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U.S. Big Box Super Stores Industry Analysis

UpdatedJan 14, 2026
DataAggregated Company Financials
Companies9
  • 7D6.3%
  • 3M9.6%
  • 1Y21.2%
  • YTDn/a

All of the companies in the Big Box Super Stores industry have been up over the last week, with the industry up 4.0%. In the last 12 months, the industry was up 20%. Earnings are forecast to grow by 7.0% annually.

Industry Valuation and Performance

Has the U.S. Big Box Super Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 14 Jan 2026US$1.5tUS$1.2tUS$38.1b26.1x39.4x1.3x
Fri, 12 Dec 2025US$1.4tUS$1.2tUS$37.9b23.2x37x1.2x
Sun, 09 Nov 2025US$1.3tUS$1.2tUS$36.4b20.8x36.5x1.1x
Tue, 07 Oct 2025US$1.3tUS$1.2tUS$36.4b20.5x36.2x1.1x
Thu, 04 Sep 2025US$1.3tUS$1.2tUS$36.1b21.9x36x1.1x
Sat, 02 Aug 2025US$1.3tUS$1.1tUS$33.8b23x38.9x1.1x
Mon, 30 Jun 2025US$1.3tUS$1.1tUS$33.8b22.7x39.1x1.2x
Wed, 28 May 2025US$1.3tUS$1.1tUS$33.2b22.8x39.8x1.2x
Fri, 25 Apr 2025US$1.3tUS$1.1tUS$33.7b21.7x38.4x1.1x
Sun, 23 Mar 2025US$1.2tUS$1.2tUS$31.6b22.8x37.6x1x
Tue, 18 Feb 2025US$1.4tUS$1.1tUS$32.3b22.6x43.9x1.2x
Thu, 16 Jan 2025US$1.2tUS$1.1tUS$32.3b20.5x38.5x1.1x
Sat, 14 Dec 2024US$1.3tUS$1.1tUS$32.3b21.8x40.4x1.1x
Mon, 11 Nov 2024US$1.2tUS$1.1tUS$28.1b21.1x43.2x1.1x
Wed, 09 Oct 2024US$1.1tUS$1.1tUS$28.1b22.2x40.5x1x
Fri, 06 Sep 2024US$1.1tUS$1.1tUS$27.9b20.6x40.5x1x
Sun, 04 Aug 2024US$1.0tUS$1.1tUS$31.1b21.7x33.5x0.9x
Tue, 02 Jul 2024US$1.1tUS$1.1tUS$31.1b21.1x33.9x0.9x
Thu, 30 May 2024US$1.0tUS$1.1tUS$30.9b21.2x33.1x0.9x
Sat, 27 Apr 2024US$955.3bUS$1.1tUS$27.5b20x34.8x0.9x
Mon, 25 Mar 2024US$968.0bUS$1.1tUS$27.6b20.8x35.1x0.9x
Wed, 21 Feb 2024US$939.9bUS$1.1tUS$29.2b21.4x32.2x0.9x
Fri, 19 Jan 2024US$878.3bUS$1.1tUS$30.0b20.4x29.3x0.8x
Sun, 17 Dec 2023US$823.9bUS$1.1tUS$30.0b20.5x27.5x0.8x
Tue, 14 Nov 2023US$819.4bUS$1.1tUS$27.5b18.2x29.8x0.8x
Thu, 12 Oct 2023US$785.8bUS$1.1tUS$27.5b19.3x28.6x0.7x
Sat, 09 Sep 2023US$805.7bUS$1.1tUS$27.2b19.8x29.6x0.8x
Mon, 07 Aug 2023US$815.2bUS$1.1tUS$24.1b22.5x33.8x0.8x
Wed, 05 Jul 2023US$810.1bUS$1.1tUS$24.1b22.9x33.6x0.8x
Fri, 02 Jun 2023US$761.2bUS$1.1tUS$24.2b20.9x31.4x0.7x
Sun, 30 Apr 2023US$799.6bUS$1.0tUS$24.8b21.4x32.2x0.8x
Tue, 28 Mar 2023US$770.8bUS$1.0tUS$24.8b20.2x31x0.7x
Thu, 23 Feb 2023US$621.9bUS$865.2bUS$18.2b27.1x34.2x0.7x
Sat, 21 Jan 2023US$603.3bUS$854.0bUS$15.4b28.2x39.1x0.7x
Price to Earnings Ratio

39.1x


Total Market Cap: US$603.3bTotal Earnings: US$15.4bTotal Revenue: US$854.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Big Box Super Stores Industry Price to Earnings3Y Average 35.5x202420252026
Current Industry PE
  • Investors are optimistic on the American Hypermarkets and Super Centers industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 38.9x which is higher than its 3-year average PE of 35.5x.
  • The 3-year average PS ratio of 0.95x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Hypermarkets and Super Centers industry have grown 35% 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 Comparison

How does U.S. Big Box Super Stores compare with similar industries?

US Market0.24%
Consumer Staples4.90%
Food and Staples Retail5.87%
Big Box Super Stores6.32%
Drug Retail4.40%
Food Distributors3.89%
Food Retail0.86%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
WMT WalmartUS$120.385.3%
+US$48.1b		32.6%PE41.9x
COST Costco WholesaleUS$941.935.9%
+US$23.4b		2.7%PE50.4x
TGT TargetUS$108.634.2%
+US$2.0b		-20.4%PE13.1x
DG Dollar GeneralUS$151.254.5%
+US$1.4b		118.0%PE26.1x
DLTR Dollar TreeUS$137.372.7%
+US$713.9m		95.8%PE24.5x

Latest News

COST
US$941.93
Costco Wholesale
7D
5.9%
1Y
2.7%
PSMT
US$136.86
PriceSmart
7D
7.6%
1Y
58.8%
DLTR
US$137.37
Dollar Tree
7D
2.7%
1Y
95.8%
WMT
US$120.36
Walmart
7D
6.8%
1Y
31.8%
BJ
US$95.41
BJ's Wholesale Club Holdings
7D
5.0%
1Y
1.9%

BJ: Slowing Comp Trends And Holiday Promotions Will Pressure Earnings

Analysts have trimmed their price targets on BJ's Wholesale Club Holdings, leading to a modest cut in the modeled fair value to about $76 per share. They are factoring in a slightly higher discount rate, a lower future P/E near 18, and mixed views on sales momentum and earnings risk across 2025 and 2026.
TGT
US$108.63
Target
7D
4.2%
1Y
-20.4%

TGT: Heavier Reinvestment In Merchandising And AI Will Reset Earnings Base

Narrative Update on Target Analysts have trimmed their implied fair value for Target from about $130.77 to $126.14 as a group of firms reduced price targets, citing a more cautious earnings multiple, slightly softer growth and margin assumptions, and uncertainty around the scale of reinvestment needed for the turnaround plan. Analyst Commentary Recent research on Target paints a mixed but detailed picture, with most firms trimming price targets after Q3 while still highlighting key elements of the turnaround plan and capital allocation that matter for long term investors.
DG
US$151.25
Dollar General
7D
4.5%
1Y
118.0%

DG: Earnings Outlook Will Mask Longer-Term Margin And Multiple Compression

Analysts have raised their price target on Dollar General by approximately 6 dollars to about 99 dollars, reflecting slightly lower discount rate assumptions and improved long term profit margin expectations, despite modestly softer revenue growth and valuation multiples. What's in the News Dollar General completed its long running share repurchase program, retiring approximately 123.5 million shares, or about 45% of its shares outstanding, for roughly $14.6 billion since the buyback was launched in 2012 (Key Developments).