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U.S. Big Box Super Stores Industry Analysis

UpdatedAug 19, 2026
DataAggregated Company Financials
Companies8
  • 7D1.6%
  • 3M-9.2%
  • 1Y9.5%
  • YTDn/a

The Big Box Super Stores industry is up 1.6% in the last week, with Walmart up 1.7%. In the last 12 months, the industry was up 9.5%. As for the next few years, earnings are expected to grow by 8.2% 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, 19 Aug 2026US$1.5tUS$1.2tUS$38.6b20.7x38.1x1.2x
Fri, 17 Jul 2026US$1.4tUS$1.2tUS$38.6b20.8x37.2x1.2x
Sun, 14 Jun 2026US$1.5tUS$1.2tUS$38.6b20.3x39.5x1.3x
Tue, 12 May 2026US$1.6tUS$1.2tUS$37.6b20.4x42.6x1.3x
Thu, 09 Apr 2026US$1.6tUS$1.2tUS$37.6b21.3x41.3x1.3x
Sat, 07 Mar 2026US$1.5tUS$1.2tUS$37.0b25.2x41.8x1.3x
Mon, 02 Feb 2026US$1.5tUS$1.2tUS$38.1b24.7x39x1.3x
Wed, 31 Dec 2025US$1.4tUS$1.2tUS$38.1b23.4x36.5x1.2x
Fri, 28 Nov 2025US$1.4tUS$1.2tUS$37.8b20.6x36.4x1.2x
Sun, 26 Oct 2025US$1.4tUS$1.2tUS$36.4b20.9x37.4x1.2x
Tue, 23 Sep 2025US$1.3tUS$1.2tUS$36.1b21.9x37x1.2x
Thu, 21 Aug 2025US$1.4tUS$1.1tUS$33.8b22.9x40.1x1.2x
Sat, 19 Jul 2025US$1.3tUS$1.1tUS$33.8b23.1x38.2x1.1x
Mon, 16 Jun 2025US$1.3tUS$1.1tUS$33.5b22.5x38.8x1.1x
Wed, 14 May 2025US$1.3tUS$1.1tUS$33.7b21.8x39.4x1.2x
Fri, 11 Apr 2025US$1.2tUS$1.1tUS$33.7b19.5x36.9x1.1x
Sun, 09 Mar 2025US$1.3tUS$1.1tUS$31.8b24x39.9x1.1x
Tue, 04 Feb 2025US$1.3tUS$1.1tUS$32.3b21.7x41.3x1.2x
Thu, 02 Jan 2025US$1.2tUS$1.1tUS$32.3b20.6x38.4x1.1x
Sat, 30 Nov 2024US$1.3tUS$1.1tUS$32.2b21.2x39.9x1.1x
Mon, 28 Oct 2024US$1.2tUS$1.1tUS$28.1b21.8x41.8x1x
Wed, 25 Sep 2024US$1.2tUS$1.1tUS$27.9b21.1x42x1x
Fri, 23 Aug 2024US$1.1tUS$1.1tUS$28.1b21x40.3x1x
Sun, 21 Jul 2024US$1.1tUS$1.1tUS$31.1b22.1x34.5x1x
Tue, 18 Jun 2024US$1.0tUS$1.1tUS$31.1b21.4x33.7x0.9x
Thu, 16 May 2024US$971.2bUS$1.1tUS$27.5b20.6x35.3x0.9x
Sat, 13 Apr 2024US$963.8bUS$1.1tUS$27.5b19.8x35.1x0.9x
Mon, 11 Mar 2024US$964.2bUS$1.1tUS$30.0b22.1x32.1x0.9x
Wed, 07 Feb 2024US$910.4bUS$1.1tUS$30.0b20.5x30.3x0.8x
Fri, 05 Jan 2024US$847.5bUS$1.1tUS$30.0b20.7x28.3x0.8x
Sun, 03 Dec 2023US$810.5bUS$1.1tUS$30.0b19.2x27x0.7x
Tue, 31 Oct 2023US$797.5bUS$1.1tUS$27.5b19x29x0.7x
Thu, 28 Sep 2023US$794.7bUS$1.1tUS$27.5b19.2x28.9x0.7x
Sat, 26 Aug 2023US$791.4bUS$1.1tUS$27.4b21x28.9x0.7x
Price to Earnings Ratio

