Academy Sports and Outdoors, Inc. · ASO
$1.8B
$1.6B
$1.8B
$1.5B
$1.7B
$1.5B
$1.7B
$1.4B
$1.6B
$1.4B
$1.8B
$1.4B
$1.5B
$1.3B
$1.7B
$1.4B
$1.6B
$1.4B
$1.7B
$1.4B
20-quarter listed-company comparison
Specialty Retail Stocks
Specialty Retail: Best Buy Co., Inc. owns the largest revenue base; EVgo, Inc. has the fastest current growth.
01 · the industry itself · before any single company
How has Specialty Retail moved against S&P 500?
The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 8% behind S&P 500. Earnings across its companies grew 2% on average over the last four reported quarters — close to flat.
FADING · −1 in 4w✓Moving with the index8 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
RS ↑2w · 17/29 >200d (+4) · 8/30 lead (−1) · EPS 20/29↑
Specialty Retail, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
Specialty Retail, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
Specialty Retail, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
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.
02 · sector relative strength, before individual stocks
Is Specialty Retail outperforming S&P 500?
Specialty Retail has underperformed S&P 500 by 7.4% over the last 52 weeks. Over 13 weeks the gap is a lead of 3.5%. 10 of 27 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Olaplex Holdings, Inc. is the strongest against the sector itself at +28.6%.
+3.5%Sector vs S&P 500 · 13 weeks
-7.4%Sector vs S&P 500 · 52 weeks
10/27Stocks leading S&P 500
12/27Stocks 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 7.4% over 52 weeks and 3.5% over 13 weeks. 10 of 27 covered companies beat the S&P 500 on Mansfield relative strength, while 12 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.
Companies
28
complete canonical membership
Combined market value
$196.5B
Casey's General Stores, Inc.
Revenue growing
15/21
positive TTM year-on-year growth
Beating S&P 500
10/27
positive Mansfield relative strength
Comparing 5 of 28
03 · 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.
Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Five Below, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 85.3% 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.
How this score is built, and what the marks mean
Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.
| Company | Score | Price stage | Growth & earnings/35 | Capital efficiency/25 | Valuation/20 | Relative strength/20 |
|---|---|---|---|---|---|---|
| 1Five Below, Inc.FIVE | 70.6/100Favorable setup85% evidence | ASLEEP | 31.0/35 Revenue 25.8% · PAT 67.7% · OPM change 6.8 pp 95% evidence | 14.0/25 ROCE 4% · OPM 12% 76% evidence | 13.8/20 P/E 29.1× · PEG 0.73 65% evidence | 11.8/20 RS sector 8.7% · RS bench 5.6% · 1Y 66.5%0 of 12 weeks ahead 100% evidence |
| Exact sum: 31 + 14 + 13.8 + 11.8 = 70.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 2Best Buy Co., Inc.BBY | 69.6/100Favorable setup85% evidence | BREAKING OUT | 23.6/35 Revenue 1% · PAT 29.4% · OPM change 1.6 pp 95% evidence | 13.1/25 ROCE 5.4% · OPM 4.1% 76% evidence | 15.6/20 P/E 11.1× · PEG 0.35 65% evidence | 17.3/20 RS sector 11.4% · RS bench 7.6% · 1Y 25.2%9 of 12 weeks ahead 100% evidence |
| Exact sum: 23.6 + 13.1 + 15.6 + 17.3 = 69.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 3Murphy USA Inc.MUSA | 64.0/100Mixed-positive evidence81% evidence | FADING | 21.7/35 Revenue -1.2% · PAT 13.1% · OPM change 2.4 pp 83% evidence | 13.5/25 ROCE 5.5% · OPM 4.3% 76% evidence | 14.2/20 P/E 17.1× · PEG 0.78 65% evidence | 14.6/20 RS sector 19% · RS bench 15.9% · 1Y 56%7 of 12 weeks ahead 100% evidence |
| Exact sum: 21.7 + 13.5 + 14.2 + 14.6 = 64 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 4Casey's General Stores, Inc.CASY | 59.8/100Mixed-positive evidence85% evidence | ASLEEP | 24.8/35 Revenue 10.2% · PAT 30.8% · OPM change 1.2 pp 95% evidence | 12.4/25 ROCE 3.2% · OPM 5.1% 76% evidence | 10.0/20 P/E 42.9× · PEG 1.39 65% evidence | 12.6/20 RS sector 18.1% · RS bench 15.1% · 1Y 63.9%4 of 12 weeks ahead 100% evidence |
| Exact sum: 24.8 + 12.4 + 10 + 12.6 = 59.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 5Williams-Sonoma, Inc.WSM | 55.4/100Mixed-positive evidence85% evidence | BREAKING OUT | 13.7/35 Revenue 1.3% · PAT -0.6% · OPM change -0.6 pp 95% evidence | 16.4/25 ROCE 8.7% · OPM 16.2% 76% evidence | 8.0/20 P/E 20.2× · PEG 2.1 65% evidence | 17.3/20 RS sector 16.1% · RS bench 12.2% · 1Y 24.8%9 of 12 weeks ahead 100% evidence |
| Exact sum: 13.7 + 16.4 + 8 + 17.3 = 55.4 · Decision use: Price leads the evidence: RS versus the benchmark is 12.2%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 6Bath & Body Works, Inc.BBWI | 55.1/100Mixed-positive evidence85% evidence | TURNING | 14.7/35 Revenue -1.4% · PAT -10.9% · OPM change 2.1 pp 95% evidence | 15.2/25 ROCE 6.4% · OPM 16.8% 76% evidence | 16.5/20 P/E 5.4× · PEG 0.24 65% evidence | 8.7/20 RS sector -10.3% · RS bench -14.1% · 1Y -26.1%1 of 12 weeks ahead 100% evidence |
| Exact sum: 14.7 + 15.2 + 16.5 + 8.7 = 55.1 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity. | ||||||
| 7Build-A-Bear Workshop, Inc.BBW | 53.3/100Mixed-positive evidence79% evidence | BASING | 17.8/35 Revenue 3.5% · PAT -3.6% · OPM change 3.9 pp 95% evidence | 17.5/25 ROCE 9.9% · OPM 19% 76% evidence | 14.6/20 P/E 8.4× · PEG 0.79 65% evidence | 3.4/20 RS sector -34.1% · RS bench -37.1% · 1Y -30.6%0 of 12 weeks ahead 70% evidence |
| Exact sum: 17.8 + 17.5 + 14.6 + 3.4 = 53.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 8Sally Beauty Holdings, Inc.SBH | 51.8/100Mixed-positive evidence75% evidence | TURNING | 14.2/35 Revenue 0.8% · PAT -0.5% · OPM change 0.1 pp 83% evidence | 12.9/25 ROCE 3.2% · OPM 8% 76% evidence | 11.5/20 P/E 7.7× · PEG 1.5 65% evidence | 13.2/20 RS sector 5% · RS bench 1.3% · 1Y 41.8%1 of 12 weeks ahead 70% evidence |
| Exact sum: 14.2 + 12.9 + 11.5 + 13.2 = 51.8 · Decision use: Price leads the evidence: RS versus the benchmark is 1.3%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 9Winmark CorporationWINA | 51.8/100Thin evidence · provisional52% evidence | BASING | 16.8/35 Revenue — · PAT — · OPM change -2.7 pp 45% evidence | 21.4/25 ROCE 38.3% · OPM 59.3% 76% evidence | 9.5/20 P/E 37.9× · PEG — 15% evidence | 4.1/20 RS sector -21.8% · RS bench -24.8% · 1Y -8.4%0 of 12 weeks ahead 70% evidence |
