Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Specialty Stores Industry Analysis

UpdatedSep 02, 2026
DataAggregated Company Financials
Companies220
  • 7D-4.2%
  • 3M-0.6%
  • 1Y-9.6%
  • YTD-6.2%

Over the last 7 days, the Specialty Stores industry has dropped 4.2%, driven by Home Depot declining 5.4%. In contrast, Abercrombie & Fitch has gained 29%. Overall the industry is down 9.6% in 12 months. As for the next few years, earnings are expected to grow by 9.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 02 Sep 2026US$915.8bUS$774.3bUS$41.6b18.5x22x1.2x
Fri, 31 Jul 2026US$979.6bUS$763.5bUS$39.7b20.2x24.7x1.3x
Sun, 28 Jun 2026US$947.9bUS$760.0bUS$39.6b20.5x23.9x1.2x
Tue, 26 May 2026US$913.6bUS$756.2bUS$37.9b20.1x24.1x1.2x
Thu, 23 Apr 2026US$978.4bUS$743.5bUS$37.3b20.8x26.2x1.3x
Sat, 21 Mar 2026US$913.3bUS$748.6bUS$37.8b19.1x24.2x1.2x
Mon, 16 Feb 2026US$1.0tUS$737.0bUS$37.0b21.4x27.4x1.4x
Wed, 14 Jan 2026US$1.0tUS$735.9bUS$36.6b21x28.3x1.4x
Fri, 12 Dec 2025US$999.6bUS$735.9bUS$36.4b20.2x27.4x1.4x
Sun, 09 Nov 2025US$943.9bUS$736.3bUS$36.4b18.4x26x1.3x
Tue, 07 Oct 2025US$998.7bUS$733.8bUS$36.4b17.1x27.4x1.4x
Thu, 04 Sep 2025US$1.0tUS$739.8bUS$35.6b19.2x28.4x1.4x
Sat, 02 Aug 2025US$934.8bUS$735.4bUS$35.3b18x26.5x1.3x
Mon, 30 Jun 2025US$883.8bUS$733.1bUS$35.0b17.6x25.2x1.2x
Wed, 28 May 2025US$899.5bUS$732.3bUS$35.4b16x25.4x1.2x
Fri, 25 Apr 2025US$849.3bUS$725.5bUS$35.7b15x23.8x1.2x
Sun, 23 Mar 2025US$832.6bUS$725.0bUS$35.6b16.5x23.4x1.1x
Tue, 18 Feb 2025US$908.6bUS$705.3bUS$35.5b16.8x25.6x1.3x
Thu, 16 Jan 2025US$881.3bUS$701.4bUS$35.2b15.9x25x1.3x
Sat, 14 Dec 2024US$931.5bUS$706.4bUS$34.3b16.4x27.1x1.3x
Mon, 11 Nov 2024US$479.5bUS$549.3bUS$17.8b15.1x26.9x0.9x
Wed, 09 Oct 2024US$465.4bUS$548.9bUS$18.1b14.3x25.7x0.8x
Fri, 06 Sep 2024US$470.0bUS$552.7bUS$17.6b14.3x26.6x0.9x
Sun, 04 Aug 2024US$450.7bUS$551.5bUS$17.0b15.1x26.5x0.8x
Tue, 02 Jul 2024US$463.0bUS$551.7bUS$17.5b15.4x26.4x0.8x
Thu, 30 May 2024US$441.7bUS$552.8bUS$17.5b16.5x25.3x0.8x
Sat, 27 Apr 2024US$428.8bUS$555.0bUS$16.9b15.2x25.3x0.8x
Mon, 25 Mar 2024US$458.9bUS$546.6bUS$16.8b15.5x27.3x0.8x
Wed, 21 Feb 2024US$432.9bUS$556.0bUS$15.9b14.9x27.2x0.8x
Fri, 19 Jan 2024US$423.3bUS$574.3bUS$16.1b13.4x26.2x0.7x
Sun, 17 Dec 2023US$425.7bUS$574.8bUS$16.1b13.8x26.4x0.7x
Tue, 14 Nov 2023US$377.7bUS$574.5bUS$17.7b10.8x21.3x0.7x
Thu, 12 Oct 2023US$381.3bUS$566.5bUS$18.4b12.6x20.7x0.7x
Sat, 09 Sep 2023US$398.2bUS$567.8bUS$17.7b11.6x22.5x0.7x
Price to Earnings Ratio

