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U.S. Specialty Stores Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies56
  • 7D2.1%
  • 3M-8.5%
  • 1Y18.1%
  • YTDn/a

The Specialty Stores industry is up 2.1% in the last week, with Ulta Beauty up 5.3%. This takes the industry's 12 month performance to a gain of 18%. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

Has the U.S. Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$105.3bUS$102.2bUS$4.2b20.7x25.1x1x
Tue, 03 Mar 2026US$119.5bUS$98.9bUS$4.1b25.2x28.9x1.2x
Thu, 29 Jan 2026US$119.6bUS$98.7bUS$4.2b24.8x28.6x1.2x
Sat, 27 Dec 2025US$116.1bUS$98.7bUS$4.1b23.3x28.3x1.2x
Mon, 24 Nov 2025US$108.4bUS$103.2bUS$4.2b22.3x25.9x1.1x
Wed, 22 Oct 2025US$115.4bUS$102.9bUS$4.3b18.2x26.8x1.1x
Fri, 19 Sep 2025US$119.8bUS$105.8bUS$4.3b21.6x28x1.1x
Sun, 17 Aug 2025US$117.0bUS$102.8bUS$4.4b21.1x26.8x1.1x
Tue, 15 Jul 2025US$115.6bUS$102.7bUS$4.4b18.1x26.1x1.1x
Thu, 12 Jun 2025US$111.3bUS$102.4bUS$4.4b17.2x25.1x1.1x
Sat, 10 May 2025US$100.9bUS$102.0bUS$4.4b13.1x23.1x1x
Mon, 07 Apr 2025US$90.8bUS$102.0bUS$4.6b12.3x19.7x0.9x
Wed, 05 Mar 2025US$100.0bUS$102.0bUS$5.2b12.3x19.4x1x
Fri, 31 Jan 2025US$111.3bUS$102.5bUS$5.0b17.5x22.5x1.1x
Sun, 29 Dec 2024US$110.3bUS$103.3bUS$4.8b17.1x22.8x1.1x
Tue, 26 Nov 2024US$104.6bUS$103.1bUS$3.6b17.9x29.3x1x
Thu, 24 Oct 2024US$102.3bUS$99.1bUS$3.5b14.5x29x1x
Sat, 21 Sep 2024US$104.9bUS$100.3bUS$2.9b15.9x35.6x1x
Mon, 19 Aug 2024US$97.1bUS$100.0bUS$2.9b16.2x33.9x1x
Wed, 17 Jul 2024US$103.6bUS$101.8bUS$3.0b18.2x34.2x1x
Fri, 14 Jun 2024US$104.5bUS$102.0bUS$3.1b16.4x33.3x1x
Sun, 12 May 2024US$99.5bUS$101.8bUS$3.1b16.6x32.2x1x
Tue, 09 Apr 2024US$104.1bUS$101.9bUS$3.1b16.6x33.4x1x
Thu, 07 Mar 2024US$108.0bUS$101.0bUS$2.7b13.5x40.7x1.1x
Sat, 03 Feb 2024US$101.4bUS$105.8bUS$2.4b11.7x42.5x1x
Mon, 01 Jan 2024US$103.7bUS$106.2bUS$2.4b11.7x42.4x1x
Wed, 29 Nov 2023US$88.8bUS$106.1bUS$3.8b13.3x23.2x0.8x
Fri, 27 Oct 2023US$83.8bUS$106.1bUS$4.0b14.8x20.9x0.8x
Sun, 24 Sep 2023US$85.5bUS$106.3bUS$4.0b12.8x21.3x0.8x
Tue, 22 Aug 2023US$103.3bUS$105.9bUS$4.2b11.4x24.8x1x
Thu, 20 Jul 2023US$109.1bUS$105.9bUS$4.3b12.6x25.3x1x
Sat, 17 Jun 2023US$106.8bUS$105.9bUS$4.3b11.9x24.9x1x
Mon, 15 May 2023US$112.7bUS$105.2bUS$4.5b11.6x25.2x1.1x
Wed, 12 Apr 2023US$116.7bUS$105.1bUS$4.6b11.8x25.2x1.1x
Price to Earnings Ratio

25.2x


Total Market Cap: US$116.7bTotal Earnings: US$4.6bTotal Revenue: US$105.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 28x202420252026
Current Industry PE
  • Investors are pessimistic on the American Specialty Stores 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 25.1x which is lower than its 3-year average PE of 28.0x.
  • The industry is trading close to its 3-year average PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Specialty Stores industry have declined 3.2% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Specialty Stores compare with similar industries?