| Exact sum: 16.8 + 21.4 + 9.5 + 4.1 = 51.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 10MarineMax, Inc.HZO | 50.8/100Thin evidence · provisional58% evidence | FADING | 19.1/35 Revenue — · PAT — · OPM change -1.5 pp 45% evidence | 9.3/25 ROCE 2.5% · OPM 2.1% 76% evidence | 8.5/20 P/E 261.6× · PEG — 15% evidence | 13.9/20 RS sector 16.6% · RS bench 13.2% · 1Y 60.1%10 of 12 weeks ahead 100% evidence |
| Exact sum: 19.1 + 9.3 + 8.5 + 13.9 = 50.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 11RHRH | 50.3/100Mixed-positive evidence77% evidence | BREAKING OUT | 13.3/35 Revenue 4.8% · PAT 23.3% · OPM change -2.6 pp 71% evidence | 9.1/25 ROCE 0.9% · OPM 4.3% 76% evidence | 14.2/20 P/E 25.1× · PEG 0.53 65% evidence | 13.7/20 RS sector 1.1% · RS bench -3.3% · 1Y -12.5%8 of 12 weeks ahead 100% evidence |
| Exact sum: 13.3 + 9.1 + 14.2 + 13.7 = 50.3 · Decision use: Price leads the evidence: RS versus the benchmark is -3.3%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 12National Vision Holdings, Inc.EYE | 48.1/100Thin evidence · provisional52% evidence | BASING | 21.5/35 Revenue — · PAT — · OPM change 4.9 pp 45% evidence | 11.1/25 ROCE 2.9% · OPM 8.3% 76% evidence | 9.3/20 P/E 41.6× · PEG — 15% evidence | 6.2/20 RS sector -11.8% · RS bench -15.1% · 1Y 2.1%0 of 12 weeks ahead 70% evidence |
| Exact sum: 21.5 + 11.1 + 9.3 + 6.2 = 48.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 13GameStop Corp.GME | 47.4/100Mixed-negative evidence75% evidence | ASLEEP | 25.3/35 Revenue 1.6% · PAT 100% · OPM change 18.7 pp 95% evidence | 10.1/25 ROCE 1.7% · OPM 17.2% 76% evidence | 10.3/20 P/E 20.1× · PEG — 15% evidence | 1.7/20 RS sector -21.7% · RS bench -24.4% · 1Y -13.7%0 of 12 weeks ahead 100% evidence |
| Exact sum: 25.3 + 10.1 + 10.3 + 1.7 = 47.4 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -21.7% and the one-year return is -13.7%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth. | ||||||
| 14Barnes & Noble Education, Inc.BNED | 46.7/100Thin evidence · provisional52% evidence | LEADER | 14.7/35 Revenue — · PAT — · OPM change 1.8 pp 45% evidence | 5.1/25 ROCE -3.6% · OPM 3.2% 76% evidence | 10.1/20 P/E 21× · PEG — 15% evidence | 16.8/20 RS sector 25% · RS bench 21.2% · 1Y 48.3%12 of 12 weeks ahead 70% evidence |
| Exact sum: 14.7 + 5.1 + 10.1 + 16.8 = 46.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 15Tractor Supply CompanyTSCO | 44.4/100Thin evidence · provisional58% evidence | TURNING | 13.9/35 Revenue — · PAT — · OPM change -0.7 pp 45% evidence | 14.2/25 ROCE 5.6% · OPM 6.5% 76% evidence | 10.7/20 P/E 16.3× · PEG — 15% evidence | 5.6/20 RS sector -34% · RS bench -36.9% · 1Y -44.1%0 of 12 weeks ahead 100% evidence |
| Exact sum: 13.9 + 14.2 + 10.7 + 5.6 = 44.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 16Arko Corp.ARKO | 43.3/100Mixed-negative evidence68% evidence | FADING | 15.9/35 Revenue -10.6% · PAT 100% · OPM change 1.2 pp 62% evidence | 6.7/25 ROCE 0.3% · OPM 0.6% 76% evidence | 4.6/20 P/E 29.3× · PEG 3.94 65% evidence | 16.1/20 RS sector 18.9% · RS bench 15.9% · 1Y 53.8%11 of 12 weeks ahead 70% evidence |
| Exact sum: 15.9 + 6.7 + 4.6 + 16.1 = 43.3 · Decision use: Price leads the evidence: RS versus the benchmark is 15.9%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 17Arhaus, Inc.ARHS | 42.7/100Mixed-negative evidence75% evidence | TURNING | 16.2/35 Revenue 7.4% · PAT 10.3% · OPM change -1 pp 83% evidence | 8.3/25 ROCE 0.2% · OPM 0.7% 76% evidence | 13.1/20 P/E 14.4× · PEG 0.99 65% evidence | 5.1/20 RS sector -15.4% · RS bench -19% · 1Y -26.2%3 of 12 weeks ahead 70% evidence |
| Exact sum: 16.2 + 8.3 + 13.1 + 5.1 = 42.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 18Olaplex Holdings, Inc.OLPX | 42.4/100Thin evidence · provisional58% evidence | 10.7/35 Revenue 0.9% · PAT -225% · OPM change -13.8 pp 62% evidence | 5.8/25 ROCE -0.3% · OPM -5.1% 76% evidence | 9.0/20 P/E 63.5× · PEG — 15% evidence | 16.9/20 RS sector 28.6% · RS bench 20.4% · 1Y 43.8%5 of 8 weeks ahead to 2026-07-10 70% evidence | |
| Exact sum: 10.7 + 5.8 + 9 + 16.9 = 42.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 191-800-FLOWERS.COM, Inc.FLWS | 40.0/100Thin evidence · provisional58% evidence | ASLEEP | 20.5/35 Revenue -9.5% · PAT — · OPM change 26.1 pp 62% evidence | 3.3/25 ROCE -17.8% · OPM -32.3% 76% evidence | 8.6/20 P/E 191.2× · PEG — 15% evidence | 7.6/20 RS sector -5.6% · RS bench -9.2% · 1Y -25.5%6 of 12 weeks ahead 70% evidence |
| Exact sum: 20.5 + 3.3 + 8.6 + 7.6 = 40 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 20Academy Sports and Outdoors, Inc.ASO | 39.9/100Mixed-negative evidence85% evidence | BASING | 14.7/35 Revenue 3.8% · PAT -1.3% · OPM change 0.1 pp 95% evidence | 11.3/25 ROCE 1.8% · OPM 5.2% 76% evidence | 10.3/20 P/E 9.5× · PEG 1.73 65% evidence | 3.6/20 RS sector -13.5% · RS bench -16.5% · 1Y -1.9%0 of 12 weeks ahead 100% evidence |
| Exact sum: 14.7 + 11.3 + 10.3 + 3.6 = 39.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 21Savers Value Village, Inc.SVV | 38.5/100Thin evidence · provisional52% evidence | BREAKING OUT | 11.5/35 Revenue — · PAT — · OPM change -5.1 pp 45% evidence | 7.3/25 ROCE 0.7% · OPM 3.1% 76% evidence | 9.1/20 P/E 53.6× · PEG — 15% evidence | 10.6/20 RS sector 1.1% · RS bench -3.1% · 1Y -3.8%8 of 12 weeks ahead 70% evidence |
| Exact sum: 11.5 + 7.3 + 9.1 + 10.6 = 38.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 22Ulta Beauty, Inc.ULTA | 38.2/100Mixed-negative evidence85% evidence | BASING | 13.9/35 Revenue 11.3% · PAT -0.1% · OPM change 0.1 pp 95% evidence | 10.4/25 ROCE 0% · OPM 14.2% 76% evidence | 7.5/20 P/E 19.9× · PEG 2.3 65% evidence | 6.4/20 RS sector -8.3% · RS bench -11.6% · 1Y 9.2%0 of 12 weeks ahead 100% evidence |
| Exact sum: 13.9 + 10.4 + 7.5 + 6.4 = 38.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 23OneWater Marine Inc.ONEW | 38.1/100Thin evidence · provisional58% evidence | TURNING | 12.0/35 Revenue 3.1% · PAT — · OPM change -1.7 pp 62% evidence | 7.2/25 ROCE 0.9% · OPM 1.7% 76% evidence | 11.0/20 P/E 10.4× · PEG — 15% evidence | 7.9/20 RS sector -5.3% · RS bench -9.2% · 1Y -16%6 of 12 weeks ahead 70% evidence |
| Exact sum: 12 + 7.2 + 11 + 7.9 = 38.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 24EVgo, Inc.EVGO | 37.5/100Mixed-negative evidence61% evidence | BASING | 21.0/35 Revenue 50.4% · PAT — · OPM change 11.2 pp 62% evidence | 3.5/25 ROCE -4.7% · OPM -33.2% 76% evidence | 10.0/20 P/E — · PEG — 0% evidence | 3.0/20 RS sector -42.9% · RS bench -45.7% · 1Y -50%0 of 12 weeks ahead 100% evidence |
