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U.S. Specialty Stores Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies159
  • 7D1.9%
  • 3M-5.6%
  • 1Y13.0%
  • YTD-4.7%

Over the last 7 days, the Specialty Stores industry has risen 1.9%, driven by gains from TJX Companies of 4.0%. This means that the industry has gained 13% over the past year. Looking forward, earnings are forecast to grow by 9.4% annually.

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$918.3bUS$743.2bUS$37.8b18.8x24.3x1.2x
Tue, 03 Mar 2026US$1.0tUS$743.6bUS$37.7b20.1x26.7x1.4x
Thu, 29 Jan 2026US$1.0tUS$732.9bUS$36.6b19.5x27.9x1.4x
Sat, 27 Dec 2025US$987.6bUS$735.9bUS$36.6b19.9x27x1.3x
Mon, 24 Nov 2025US$930.3bUS$739.2bUS$36.4b18.2x25.6x1.3x
Wed, 22 Oct 2025US$977.5bUS$731.6bUS$36.4b16.8x26.9x1.3x
Fri, 19 Sep 2025US$1.0tUS$734.5bUS$35.7b19.7x28.7x1.4x
Sun, 17 Aug 2025US$989.3bUS$734.8bUS$35.3b18.6x28x1.3x
Tue, 15 Jul 2025US$931.8bUS$733.1bUS$35.0b17.7x26.6x1.3x
Thu, 12 Jun 2025US$924.6bUS$732.4bUS$35.0b17.1x26.4x1.3x
Sat, 10 May 2025US$889.8bUS$727.6bUS$35.6b15.2x25x1.2x
Mon, 07 Apr 2025US$819.4bUS$724.4bUS$35.6b13.8x23x1.1x
Wed, 05 Mar 2025US$910.0bUS$726.5bUS$35.2b14.1x25.9x1.3x
Fri, 31 Jan 2025US$923.6bUS$702.4bUS$35.4b16.6x26.1x1.3x
Sun, 29 Dec 2024US$900.6bUS$705.6bUS$34.5b16.5x26.1x1.3x
Tue, 26 Nov 2024US$919.1bUS$706.2bUS$33.0b18.5x27.9x1.3x
Thu, 24 Oct 2024US$468.4bUS$549.8bUS$18.0b14.8x26x0.9x
Sat, 21 Sep 2024US$485.2bUS$552.3bUS$17.4b15.7x27.8x0.9x
Mon, 19 Aug 2024US$466.8bUS$551.0bUS$16.9b16.7x27.6x0.8x
Wed, 17 Jul 2024US$474.4bUS$551.8bUS$17.6b18.2x27x0.9x
Fri, 14 Jun 2024US$471.7bUS$552.5bUS$17.7b16.2x26.6x0.9x
Sun, 12 May 2024US$435.9bUS$552.8bUS$16.6b16.9x26.2x0.8x
Tue, 09 Apr 2024US$440.8bUS$552.4bUS$17.1b16x25.8x0.8x
Thu, 07 Mar 2024US$446.6bUS$551.8bUS$16.0b14.3x28x0.8x
Sat, 03 Feb 2024US$435.2bUS$574.3bUS$16.0b13.9x27.1x0.8x
Mon, 01 Jan 2024US$437.9bUS$574.4bUS$16.1b13.6x27.2x0.8x
Wed, 29 Nov 2023US$395.0bUS$575.2bUS$17.8b13x22.2x0.7x
Fri, 27 Oct 2023US$366.5bUS$568.2bUS$18.1b12.5x20.2x0.6x
Sun, 24 Sep 2023US$378.6bUS$567.8bUS$18.4b11.2x20.6x0.7x
Tue, 22 Aug 2023US$419.6bUS$572.1bUS$18.2b10.6x23.1x0.7x
Thu, 20 Jul 2023US$431.3bUS$572.7bUS$18.3b10.7x23.5x0.8x
Sat, 17 Jun 2023US$405.6bUS$574.2bUS$18.3b10.2x22.2x0.7x
Mon, 15 May 2023US$402.5bUS$575.6bUS$19.2b10.7x21x0.7x
Wed, 12 Apr 2023US$409.2bUS$577.3bUS$20.4b10.1x20x0.7x
Price to Earnings Ratio

