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U.S. Big Box Super Stores Industry Analysis

UpdatedMay 20, 2026
DataAggregated Company Financials
Companies9
  • 7D4.1%
  • 3M5.7%
  • 1Y24.5%
  • YTDn/a

All of the companies in the Big Box Super Stores industry have been up over the last week, with the industry up 5.3%. This takes the industry's 12 month performance to a gain of 23%. As for the next few years, earnings are expected to grow by 8.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 20 May 2026US$1.7tUS$1.2tUS$37.6b21.6x44x1.4x
Fri, 17 Apr 2026US$1.6tUS$1.2tUS$37.6b20.7x41.2x1.3x
Sun, 15 Mar 2026US$1.6tUS$1.2tUS$37.5b21.9x42x1.3x
Tue, 10 Feb 2026US$1.6tUS$1.2tUS$38.1b25.4x42.5x1.4x
Thu, 08 Jan 2026US$1.4tUS$1.2tUS$38.1b24.7x37.5x1.2x
Sat, 06 Dec 2025US$1.4tUS$1.2tUS$37.9b22.8x37.5x1.2x
Mon, 03 Nov 2025US$1.3tUS$1.2tUS$36.4b20.1x36x1.1x
Wed, 01 Oct 2025US$1.3tUS$1.2tUS$36.4b21.2x36.5x1.1x
Fri, 29 Aug 2025US$1.3tUS$1.2tUS$36.1b22.1x35.9x1.1x
Sun, 27 Jul 2025US$1.3tUS$1.1tUS$33.8b22.5x38.6x1.1x
Tue, 24 Jun 2025US$1.3tUS$1.1tUS$33.8b21.9x39.5x1.2x
Thu, 22 May 2025US$1.3tUS$1.1tUS$33.1b22.2x40.7x1.2x
Sat, 19 Apr 2025US$1.3tUS$1.1tUS$33.7b20x38.2x1.1x
Mon, 17 Mar 2025US$1.2tUS$1.2tUS$31.6b22.6x37.4x1x
Wed, 12 Feb 2025US$1.4tUS$1.1tUS$32.3b23.1x43.6x1.2x
Fri, 10 Jan 2025US$1.3tUS$1.1tUS$32.3b21.2x39x1.1x
Sun, 08 Dec 2024US$1.3tUS$1.1tUS$32.1b21.3x41.1x1.2x
Tue, 05 Nov 2024US$1.2tUS$1.1tUS$28.1b20.2x41.4x1x
Thu, 03 Oct 2024US$1.2tUS$1.1tUS$28.1b21.6x41.3x1x
Sat, 31 Aug 2024US$1.1tUS$1.1tUS$28.0b20.9x40.3x1x
Mon, 29 Jul 2024US$1.1tUS$1.1tUS$31.1b22.1x33.9x0.9x
Wed, 26 Jun 2024US$1.1tUS$1.1tUS$31.1b21.6x34.2x1x
Fri, 24 May 2024US$1.0tUS$1.1tUS$30.9b21x32.9x0.9x
Sun, 21 Apr 2024US$943.3bUS$1.1tUS$27.5b20x34.3x0.9x
Tue, 19 Mar 2024US$967.4bUS$1.1tUS$27.6b21x35.1x0.9x
Thu, 15 Feb 2024US$911.0bUS$1.1tUS$30.0b21.4x30.4x0.8x
Sat, 13 Jan 2024US$873.1bUS$1.1tUS$30.0b20.6x29.1x0.8x
Mon, 11 Dec 2023US$806.4bUS$1.1tUS$29.7b19.4x27.1x0.7x
Wed, 08 Nov 2023US$811.2bUS$1.1tUS$27.5b18.6x29.5x0.8x
Fri, 06 Oct 2023US$788.2bUS$1.1tUS$27.5b19.2x28.6x0.7x
Sun, 03 Sep 2023US$801.6bUS$1.1tUS$27.2b20.6x29.5x0.8x
Tue, 01 Aug 2023US$826.0bUS$1.1tUS$24.1b23.1x34.2x0.8x
Thu, 29 Jun 2023US$796.4bUS$1.1tUS$24.1b22.5x33x0.8x
Sat, 27 May 2023US$772.2bUS$1.1tUS$24.2b22.8x32x0.7x
Price to Earnings Ratio

32x


Total Market Cap: US$772.2bTotal Earnings: US$24.2bTotal Revenue: US$1.1tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Big Box Super Stores Industry Price to Earnings3Y Average 36.3x202420252026
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 43.2x which is higher than its 3-year average PE of 36.3x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Hypermarkets and Super Centers industry have grown 16% per year over the last three years.
  • Revenues for these companies have grown 4.1% 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 Market-1.01%
Consumer Staples1.71%
Food and Staples Retail3.97%
Big Box Super Stores4.14%
Food Retail4.24%
Food Distributors0.046%
Drug Retail-2.87%
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
COST Costco WholesaleUS$1.09k7.1%
+US$32.1b		5.5%PE56.8x
WMT WalmartUS$134.203.0%
+US$30.7b		37.2%PE48.9x
TGT TargetUS$127.244.5%
+US$2.5b		29.7%PE15.6x
BJ BJ's Wholesale Club HoldingsUS$97.666.1%
+US$721.5m		-18.0%PE21.6x
DLTR Dollar TreeUS$90.611.8%
+US$303.8m		-0.01%PE14.4x

Latest News

COST
US$1,094.32
Costco Wholesale
7D
7.1%
1Y
5.5%
Seeking Alpha • 40m

Costco Q3 Preview: Shares A Hold As Expectations Run High

Summary Costco will be releasing its Q3 results on Thursday, May 28. Ahead of the release, shares in the stock are among the best performing names in the market, with gains of over 25% YTD. Shares are also trading just slightly below its 52-week high, which was an all-time level. While I view the outlook as positive, I view shares as a ‘hold’ at current trading levels. Read the full article on Seeking Alpha
WMT
US$134.20
Walmart
7D
3.0%
1Y
37.2%
TGT
US$127.24
Target
7D
4.5%
1Y
29.7%
BJ
US$97.66
BJ's Wholesale Club Holdings
7D
6.1%
1Y
-18.0%
PSMT
US$161.57
PriceSmart
7D
3.2%
1Y
50.5%
Seeking Alpha • May 14

PriceSmart Trading Very Pricey

Summary PriceSmart trades at a stretched 29x FY2026 EPS, well above historical and S&P 500 multiples. Recent earnings beats were almost entirely driven by unpredictable FX tailwinds, not core operational outperformance. Consensus estimates require aggressive margin and per-store earnings expansion, demanding near-flawless execution for a low-margin retailer. Current valuation discounts near-perfect execution, with material downside risk if margin expansion or FX tailwinds do not persist. Read the full article on Seeking Alpha
DG
US$103.48
Dollar General
7D
0.5%
1Y
1.3%
Narrative Update • May 14

DG: New CEO Transition And 2027 EPS Outlook Will Support Upside Potential

Analysts have trimmed their Dollar General price target by about $3 to reflect updated fair value assumptions of $113.66, with modest adjustments to the discount rate, revenue growth, profit margin, and expected future P/E contributing to the revised view. What's in the News Launched simmer & stir, a new private-label kitchen brand with nearly 30 tools and accessories, all priced at $12 or less and most between $2 and $3.50, with nationwide availability planned in about 16,000 stores beginning May 11 (Key Developments).
DLTR
US$90.61
Dollar Tree
7D
1.8%
1Y
-0.01%