| Exact sum: 21 + 3.5 + 10 + 3 = 37.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 25Petco Health and Wellness Company, Inc.WOOF | 36.9/100Mixed-negative evidence67% evidence | TURNING | 13.8/35 Revenue -1.9% · PAT — · OPM change 0.5 pp 71% evidence | 6.1/25 ROCE 0.6% · OPM 1.6% 76% evidence | 8.7/20 P/E 144× · PEG — 15% evidence | 8.3/20 RS sector -7.9% · RS bench -11.4% · 1Y -6.6%2 of 12 weeks ahead 100% evidence |
| Exact sum: 13.8 + 6.1 + 8.7 + 8.3 = 36.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 26DICK'S Sporting Goods, Inc.DKS | 35.0/100Mixed-negative evidence85% evidence | ASLEEP | 12.0/35 Revenue 41.2% · PAT -21.7% · OPM change -2.8 pp 95% evidence | 13.8/25 ROCE 4.4% · OPM 8.7% 76% evidence | 5.6/20 P/E 21.4× · PEG 2.85 65% evidence | 3.6/20 RS sector -13.4% · RS bench -16.2% · 1Y -5%3 of 12 weeks ahead 100% evidence |
| Exact sum: 12 + 13.8 + 5.6 + 3.6 = 35 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 27Bed Bath & Beyond, Inc.BBBY | 31.4/100Thin evidence · provisional58% evidence | TURNING | 14.2/35 Revenue -14.8% · PAT — · OPM change 2.7 pp 62% evidence | 3.5/25 ROCE -9.8% · OPM -7.3% 76% evidence | 8.9/20 P/E 121.8× · PEG — 15% evidence | 4.8/20 RS sector -19.9% · RS bench -23.5% · 1Y -29.9%5 of 12 weeks ahead 70% evidence |
| Exact sum: 14.2 + 3.5 + 8.9 + 4.8 = 31.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 28Bob's Discount Furniture, Inc.BOBS | 48.3/100Thin evidence · provisional28% evidence | BREAKING OUT | 17.1/35 Revenue — · PAT — · OPM change -0.3 pp 26% evidence | 11.2/25 ROCE 2.7% · OPM 3% 76% evidence | 10.0/20 P/E — · PEG — 0% evidence | 10.0/20 RS sector — · RS bench — · 1Y —7 of 12 weeks ahead 0% evidence |
| Exact sum: 17.1 + 11.2 + 10 + 10 = 48.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
Showing 10 of 28 companies
04 · what price has already done
Market action
Five Below, Inc. has the strongest one-year price move in Specialty Retail at +66.5%. Barnes & Noble Education, Inc. leads on Mansfield relative strength against the S&P 500 at +21.2%. 10 of 27 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.
Price and relative strength
Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.
How far ahead of or behind S&P 500 each company has been running, measured against its own recent average of that comparison, so the flat line at zero IS S&P 500: above it the company is beating the market, below it the market is beating the company. It opens on one year.
The same measure taken against Specialty Retail itself instead of the whole market, so the flat line at zero is the sector: above it the company is beating its own peers, which is the sharper test of the two. It opens on one year.
05 · 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
Revenue growthfastest growers
Revenue · company comparison
21/28 level · 21/28 change
On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.
All-company data · latest reported quarter
In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
| Company | Revenue | Revenue growth | Reported |
|---|---|---|---|
| Best Buy Co., Inc. BBY | $8.9B | 1.9% | Jun 2026 |
| DICK'S Sporting Goods, Inc. DKS | $5.2B | 63% | Jun 2026 |
| Murphy USA Inc. MUSA | $4.8B | 6.5% | Mar 2026 |
| Casey's General Stores, Inc. CASY | $4.6B | 15% | Jun 2026 |
| Tractor Supply Company TSCO | $3.6B | 3.6% | Jun 2026 |
| Ulta Beauty, Inc. ULTA | $3.2B | 11% | Jun 2026 |
| Williams-Sonoma, Inc. WSM | $1.8B | 4.3% | Jun 2026 |
| Arko Corp. ARKO | $1.8B | -3.1% | Mar 2026 |
| Petco Health and Wellness Company, Inc. WOOF | $1.5B | 0.3% | Jun 2026 |
| Academy Sports and Outdoors, Inc. ASO | $1.4B | 6.7% | Jun 2026 |
| Bath & Body Works, Inc. BBWI | $1.4B | -3.2% | Jun 2026 |
| Five Below, Inc. FIVE | $1.3B | 32% | Jun 2026 |
| Sally Beauty Holdings, Inc. SBH | $903M | 2.3% | Mar 2026 |
| GameStop Corp. GME | $835M | 14% | Jun 2026 |
| RH RH | $800M | -1.7% | Jun 2026 |
| Bob's Discount Furniture, Inc. BOBS | $578M | 8.4% | Mar 2026 |
| National Vision Holdings, Inc. EYE | $544M | 12% | Jun 2026 |
| MarineMax, Inc. HZO | $527M | -17% | Jun 2026 |
| Barnes & Noble Education, Inc. BNED | $515M | 11% | Jun 2026 |
| OneWater Marine Inc. ONEW | $442M | -8.7% | Mar 2026 |
| Savers Value Village, Inc. SVV | $403M | -3.4% | Jun 2026 |
| Arhaus, Inc. ARHS | $314M | 1.0% | Mar 2026 |
| 1-800-FLOWERS.COM, Inc. FLWS | $293M | -11% | Mar 2026 |
| Bed Bath & Beyond, Inc. BBBY | $248M | 6.9% | Mar 2026 |
| Build-A-Bear Workshop, Inc. BBW | $125M | -2.3% | Jun 2026 |
| EVgo, Inc. EVGO | $110M | 47% | Mar 2026 |
| Olaplex Holdings, Inc. OLPX | $99M | 2.1% | Mar 2026 |
| Winmark Corporation WINA | $21M | -4.6% | Jun 2026 |
Full 20-quarter history · every available company
Revenue · reported quarter 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.
Bath & Body Works, Inc. · BBWI
$1.7B
$1.7B
$3.0B
$1.5B
$1.6B
$1.6B
$2.9B
$1.4B
$1.6B
$1.6B
$0M
$1.4B
$1.5B
$1.6B
$2.8B
$1.4B
$1.5B
$1.6B
$2.7B
$1.4B
Best Buy Co., Inc. · BBY
$11.8B
$11.9B
$16.4B
$10.6B
$10.3B
$10.6B
$14.7B
$9.5B
$9.6B
$9.8B
$14.6B
$8.8B
$9.3B
$9.4B
$13.9B
$8.8B
$9.4B
$9.7B
$13.8B
$8.9B
Casey's General Stores, Inc. · CASY
$3.2B
$3.3B
$3.0B
$3.5B
$4.5B
$4.0B
$3.3B
$3.3B
$3.9B
$4.1B
$3.3B
$3.6B
$4.1B
$3.9B
$3.9B
$4.0B
$4.6B
$4.5B
$3.9B
$4.6B
DICK'S Sporting Goods, Inc. · DKS
$3.3B
$2.7B
$3.4B
$2.7B
$3.1B
$3.0B
$3.6B
$2.8B
$3.2B
$3.0B
$3.9B
$3.0B
$3.5B
$3.1B
$3.9B
$3.2B
$3.6B
$4.2B
$6.2B
$5.2B
Five Below, Inc. · FIVE
$647M
$608M
$996M
$640M
$669M
$645M
$1.1B
$726M
$759M
$736M
$1.3B
$812M
$830M
$844M
$1.4B
$971M
$1.0B
$1.0B
$1.7B
$1.3B
GameStop Corp. · GME
$1.2B
$1.3B
$2.3B
$1.4B
$1.1B
$1.2B
$2.2B
$1.2B
$1.2B
$1.1B
$1.8B
$882M
$798M
$860M
$1.3B
$732M
$972M
$821M
$1.1B
$835M
Murphy USA Inc. · MUSA
$4.6B
$4.8B
$5.1B
$6.8B
$6.2B
$5.4B
$5.1B
$5.6B
$5.8B
$5.1B
$4.8B
$5.5B
$5.2B
$4.7B
$4.5B
$5.0B
$5.1B
$4.7B
$4.8B
—
RH · RH
$989M
$1.0B
$903M
$957M
$992M
$869M
$772M
$739M
$800M
$751M
$738M
$727M
$830M
$812M
$812M
$814M
$899M
$884M
$843M
$800M
Tractor Supply Company · TSCO
$3.0B
$3.3B
$3.0B
$3.9B
$3.3B
$4.0B
—
$3.3B
$4.2B
$3.7B
$3.4B
$4.2B
$3.5B
$3.8B
$3.5B
$4.4B
$3.7B
$3.9B
$3.6B
—
Ulta Beauty, Inc. · ULTA
$2.0B
$2.0B
$2.7B
$2.3B
$2.3B
$2.3B
$3.2B
$2.6B
$2.5B
$2.5B
$3.6B
$2.7B
$2.6B
$2.5B
$3.5B
$2.8B
$2.8B
$2.9B
$3.9B
$3.2B
Williams-Sonoma, Inc. · WSM
$1.9B
$2.0B
$2.5B
$1.9B
$2.1B
$2.2B
$2.5B
$1.8B
$1.9B
$1.9B
$2.3B
$1.7B
$1.8B
$1.8B
$2.5B
$1.7B
$1.8B
$1.9B
$2.4B
$1.8B
Revenue growth · reported quarter 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.
