Narrative Update • Sep 12
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U.S. Retail REITs Industry Analysis
UpdatedSep 14, 2026
DataAggregated Company Financials
Companies27
- 7D-2.1%
- 3M-5.5%
- 1Y6.3%
- YTDn/a
Over the last 7 days, the Retail REITs industry has dropped 2.1%, driven by pullbacks from every company within the industry. Over the past 12 months, the industry was up 6.3%. In the next few years, earnings are forecast to decline by 1.5% annually.
Industry Valuation and Performance
Has the U.S. Retail REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 14 Sep 2026 | US$243.0b | US$28.3b | US$9.7b | 27.1x | 25x | 8.6x |
| Wed, 12 Aug 2026 | US$255.4b | US$28.4b | US$9.8b | 26.8x | 26x | 9x |
| Fri, 10 Jul 2026 | US$260.4b | US$27.9b | US$9.7b | 26.5x | 26.7x | 9.3x |
| Sun, 07 Jun 2026 | US$251.2b | US$27.9b | US$9.7b | 26.6x | 25.8x | 9x |
| Tue, 05 May 2026 | US$247.4b | US$27.4b | US$9.4b | 25x | 26.3x | 9x |
| Thu, 02 Apr 2026 | US$231.6b | US$26.7b | US$9.1b | 26.8x | 25.4x | 8.7x |
| Sat, 28 Feb 2026 | US$249.5b | US$27.3b | US$9.2b | 28x | 27x | 9.2x |
| Mon, 26 Jan 2026 | US$224.6b | US$26.7b | US$6.0b | 27.2x | 37.4x | 8.4x |
| Wed, 24 Dec 2025 | US$220.8b | US$26.7b | US$6.0b | 27.2x | 36.8x | 8.3x |
| Fri, 21 Nov 2025 | US$216.2b | US$26.7b | US$6.0b | 26.7x | 36.1x | 8.1x |
| Sun, 19 Oct 2025 | US$220.7b | US$26.2b | US$5.9b | 26.5x | 37.2x | 8.4x |
| Tue, 16 Sep 2025 | US$224.5b | US$26.2b | US$5.9b | 27.1x | 37.8x | 8.6x |
| Thu, 14 Aug 2025 | US$213.3b | US$26.3b | US$5.7b | 26.1x | 37.6x | 8.1x |
| Sat, 12 Jul 2025 | US$208.2b | US$25.9b | US$5.8b | 30.2x | 36.2x | 8x |
| Mon, 09 Jun 2025 | US$208.8b | US$25.9b | US$5.8b | 29.5x | 36.3x | 8x |
| Wed, 07 May 2025 | US$208.0b | US$25.9b | US$5.9b | 28.4x | 35x | 8x |
| Fri, 04 Apr 2025 | US$215.4b | US$25.5b | US$5.7b | 31.2x | 38x | 8.4x |
| Sun, 02 Mar 2025 | US$223.4b | US$25.6b | US$5.6b | 35.6x | 39.8x | 8.7x |
| Tue, 28 Jan 2025 | US$215.3b | US$25.4b | US$6.4b | 33.4x | 33.9x | 8.5x |
| Thu, 26 Dec 2024 | US$216.7b | US$25.4b | US$6.4b | 34.3x | 34.1x | 8.5x |
| Sat, 23 Nov 2024 | US$228.1b | US$25.4b | US$6.4b | 34.9x | 35.9x | 9x |
| Mon, 21 Oct 2024 | US$229.4b | US$24.9b | US$6.0b | 36.7x | 38.5x | 9.2x |
| Wed, 18 Sep 2024 | US$221.9b | US$24.7b | US$5.9b | 35x | 37.4x | 9x |
| Fri, 16 Aug 2024 | US$209.3b | US$24.7b | US$6.2b | 33.3x | 33.7x | 8.5x |
| Sun, 14 Jul 2024 | US$197.3b | US$24.2b | US$5.6b | 35.3x | 35x | 8.2x |
| Tue, 11 Jun 2024 | US$189.9b | US$24.2b | US$5.6b | 33.5x | 33.7x | 7.8x |
| Thu, 09 May 2024 | US$190.1b | US$24.2b | US$5.7b | 32.8x | 33.2x | 7.8x |
| Sat, 06 Apr 2024 | US$187.1b | US$23.6b | US$5.9b | 30.8x | 31.6x | 7.9x |
| Mon, 04 Mar 2024 | US$188.3b | US$23.0b | US$5.9b | 31.9x | 32x | 8.2x |
| Wed, 31 Jan 2024 | US$190.9b | US$24.1b | US$5.3b | 31.5x | 35.9x | 7.9x |
| Fri, 29 Dec 2023 | US$195.7b | US$24.1b | US$5.3b | 31.3x | 36.8x | 8.1x |
| Sun, 26 Nov 2023 | US$174.1b | US$24.2b | US$5.3b | 28.7x | 32.7x | 7.2x |
| Tue, 24 Oct 2023 | US$155.0b | US$23.8b | US$5.5b | 25.1x | 28.1x | 6.5x |
| Thu, 21 Sep 2023 | US$169.6b | US$23.8b | US$5.5b | 26.9x | 30.7x | 7.1x |
Price to Earnings Ratio
30.7x
Current Industry PE
- Investors are pessimistic on the American Retail REITs 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 25.0x which is lower than its 3-year average PE of 33.2x.
- The industry is trading close to its 3-year average PS ratio of 8.3x.
Past Earnings Growth
- The earnings for companies in the Retail REITs industry have grown 21% per year over the last three years.
- Revenues for these companies have grown 6.0% 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. Retail REITs compare with similar industries?
| US Market | -0.94% | |
| Real Estate | -1.30% | |
| REITS | -2.31% | |
| Retail REITs | -2.07% | |
| Residential REITs | 0.099% | |
| Hotel and Resort REITs | -0.39% | |
| Healthcare REITs | -0.50% | |
| Industrial REITs | -0.80% | |
| Diversified REITs | -2.31% | |
| Specialized REITs | -2.68% | |
| Office REITs | -3.47% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| No data available | |||||