Specialty Retail: Best Buy Co., Inc. owns the largest revenue base; EVgo, Inc. has the fastest current growth.
The industry itself · before any single company
How has Specialty Retail moved against S&P 500?
The line below covers 5.2 years. Over the most recent two of them this industry is 9% behind S&P 500. Earnings across its companies grew 2% on average over the last four reported quarters — close to flat.
FADING · −3 in 4w✓Moving with the index9 of 30 companies ahead of S&P 500 by 5% or more over three months2 are 20% or more behind over a year while earnings grew 20% or more
Specialty Retail, equal-weighted, based at 200S&P 500, same base, same starttrailing 12-month earnings per share risingfalling
Strength anatomyMixedHow much of the industry is participating, how recently, and whether the movers score well.
Together9 of 30 stocks moving
Fresh1 crossed in the last 4 weeks
Backed by scoresmovers score +1 vs the industry average
Down the cap ladder — bar is now, tick is four weeks ago
Large2/6−1
Mid3/110
Small4/13−2
Participation is not spreading downward this month; the larger companies are still carrying most of it.
Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 30 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.
Sector relative strength · before individual stocks
Is Specialty Retail outperforming S&P 500?
Specialty Retail has underperformed S&P 500 by 3.6% over the last 52 weeks. Over 13 weeks the gap is a lead of 5.2%. 9 of 27 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Arko Corp. is the strongest against the sector itself at +30.5%.
+5.2%Sector vs S&P 500 · 13 weeks
-3.6%Sector vs S&P 500 · 52 weeks
9/27Stocks leading S&P 500
10/27Stocks leading sector
Sector metric: — as of latest available · unclassified · direction unavailable.
The central tension: the companies with the most scale are not necessarily the companies creating the most change.
Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.
Bottom line
Specialty Retail has underperformed S&P 500 by 3.6% over 52 weeks and 5.2% over 13 weeks. 9 of 27 covered companies beat the S&P 500 on Mansfield relative strength, while 10 of 27 beat the sector itself. Best Buy Co., Inc. leads with revenue of $41,860 million, based on 21 of 28 comparable companies through Jun 2026.
Is the Specialty Retail sector outperforming S&P 500?
Specialty Retail has underperformed S&P 500 by 3.6% over 52 weeks and 5.2% over 13 weeks. 9 of 27 covered companies beat the S&P 500 on Mansfield relative strength, while 10 of 27 beat the sector itself.
Which Specialty Retail company is largest by revenue?
Best Buy Co., Inc. leads with revenue of $41,860 million, based on 21 of 28 comparable companies through Jun 2026.
Which Specialty Retail company is growing fastest?
EVgo, Inc. has the fastest current revenue growth at 50.4%, across 21 of 28 comparable companies.
Which Specialty Retail company has the strongest 4-Factor Sector Score?
Five Below, Inc. ranks first at 69.9/100 with 86.2% evidence confidence. The score prioritizes research; it is not a buy recommendation.
Which Specialty Retail company reports the most CAPEX?
DICK'S Sporting Goods, Inc. reports the largest latest CAPEX at $361 million, with 28 of 28 companies comparable.
Which Specialty Retail company has the least gross debt?
Bed Bath & Beyond, Inc. has the lowest comparable gross debt at $22 million. DICK'S Sporting Goods, Inc. has the highest at $7,789 million.
Which Specialty Retail company has the lowest comparable PEG?
Bath & Body Works, Inc. has the lowest comparable Guarded PEG at 0.24, among 14 of 28 companies that pass the metric’s comparability rules.
How much history does this Specialty Retail comparison include?
The page compares up to 20 reported quarters per company for fundamentals, CAPEX, debt and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.
How is the 4-Factor Sector Score calculated?
The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.
Companies
28
complete canonical membership
Combined market value
$194.1B
Casey's General Stores, Inc.
Revenue growing
15/21
positive TTM year-on-year growth
Beating S&P 500
9/27
positive Mansfield relative strength
Global company selection
00 · research priority, made explicit
4-Factor Sector Score
An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.
Five Below, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 86.2% evidence confidence.
Bath & Body Works, Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
Williams-Sonoma, Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is guarded: positive earnings, positive 5–60% three-year EPS growth, and a positive P/E are required.
Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -8.5% and the one-year return is 0.3%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.
Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
17.1/35Growth & earnings
Revenue — · PAT — · OPM change -0.3 pp
26% evidence
9.8/25Capital efficiency
ROCE 2.7% · debt/equity 1.88×
80% evidence
10.0/20Valuation
P/E — · PEG —
0% evidence
10.0/20Relative strength
RS sector — · RS bench — · 1Y —
0% evidence
01 · compare level, then change
Revenue Scale & Growth Durability
Best Buy Co., Inc. has the highest Revenue among the 28 Specialty Retail companies compared here, at $41,860 million. Murphy USA Inc. is next at $19,678 million. EVgo, Inc. has the highest Revenue growth at 50.4%, so level and change sit with different companies. 21 of 28 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: Best Buy Co., Inc. is the scale leader at $41,860 million, 112.7% ahead of Murphy USA Inc.. EVgo, Inc.'s growth is 50.4% from a $418 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.
LeaderBest Buy Co., Inc. · $41,860 million
Gap112.7% versus #2 · Murphy USA Inc.
Persistence3/8 recent comparable periods
Coverage21/28 companies · 524 observations
Investor read: Best Buy Co., Inc. is the scale benchmark; EVgo, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.
This conclusion weakens if: Best Buy Co., Inc.'s growth falls below EVgo, Inc.'s for two consecutive comparable reports while operating margin also compresses.
Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1Best Buy Co., Inc. BBY$41.9B
2Murphy USA Inc. MUSA$19.7B
3DICK'S Sporting Goods, Inc. DKS$19.2B
4Casey's General Stores, Inc. CASY$17.6B
5Ulta Beauty, Inc. ULTA$12.7B
Revenue growthfastest growers
1EVgo, Inc. EVGO50%
2DICK'S Sporting Goods, Inc. DKS41%
3Five Below, Inc. FIVE26%
4Ulta Beauty, Inc. ULTA11%
5Casey's General Stores, Inc. CASY10%
Revenue · company comparison
21/28 level · 21/28 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Winmark Corporation has the highest OPM among the 28 Specialty Retail companies compared here, at 59.3%. Build-A-Bear Workshop, Inc. is next at 19%. 1-800-FLOWERS.COM, Inc. has the highest Margin change at +26.1 percentage points, so level and change sit with different companies. 28 of 28 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: Winmark Corporation leads opm at 59.3%; 1-800-FLOWERS.COM, Inc. leads margin change at +26.1 percentage points.
LeaderWinmark Corporation · 59.3%
Gap212.1% versus #2 · Build-A-Bear Workshop, Inc.
Persistence4/8 recent comparable periods
Coverage28/28 companies · 523 observations
Investor read: Winmark Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current margin change signal.
Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
1Winmark Corporation WINA59%
2Build-A-Bear Workshop, Inc. BBW19%
3GameStop Corp. GME17%
4Bath & Body Works, Inc. BBWI17%
5Williams-Sonoma, Inc. WSM16%
Margin changefastest expanders
11-800-FLOWERS.COM, Inc. FLWS+26.1 pp
2GameStop Corp. GME+18.7 pp
3EVgo, Inc. EVGO+11.2 pp
4Five Below, Inc. FIVE+6.8 pp
5National Vision Holdings, Inc. EYE+4.9 pp
Operating margin · company comparison
28/28 level · 28/28 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Ulta Beauty, Inc. has the highest Net profit among the 28 Specialty Retail companies compared here, at $1,193 million. Best Buy Co., Inc. is next at $1,143 million. GameStop Corp. has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.
What the numbers say: Ulta Beauty, Inc. leads with $1,193 million of TTM profit, 4.4% above Best Buy Co., Inc.. GameStop Corp. shows ≥100% on the scoring scale (264.3% uncapped) growth from a $776 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.
LeaderUlta Beauty, Inc. · $1,193 million
Gap4.4% versus #2 · Best Buy Co., Inc.
Persistence2/8 recent comparable periods
Coverage21/28 companies · 524 observations
Investor read: Ulta Beauty, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.
Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1Ulta Beauty, Inc. ULTA$1.2B
2Best Buy Co., Inc. BBY$1.1B
3Williams-Sonoma, Inc. WSM$1.1B
4DICK'S Sporting Goods, Inc. DKS$904M
5GameStop Corp. GME$776M
Profit growthfastest growers
1GameStop Corp. GME100%
2Five Below, Inc. FIVE68%
3Casey's General Stores, Inc. CASY31%
4Best Buy Co., Inc. BBY29%
5Murphy USA Inc. MUSA13%
Net profit · company comparison
21/28 level · 13/28 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
DICK'S Sporting Goods, Inc. has the highest CAPEX among the 28 Specialty Retail companies compared here, at $361 million. Tractor Supply Company is next at $233 million. EVgo, Inc. has the highest CAPEX intensity at 28.2%, so level and change sit with different companies. 28 of 28 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: DICK'S Sporting Goods, Inc. reports $361 million of CAPEX; EVgo, Inc. has the highest covered intensity at 28.2%. Coverage is only 28 of 28 companies and 527 reported observations, so this is partial evidence—not a complete sector rank.