Academy Sports and Outdoors, Inc. · ASO
—
—
—
—
-5.9%
-6.2%
-3.4%
-5.7%
-6.2%
-6.4%
2.8%
-1.5%
-2.2%
-3.9%
-6.6%
-1.0%
3.3%
3.1%
2.4%
6.7%
Bath & Body Works, Inc. · BBWI
—
—
—
—
-5.1%
-4.6%
-4.6%
-3.7%
-3.7%
-2.6%
-100%
-0.9%
-2.1%
3.1%
—
2.9%
1.5%
-1.0%
-2.3%
-3.2%
Best Buy Co., Inc. · BBY
—
—
—
—
-13%
-11%
-10.0%
-11%
-7.2%
-7.9%
-0.6%
-6.6%
-3.1%
-3.2%
-4.8%
-0.9%
1.6%
2.4%
-1.0%
1.9%
Casey's General Stores, Inc. · CASY
—
—
—
—
40%
22%
9.3%
-3.8%
-13%
2.1%
-0.1%
8.1%
5.9%
-2.9%
17%
11%
11%
14%
0.3%
15%
DICK'S Sporting Goods, Inc. · DKS
—
—
—
—
-5.0%
7.7%
7.3%
5.3%
3.6%
2.8%
7.8%
6.2%
7.8%
0.5%
0.5%
5.2%
5.0%
36%
60%
63%
Five Below, Inc. · FIVE
—
—
—
—
3.4%
6.1%
13%
13%
13%
14%
19%
12%
9.4%
15%
4.0%
20%
24%
23%
24%
32%
GameStop Corp. · GME
—
—
—
—
-4.0%
-8.6%
-1.2%
-10%
2.5%
-9.1%
-19%
-29%
-31%
-20%
-28%
-17%
22%
-4.5%
-14%
14%
Murphy USA Inc. · MUSA
—
—
—
52%
35%
13%
-0.8%
-17%
-6.4%
-5.5%
-4.6%
-2.4%
-9.6%
-7.1%
-6.6%
-8.2%
-2.5%
0.7%
6.5%
—
RH · RH
—
—
—
—
0.3%
-14%
-15%
-23%
-19%
-14%
-4.4%
-1.6%
3.8%
8.1%
10%
12%
8.3%
8.9%
3.8%
-1.7%
Tractor Supply Company · TSCO
—
—
—
8.4%
8.4%
21%
—
-15%
28%
-8.6%
—
29%
-17%
3.1%
2.1%
4.5%
7.2%
3.3%
3.6%
—
Ulta Beauty, Inc. · ULTA
—
—
—
—
17%
17%
18%
12%
10%
6.4%
10%
3.5%
0.9%
1.7%
-1.9%
4.5%
9.3%
13%
12%
11%
Williams-Sonoma, Inc. · WSM
—
—
—
—
9.8%
7.1%
-1.9%
-7.2%
-13%
-15%
-7.1%
-5.4%
-4.0%
-2.9%
8.0%
4.2%
2.7%
4.6%
-4.3%
4.3%
06 · compare level, then change
Operating Economics & Margin Trend
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
Margin changefastest expanders
Operating margin · company comparison
28/28 level · 28/28 change
All-company data · latest reported quarter
| Company | OPM | Margin change | Reported |
|---|---|---|---|
| Winmark Corporation WINA | 59% | −2.7 pp | Jun 2026 |
| Build-A-Bear Workshop, Inc. BBW | 19% | +3.9 pp | Jun 2026 |
| GameStop Corp. GME | 17% | +18.7 pp | Jun 2026 |
| Bath & Body Works, Inc. BBWI | 17% | +2.1 pp | Jun 2026 |
| Williams-Sonoma, Inc. WSM | 16% | −0.6 pp | Jun 2026 |
| Ulta Beauty, Inc. ULTA | 14% | +0.1 pp | Jun 2026 |
| Five Below, Inc. FIVE | 12% | +6.8 pp | Jun 2026 |
| DICK'S Sporting Goods, Inc. DKS | 8.7% | −2.8 pp | Jun 2026 |
| National Vision Holdings, Inc. EYE | 8.3% | +4.9 pp | Jun 2026 |
| Sally Beauty Holdings, Inc. SBH | 8.0% | +0.1 pp | Mar 2026 |
| Tractor Supply Company TSCO | 6.5% | −0.7 pp | Jun 2026 |
| Academy Sports and Outdoors, Inc. ASO | 5.2% | +0.1 pp | Jun 2026 |
| Casey's General Stores, Inc. CASY | 5.1% | +1.2 pp | Jun 2026 |
| Murphy USA Inc. MUSA | 4.3% | +2.4 pp | Mar 2026 |
| RH RH | 4.3% | −2.6 pp | Jun 2026 |
| Best Buy Co., Inc. BBY | 4.1% | +1.6 pp | Jun 2026 |
| Barnes & Noble Education, Inc. BNED | 3.2% | +1.8 pp | Jun 2026 |
| Savers Value Village, Inc. SVV | 3.1% | −5.1 pp | Jun 2026 |
| Bob's Discount Furniture, Inc. BOBS | 3.0% | −0.3 pp | Mar 2026 |
| MarineMax, Inc. HZO | 2.1% | −1.5 pp | Jun 2026 |
| OneWater Marine Inc. ONEW | 1.7% | −1.7 pp | Mar 2026 |
| Petco Health and Wellness Company, Inc. WOOF | 1.6% | +0.5 pp | Jun 2026 |
| Arhaus, Inc. ARHS | 0.7% | −1.0 pp | Mar 2026 |
| Arko Corp. ARKO | 0.6% | +1.2 pp | Mar 2026 |
| Olaplex Holdings, Inc. OLPX | -5.1% | −13.8 pp | Mar 2026 |
| Bed Bath & Beyond, Inc. BBBY | -7.3% | +2.7 pp | Mar 2026 |
| 1-800-FLOWERS.COM, Inc. FLWS | -32% | +26.1 pp | Mar 2026 |
| EVgo, Inc. EVGO | -33% | +11.2 pp | Mar 2026 |
Full 20-quarter history · every available company
OPM · reported quarter 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.