20x


Total Market Cap: US$409.2bTotal Earnings: US$20.4bTotal Revenue: US$577.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 25.4x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Specialty Retail 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 25.4x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 23% per year over the last three years.
  • Revenues for these companies have grown 8.8% 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%
Specialty Stores1.89%
Apparel Retail3.66%
Computer and Electronics Retail2.95%
Home Furnishing Retail2.85%
Automotive Retail2.31%
Specialty Stores2.06%
Home Improvement Retail-0.099%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 27.0x.
    • Analysts are expecting annual earnings growth of 8.0%, which is higher than its past year's earnings growth of 2.6% per year.
  • Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 30.8x.
Forecasted Growth
  • Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 17% over the next 5 years.
  • This is better than its past earnings decline of 3.5% per year.
  • In contrast, the Home Improvement Retail industry is expected to see its earnings grow by 6.0% 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
TJX TJX CompaniesUS$161.294.0%
+US$6.3b		32.0%PE32.5x
ROST Ross StoresUS$219.983.9%
+US$2.4b		68.8%PE33.1x
CVNA CarvanaUS$313.913.9%
+US$1.7b		93.1%PE31.9x
AZO AutoZoneUS$3.40k2.5%
+US$1.4b		-6.9%PE22.9x
ULTA Ulta BeautyUS$537.395.3%
+US$1.2b		49.5%PE20.4x

Latest News

BURL
US$328.73
Burlington Stores
7D
5.1%
1Y
42.0%
TJX
US$161.29
TJX Companies
7D
4.0%
1Y
32.0%
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.
ORLY
US$91.42
O'Reilly Automotive
7D
1.5%
1Y
-1.3%
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.
RH
US$113.46
RH
7D
-13.3%
1Y
-22.1%
CVNA
US$313.91
Carvana
7D
3.9%
1Y
93.1%
LE
US$11.54
Lands' End
7D
-15.1%
1Y
21.3%
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).
AZO
US$3,400.54
AutoZone
7D
2.5%
1Y
-6.9%

AZO: DIFM Share Gains And Weather Rebound Are Expected To Drive Returns

AutoZone's analyst price targets have been adjusted within a relatively tight band around $4,200, as analysts balance confidence in commercial initiatives, DIFM share gains and easing cost pressures with calls for clearer visibility on revenue and margin trends following weather impacted results. Analyst Commentary Recent research on AutoZone clusters around a tight valuation range, with most price targets grouped between roughly $3,600 and $4,526.
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.
MUSA
US$502.41
Murphy USA
7D
-0.8%
1Y
6.9%
ROST
US$219.98
Ross Stores
7D
3.9%
1Y
68.8%

ROST: Holiday Beat And Execution Momentum May Support Future Balanced Returns

Analysts have nudged the Ross Stores price target higher by a few dollars to reflect a cluster of target increases into the $234 to $248 range, citing broad-based strength following a "healthy" Q4 beat, solid comp performance, and improving merchandising, marketing, and store productivity. Analyst Commentary Recent research points to a broadly positive reassessment of Ross Stores, with multiple firms lifting price targets into the low to mid US$200s after the Q4 update.
FND
US$47.47
Floor & Decor Holdings
7D
-5.6%
1Y
-33.6%
BOOT
US$135.16
Boot Barn Holdings
7D
-9.4%
1Y
38.2%

BOOT: Future Returns Will Reflect Stronger Margins And Execution Risks

Analyst price targets for Boot Barn Holdings have been lifted by $10 to $237.14, as analysts factor in recent target increases across firms. They emphasize expectations for sustained demand, improving profitability, and a lower assumed future P/E multiple of about 25x in their updated models.
RERE
US$4.42
ATRenew
7D
-8.1%
1Y
70.7%