LeaderDICK'S Sporting Goods, Inc. · $361 million
Gap54.9% versus #2 · Tractor Supply Company
Persistence8/8 recent comparable periods
Coverage28/28 companies · 527 observations
Investor read: Use the CAPEX rank as a diligence queue. Verify commissioning, utilization, cash conversion and post-investment ROCE before treating spend as value creation.
This conclusion weakens if: CAPEX rises without higher utilization, operating cash flow or incremental returns.
CAPEX is cash spent on property, plant, equipment and other reported capital assets. CAPEX intensity divides that spend by revenue; high intensity is a reinvestment signal, not proof that the reinvestment will earn attractive returns.
CAPEXlargest spenders
1DICK'S Sporting Goods, Inc. DKS$361M
2Tractor Supply Company TSCO$233M
3Casey's General Stores, Inc. CASY$191M
4Best Buy Co., Inc. BBY$160M
5Murphy USA Inc. MUSA$98M
CAPEX intensityhighest reinvestment intensity
1EVgo, Inc. EVGO28%
2DICK'S Sporting Goods, Inc. DKS7.0%
3Savers Value Village, Inc. SVV6.9%
4Tractor Supply Company TSCO5.7%
5Build-A-Bear Workshop, Inc. BBW5.6%
Capital expenditure · company comparison
28/28 level · 28/28 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Capacity base is net fixed assets plus capital work in progress, straight off the reported balance sheet. It is not cash spent, so it answers a narrower question than CAPEX — but it is reported for companies whose cash-flow CAPEX is not published, which is why it leads here. Missing years remain blank; annual values are never relabelled as quarters.
Full annual capacity base, operating cash flow, CAPEX and free cash flow history
Capacity base · net fixed assets + CWIP · fiscal-year history
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Bed Bath & Beyond, Inc. has the lowest Gross debt among the 28 Specialty Retail companies compared here, at $22 million. Winmark Corporation is next at $62 million. GameStop Corp. has the lowest Net debt at $4,029 million net cash, so level and change sit with different companies. Its Gross debt series carries 19 reported observations across the 20-quarter window.
What the numbers say: GameStop Corp. has the clearest covered balance-sheet capacity with $4,029 million net cash and gross debt of $4,339 million. Absolute debt alone does not identify the strongest balance sheet because company scale differs; net debt and debt-to-equity carry more information.
LeaderBed Bath & Beyond, Inc. · $22 million
Gap64.5% versus #2 · Winmark Corporation
Persistence8/8 recent comparable periods
Coverage28/28 companies · 530 observations
Investor read: Prioritize net-cash capacity and leverage relative to operating scale, not the smallest absolute rupee debt.
This conclusion weakens if: Net debt rises faster than revenue and profit for two consecutive reported periods.
Gross debt shows contractual borrowings. Net debt subtracts reported cash; a negative value means net cash. Lower debt can create capacity, but should be read against the scale and capital intensity of the business.
Gross debtlowest gross debt
1Bed Bath & Beyond, Inc. BBBY$22M
2Winmark Corporation WINA$62M
3Build-A-Bear Workshop, Inc. BBW$126M
4Barnes & Noble Education, Inc. BNED$224M
51-800-FLOWERS.COM, Inc. FLWS$252M
Net debtlowest net debt
1GameStop Corp. GME$-4.0B
2Bed Bath & Beyond, Inc. BBBY$-141M
3Olaplex Holdings, Inc. OLPX$26M
4Winmark Corporation WINA$36M
5Build-A-Bear Workshop, Inc. BBW$100M
Debt and balance-sheet capacity · company comparison
28/28 level · 28/28 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Winmark Corporation has the highest ROCE among the 28 Specialty Retail companies compared here, at 38.3%. Build-A-Bear Workshop, Inc. is next at 9.9%. 1-800-FLOWERS.COM, Inc. has the highest ROCE change at +9.1 percentage points, so level and change sit with different companies. 28 of 28 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: Winmark Corporation leads ROCE at 38.3%, 28.4 percentage points above Build-A-Bear Workshop, Inc.. 1-800-FLOWERS.COM, Inc. has the strongest latest improvement at +9.1 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.