22.5x


Total Market Cap: US$398.2bTotal Earnings: US$17.7bTotal Revenue: US$567.8bTotal 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 22.0x which is lower than its 3-year average PE of 25.7x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 33% 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 Market-0.92%
Consumer Discretionary-2.62%
Specialty Stores-4.20%
Computer and Electronics Retail-0.83%
Specialty Stores-1.33%
Automotive Retail-3.29%
Apparel Retail-4.26%
Home Furnishing Retail-5.40%
Home Improvement Retail-5.47%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 23.1x.
    • 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$140.6829.2%
+US$1.4b		53.0%PE11.7x
DKS DICK'S Sporting GoodsUS$132.957.0%
+US$773.3m		-36.5%PE14.2x
GAP GapUS$22.009.2%
+US$474.4m		-2.7%PE6.2x
GME GameStopUS$18.814.0%
+US$323.1m		-19.6%PE11.1x
URBN Urban OutfittersUS$79.294.6%
+US$301.8m		17.3%PE11.9x

Latest News

CVNA
US$72.18
Carvana
7D
-4.7%
1Y
-1.5%
DKS
US$132.95
DICK'S Sporting Goods
7D
7.0%
1Y
-36.5%
Seeking Alpha • 15h

DICK'S Sporting Goods: Crashed 31% And Now Yielding Near 4%, But I Wouldn't Buy Yet

Summary DICK's Sporting Goods is rated Hold due to compressed margins, weak consumer spending, and an elevated dividend payout ratio. DKS shares plunged 31% post-earnings on large guidance cuts and underperformance at the newly acquired Foot Locker segment. The dividend yield is near 4%, but coverage is shaky with payout ratios above 100% and free cash flow under pressure. While valuation appears attractive, macroeconomic headwinds and potential for further downside keep me cautious in the near to medium term. Read the full article on Seeking Alpha
GAP
US$22.00
Gap
7D
9.2%
1Y
-2.7%
Seeking Alpha • 21h

The Gap: Still Plenty Of Room To Run As Its Brands Regain Momentum

Summary The Gap (GAP) remains a Strong Buy, with valuation still reflecting a significant discount despite a 20% stock recovery and robust financials. GAP demonstrated solid Q2 performance, beating EPS estimates, advancing buybacks, and maintaining strong liquidity with $2.1B cash and $382M short-term investments. Management guides for 1–1.5% net sales growth, improved gross margin, and EPS of $2.35–$2.45, while executing $650M in CAPEX and pursuing $150M in cost savings. Macro headwinds and consumer pressure persist, but GAP’s diversified brands, strong balance sheet, and ongoing transformation support potential for multiple expansion. Read the full article on Seeking Alpha
GME
US$18.81
GameStop
7D
4.0%
1Y
-19.6%
WSM
US$222.12
Williams-Sonoma
7D
-5.4%
1Y
15.7%
Analysis Article • Sep 01

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

Last week, you might have seen that Williams-Sonoma, Inc. ( NYSE:WSM ) released its quarterly result to the market. The...
ORLY
US$87.95
O'Reilly Automotive
7D
-2.6%
1Y
-14.8%
BURL
US$262.15
Burlington Stores
7D
-16.8%
1Y
-9.4%
LOW
US$200.05
Lowe's Companies
7D
-6.8%
1Y
-22.7%
ULTA
US$545.66
Ulta Beauty
7D
1.6%
1Y
2.5%
BBWI
US$18.61
Bath & Body Works
7D
5.9%
1Y
-37.0%
HD
US$319.77
Home Depot
7D
-5.4%
1Y
-21.3%
ANF
US$140.68
Abercrombie & Fitch
7D
29.2%
1Y
53.0%
URBN
US$79.29
Urban Outfitters
7D
4.6%
1Y
17.3%
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$229.24
Ross Stores
7D
-5.0%
1Y
51.6%
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
TJX
US$133.27
TJX Companies
7D
-4.5%
1Y
-3.8%
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$204.08
AutoNation
7D
3.7%
1Y
-7.3%
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.