Academy Sports and Outdoors, Inc. · ASO
14%
14%
11%
14%
15%
12%
12%
9.1%
13%
9.8%
11%
7.5%
12%
6.8%
9.2%
5.1%
11%
7.3%
9.9%
5.2%
Bath & Body Works, Inc. · BBWI
23%
24%
29%
19%
15%
13%
23%
13%
12%
14%
—
14%
12%
14%
24%
15%
10%
10%
22%
17%
Best Buy Co., Inc. · BBY
6.7%
5.6%
4.9%
4.3%
3.6%
3.4%
4.1%
3.3%
3.6%
3.6%
3.8%
3.5%
4.1%
3.7%
1.6%
2.5%
2.7%
2.0%
5.2%
4.1%
Casey's General Stores, Inc. · CASY
5.3%
4.4%
3.2%
2.5%
4.9%
4.9%
4.3%
2.6%
6.0%
5.4%
3.9%
3.5%
6.1%
6.4%
3.5%
3.9%
6.7%
6.6%
5.0%
5.1%
DICK'S Sporting Goods, Inc. · DKS
20%
15%
14%
14%
15%
11%
8.6%
12%
9.7%
9.0%
9.6%
11%
14%
9.4%
9.9%
12%
12%
2.2%
3.0%
8.7%
Five Below, Inc. · FIVE
13%
7.0%
19%
6.6%
8.4%
3.2%
20%
5.8%
7.7%
2.2%
20%
4.5%
5.0%
-0.1%
18%
5.2%
5.1%
4.2%
18%
12%
GameStop Corp. · GME
-4.9%
-7.9%
-7.4%
-11%
-9.5%
-8.1%
2.1%
-4.7%
-1.4%
-1.4%
3.1%
-5.7%
-2.8%
-3.9%
6.2%
-1.5%
6.8%
5.0%
12%
17%
Murphy USA Inc. · MUSA
3.4%
3.4%
4.3%
3.9%
5.0%
3.2%
3.2%
3.6%
4.3%
4.3%
2.2%
4.0%
4.2%
4.2%
1.9%
4.4%
3.9%
4.4%
4.3%
—
RH · RH
25%
27%
24%
21%
24%
20%
15%
13%
19%
6.8%
8.7%
7.5%
12%
13%
8.7%
6.9%
14%
12%
12%
4.3%
Tractor Supply Company · TSCO
9.8%
8.8%
8.1%
14%
9.4%
9.0%
—
7.4%
13%
9.1%
7.8%
13%
9.4%
8.4%
7.2%
13%
9.2%
7.6%
6.5%
—
Ulta Beauty, Inc. · ULTA
17%
14%
14%
19%
17%
16%
14%
17%
16%
13%
15%
15%
13%
13%
15%
14%
12%
11%
12%
14%
Williams-Sonoma, Inc. · WSM
17%
16%
21%
17%
17%
16%
19%
11%
15%
17%
20%
19%
16%
17%
22%
17%
18%
17%
20%
16%
Margin change · reported quarter 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.
Academy Sports and Outdoors, Inc. · ASO
—
—
—
—
+1.0 pp
−1.6 pp
+0.7 pp
−4.9 pp
−1.9 pp
−2.2 pp
−0.3 pp
−1.6 pp
−1.0 pp
−3.0 pp
−2.2 pp
−2.4 pp
−1.5 pp
+0.5 pp
+0.7 pp
+0.1 pp
Bath & Body Works, Inc. · BBWI
—
—
—
—
−7.5 pp
−11.7 pp
−6.4 pp
−6.3 pp
−2.9 pp
+1.5 pp
—
+0.5 pp
−0.1 pp
−0.6 pp
—
+1.2 pp
−1.9 pp
−3.4 pp
−2.3 pp
+2.1 pp
Best Buy Co., Inc. · BBY
—
—
—
—
−3.1 pp
−2.2 pp
−0.8 pp
−1.0 pp
0.0 pp
+0.2 pp
−0.3 pp
+0.2 pp
+0.5 pp
+0.1 pp
−2.2 pp
−1.0 pp
−1.4 pp
−1.7 pp
+3.6 pp
+1.6 pp
Casey's General Stores, Inc. · CASY
—
—
—
—
−0.4 pp
+0.5 pp
+1.1 pp
+0.1 pp
+1.1 pp
+0.5 pp
−0.4 pp
+0.9 pp
+0.1 pp
+1.0 pp
−0.4 pp
+0.4 pp
+0.6 pp
+0.2 pp
+1.5 pp
+1.2 pp
DICK'S Sporting Goods, Inc. · DKS
—
—
—
—
−5.5 pp
−4.3 pp
−5.6 pp
−2.1 pp
−5.1 pp
−2.0 pp
+1.0 pp
−0.5 pp
+3.8 pp
+0.4 pp
+0.3 pp
+0.5 pp
−1.1 pp
−7.2 pp
−6.9 pp
−2.8 pp
Five Below, Inc. · FIVE
—
—
—
—
−4.9 pp
−3.8 pp
+1.3 pp
−0.8 pp
−0.7 pp
−1.0 pp
0.0 pp
−1.3 pp
−2.7 pp
−2.3 pp
−2.4 pp
+0.7 pp
+0.1 pp
+4.3 pp
+0.3 pp
+6.8 pp
GameStop Corp. · GME
—
—
—
—
−4.6 pp
−0.2 pp
+9.5 pp
+6.5 pp
+8.1 pp
+6.7 pp
+1.0 pp
−1.0 pp
−1.4 pp
−2.5 pp
+3.1 pp
+4.2 pp
+9.6 pp
+8.9 pp
+6.0 pp
+18.7 pp
Murphy USA Inc. · MUSA
—
—
—
−0.4 pp
+1.6 pp
−0.2 pp
−1.1 pp
−0.3 pp
−0.7 pp
+1.1 pp
−1.0 pp
+0.4 pp
−0.1 pp
−0.1 pp
−0.3 pp
+0.4 pp
−0.3 pp
+0.2 pp
+2.4 pp
—
RH · RH
—
—
—
—
−1.6 pp
−7.5 pp
−9.6 pp
−8.0 pp
−4.7 pp
−12.8 pp
−5.8 pp
−5.9 pp
−7.3 pp
+5.7 pp
0.0 pp
−0.6 pp
+2.7 pp
−0.5 pp
+2.8 pp
−2.6 pp
Tractor Supply Company · TSCO
—
—
—
0.0 pp
−0.4 pp
+0.2 pp
—
−6.1 pp
+4.0 pp
+0.1 pp
—
+5.8 pp
−4.0 pp
−0.7 pp
−0.6 pp
−0.2 pp
−0.2 pp
−0.8 pp
−0.7 pp
—
Ulta Beauty, Inc. · ULTA
—
—
—
—
+0.1 pp
+1.3 pp
+0.1 pp
−1.9 pp
−1.5 pp
−2.4 pp
+0.6 pp
−2.1 pp
−2.6 pp
−0.5 pp
+0.3 pp
−0.6 pp
−0.5 pp
−1.8 pp
−2.6 pp
+0.1 pp
Williams-Sonoma, Inc. · WSM
—
—
—
—
+0.5 pp
−0.6 pp
−1.8 pp
−5.7 pp
−2.5 pp
+1.5 pp
+0.9 pp
+7.7 pp
+0.9 pp
−0.1 pp
+1.4 pp
−2.3 pp
+2.4 pp
+0.1 pp
−1.2 pp
−0.6 pp
07 · compare level, then change
Profit Scale & Acceleration
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
Profit growthfastest growers
Net profit · company comparison
21/28 level · 13/28 change
All-company data · latest reported quarter
| Company | Net profit | Profit growth | Reported |
|---|---|---|---|
| GameStop Corp. GME | $390M | 767% | Jun 2026 |
| Ulta Beauty, Inc. ULTA | $342M | 12% | Jun 2026 |
| DICK'S Sporting Goods, Inc. DKS | $320M | 21% | Jun 2026 |
| Best Buy Co., Inc. BBY | $276M | 37% | Jun 2026 |
| Williams-Sonoma, Inc. WSM | $231M | 0.0% | Jun 2026 |
| Bath & Body Works, Inc. BBWI | $183M | 74% | Jun 2026 |
| Tractor Supply Company TSCO | $165M | -7.8% | Jun 2026 |
| Casey's General Stores, Inc. CASY | $163M | 66% | Jun 2026 |
| Murphy USA Inc. MUSA | $136M | 157% | Mar 2026 |
| Five Below, Inc. FIVE | $123M | 200% | Jun 2026 |
| Academy Sports and Outdoors, Inc. ASO | $53M | 15% | Jun 2026 |
| Sally Beauty Holdings, Inc. SBH | $43M | 10% | Mar 2026 |
| National Vision Holdings, Inc. EYE | $31M | 244% | Jun 2026 |
| Build-A-Bear Workshop, Inc. BBW | $18M | 20% | Jun 2026 |
| Winmark Corporation WINA | $9M | -10% | Jun 2026 |
| Barnes & Noble Education, Inc. BNED | $7M | -61% | Jun 2026 |
| Bob's Discount Furniture, Inc. BOBS | $3M | -77% | Mar 2026 |
| Arhaus, Inc. ARHS | $2M | -60% | Mar 2026 |
| MarineMax, Inc. HZO | $-3M | -200% | Jun 2026 |
| Savers Value Village, Inc. SVV | $-5M | -126% | Jun 2026 |
| Olaplex Holdings, Inc. OLPX | $-5M | -27% | Mar 2026 |
| Arko Corp. ARKO | $-6M | 30% | Mar 2026 |
| RH RH | $-13M | 76% | Jun 2026 |
| OneWater Marine Inc. ONEW | $-13M | -35% | Mar 2026 |
| Petco Health and Wellness Company, Inc. WOOF | $-15M | -170% | Jun 2026 |
| Bed Bath & Beyond, Inc. BBBY | $-16M | -1,143% | Mar 2026 |
| EVgo, Inc. EVGO | $-37M | -229% | Mar 2026 |
| 1-800-FLOWERS.COM, Inc. FLWS | $-100M | 11% | Mar 2026 |
Full 20-quarter history · every available company
Net profit · reported quarter 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.
