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U.S. General Merchandise and Department Stores Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies31
  • 7D4.4%
  • 3M-10.5%
  • 1Y16.1%
  • YTD-10.1%

In the last week, the General Merchandise and Department Stores industry is up 4.4%, with Amazon.com up 5.2%. This takes the industry's 12 month performance to a gain of 16%. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

Has the U.S. General Merchandise and Department Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$3.0tUS$1.3tUS$116.8b21.1x25.4x2.3x
Tue, 03 Mar 2026US$3.0tUS$1.3tUS$123.7b17.6x24.6x2.4x
Thu, 29 Jan 2026US$3.5tUS$1.3tUS$122.3b20x28.6x2.8x
Sat, 27 Dec 2025US$3.3tUS$1.2tUS$122.0b19x27.3x2.7x
Mon, 24 Nov 2025US$3.2tUS$1.2tUS$124.7b17x25.8x2.6x
Wed, 22 Oct 2025US$3.3tUS$1.2tUS$119.0b20.2x28.1x2.8x
Fri, 19 Sep 2025US$3.5tUS$1.2tUS$119.0b20.8x29.2x2.9x
Sun, 17 Aug 2025US$3.2tUS$1.2tUS$115.0b17.7x27.9x2.7x
Tue, 15 Jul 2025US$3.1tUS$1.1tUS$111.0b16x27.7x2.7x
Thu, 12 Jun 2025US$3.0tUS$1.1tUS$110.9b16.7x27.3x2.6x
Sat, 10 May 2025US$2.8tUS$1.2tUS$111.0b16.2x25x2.4x
Mon, 07 Apr 2025US$2.5tUS$1.1tUS$103.7b14.6x23.9x2.2x
Wed, 05 Mar 2025US$2.9tUS$1.1tUS$102.1b17.7x28.5x2.6x
Fri, 31 Jan 2025US$3.1tUS$1.1tUS$88.5b19.7x35.5x2.9x
Sun, 29 Dec 2024US$2.9tUS$1.1tUS$88.3b20.1x33.3x2.7x
Tue, 26 Nov 2024US$2.7tUS$1.1tUS$88.6b16.7x30.2x2.4x
Thu, 24 Oct 2024US$2.7tUS$1.1tUS$80.1b20.2x33.5x2.5x
Sat, 21 Sep 2024US$2.6tUS$1.1tUS$80.4b18.4x32.4x2.4x
Mon, 19 Aug 2024US$2.5tUS$1.1tUS$76.7b20.3x32.8x2.3x
Wed, 17 Jul 2024US$2.6tUS$1.1tUS$70.1b17.1x37.5x2.5x
Fri, 14 Jun 2024US$2.5tUS$1.1tUS$70.1b18.6x36.3x2.4x
Sun, 12 May 2024US$2.6tUS$1.0tUS$70.0b23.9x36.9x2.5x
Tue, 09 Apr 2024US$2.5tUS$1.0tUS$62.8b23.7x39.5x2.4x
Thu, 07 Mar 2024US$2.4tUS$1.0tUS$60.4b22.7x39.2x2.3x
Sat, 03 Feb 2024US$2.3tUS$1.0tUS$64.4b18.5x36.4x2.3x
Mon, 01 Jan 2024US$2.2tUS$1.0tUS$54.5b22.8x40.2x2.2x
Wed, 29 Nov 2023US$2.1tUS$1.0tUS$53.3b20.9x39.4x2.1x
Fri, 27 Oct 2023US$1.8tUS$976.9bUS$34.3b25.3x51.9x1.8x
Sun, 24 Sep 2023US$1.9tUS$977.6bUS$34.3b22.5x55.1x1.9x
Tue, 22 Aug 2023US$1.9tUS$976.3bUS$34.2b20.4x55.9x2x
Thu, 20 Jul 2023US$1.9tUS$945.2bUS$25.2b32.8x77.4x2.1x
Sat, 17 Jun 2023US$1.9tUS$949.5bUS$25.4b29x72.8x1.9x
Mon, 15 May 2023US$1.6tUS$955.2bUS$19.6b37.9x84.1x1.7x
Wed, 12 Apr 2023US$1.6tUS$946.2bUS$9.0b27.5x176x1.7x
Price to Earnings Ratio

176x


Total Market Cap: US$1.6tTotal Earnings: US$9.0bTotal Revenue: US$946.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. General Merchandise and Department Stores Industry Price to Earnings3Y Average 40.9x202420252026
Current Industry PE
  • Investors are pessimistic on the American Multiline 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 25.4x which is lower than its 3-year average PE of 40.9x.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Multiline Retail industry have grown 135% 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 Market3.46%
Consumer Discretionary2.68%
General Merchandise and Department Stores4.41%
Broadline Retail4.41%
Department Stores0%0
General Merchandise Stores0%0
Industry PE
  • Investors are most optimistic about the Broadline Retail industry even though it's trading below its 3-year average PE ratio of 40.9x.
    • Analysts are expecting annual earnings growth of 16.3%, which is higher than its past year's earnings growth of 2.6% per year.
  • Investors are most pessimistic about the Broadline Retail industry, which is trading below its 3-year average of 40.9x.
Forecasted Growth
  • Analysts are most optimistic on the Broadline Retail industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings growth rate of 2.6% per year.
  • In contrast, the Broadline Retail industry is expected to see its earnings grow by 16% 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
AMZN Amazon.comUS$209.775.2%
+US$112.0b		22.7%PE29x
MELI MercadoLibreUS$1.72k7.3%
+US$5.9b		-6.8%PE43.6x
EBAY eBayUS$94.147.0%
+US$2.8b		50.9%PE21.1x
SE SeaUS$82.285.3%
+US$2.4b		-22.8%PE30.9x
CPNG CoupangUS$18.954.8%
+US$1.6b		-5.5%PE166.6x