US Market3.46%
Consumer Discretionary2.68%
Specialty Stores1.89%
Specialty Stores2.06%
Apparel Retail3.66%
Computer and Electronics Retail2.95%
Home Furnishing Retail2.85%
Automotive Retail2.31%
Home Improvement Retail-0.099%
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
ULTA Ulta BeautyUS$537.395.3%
+US$1.2b		49.5%PE20.4x
FIVE Five BelowUS$235.396.2%
+US$755.1m		314.6%PE36.3x
BBWI Bath & Body WorksUS$18.5710.5%
+US$356.0m		-32.0%PE5.8x
CHWY ChewyUS$26.872.9%
+US$312.5m		-14.8%PE50.3x
ASO Academy Sports and OutdoorsUS$57.357.2%
+US$247.2m		52.5%PE9.8x

Latest News

WOOF
US$2.68
Petco Health and Wellness Company
7D
-0.7%
1Y
-6.3%

WOOF: 2026 Execution Risks And Muted Sales Outlook May Cap Future Upside

Analyst price targets for Petco Health and Wellness Company have moved modestly higher, with a blended target edging up by around $0.50 to $1 as analysts respond to recent research that highlights slightly better revenue growth assumptions, improved profitability metrics, and a somewhat lower future P/E outlook. Analyst Commentary Recent research on Petco Health and Wellness Company reflects a mixed backdrop, with some price targets moving higher and others trending lower as analysts reassess execution risks and the outlook for growth and profitability.
SBH
US$13.29
Sally Beauty Holdings
7D
-0.08%
1Y
54.7%
TSCO
US$43.82
Tractor Supply
7D
-2.3%
1Y
-16.4%

TSCO: Store Expansion And Rising Capital Returns Will Support Future Share Price

Analysts have kept their price target for Tractor Supply steady at about $58. This reflects largely unchanged assumptions around long term revenue growth, profit margins, and future P/E, with only minor tweaks to discount rate inputs.
ULTA
US$537.39
Ulta Beauty
7D
5.3%
1Y
49.5%

ULTA: International Expansion And Loyalty Flywheel Will Support Higher Earnings Power

The analyst fair value estimate for Ulta Beauty has been raised from $790 to $810. This reflects updated views on slightly lower revenue growth assumptions, modestly higher profit margins, a lower discount rate, and Street research that highlights both recent price target adjustments and ongoing support for the company's competitive position and earnings outlook.
GMEX
US$0.52
GMEX Robotics
7D
-17.1%
1Y
-99.3%
CHWY
US$26.87
Chewy
7D
2.9%
1Y
-14.8%
DKS
US$191.75
DICK'S Sporting Goods
7D
1.3%
1Y
4.9%
EYE
US$23.69
National Vision Holdings
7D
-5.8%
1Y
109.5%

EYE: New Buyback Authorization Will Support Future Upside Potential

Analysts now maintain their fair value estimate for National Vision Holdings at $35.27 per share, making only minor refinements to assumptions such as discount rate, revenue growth, profit margin, and future P/E to reflect updated modeling inputs rather than a change in overall view. What's in the News The Board of Directors authorized a new share repurchase plan on March 2, 2026, setting the framework for future buybacks (company announcement).
BBWI
US$18.57
Bath & Body Works
7D
10.5%
1Y
-32.0%

BBWI VALUATION

julio has decreased revenue growth from 5.7% to 3.2% and decreased future PE multiple from 12.0x to 8.0x.
FIVE
US$235.39
Five Below
7D
6.2%
1Y
314.6%

FIVE: Higher Margin Outlook Under New Leadership Will Support Repricing

The analyst fair value estimate for Five Below has shifted from $125.00 to $305.00. This change reflects a series of higher Street price targets that generally cite assumptions of stronger revenue growth, higher profit margins, and a higher future P/E multiple under current management.
ASO
US$57.35
Academy Sports and Outdoors
7D
7.2%
1Y
52.5%
UPBD
US$17.53
Upbound Group
7D
-3.0%
1Y
-20.2%
BARK
US$9.92
BARK
7D
-8.8%
1Y
-62.7%
WRBY
US$20.29
Warby Parker
7D
-0.2%
1Y
28.6%

WRBY: Store Expansion And AI Glasses Roadmap Will Support Higher Premium Multiple

Narrative Update The analyst price target for Warby Parker has moved modestly higher to $29.17. Analysts cite updated models after Q4 results, a clearer long term growth roadmap, and potential contributions from planned AI glasses partnerships with Google as key supports for this shift.
SIG
US$84.85
Signet Jewelers
7D
1.0%
1Y
54.6%

SIG: Execution Around Key Holidays Will Shape Self Help Upside Potential

Analysts have nudged their price target on Signet Jewelers higher to $118, citing preliminary Q4 results and early Valentine's Day trends that they see as consistent with current earnings expectations and a recalibration of fair value and P/E assumptions. Analyst Commentary Bullish analysts are pointing to the latest price target move to $118 as a sign of growing confidence in how current earnings expectations line up with the valuation reset and revised P/E framework.
WINA
US$430.43
Winmark
7D
3.1%
1Y
32.7%