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U.S. General Merchandise and Department Stores Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies34
  • 7D-4.2%
  • 3M2.4%
  • 1Y19.8%
  • YTD13.7%

Over the last 7 days, the General Merchandise and Department Stores industry has dropped 4.2%, driven by Amazon.com declining 5.5%. Over the past 12 months, the industry was up 20%. 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
Tue, 18 Nov 2025US$3.5tUS$1.2tUS$125.0b18x28.3x2.9x
Thu, 16 Oct 2025US$3.3tUS$1.2tUS$119.0b21.1x27.5x2.7x
Sat, 13 Sep 2025US$3.4tUS$1.2tUS$119.0b20.9x28.7x2.8x
Mon, 11 Aug 2025US$3.1tUS$1.2tUS$115.9b18x26.8x2.7x
Wed, 09 Jul 2025US$3.1tUS$1.1tUS$111.0b16.4x27.7x2.7x
Fri, 06 Jun 2025US$2.9tUS$1.1tUS$111.0b16.3x26.3x2.5x
Sun, 04 May 2025US$2.7tUS$1.1tUS$110.5b15.5x24.8x2.4x
Tue, 01 Apr 2025US$2.8tUS$1.1tUS$103.8b15.9x26.9x2.5x
Thu, 27 Feb 2025US$3.0tUS$1.1tUS$102.1b19x29.7x2.7x
Sat, 25 Jan 2025US$3.1tUS$1.1tUS$88.6b19.3x34.8x2.8x
Mon, 23 Dec 2024US$3.0tUS$1.1tUS$88.3b19.5x33.4x2.7x
Wed, 20 Nov 2024US$2.8tUS$1.1tUS$87.3b17.4x31.5x2.5x
Fri, 18 Oct 2024US$2.7tUS$1.1tUS$80.1b19.3x33.3x2.5x
Sun, 15 Sep 2024US$2.6tUS$1.1tUS$80.2b17.6x31.8x2.3x
Tue, 13 Aug 2024US$2.4tUS$1.1tUS$77.3b17.8x30.8x2.2x
Thu, 11 Jul 2024US$2.7tUS$1.1tUS$70.0b17x38.4x2.5x
Sat, 08 Jun 2024US$2.6tUS$1.1tUS$70.1b18.3x36.5x2.4x
Mon, 06 May 2024US$2.6tUS$1.0tUS$70.1b24x36.8x2.5x
Wed, 03 Apr 2024US$2.5tUS$1.0tUS$62.8b23.7x39.1x2.4x
Fri, 01 Mar 2024US$2.4tUS$1.0tUS$60.4b25.1x39.3x2.3x
Sun, 28 Jan 2024US$2.2tUS$1.0tUS$54.3b22.3x41.3x2.2x
Tue, 26 Dec 2023US$2.2tUS$1.0tUS$54.2b22.1x40.5x2.2x
Thu, 23 Nov 2023US$2.1tUS$1.0tUS$52.9b27x39.2x2.1x
Sat, 21 Oct 2023US$1.8tUS$976.9bUS$34.3b24.2x53.1x1.9x
Mon, 18 Sep 2023US$2.0tUS$978.6bUS$34.4b23.3x58.7x2.1x
Wed, 16 Aug 2023US$2.0tUS$973.1bUS$33.8b20.9x58.6x2x
Fri, 14 Jul 2023US$2.0tUS$948.2bUS$25.3b33.2x77.1x2.1x
Sun, 11 Jun 2023US$1.8tUS$949.4bUS$25.4b29.3x71x1.9x
Tue, 09 May 2023US$1.6tUS$955.9bUS$18.1b38.2x88.5x1.7x
Thu, 06 Apr 2023US$1.6tUS$946.5bUS$9.1b34.5x176.7x1.7x
Sat, 04 Mar 2023US$187.7bUS$253.2bUS$9.6b20.4x19.6x0.7x
Mon, 30 Jan 2023US$192.7bUS$252.8bUS$10.8b18.1x17.9x0.8x
Wed, 28 Dec 2022US$178.3bUS$252.8bUS$10.8b15.9x16.5x0.7x
Fri, 25 Nov 2022US$194.7bUS$251.9bUS$10.8b16.8x18x0.8x
Price to Earnings Ratio

