Sector Alpha Week of 2026-07-27
What changedUSDiscount Stores
Turn US · Discount Stores · 2026-07-27

Is Discount Stores turning around after a year behind S&P 500?

1 week ago Discount Stores moved ahead of S&P 500 over thirteen weeks, ending a year 6% behind. 6 of 9 earned more than a year earlier.

200300202620252024202320222021 327348 TRAILING 12-MONTH EPS · 100 AT THE START0100144Jun 22Dec 22Jun 23Dec 23Jun 24Dec 24Jun 25Dec 25Jun 26Jun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 8 reportingSep 2022 · trailing 12-month earnings per share at 104, against 100 at the start · no comparable year yet · 8 reportingDec 2022 · trailing 12-month earnings per share at 105, against 100 at the start · no comparable year yet · 8 reportingMar 2023 · trailing 12-month earnings per share at 106, against 100 at the start · no comparable year yet · 8 reportingJun 2023 · trailing 12-month earnings per share at 107, against 100 at the start · up 7.3% on a year ago · 8 reportingSep 2023 · trailing 12-month earnings per share at 109, against 100 at the start · up 3.7% on a year ago · 8 reportingDec 2023 · trailing 12-month earnings per share at 113, against 100 at the start · up 7.3% on a year ago · 8 reportingMar 2024 · trailing 12-month earnings per share at 119, against 100 at the start · up 14.0% on a year ago · 8 reportingJun 2024 · trailing 12-month earnings per share at 121, against 100 at the start · up 14.6% on a year ago · 8 reportingSep 2024 · trailing 12-month earnings per share at 122, against 100 at the start · up 14.2% on a year ago · 8 reportingDec 2024 · trailing 12-month earnings per share at 130, against 100 at the start · up 18.1% on a year ago · 8 reportingMar 2025 · trailing 12-month earnings per share at 128, against 100 at the start · up 10.6% on a year ago · 8 reportingJun 2025 · trailing 12-month earnings per share at 134, against 100 at the start · up 2.5% on a year ago · 8 reportingSep 2025 · trailing 12-month earnings per share at 137, against 100 at the start · up 5.5% on a year ago · 8 reportingDec 2025 · trailing 12-month earnings per share at 139, against 100 at the start · up 6.1% on a year ago · 8 reportingMar 2026 · trailing 12-month earnings per share at 142, against 100 at the start · up 10.9% on a year ago · 8 reportingJun 2026 · trailing 12-month earnings per share at 144, against 100 at the start · up 12.8% on a year ago · 8 reportingNot reported yet — earnings trail price by a quarter or two144No earnings on file this far back — the price series reaches further than the filings doNO EARNINGS ON FILE
200300202620252024202320222021 327348 TRAILING 12-MONTH EPS · 100 AT THE START0100144Jun 22Jun 23Jun 24Jun 25Jun 26Jun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 8 reportingSep 2022 · trailing 12-month earnings per share at 104, against 100 at the start · no comparable year yet · 8 reportingDec 2022 · trailing 12-month earnings per share at 105, against 100 at the start · no comparable year yet · 8 reportingMar 2023 · trailing 12-month earnings per share at 106, against 100 at the start · no comparable year yet · 8 reportingJun 2023 · trailing 12-month earnings per share at 107, against 100 at the start · up 7.3% on a year ago · 8 reportingSep 2023 · trailing 12-month earnings per share at 109, against 100 at the start · up 3.7% on a year ago · 8 reportingDec 2023 · trailing 12-month earnings per share at 113, against 100 at the start · up 7.3% on a year ago · 8 reportingMar 2024 · trailing 12-month earnings per share at 119, against 100 at the start · up 14.0% on a year ago · 8 reportingJun 2024 · trailing 12-month earnings per share at 121, against 100 at the start · up 14.6% on a year ago · 8 reportingSep 2024 · trailing 12-month earnings per share at 122, against 100 at the start · up 14.2% on a year ago · 8 reportingDec 2024 · trailing 12-month earnings per share at 130, against 100 at the start · up 18.1% on a year ago · 8 reportingMar 2025 · trailing 12-month earnings per share at 128, against 100 at the start · up 10.6% on a year ago · 8 reportingJun 2025 · trailing 12-month earnings per share at 134, against 100 at the start · up 2.5% on a year ago · 8 reportingSep 2025 · trailing 12-month earnings per share at 137, against 100 at the start · up 5.5% on a year ago · 8 reportingDec 2025 · trailing 12-month earnings per share at 139, against 100 at the start · up 6.1% on a year ago · 8 reportingMar 2026 · trailing 12-month earnings per share at 142, against 100 at the start · up 10.9% on a year ago · 8 reportingJun 2026 · trailing 12-month earnings per share at 144, against 100 at the start · up 12.8% on a year ago · 8 reportingNot reported yet — earnings trail price by a quarter or twoNo earnings on file this far back — the price series reaches further than the filings do
Discount Stores, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling
Beating S&P 5005/9+4 in 4 weeks
Industry vs index · 13w+1.5%equal-weighted
Industry vs index · 52w−5.7%equal-weighted
earnings growth · TTM11%9% avg, 4 quarters

