty Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 22.2x which is lower than its 3-year average PE of 25.7x.
  • 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 32% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market0.28%
Consumer Discretionary-0.26%
Specialty Stores-2.03%
Automotive Retail2.15%
Home Furnishing Retail-1.25%
Home Improvement Retail-1.63%
Apparel Retail-3.17%
Computer and Electronics Retail-3.40%
Specialty Stores-6.07%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 23.0x.
    • Analysts are expecting annual earnings growth of 14.3%, which is higher than its past year's earnings decline of 2.9% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 26.7x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings decline of 6.9% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 5.1% 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
CVNA CarvanaUS$74.045.9%
+US$3.0b		-0.5%PE34x
ANF Abercrombie & FitchUS$148.4236.2%
+US$1.8b		58.7%PE12.3x
GAP GapUS$23.4818.6%
+US$1.1b		6.7%PE6.6x
URBN Urban OutfittersUS$81.099.2%
+US$587.8m		20.9%PE12.2x
W WayfairUS$103.762.2%
+US$306.8m		39.1%PS1.1x

Latest News

BURL
US$272.95
Burlington Stores
7D
-16.4%
1Y
-6.1%
LOW
US$208.05
Lowe's Companies
7D
-3.7%
1Y
-19.4%
DKS
US$135.09
DICK'S Sporting Goods
7D
-26.3%
1Y
-36.5%
BBY
US$82.44
Best Buy
7D
-4.0%
1Y
12.0%
GAP
US$23.48
Gap
7D
18.6%
1Y
6.7%
SAH
US$79.68
Sonic Automotive
7D
2.9%
1Y
-3.1%
HD
US$330.19
Home Depot
7D
-1.6%
1Y
-18.8%
ANF
US$148.42
Abercrombie & Fitch
7D
36.2%
1Y
58.7%
VSXY
US$87.85
Victoria's Secret
7D
2.9%
1Y
281.6%
Seeking Alpha • Aug 27

Victoria's Secret Q2 Preview: Focusing On The Staying Power Of Current Operational Momentum

Summary Victoria's Secret is set to release its Q2 results on Thursday, September 3. Ahead of the release, shares in the stock are among the top performers in the broader markets, with gains of over 300% in the past year. The success story is almost as simple as the retailer's bra business, which is growing modestly but creating a halo effect across panties and sleepwear while attracting new customers. I view shares as fairly valued at current trading levels. Read the full article on Seeking Alpha
URBN
US$81.09
Urban Outfitters
7D
9.2%
1Y
20.9%
Narrative Update • Aug 27

URBN: Anthropologie Assortment Reset And Brand Execution Will Support Future Earnings Power

Urban Outfitters' analyst price target has been updated from $102.00 to about $108.81, reflecting analysts' focus on recent price target increases across the Street and their rationale related to Anthropologie execution, assortment resets, and expectations for the upcoming Q2 earnings season. Analyst Commentary on Urban Outfitters Recent research commentary on Urban Outfitters has tilted positive, with several bullish analysts lifting price targets and, in some cases, upgrading ratings.
AEO
US$16.87
American Eagle Outfitters
7D
4.3%
1Y
30.4%
W
US$103.76
Wayfair
7D
2.2%
1Y
39.1%
Narrative Update • Aug 26

W: Expanding Large Stores And Luxury Focus Will Drive Future Upside

Analysts have raised their Wayfair price target from $123 to $156, reflecting updated assumptions for revenue growth, profit margins and future P/E levels. What’s in the News for Wayfair Wayfair reported Q2 2026 net revenue of US$3.5 billion, up 7.5% year over year, with U.S. sales up 8.7% and Non-GAAP free cash flow of US$301 million, according to recent earnings reports.
ROST
US$228.55
Ross Stores
7D
-4.4%
1Y
55.3%
Seeking Alpha • Aug 25

Ross Stores: Forget The Tariff Tailwind; Organic Growth Is Even More Impressive

Summary Ross Stores, Inc. saw another explosion in growth in Q2 and continues to enjoy enhanced customer traffic. Management has executed on a strategy to turn Ross Stores into more than just a bargain retailer. Valuations remain reasonable for ROST stock compared to other retailers. ROST store expansion figures continue to impress and exceed management's original expectations. Read the full article on Seeking Alpha
CVNA
US$74.04
Carvana
7D
5.9%
1Y
-0.5%
Narrative Update • Aug 25

CVNA: Weaker Margin Guide And Cohort Share Assumptions Will Pressure Future Returns

Carvana's analyst fair value estimate has been trimmed from $68.19 to $60.00 as analysts reset price targets after a mixed Q2 update. This reflects slightly lower revenue growth and profit margin assumptions, alongside a modestly higher discount rate and reduced future P/E expectations.
MUSA
US$503.19
Murphy USA
7D
-11.7%
1Y
33.6%
TJX
US$135.12
TJX Companies
7D
-3.8%
1Y
-1.1%
Narrative Update • Aug 20

TJX: Margin Resilience And FY27 Earnings Outlook Will Drive Future Upside

The fair value estimate for TJX Companies has moved modestly lower to $172.80 as analysts factor in weaker Marmaxx comps and tougher competitive pressures, partly offset by resilient margins and a still supportive long term P/E outlook. Analyst Commentary Recent Street research on TJX Companies points to a mixed but detailed picture, with bullish analysts focusing on the long term earnings profile and portfolio strength while bearish analysts focus on Marmaxx comps, competitive pressure, and near term execution risk.