28.9x


Total Market Cap: US$791.4bTotal Earnings: US$27.4bTotal Revenue: US$1.1tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Big Box Super Stores Industry Price to Earnings3Y Average 36.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Hypermarkets and Super Centers industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 36.7x.
  • 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 Hypermarkets and Super Centers industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 4.4% 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-0.35%
Consumer Staples1.13%
Food and Staples Retail1.31%
Big Box Super Stores1.62%
Food Retail1.43%
Food Distributors-3.53%
Drug Retail-6.35%
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$115.201.7%
+US$15.4b		13.7%PE40.3x
COST Costco WholesaleUS$961.351.8%
+US$7.6b		-2.0%PE48.2x
DLTR Dollar TreeUS$130.481.5%
+US$359.4m		15.1%PE19.9x
DG Dollar GeneralUS$120.840.6%
+US$169.9m		7.1%PE17x
PSMT PriceSmartUS$176.702.2%
+US$115.6m		61.4%PE33.8x

Latest News

COST
US$961.35
Costco Wholesale
7D
1.8%
1Y
-2.0%
TGT
US$152.48
Target
7D
0.1%
1Y
44.7%
Narrative Update • Aug 17

TGT: Merchandising Reset And Traffic Gains Will Support Turnaround Momentum

The analyst price target for Target has shifted from $168.06 to $177.00 as analysts factor in a slightly higher revenue outlook, modestly stronger profit margins, and support from recent research pointing to improving store traffic, merchandising efforts, and a generally supportive spending backdrop. Analyst Commentary Recent research on Target points to a cluster of price target increases and upbeat commentary around Q2 earnings, store traffic, and merchandising resets.
WMT
US$115.20
Walmart
7D
1.7%
1Y
13.7%
Seeking Alpha • Aug 17

Walmart: Earnings Setup As Consumer Tailwinds Turn Into Headwinds In The Second Half

Summary Walmart maintains a hold rating due to its premium valuation and mixed technical outlook ahead of Q2 earnings. WMT's Q1 results showed solid revenue and eCommerce growth, but cautious guidance and elevated costs weighed on sentiment. Management reaffirmed FY 2027 guidance, projecting 3.5%-4.5% net sales growth and $2.75-$2.85 adjusted EPS, disappointing those hoping for upgrades. Technical signals suggest sideways price action, with key resistance at $122 and support at $105 amid ongoing valuation concerns. Read the full article on Seeking Alpha
BJ
US$92.69
BJ's Wholesale Club Holdings
7D
-1.4%
1Y
-11.3%
Narrative Update • Aug 15

BJ: Q1 Margin Pressures And Cost Headwinds Will Restrain 2026 Comp Upside

Analysts have modestly lifted the BJ's Wholesale Club Holdings fair value estimate to $82.88 from $80.43, reflecting updated assumptions for revenue growth, profit margin, and future P/E that are consistent with the recent cluster of price target revisions between $94 and $115. Analyst Commentary Recent research on BJ's Wholesale Club Holdings points to a mixed backdrop.
PSMT
US$176.70
PriceSmart
7D
2.2%
1Y
61.4%
Seeking Alpha • Aug 14

PriceSmart: Currency Tailwinds And Political Risk Has Decreased

Summary PriceSmart, Inc. (PSMT) is rated a buy, driven by strong growth prospects in Latin America and a recent share price dip. PriceSmart benefits from currency tailwinds in Colombia and Costa Rica, with the Colombian Peso up at least 9% sequentially, boosting Q4 earnings potential. Expansion into Chile and reduced political risk in key markets position PSMT for extended growth beyond five years. Despite trading slightly above modeled fair value, unsaturated markets and robust store rollout support a long-term bullish thesis. Read the full article on Seeking Alpha
DLTR
US$130.48
Dollar Tree
7D
1.5%
1Y
15.1%
Narrative Update • Aug 12

DLTR: Tariff Tailwinds And Traffic Headwinds Will Drive A Balanced Outlook

Dollar Tree's analyst price target has edged higher by about $2 to $127.64, as analysts factor in updated views on tariff related tailwinds, traffic risks, and the balance between one time margin supports and underlying earnings power. Analyst Commentary Recent research on Dollar Tree reflects a mixed but engaged Wall Street view, with many firms adjusting price targets and ratings as they reassess the impact of tariff refunds, traffic trends, multi price initiatives, and buybacks on the stock's risk and return profile.
DG
US$120.84
Dollar General
7D
0.6%
1Y
7.1%