Academy Sports and Outdoors, Inc. · ASO
$191M
$161M
$142M
$150M
$189M
$132M
$158M
$94M
$157M
$100M
$168M
$76M
$143M
$66M
$134M
$46M
$125M
$72M
$134M
$53M
Bath & Body Works, Inc. · BBWI
$215M
$177M
$592M
$229M
$196M
$147M
$428M
$143M
$155M
$199M
$0M
$87M
$152M
$106M
$453M
$105M
$64M
$77M
$403M
$183M
Best Buy Co., Inc. · BBY
$734M
$499M
$626M
$341M
$306M
$277M
$495M
$244M
$274M
$263M
$460M
$246M
$291M
$273M
$117M
$202M
$186M
$140M
$541M
$276M
Casey's General Stores, Inc. · CASY
$119M
$97M
$64M
$60M
$153M
$138M
$100M
$56M
$169M
$159M
$87M
$87M
$180M
$181M
$87M
$98M
$215M
$206M
$130M
$163M
DICK'S Sporting Goods, Inc. · DKS
$496M
$317M
$346M
$261M
$319M
$228M
$236M
$305M
$244M
$201M
$296M
$275M
$362M
$228M
$300M
$264M
$381M
$75M
$128M
$320M
Five Below, Inc. · FIVE
$65M
$24M
$140M
$33M
$41M
$16M
$171M
$37M
$47M
$15M
$202M
$31M
$33M
$2M
$187M
$41M
$43M
$37M
$238M
$123M
GameStop Corp. · GME
$-62M
$-105M
$-188M
$-158M
$-109M
$-95M
$57M
$-51M
$-3M
$-6M
$79M
$-39M
$20M
$17M
$131M
$45M
$181M
$77M
$128M
$390M
Murphy USA Inc. · MUSA
$104M
$109M
$152M
$183M
$220M
$118M
$106M
$133M
$168M
$150M
$66M
$145M
$149M
$143M
$53M
$146M
$130M
$142M
$136M
—
RH · RH
$229M
$186M
$148M
$202M
$125M
$101M
$103M
$43M
$80M
$1M
$15M
$-1M
$34M
$35M
$17M
$0M
$53M
$36M
$30M
$-13M
Tractor Supply Company · TSCO
$224M
$221M
$187M
$396M
$234M
$271M
—
$183M
$421M
$248M
$198M
$425M
$241M
$236M
$179M
$430M
$259M
$227M
$165M
—
Ulta Beauty, Inc. · ULTA
$251M
$215M
$289M
$331M
$296M
$275M
$341M
$347M
$300M
$249M
$394M
$313M
$253M
$242M
$393M
$306M
$261M
$232M
$358M
$342M
Williams-Sonoma, Inc. · WSM
$246M
$250M
$403M
$254M
$267M
$252M
$355M
$157M
$202M
$237M
$354M
$260M
$217M
$237M
$411M
$231M
$248M
$242M
$368M
$231M
Profit growth · reported quarter 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.
Academy Sports and Outdoors, Inc. · ASO
—
—
—
—
-1.1%
-18%
11%
-37%
-17%
-24%
6.3%
-19%
-8.9%
-34%
-20%
-39%
-13%
9.1%
0.0%
15%
Bath & Body Works, Inc. · BBWI
—
—
—
—
-8.8%
-17%
-28%
-38%
-21%
35%
-100%
-39%
-1.9%
-47%
—
21%
-58%
-27%
-11%
74%
Best Buy Co., Inc. · BBY
—
—
—
—
-58%
-44%
-21%
-28%
-10%
-5.1%
-7.1%
0.8%
6.2%
3.8%
-75%
-18%
-36%
-49%
362%
37%
Casey's General Stores, Inc. · CASY
—
—
—
—
29%
42%
56%
-6.7%
10%
15%
-13%
55%
6.5%
14%
0.0%
13%
19%
14%
49%
66%
DICK'S Sporting Goods, Inc. · DKS
—
—
—
—
-36%
-28%
-32%
17%
-24%
-12%
25%
-9.8%
48%
13%
1.4%
-4.0%
5.3%
-67%
-57%
21%
Five Below, Inc. · FIVE
—
—
—
—
-37%
-33%
22%
12%
15%
-6.3%
18%
-16%
-30%
-87%
-7.4%
32%
30%
1,750%
27%
200%
GameStop Corp. · GME
—
—
—
—
—
—
—
—
—
—
39%
—
—
—
66%
—
805%
353%
-2.3%
767%
Murphy USA Inc. · MUSA
—
—
—
42%
112%
8.3%
-30%
-27%
-24%
27%
-38%
9.0%
-11%
-4.7%
-20%
0.7%
-13%
-0.7%
157%
—
RH · RH
—
—
—
—
-45%
-46%
-30%
-79%
-36%
-99%
-85%
-102%
-58%
3,400%
13%
—
56%
2.9%
76%
—
Tractor Supply Company · TSCO
—
—
—
7.0%
4.5%
23%
—
-54%
80%
-8.5%
—
132%
-43%
-4.8%
-9.6%
1.2%
7.5%
-3.8%
-7.8%
—
Ulta Beauty, Inc. · ULTA
—
—
—
—
18%
28%
18%
4.8%
1.4%
-9.5%
16%
-9.8%
-16%
-2.8%
-0.3%
-2.2%
3.2%
-4.1%
-8.9%
12%
Williams-Sonoma, Inc. · WSM
—
—
—
—
8.5%
0.8%
-12%
-38%
-24%
-6.0%
-0.3%
66%
7.4%
0.0%
16%
-11%
14%
2.1%
-10%
0.0%
08 · compare level, then change
Return On Capital Employed
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
ROCE changefastest improvers
Return on capital · company comparison
28/28 level · 28/28 change
All-company data · latest reported quarter
| Company | ROCE | ROCE change | Reported |
|---|---|---|---|
| Winmark Corporation WINA | 38% | +0.7 pp | Jun 2026 |
| Build-A-Bear Workshop, Inc. BBW | 9.9% | +0.4 pp | Jun 2026 |
| Williams-Sonoma, Inc. WSM | 8.7% | +0.2 pp | Jun 2026 |
| Bath & Body Works, Inc. BBWI | 6.4% | +0.9 pp | Jun 2026 |
| Tractor Supply Company TSCO | 5.6% | −2.1 pp | Jun 2026 |
| Murphy USA Inc. MUSA | 5.5% | +3.0 pp | Mar 2026 |
| Best Buy Co., Inc. BBY | 5.4% | +2.2 pp | Jun 2026 |
| DICK'S Sporting Goods, Inc. DKS | 4.4% | −0.8 pp | Jun 2026 |
| Five Below, Inc. FIVE | 4.0% | +2.5 pp | Jun 2026 |
| Casey's General Stores, Inc. CASY | 3.2% | +0.7 pp | Jun 2026 |
| Sally Beauty Holdings, Inc. SBH | 3.2% | 0.0 pp | Mar 2026 |
| National Vision Holdings, Inc. EYE | 2.9% | +1.8 pp | Jun 2026 |
| Bob's Discount Furniture, Inc. BOBS | 2.7% | −0.1 pp | Mar 2026 |
| MarineMax, Inc. HZO | 2.5% | +5.2 pp | Jun 2026 |
| Academy Sports and Outdoors, Inc. ASO | 1.8% | 0.0 pp | Jun 2026 |
| GameStop Corp. GME | 1.7% | +2.0 pp | Jun 2026 |
| RH RH | 0.9% | −0.7 pp | Jun 2026 |
| OneWater Marine Inc. ONEW | 0.9% | −0.8 pp | Mar 2026 |
| Savers Value Village, Inc. SVV | 0.7% | −1.3 pp | Jun 2026 |
| Petco Health and Wellness Company, Inc. WOOF | 0.6% | +0.2 pp | Jun 2026 |
| Arko Corp. ARKO | 0.3% | +0.7 pp | Mar 2026 |
| Arhaus, Inc. ARHS | 0.2% | −0.5 pp | Mar 2026 |
| Ulta Beauty, Inc. ULTA | 0.0% | −9.7 pp | Jun 2026 |
| Olaplex Holdings, Inc. OLPX | -0.3% | −0.8 pp | Mar 2026 |
| Barnes & Noble Education, Inc. BNED | -3.6% | −1.7 pp | Jun 2026 |
| EVgo, Inc. EVGO | -4.7% | −0.1 pp | Mar 2026 |
| Bed Bath & Beyond, Inc. BBBY | -9.8% | −0.3 pp | Mar 2026 |
| 1-800-FLOWERS.COM, Inc. FLWS | -18% | +9.1 pp | Mar 2026 |
Full 20-quarter history · every available company
ROCE · reported quarter 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.
