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U.S. Specialty Stores Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies57
  • 7D0.2%
  • 3M-6.2%
  • 1Y12.2%
  • YTDn/a

In the last week, the Specialty Stores industry is flat overall, with Five Below standing out by going down 3.6%. The past year has been better, since the industry has gained 12% in that time. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$112.4bUS$103.2bUS$4.2b26.6x26.7x1.1x
Thu, 16 Oct 2025US$116.9bUS$102.9bUS$4.3b18.5x27.2x1.1x
Sat, 13 Sep 2025US$117.2bUS$103.7bUS$4.2b19.2x27.8x1.1x
Mon, 11 Aug 2025US$110.8bUS$102.8bUS$4.4b18.8x25.4x1.1x
Wed, 09 Jul 2025US$116.3bUS$102.7bUS$4.4b18.2x26.3x1.1x
Fri, 06 Jun 2025US$109.6bUS$102.5bUS$4.4b17.6x24.7x1.1x
Sun, 04 May 2025US$99.9bUS$102.2bUS$4.6b14.1x21.8x1x
Tue, 01 Apr 2025US$95.7bUS$102.1bUS$4.6b13.8x20.8x0.9x
Thu, 27 Feb 2025US$102.7bUS$102.0bUS$5.1b13.4x20x1x
Sat, 25 Jan 2025US$111.5bUS$103.2bUS$4.9b17.5x22.9x1.1x
Mon, 23 Dec 2024US$107.5bUS$103.3bUS$4.8b16.7x22.2x1x
Wed, 20 Nov 2024US$102.4bUS$103.1bUS$3.6b16.5x28.7x1x
Fri, 18 Oct 2024US$105.3bUS$99.1bUS$3.5b15x29.8x1.1x
Sun, 15 Sep 2024US$104.3bUS$100.2bUS$2.9b15.5x35.4x1x
Tue, 13 Aug 2024US$89.3bUS$100.0bUS$2.9b14.5x31.2x0.9x
Thu, 11 Jul 2024US$99.7bUS$101.8bUS$3.0b15.9x32.9x1x
Sat, 08 Jun 2024US$103.7bUS$102.0bUS$3.2b16.4x32.8x1x
Mon, 06 May 2024US$100.5bUS$102.0bUS$3.2b15.3x31.8x1x
Wed, 03 Apr 2024US$111.1bUS$101.8bUS$3.1b17x35.7x1.1x
Fri, 01 Mar 2024US$108.6bUS$101.0bUS$2.7b14.8x40.9x1.1x
Sun, 28 Jan 2024US$101.1bUS$106.2bUS$2.4b11.5x41.5x1x
Tue, 26 Dec 2023US$101.2bUS$106.2bUS$2.4b12x41.3x1x
Thu, 23 Nov 2023US$89.6bUS$106.1bUS$3.8b13.1x23.4x0.8x
Sat, 21 Oct 2023US$83.6bUS$106.1bUS$4.0b14.5x20.9x0.8x
Mon, 18 Sep 2023US$89.6bUS$106.3bUS$4.0b13.1x22.4x0.8x
Wed, 16 Aug 2023US$105.1bUS$105.9bUS$4.2b11.5x25.2x1x
Fri, 14 Jul 2023US$109.4bUS$105.9bUS$4.3b12.5x25.5x1x
Sun, 11 Jun 2023US$104.1bUS$105.9bUS$4.2b12x24.8x1x
Tue, 09 May 2023US$112.6bUS$105.3bUS$4.5b11.4x24.9x1.1x
Thu, 06 Apr 2023US$114.6bUS$105.1bUS$4.6b11.5x24.8x1.1x
Sat, 04 Mar 2023US$95.9bUS$85.0bUS$5.5b10.9x17.5x1.1x
Mon, 30 Jan 2023US$95.8bUS$84.9bUS$5.5b11.2x17.4x1.1x
Wed, 28 Dec 2022US$89.1bUS$84.2bUS$5.5b9.9x16.3x1.1x
Fri, 25 Nov 2022US$88.8bUS$83.8bUS$5.5b10x16x1.1x
Price to Earnings Ratio

16x


Total Market Cap: US$88.8bTotal Earnings: US$5.5bTotal Revenue: US$83.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialty Stores Industry Price to Earnings3Y Average 26.8x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Specialty Stores 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 26.7x.
  • 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 8.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.2% per year.
  • This means that although more sales are being generated, 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 Market-0.39%
Consumer Discretionary-3.22%
Specialty Stores-0.83%
Specialty Stores0.20%
Automotive Retail2.36%
Apparel Retail0.35%
Home Improvement Retail-2.29%
Computer and Electronics Retail-4.84%
Home Furnishing Retail-7.47%
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$34.672.5%
+US$356.7m		8.9%PE95.2x
EYE National Vision HoldingsUS$24.461.3%
+US$25.4m		113.4%PS1x
POWW Outdoor HoldingUS$1.899.2%
+US$18.7m		54.9%PS4.7x
RENT Rent the RunwayUS$4.4710.4%
+US$14.0m		-52.2%PS0.5x
BBW Build-A-Bear WorkshopUS$49.331.2%
+US$7.5m		33.0%PE10.7x

Latest News

EYE
US$24.46
National Vision Holdings
7D
1.3%
1Y
113.4%
FIVE
US$147.72
Five Below
7D
-3.1%
1Y
70.5%

FIVE: Recent Leadership and Expansion Moves Will Shape Risk and Reward Ahead

Analysts have slightly increased their price target for Five Below to approximately $161.95. They cite sustained momentum in sales, ongoing margin improvement, and confidence in new leadership as factors contributing to a positive long-term outlook.
BBW
US$49.33
Build-A-Bear Workshop
7D
1.2%
1Y
33.0%
POWW
US$1.89
Outdoor Holding
7D
9.2%
1Y
54.9%
TSCO
US$53.68
Tractor Supply
7D
-3.2%
1Y
-3.0%
DKS
US$208.98
DICK'S Sporting Goods
7D
-4.8%
1Y
4.2%
SIG
US$95.59
Signet Jewelers
7D
-5.7%
1Y
0.4%

SIG: Sales Momentum And New Leadership Will Balance Tariff Headwinds Ahead

Signet Jewelers' analyst price target has risen from approximately $105.33 to $113.14 per share. This boost is driven by analyst optimism regarding recent sales momentum, strategic leadership changes, and the company's improving risk/reward profile in spite of macroeconomic uncertainties.
BBWI
US$21.45
Bath & Body Works
7D
-4.4%
1Y
-31.8%
WRBY
US$16.49
Warby Parker
7D
-5.2%
1Y
-27.7%

WRBY: Recent Partnerships Will Drive 2025 Revenue Expansion And Market Confidence

Analysts have modestly lowered their fair value estimate for Warby Parker to $25.08 from $26.23. This change reflects slightly softer expectations for revenue growth and profit margins, despite recent upward price target revisions by several major firms.
CHWY
US$34.67
Chewy
7D
2.5%
1Y
8.9%
ASO
US$43.16
Academy Sports and Outdoors
7D
-3.8%
1Y
-7.4%

Is There An Opportunity With Academy Sports and Outdoors, Inc.'s (NASDAQ:ASO) 28% Undervaluation?

Oct 28
Is There An Opportunity With Academy Sports and Outdoors, Inc.'s (NASDAQ:ASO) 28% Undervaluation?
ULTA
US$509.57
Ulta Beauty
7D
-1.4%
1Y
44.2%
RENT
US$4.47
Rent the Runway
7D
10.4%
1Y
-52.2%
JWEL
US$2.04
Jowell Global
7D
28.3%
1Y
-29.4%