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U.S. Specialty Stores Industry Analysis

UpdatedOct 30, 2023
DataAggregated Company Financials
Companies56
  • 7D-2.0%
  • 3M-23.4%
  • 1Y-21.6%
  • YTD-22.6%

Over the last 7 days, the Specialty Stores industry has dropped 2.0%, driven by Tractor Supply declining 5.2%. On the other hand Chewy is actually up 7.0%. The industry has fallen 22% in the last year. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 30 Oct 2023US$82.0bUS$106.3bUS$4.0b14.8x20.5x0.8x
Wed, 27 Sep 2023US$83.7bUS$106.3bUS$4.0b12.6x20.9x0.8x
Fri, 25 Aug 2023US$94.1bUS$105.9bUS$4.2b10.4x22.7x0.9x
Sun, 23 Jul 2023US$107.0bUS$105.9bUS$4.3b11.8x24.8x1x
Tue, 20 Jun 2023US$106.8bUS$105.9bUS$4.3b11.9x24.8x1x
Thu, 18 May 2023US$110.1bUS$105.1bUS$4.3b11.6x25.8x1x
Sat, 15 Apr 2023US$115.3bUS$105.1bUS$4.6b11.8x25.2x1.1x
Mon, 13 Mar 2023US$95.2bUS$85.8bUS$5.4b11.2x17.5x1.1x
Wed, 08 Feb 2023US$99.4bUS$84.9bUS$5.5b12.5x18.1x1.2x
Fri, 06 Jan 2023US$91.3bUS$84.2bUS$5.5b10.1x16.7x1.1x
Sun, 04 Dec 2022US$91.4bUS$84.3bUS$5.6b10x16.3x1.1x
Tue, 01 Nov 2022US$84.6bUS$85.8bUS$5.8b7.3x14.6x1x
Thu, 29 Sep 2022US$80.2bUS$85.5bUS$5.8b6.4x13.9x0.9x
Sat, 27 Aug 2022US$81.1bUS$88.0bUS$5.9b6.8x13.6x0.9x
Mon, 25 Jul 2022US$79.4bUS$85.7bUS$6.2b5.7x12.9x0.9x
Wed, 22 Jun 2022US$75.8bUS$85.4bUS$6.1b5.2x12.4x0.9x
Fri, 20 May 2022US$73.7bUS$85.2bUS$6.4b5.6x11.4x0.9x
Sun, 17 Apr 2022US$94.7bUS$84.9bUS$6.5b6.9x14.6x1.1x
Tue, 15 Mar 2022US$88.1bUS$83.9bUS$6.4b7x13.8x1x
Thu, 10 Feb 2022US$96.8bUS$83.9bUS$5.9b7.5x16.5x1.2x
Sat, 08 Jan 2022US$99.7bUS$83.1bUS$5.8b8x17.3x1.2x
Mon, 06 Dec 2021US$99.9bUS$82.9bUS$5.7b7.4x17.6x1.2x
Wed, 03 Nov 2021US$106.1bUS$81.2bUS$5.4b8.5x19.6x1.3x
Fri, 01 Oct 2021US$93.8bUS$80.2bUS$5.4b8.5x17.2x1.2x
Sun, 29 Aug 2021US$98.9bUS$78.9bUS$4.4b9.5x22.3x1.3x
Mon, 05 Jul 2021US$93.4bUS$75.5bUS$3.4b14.8x27.6x1.2x
Thu, 08 Apr 2021US$78.5bUS$66.1bUS$1.0b19.6x75.7x1.2x
Sun, 10 Jan 2021US$60.3bUS$59.3bUS$624.7m13.5x96.5x1x
Price to Earnings Ratio

77.6x


Total Market Cap: US$49.7bTotal Earnings: US$640.3mTotal Revenue: US$58.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 31.2x202120222023
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 20.5x which is lower than its 3-year average PE of 31.2x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.77x.
Past Earnings Growth
  • The earnings for companies in the Specialty Stores industry have grown 84% per year over the last three years.
  • Revenues for these companies have grown 22% 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. Specialty Stores compare with similar industries?

US Market-2.42%
Consumer Discretionary-0.39%
Specialty Stores-2.87%
Specialty Stores-2.04%
Apparel Retail-2.35%
Automotive Retail-2.91%
Computer and Electronics Retail-5.34%
Home Improvement Retail-7.56%
Home Furnishing Retail-7.76%
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
CHWY ChewyUS$18.027.0%
+US$507.8m
-53.5%PE156.5x
ULTA Ulta BeautyUS$379.871.8%
+US$334.3m
-9.4%PE14.8x
SBH Sally Beauty HoldingsUS$8.4810.0%
+US$83.0m
-33.3%PE5.6x
SPWH Sportsman's Warehouse HoldingsUS$5.037.9%
+US$13.8m
-44.0%PE37.8x
WINA WinmarkUS$405.300.7%
+US$10.1m
61.1%PE34.8x
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Latest News

TSCO

US$187.81

Tractor Supply

7D

-5.2%

1Y

-14.5%

HZO

US$27.50

MarineMax

7D

-7.9%

1Y

-14.9%

CHWY

US$18.02

Chewy

7D

7.0%

1Y

-53.5%

TKLF

US$1.17

Yoshitsu

7D

15.8%

1Y

-12.0%

WINA

US$405.30

Winmark

7D

0.7%

1Y

61.1%

WRBY

US$12.88

Warby Parker

7D

-7.0%

1Y

-19.8%

BARK

US$1.03

BARK

7D

1.0%

1Y

-43.7%

SPWH

US$5.03

Sportsman's Warehouse Holdings

7D

7.9%

1Y

-44.0%

BNED

US$0.97

Barnes & Noble Education

7D

0.05%

1Y

-65.2%