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U.S. Specialty Stores Industry Analysis

UpdatedSep 01, 2026
DataAggregated Company Financials
Companies160
  • 7D-3.5%
  • 3M1.3%
  • 1Y-8.1%
  • YTD-5.0%

Over the last 7 days, the Specialty Stores industry has dropped 2.8%, and Home Depot contributed the most with a 2.8% decline. On the other hand Abercrombie & Fitch is actually up 27%. The industry has fallen 7.5% in the last year. As for the next few years, earnings are expected to grow by 8.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 01 Sep 2026US$922.4bUS$774.3bUS$41.6b18.7x22.2x1.2x
Thu, 30 Jul 2026US$982.4bUS$760.1bUS$39.5b20.6x24.9x1.3x
Sat, 27 Jun 2026US$945.4bUS$760.0bUS$39.6b20.5x23.9x1.2x
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
Price to Earnings Ratio

22.4x


Total Market Cap: US$405.0bTotal Earnings: US$18.1bTotal Revenue: US$571.3bTotal 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 Market0.071%
Consumer Discretionary-0.77%
Specialty Stores-3.55%
Automotive Retail0.064%
Home Improvement Retail-2.94%
Home Furnishing Retail-3.96%
Apparel Retail-4.95%
Computer and Electronics Retail-5.25%
Specialty Stores-6.24%
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 26.6x.
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 5.7% 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
ANF Abercrombie & FitchUS$143.0827.3%
+US$1.4b		53.0%PE11.9x
CVNA CarvanaUS$73.461.6%
+US$813.5m		-1.2%PE33.7x
GAP GapUS$22.319.6%
+US$507.7m		1.4%PE6.3x
URBN Urban OutfittersUS$80.696.1%
+US$398.6m		20.3%PE12.1x
AN AutoNationUS$201.253.1%
+US$202.3m		-8.1%PE8.6x

Latest News

GME
US$18.38
GameStop
7D
1.9%
1Y
-18.0%
BBY
US$80.15
Best Buy
7D
-8.4%
1Y
8.8%
CVNA
US$73.46
Carvana
7D
1.6%
1Y
-1.2%
Seeking Alpha • Aug 30

Carvana: Automotive E-commerce Leader Negated By Hefty Growth Premium

Summary Carvana executes an end-to-end automotive e-commerce platform across shopping, research, trade-in, finance, transaction, and delivery, along with inspection and reconditioning. Their vertically integrated strategy allows them to deliver high-growth cadence by +38% YoY and gain significant market share in an "industry that was down low to mid-single digits year-over-year." CVNA's premium valuation reflects the baked-in, profitable growth prospects, albeit negated by the mixed margin performance against peers. Risks include seasonal trading weakness, elevated short interest, insider selling post-August-recovery, and ongoing macro headwinds such as high borrowing/fuel costs. Before the stock grows into the premium valuations, CVNA is at best a Hold (Neutral) here. Read the full article on Seeking Alpha
BURL
US$259.76
Burlington Stores
7D
-21.4%
1Y
-10.6%
LOW
US$204.70
Lowe's Companies
7D
-5.7%
1Y
-20.7%
DKS
US$135.10
DICK'S Sporting Goods
7D
-24.7%
1Y
-36.5%
GPI
US$269.54
Group 1 Automotive
7D
3.9%
1Y
-42.0%
GAP
US$22.31
Gap
7D
9.6%
1Y
1.4%
HD
US$327.83
Home Depot
7D
-2.8%
1Y
-19.4%
ANF
US$143.08
Abercrombie & Fitch
7D
27.3%
1Y
53.0%
URBN
US$80.69
Urban Outfitters
7D
6.1%
1Y
20.3%
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.
ROST
US$228.54
Ross Stores
7D
-5.4%
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
RH
US$149.15
RH
7D
4.1%
1Y
-33.9%
TJX
US$133.91
TJX Companies
7D
-4.8%
1Y
-2.0%
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.
AN
US$201.25
AutoNation
7D
3.1%
1Y
-8.1%
Narrative Update • Aug 06

AN: Share Repurchases And Luxury Expansion Will Support Future Upside Potential

Analysts have increased their price target on AutoNation to $298.44 from $289.62, reflecting updated assumptions around revenue growth, profit margins, and a slightly lower projected P/E multiple. What’s in the News for AutoNation AutoNation completed a share repurchase tranche from April 1, 2026 to July 29, 2026, buying 785,818 shares, or 2.32% of its stock, for US$157.04 million under its long running buyback first announced in October 2007.
ORLY
US$88.80
O'Reilly Automotive
7D
-2.1%
1Y
-14.4%
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.