LeaderWinmark Corporation · 38.3%
Gap286.9% versus #2 · Build-A-Bear Workshop, Inc.
Persistence3/8 recent comparable periods
Coverage28/28 companies · 517 observations
Investor read: Winmark Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current roce change signal.
ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
1Winmark Corporation WINA38%
2Build-A-Bear Workshop, Inc. BBW9.9%
3Williams-Sonoma, Inc. WSM8.7%
4Bath & Body Works, Inc. BBWI6.4%
5Tractor Supply Company TSCO5.6%
ROCE changefastest improvers
11-800-FLOWERS.COM, Inc. FLWS+9.1 pp
2MarineMax, Inc. HZO+5.2 pp
3Murphy USA Inc. MUSA+3.0 pp
4Five Below, Inc. FIVE+2.5 pp
5Best Buy Co., Inc. BBY+2.2 pp
Return on capital · company comparison
28/28 level · 28/28 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Bath & Body Works, Inc. has the lowest Guarded PEG among the 28 Specialty Retail companies compared here, at 0.24×. Best Buy Co., Inc. is next at 0.35×. The same company also holds the lowest P/E, at 5.4×. 14 of 28 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: Bath & Body Works, Inc. has the lowest comparable Guarded PEG at 0.24×, 31.4% below Best Buy Co., Inc.. Only 14 of 28 companies pass the guard, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.
LeaderBath & Body Works, Inc. · 0.24×
Gap31.4% versus #2 · Best Buy Co., Inc.
Persistence0/8 recent comparable periods
Coverage14/28 companies · 63 observations
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/e signal.
PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data sources reconciled. A missing PEG is more honest than a low-base fiction.
Guarded PEGlowest PEG
1Bath & Body Works, Inc. BBWI0.2
2Best Buy Co., Inc. BBY0.4
3RH RH0.5
4Five Below, Inc. FIVE0.7
5Murphy USA Inc. MUSA0.8
P/Elowest P/E
1Bath & Body Works, Inc. BBWI5.4
2Sally Beauty Holdings, Inc. SBH7.7
3Build-A-Bear Workshop, Inc. BBW8.4
4Academy Sports and Outdoors, Inc. ASO9.5
5OneWater Marine Inc. ONEW10.4
Valuation · company comparison
14/28 level · 26/28 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Bath & Body Works, Inc. has the lowest EV/EBITDA among the 28 Specialty Retail companies compared here, at 5.54×. Best Buy Co., Inc. is next at 6.38×. OneWater Marine Inc. has the lowest P/BV at 0.58×, so level and change sit with different companies. 26 of 28 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: Bath & Body Works, Inc. leads ev/ebitda at 5.54×; OneWater Marine Inc. leads p/bv at 0.58×.
LeaderBath & Body Works, Inc. · 5.54×
Gap13.2% versus #2 · Best Buy Co., Inc.
Persistence8/8 recent comparable periods
Coverage26/28 companies · 437 observations
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.
EV/EBITDA includes debt in enterprise value and is useful across different capital structures. P/BV prices the company against its own book. Both are market multiples on reported figures, not intrinsic-value estimates and not forecasts.
EV/EBITDAlowest EV/EBITDA
1Bath & Body Works, Inc. BBWI5.5
2Best Buy Co., Inc. BBY6.4
3Build-A-Bear Workshop, Inc. BBW6.5
4Sally Beauty Holdings, Inc. SBH6.7
5Academy Sports and Outdoors, Inc. ASO7.8
P/BVlowest P/BV
1OneWater Marine Inc. ONEW0.6
2Petco Health and Wellness Company, Inc. WOOF0.7
3MarineMax, Inc. HZO0.9
41-800-FLOWERS.COM, Inc. FLWS1.0
5Barnes & Noble Education, Inc. BNED1.2
Enterprise and book valuation · company comparison
26/28 level · 26/28 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Arko Corp. has the strongest one-year price move in Specialty Retail at +101.3%. It also leads on Mansfield relative strength against the S&P 500 at +29.9%. 9 of 27 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-07-28.
Every price line is indexed to 100 over the chosen window. Mansfield relative strength compares a price ratio with its own 52-week average; zero separates leadership from lagging.
Price and relative strength
Price is rebased to 100 inside the selected window. Pair ratio rebases each selected company against one chosen denominator.
Before the conclusion · check the blind spots
What can make this comparison misleading?