This is a first crossing, not an established trend. The trailing 13-week comparison turned positive 1 week ago; the 52-week comparison is still −5.7%.

Participation stands at 5 of 9, with the median member +5.1% versus S&P 500 over a quarter.

What the earnings do next matters more than the cross: TTM growth is 11% today.

Companies leading the move: Dollar Tree, Inc., Dollar General Corporation and Target Corporation, and 1 more. All 4 are listed below with their four-factor scores and how many of the last 26 weeks each spent ahead of S&P 500.

How broad is the move?

An industry average can be lifted by one large company. These readings separate a move the whole industry is making from one a handful of names are making.

Strength anatomy Broad, early and backedHow much of the industry is participating, how recently, and whether the movers score well.
Together5 of 9 stocks moving
Fresh4 crossed in the last 4 weeks
Backed by scoresmovers score +7 vs the industry average
Down the cap ladder — bar is now, tick is four weeks ago
Large 0/20
Mid 3/3+3
Small 2/4+1

Participation is spreading downward — the mid and small companies added more this month than the large ones did.

What would change this picture

The lead disappearing inside four weeks would put this back where it started.

Companies leading the move

The rule selected these companies this week. Below are the same four scores every company on the site carries, and how many of the last 26 weeks each has been ahead of the index.

CompanyEarnings & growthQualityValuationMarketWeeks ahead of indexScore
BBB Foods Inc.MOM
TBBB
22/26
Dollar Tree, Inc.MOM
DLTR
69415887 10/26 63
Dollar General CorporationMOM
DG
65278052 7/26 56
Target CorporationMOM
TGT
12397478 21/26 44

Sorted by total score. Scores are computed from published filings and weekly closes on a fixed formula — earnings and growth carry 35%, quality 25%, valuation 20%, market behaviour 20%. They rank the data. They are not a recommendation.

Questions people ask about Discount Stores

How is "beating S&P 500" measured here?

A stock is counted when its three-month return beats S&P 500 by 5 percentage points or more. An industry is measured equal-weighted, so one large company cannot carry the average. The rule is the same every week and in every market.

How many stocks in Discount Stores are beating S&P 500?

5 of 9 as of 2026-07-27, against 1 four weeks ago. The median member is +5.1% versus the index over three months.

What is Discount Stores earnings doing?

Growth in trailing 12-month earnings per share for the industry is 11%, averaging 9% across the last four quarters.

Where does this data come from?

Weekly closing prices and published quarterly filings, rebuilt every weekday, and every figure carries its own as-of date. Every figure on the industry page traces to its source column.

How this page is served to search and answer engines
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The same answer is available as plain text at https://www.sectoralpha.in/mla/stories/is-discount-stores-turning-around-after-a-year-behind-s-and-p-500/llms.txt — one question, one answer, sources named.

Also this week in US

Sector Alpha describes what has happened in published market and filing data and explains the fundamentals behind it. It does not make recommendations, does not suggest buying or selling any security, and is not registered with SEBI as an investment adviser.

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