Academy Sports and Outdoors, Inc. · ASO
—
6.1%
5.9%
5.9%
7.3%
5.2%
5.8%
3.5%
5.9%
3.7%
5.5%
2.8%
5.1%
2.4%
4.0%
1.8%
4.4%
2.5%
4.2%
1.8%
Bath & Body Works, Inc. · BBWI
—
6.6%
13%
4.9%
4.2%
4.9%
15%
4.7%
4.9%
5.9%
0.0%
4.6%
4.9%
6.0%
17%
5.5%
4.5%
4.7%
17%
6.4%
Best Buy Co., Inc. · BBY
—
8.2%
10%
6.3%
4.9%
4.9%
8.7%
4.6%
5.1%
5.2%
8.1%
4.5%
5.4%
5.0%
3.1%
3.2%
3.6%
2.9%
11%
5.4%
Casey's General Stores, Inc. · CASY
—
3.5%
2.3%
2.1%
4.8%
4.2%
3.0%
1.8%
4.7%
4.3%
2.5%
2.4%
4.8%
4.2%
2.2%
2.5%
4.8%
4.2%
2.7%
3.2%
DICK'S Sporting Goods, Inc. · DKS
—
8.1%
8.2%
6.2%
7.6%
5.6%
4.9%
5.0%
4.8%
4.4%
5.8%
5.0%
6.9%
4.2%
5.6%
5.2%
6.1%
0.9%
1.8%
4.4%
Five Below, Inc. · FIVE
—
2.2%
9.0%
1.9%
2.4%
0.9%
9.0%
1.7%
2.2%
0.6%
9.1%
1.2%
1.3%
0.0%
7.3%
1.5%
1.5%
1.2%
8.2%
4.0%
GameStop Corp. · GME
—
-6.3%
-10%
-9.2%
-5.1%
-4.9%
2.4%
-3.1%
-0.9%
-0.9%
3.1%
-2.9%
-0.7%
-1.0%
2.3%
-0.3%
0.9%
0.6%
1.8%
1.7%
Murphy USA Inc. · MUSA
5.6%
5.8%
6.6%
7.9%
9.2%
5.2%
4.9%
5.9%
7.2%
6.4%
3.1%
6.3%
6.3%
5.6%
2.5%
6.2%
5.5%
5.7%
5.5%
—
RH · RH
—
8.9%
6.7%
6.1%
6.6%
3.7%
2.5%
2.2%
3.7%
1.2%
1.7%
1.4%
2.9%
3.0%
2.0%
1.6%
3.6%
2.9%
2.6%
0.9%
Tractor Supply Company · TSCO
5.7%
5.3%
4.5%
9.3%
5.3%
6.1%
—
4.1%
9.0%
5.1%
3.9%
8.0%
4.5%
4.4%
3.4%
7.7%
4.4%
3.8%
2.8%
5.6%
Ulta Beauty, Inc. · ULTA
—
7.8%
11%
13%
11%
9.9%
13%
12%
11%
8.9%
13%
10%
8.3%
8.1%
13%
9.7%
8.0%
7.2%
11%
0.0%
Williams-Sonoma, Inc. · WSM
—
12%
19%
13%
14%
12%
16%
7.6%
10%
11%
14%
10%
8.8%
9.9%
16%
8.5%
9.5%
9.7%
14%
8.7%
ROCE change · reported quarter 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.
Academy Sports and Outdoors, Inc. · ASO
—
—
—
—
—
−0.9 pp
−0.1 pp
−2.4 pp
−1.4 pp
−1.5 pp
−0.3 pp
−0.7 pp
−0.8 pp
−1.3 pp
−1.5 pp
−1.0 pp
−0.7 pp
+0.1 pp
+0.2 pp
0.0 pp
Bath & Body Works, Inc. · BBWI
—
—
—
—
—
−1.7 pp
+1.8 pp
−0.2 pp
+0.7 pp
+1.0 pp
−14.8 pp
−0.1 pp
0.0 pp
+0.1 pp
+17.4 pp
+0.9 pp
−0.4 pp
−1.3 pp
−0.6 pp
+0.9 pp
Best Buy Co., Inc. · BBY
—
—
—
—
—
−3.3 pp
−1.7 pp
−1.7 pp
+0.2 pp
+0.3 pp
−0.6 pp
−0.1 pp
+0.3 pp
−0.2 pp
−5.0 pp
−1.3 pp
−1.8 pp
−2.1 pp
+7.4 pp
+2.2 pp
Casey's General Stores, Inc. · CASY
—
—
—
—
—
+0.7 pp
+0.7 pp
−0.3 pp
−0.1 pp
+0.1 pp
−0.5 pp
+0.6 pp
+0.1 pp
−0.1 pp
−0.3 pp
+0.1 pp
0.0 pp
0.0 pp
+0.5 pp
+0.7 pp
DICK'S Sporting Goods, Inc. · DKS
—
—
—
—
—
−2.5 pp
−3.3 pp
−1.2 pp
−2.8 pp
−1.2 pp
+0.9 pp
0.0 pp
+2.1 pp
−0.2 pp
−0.2 pp
+0.2 pp
−0.8 pp
−3.3 pp
−3.8 pp
−0.8 pp
Five Below, Inc. · FIVE
—
—
—
—
—
−1.3 pp
0.0 pp
−0.2 pp
−0.2 pp
−0.3 pp
+0.1 pp
−0.5 pp
−0.9 pp
−0.6 pp
−1.8 pp
+0.3 pp
+0.2 pp
+1.2 pp
+0.9 pp
+2.5 pp
GameStop Corp. · GME
—
—
—
—
—
+1.4 pp
+12.6 pp
+6.1 pp
+4.2 pp
+4.0 pp
+0.7 pp
+0.2 pp
+0.2 pp
−0.1 pp
−0.8 pp
+2.6 pp
+1.6 pp
+1.6 pp
−0.5 pp
+2.0 pp
Murphy USA Inc. · MUSA
—
—
—
—
+3.6 pp
−0.6 pp
−1.7 pp
−2.0 pp
−2.0 pp
+1.2 pp
−1.8 pp
+0.4 pp
−0.9 pp
−0.8 pp
−0.6 pp
−0.1 pp
−0.8 pp
+0.1 pp
+3.0 pp
—
RH · RH
—
—
—
—
—
−5.2 pp
−4.2 pp
−3.9 pp
−2.9 pp
−2.5 pp
−0.8 pp
−0.8 pp
−0.8 pp
+1.8 pp
+0.3 pp
+0.2 pp
+0.7 pp
−0.1 pp
+0.6 pp
−0.7 pp
Tractor Supply Company · TSCO
—
—
—
—
−0.4 pp
+0.8 pp
—
−5.2 pp
+3.7 pp
−1.0 pp
—
+3.9 pp
−4.5 pp
−0.7 pp
−0.5 pp
−0.3 pp
−0.1 pp
−0.6 pp
−0.6 pp
−2.1 pp
Ulta Beauty, Inc. · ULTA
—
—
—
—
—
+2.1 pp
+2.2 pp
−0.1 pp
−0.3 pp
−1.0 pp
+0.4 pp
−2.1 pp
−2.6 pp
−0.8 pp
−0.9 pp
−0.6 pp
−0.3 pp
−0.9 pp
−1.9 pp
−9.7 pp
Williams-Sonoma, Inc. · WSM
—
—
—
—
—
+0.6 pp
−2.5 pp
−5.2 pp
−4.1 pp
−1.5 pp
−1.7 pp
+2.6 pp
−1.2 pp
−0.9 pp
+1.3 pp
−1.7 pp
+0.7 pp
−0.2 pp
−1.6 pp
+0.2 pp
09 · compare level, then change
Valuation Against Growth & Quality
Bath & Body Works, Inc. has the lowest 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 PEG at 0.24×, 31.4% below Best Buy Co., Inc.. Only 14 of 28 companies have earnings and growth steady enough for the ratio to mean anything, 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 feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
PEGlowest PEG
P/Elowest P/E
Valuation · company comparison
14/28 level · 26/28 change
All-company data · latest reported quarter
Full 20-quarter history · every available company
PEG · reported quarter history
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.