18x


Total Market Cap: US$194.7bTotal Earnings: US$10.8bTotal Revenue: US$251.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. General Merchandise and Department Stores Industry Price to Earnings3Y Average 41.6x202320242025
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 28.3x which is lower than its 3-year average PE of 41.6x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Multiline Retail industry have grown 126% per year over the last three years.
  • Revenues for these companies have grown 70% 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 Market-0.39%
Consumer Discretionary-3.22%
General Merchandise and Department Stores-4.24%
Department Stores0%0
General Merchandise Stores0%0
Broadline Retail-4.24%
Industry PE
  • Investors are most optimistic about the Broadline Retail industry even though it's trading below its 3-year average PE ratio of 44.7x.
    • Analysts are expecting annual earnings growth of 15.6%, which is higher than its past year's earnings decline of 0.9% per year.
  • Investors are most pessimistic about the Broadline Retail industry, which is trading below its 3-year average of 44.7x.
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 decline of 0.9% 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
DDS Dillard'sUS$634.894.0%
+US$385.3m		47.1%PE17.1x
DIBS 1stdibs.ComUS$4.9620.1%
+US$30.4m		29.5%PS2x
HOUR Hour LoopUS$2.012.6%
+US$1.8m		27.6%PE84.7x
LGCB Linkage GlobalUS$1.995.1%
+US$1.1m		-11.4%PS2.5x
QVCG.A QVC GroupUS$6.561.7%
+US$887.5k		-67.6%PS0.006x

Latest News

SE
US$140.85
Sea
7D
-9.2%
1Y
29.7%
AMZN
US$234.69
Amazon.com
7D
-5.5%
1Y
16.4%

AMZN: Accelerating Cloud Demand and Mega AI Deal Will Drive Further Gains

Amazon.com’s analyst price target has shifted higher, rising from approximately $288 to $293 per share. Analysts cite accelerating AWS revenue growth and improved profit margins, fueled by major new cloud deals and robust financial results.
JD
US$29.31
JD.com
7D
-6.7%
1Y
-17.0%
DDS
US$634.89
Dillard's
7D
4.0%
1Y
47.1%
HOUR
US$2.01
Hour Loop
7D
2.6%
1Y
27.6%
BABA
US$153.80
Alibaba Group Holding
7D
-7.3%
1Y
72.1%
CPNG
US$28.22
Coupang
7D
-2.4%
1Y
15.8%
PDD
US$130.95
PDD Holdings
7D
-5.2%
1Y
11.6%

PDD: Merchant Support Initiatives And Global Expansion Will Drive Near-Term Earnings Volatility

The analyst price target for PDD Holdings increased modestly by $0.65 to $145.77 per share. Analysts cited balanced growth initiatives and sustained profitability following stronger-than-expected second quarter results.
EBAY
US$83.85
eBay
7D
-1.6%
1Y
36.5%

EBAY: Future Category Strength And AI Integrations Will Drive Share Gains

eBay's analyst price target has risen by nearly $3.40 to approximately $94.93, as analysts point to sustained improvements in profit margins and robust growth in focus categories like collectibles to support their more optimistic outlook. Analyst Commentary Recent analyst research reveals a blend of optimism and caution regarding eBay's outlook.
DIBS
US$4.96
1stdibs.Com
7D
20.1%
1Y
29.5%

Subdued Growth No Barrier To 1stdibs.Com, Inc. (NASDAQ:DIBS) With Shares Advancing 53%

Nov 08
Subdued Growth No Barrier To 1stdibs.Com, Inc. (NASDAQ:DIBS) With Shares Advancing 53%
MELI
US$2,048.89
MercadoLibre
7D
-2.1%
1Y
6.9%
LGCB
US$1.99
Linkage Global
7D
5.1%
1Y
-11.4%
QVCG.A
US$6.56
QVC Group
7D
1.7%
1Y
-67.6%