This Specialty Retail comparison names 4 specific ways its own evidence can mislead, all listed below. All 28 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.
Keep these limits visible
A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
10 · the complete set
Which companies are included?
All 28 companies in the canonical Specialty Retail membership are listed below, largest market value first — nothing is silently dropped, even where a company reports too little to rank. The charts above default to a selective view; this register is the complete set, with each company's own latest reporting date beside it.
AHEAD means the company is beating the index by 5% or more over three months. LAGGING, FUNDAMENTALS UP means it is 20% or more behind over a year while its trailing twelve-month earnings grew 20% or more. Both rules are fixed and applied the same way in every sector.
This comparison is built from the reported filings of 28 Specialty Retail companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-07-28. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.
FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-07-28 · weekly price and relative-strength history
Derived metricsGrowth, changes, CAPEX intensity, net debt, guarded PEG and P/BV÷ROE are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
These 18 answers restate the Specialty Retail comparison above in question form. Every one is computed from the same 28 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-07-28. Nothing here is estimated, and none of it is a recommendation.
Which Specialty Retail company is the biggest?
Best Buy Co., Inc. is the largest, with trailing-twelve-month revenue of $41,860 million, ahead of Murphy USA Inc. at $19,678 million. That covers 21 of 28 companies with comparable reporting through Jun 2026.
Which Specialty Retail company is growing fastest?
EVgo, Inc. has the fastest revenue growth at 50.4% year on year, across 21 of 28 comparable companies. Fast growth off a small base is not the same as proven scale — check whether the rate holds across several quarters on the chart above before treating it as a trend.
Which Specialty Retail company has the best profit margins?
Winmark Corporation has the highest operating margin at 59.3%, from 28 of 28 comparable companies. 1-800-FLOWERS.COM, Inc. shows the biggest recent improvement, at +26.1 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.
Which Specialty Retail company makes the most profit?
Ulta Beauty, Inc. earns the most, at $1,193 million of trailing-twelve-month net profit, from 21 of 28 comparable companies. GameStop Corp. has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.
Which Specialty Retail company earns the highest return on capital?
Winmark Corporation leads on return on capital employed at 38.3%, across 28 of 28 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.
Which Specialty Retail stock is the cheapest?
On guarded PEG — where a LOWER number is cheaper — Bath & Body Works, Inc. screens cheapest at 0.24×. Only 14 of 28 companies pass the comparability guard, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.
Which Specialty Retail company has the strongest balance sheet?
Bed Bath & Beyond, Inc. carries the lowest comparable gross debt at $22 million, from 28 of 28 companies. Absolute rupee debt alone does not settle it, because company scale differs — net debt and debt-to-equity in the chart above carry more information, and a very low-debt balance sheet can also mean under-investment.
Which Specialty Retail company is investing most in new capacity?
DICK'S Sporting Goods, Inc. reports the largest capital spending at $361 million, across 28 of 28 companies. Spending consumes cash before it earns anything, so treat the ranking as a diligence queue: check commissioning, utilisation and the return earned on the completed assets before reading spend as value creation.
Is the Specialty Retail sector beating the market?
Specialty Retail has underperformed S&P 500 by 3.6% over the last 52 weeks and 5.2% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 9 of 27 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.
Which Specialty Retail stock has the strongest price momentum?
Arko Corp. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.
Which Specialty Retail company scores highest for research priority?
Five Below, Inc. scores 69.9 out of 100 with 86.2% evidence confidence, from 31 points on growth and earnings, 14.4 on capital efficiency, 13.8 on valuation and 10.7 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.
How many Specialty Retail companies does this comparison cover, and over what period?
It compares 28 listed companies over up to 20 reported quarters of fundamentals and 8 fiscal years of capital allocation, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.
What is the total market cap of the Specialty Retail sector?
The 28 Specialty Retail companies on this page carry $194,115 million of combined market value. Casey's General Stores, Inc. is the largest at $31,708 million, about 16% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-07-28.
What is the Specialty Retail sector's P/E ratio?
The median price-to-earnings ratio across the 28 Specialty Retail companies on this page is 21.4×, measured on the 26 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-07-28.
How is the Specialty Retail sector performing?
9 of the 27 covered Specialty Retail companies are beating S&P 500 on Mansfield relative strength. The sector itself is 3.6% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-07-28.
How many Specialty Retail stocks are listed in the US?
This comparison covers 28 listed Specialty Retail companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.
Why are some values on this page blank?
A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.
Is this investment advice?
No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.