Academy Sports and Outdoors, Inc. · ASO
—
—
—
—
—
—
—
1.7
—
—
—
—
—
—
—
—
—
—
—
—
Bath & Body Works, Inc. · BBWI
—
—
—
—
—
—
—
—
—
—
—
0.5
0.2
0.2
—
—
—
—
—
—
Best Buy Co., Inc. · BBY
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
0.7
0.4
Casey's General Stores, Inc. · CASY
—
—
—
—
—
—
—
0.6
0.9
1.3
—
1.9
2.5
2.5
2.1
3.5
2.5
2.4
1.6
1.4
DICK'S Sporting Goods, Inc. · DKS
—
—
—
—
—
—
—
—
—
—
1.0
—
0.7
0.6
1.1
0.9
2.9
—
—
—
Five Below, Inc. · FIVE
—
—
—
—
—
—
—
—
2.9
2.0
2.2
2.4
—
—
—
—
—
1.9
0.7
—
Murphy USA Inc. · MUSA
—
—
—
—
—
—
0.2
0.8
—
—
—
—
—
—
—
—
—
—
0.8
—
RH · RH
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
0.5
—
—
Sally Beauty Holdings, Inc. · SBH
—
—
—
—
—
—
—
—
—
—
—
—
—
1.0
0.2
0.1
0.3
1.5
—
—
Ulta Beauty, Inc. · ULTA
—
—
—
—
—
—
—
1.0
1.1
1.9
2.3
—
—
—
—
—
—
—
—
—
Williams-Sonoma, Inc. · WSM
—
—
—
—
—
—
—
—
—
—
—
2.7
1.4
1.1
1.2
2.6
2.2
2.1
—
—
Winmark Corporation · WINA
—
—
—
—
—
—
—
—
—
—
—
—
—
—
3.7
—
—
—
—
—
P/E · reported quarter history
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.
Academy Sports and Outdoors, Inc. · ASO
—
6.6
5.3
5.4
6.0
6.3
7.4
8.7
8.3
6.4
9.6
8.8
7.6
8.3
9.1
7.2
9.2
8.8
9.9
9.5
Bath & Body Works, Inc. · BBWI
—
15.0
11.2
11.5
9.4
8.8
13.0
11.2
12.0
9.0
11.3
11.9
8.0
7.1
10.4
8.3
8.4
7.5
7.0
5.4
Best Buy Co., Inc. · BBY
—
11.9
9.9
10.0
10.3
10.2
13.5
12.6
14.3
11.1
13.3
13.0
14.2
15.5
20.1
16.6
17.7
27.2
12.9
11.1
Casey's General Stores, Inc. · CASY
—
24.1
21.8
22.1
20.3
21.0
19.6
19.2
20.5
21.1
21.6
23.8
28.2
27.5
29.4
31.6
33.4
31.6
34.8
42.9
DICK'S Sporting Goods, Inc. · DKS
—
9.6
8.2
7.5
8.0
10.3
11.7
12.4
12.0
9.0
12.8
16.8
14.6
13.9
17.1
13.9
14.4
17.8
20.3
21.4
Five Below, Inc. · FIVE
—
42.3
32.1
33.7
29.9
36.3
41.6
41.4
42.6
35.1
33.5
27.2
13.6
19.8
20.4
17.7
27.0
28.2
29.6
29.1
GameStop Corp. · GME
—
—
—
—
—
—
—
—
—
—
736.5
205.9
162.1
124.5
81.5
59.7
30.3
27.2
31.0
20.1
Murphy USA Inc. · MUSA
12.9
13.4
10.5
10.7
10.1
10.0
9.6
12.3
14.4
14.0
17.6
19.0
20.3
20.8
19.8
16.8
16.4
16.7
17.1
—
RH · RH
—
30.7
17.7
13.4
12.4
12.5
15.6
17.9
29.5
23.1
43.3
76.2
151.5
92.8
115.8
46.8
37.4
31.1
32.4
25.1
Tractor Supply Company · TSCO
26.9
26.5
26.6
22.4
20.2
23.2
—
24.2
22.1
21.3
25.4
25.9
27.7
26.8
26.5
25.4
27.2
25.0
22.0
16.3
Ulta Beauty, Inc. · ULTA
—
23.5
20.0
19.6
18.2
18.3
21.1
22.4
17.9
15.4
19.4
15.5
13.7
15.1
16.3
15.5
19.5
19.9
25.3
20.0
Williams-Sonoma, Inc. · WSM
—
13.9
10.5
8.5
9.0
7.4
7.8
8.0
9.7
10.1
14.3
17.4
18.9
16.3
24.1
18.5
20.9
21.4
23.2
20.2
10 · 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.
11 · evidence and freshness
How was this comparison built?
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 2026-08-04. 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 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG 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.
12 · questions investors ask, short speakable answers
Specialty Retail company comparison FAQs
These 22 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 2026-08-04. Nothing here is estimated, and none of it is a recommendation.
Is the Specialty Retail sector outperforming S&P 500?
Specialty Retail has underperformed S&P 500 by 7.4% over 52 weeks and 3.5% over 13 weeks. 10 of 27 covered companies beat the S&P 500 on Mansfield relative strength, while 12 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 70.6/100 with 85.3% evidence confidence. The score prioritizes research; it is not a buy recommendation.
Which Specialty Retail company has the lowest comparable PEG?
Bath & Body Works, Inc. has the lowest comparable PEG at 0.24, among 14 of 28 companies whose earnings and growth are steady enough for the ratio to mean anything.
How much history does this Specialty Retail comparison include?
The page compares up to 20 reported quarters per company for fundamentals, returns 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.
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 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 PEG — where a LOWER number is cheaper — Bath & Body Works, Inc. screens cheapest at 0.24×. Only 14 of 28 companies have earnings and growth steady enough for the ratio to mean anything, 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.
Is the Specialty Retail sector beating the market?
Specialty Retail has underperformed S&P 500 by 7.4% over the last 52 weeks and 3.5% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 10 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?
Barnes & Noble Education, Inc. 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 70.6 out of 100 with 85.3% evidence confidence, from 31 points on growth and earnings, 14 on capital efficiency, 13.8 on valuation and 11.8 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, 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 $196,453 million of combined market value. Casey's General Stores, Inc. is the largest at $31,479 million, about 16% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.
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 2026-08-04.
How is the Specialty Retail sector performing?
10 of the 27 covered Specialty Retail companies are beating S&P 500 on Mansfield relative strength. The sector itself is 7.4% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.
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.