Latest News

VIPS
US$15.00
Vipshop Holdings
7D
-6.9%
1Y
6.4%
NEXR
US$1.96
Nexera Technologies
7D
-10.9%
1Y
-99.2%
M
US$17.82
Macy's
7D
-0.7%
1Y
56.6%

Macy's' (NYSE:M) Profits Appear To Have Quality Issues

Apr 03
Macy's' (NYSE:M) Profits Appear To Have Quality Issues
JD
US$28.46
JD.com
7D
-0.8%
1Y
-22.7%

JD: Ongoing Delivery And Advertising Spend Will Pressure Margins For Longer

Analysts have trimmed JD.com's fair value estimate from $26.40 to $23.65, citing recent price target cuts that reflect ongoing pressure on profitability from investments in food delivery and advertising. Updated models incorporate revised assumptions for revenue growth, margins, and future P/E levels.
EBAY
US$94.14
eBay
7D
7.0%
1Y
50.9%

EBAY: GenAI ROIC Execution And Depop Integration Will Shape 2026 Outlook

Narrative Update: eBay Price Target Revision The updated analyst price target moves to $99.13 from $94.73, reflecting analysts' generally positive views on eBay's recent Q4 performance, core marketplace growth, AI execution, and the potential contribution from the Depop acquisition, even as some highlight reinvestment needs and a slightly lower assumed future P/E multiple. Analyst Commentary Recent research on eBay clusters around a broadly constructive view on execution and growth, with some debate on how much of that is already reflected in valuation and how reinvestment affects earnings power.
PDD
US$100.87
PDD Holdings
7D
1.1%
1Y
-3.2%

PDD Holdings Inc. (PDD): The "Financial Fortress" on Shifting Sands

PDD Holdings Inc. (PDD) is currently navigating a high-stakes transition from hypergrowth to "high-quality" survival, closing the April 2, 2026, session at $100.87 USD on the NASDAQ.
MELI
US$1,715.52
MercadoLibre
7D
7.3%
1Y
-6.8%

MELI: Investment Cycle And Brazil Competition Will Shape Future Margin Recovery

Analysts have trimmed the implied fair value for MercadoLibre shares from about $2,190 to roughly $1,859. This reflects lower profit margin and P/E assumptions, even as they highlight continued investment, intense competition in Brazil, and ongoing support for growth in e-commerce and fintech.
AMZN
US$209.77
Amazon.com
7D
5.2%
1Y
22.7%
CPNG
US$18.95
Coupang
7D
4.8%
1Y
-5.5%

CPNG: Korea And Taiwan Recovery Will Eventually Surmount Data Breach Headwinds

Narrative Update on Coupang The analyst price target for Coupang is revised slightly lower as the fair value estimate moves from $27.45 to $27.27. This reflects updated views on regulatory risk after the data breach, mixed target changes across firms between about $22 and $29, and ongoing recovery signs in Korea and Taiwan cited by analysts.
GLBE
US$31.18
Global-E Online
7D
7.8%
1Y
6.9%
MOGU
US$2.16
MOGU
7D
-12.6%
1Y
-0.5%
BABA
US$122.05
Alibaba Group Holding
7D
-0.5%
1Y
4.7%

BABA: AI Cloud And Chip Investments Will Drive Future Earnings Power

The updated analyst price target for Alibaba Group Holding edges lower to reflect slightly softer margin assumptions and a reduced fair value estimate of about $190. Analysts are balancing optimism around higher modeled revenue growth and a modestly higher future P/E with recent target cuts and downgrades across several research desks.
SE
US$82.28
Sea
7D
5.3%
1Y
-22.8%

SE: Future Upside Will Stem From Margin Reset And 2026 Profitability Path

Analysts have trimmed Sea's fair value estimate from $146.59 to about $140.71, reflecting recent price target cuts after Q4 earnings, where EBITDA missed expectations and 2026 profitability guidance reset margin expectations, even as revenue trends and long term growth ambitions remain in focus. Analyst Commentary Street research after the Q4 report points to a split view on Sea, with several firms cutting price targets but maintaining constructive ratings, while others focus more on execution risk and the reset in profitability expectations.
ETSY
US$51.64
Etsy
7D
9.2%
1Y
16.3%

ETSY: Depop Sale And AI Marketplace Focus Will Drive Stronger Engagement

Narrative Update: Etsy The updated analyst price target for Etsy shifts slightly to about $78.59. This reflects mixed revisions across the Street as analysts weigh solid Q4 delivery, the planned $1.2b Depop sale, and ongoing efforts in AI driven search, personalization and core marketplace growth.
YJ
US$1.50
Yunji
7D
-18.5%
1Y
-17.6%
LGCB
US$1.47
Linkage Global
7D
-2.6%
1Y
-10.1%