Retail Trade

Sector Overview

The Retail Trade sector is a critical component of the global economy, serving as the primary conduit through which goods and services reach consumers. This sector includes a diverse range of companies from luxury brands like Tiffany & Co. to discount retailers like Walmart and Costco. Retailers operate through various formats, including brick-and-mortar stores, e-commerce platforms, and multi-channel approaches that allow consumers to shop in a way that best suits their preferences. With the growth of online shopping, major players like Amazon have revolutionized the landscape, intensifying competition among traditional and digital retailers alike.

Key drivers of the Retail Trade sector include consumer confidence, disposable income levels, and technological advancements. Economic indicators such as employment rates and wage growth significantly influence consumer purchasing power and behavior. Furthermore, the rise of advanced data analytics and customer relationship management tools empowers retailers to personalize shopping experiences, optimize inventories, and improve customer service. Trends such as sustainability in shopping, the importance of omnichannel experiences, and a focus on health and wellness have gained traction, prompting retailers to adapt their strategies and offerings accordingly.

The significance of the Retail Trade sector extends beyond mere sales figures; it plays a substantial role in job creation and economic growth. With millions of employees working across various retail formats, the sector is a major employer in many countries. As it evolves, the Retail Trade sector faces challenges ranging from shifts in consumer habits to supply chain disruptions, particularly highlighted during recent global events. Retailers that embrace innovation and adaptability are likely to thrive, shaping not only their success but also the consumer experience and the wider economy.

Key Metrics

*Weighted by Market Cap Last updated: Oct 04, 2026
Avg P/E Ratio 24.1
Profitable Companies 98%
Avg Growth 120.4%
Avg Dividend Yield 0.89%

Historical Return

Last updated: Oct 01, 2026
1 Year +1.4% +0.9% Div
3 Years Ø +21.1% +0.9% Div
5 Years Ø +8.4% +0.9% Div
1 Year -9.6% +0.9% Div
3 Years Ø +17.3% +0.9% Div
5 Years Ø -4.0% +0.9% Div

Risk & Analysis Metrics

Last updated: Oct 04, 2026

Volatility

21.49% 1 Year
115.28% 3 Years
92.20% 5 Years
21.57% 10 Years

Max Drawdown

-20.68% 1 Year
-20.60% 3 Years
-34.87% 5 Years
-34.26% 10 Years

Sharpe Ratio

-0.49 1 Year
0.67 3 Years
0.50 5 Years
0.68 10 Years

Volatility

301.46% 1 Year
480.77% 3 Years
96.91% 5 Years
372.08% 10 Years

Max Drawdown

-25.15% 1 Year
-39.48% 3 Years
-44.89% 5 Years
-40.23% 10 Years

Sharpe Ratio

1.52 1 Year
1.13 3 Years
0.61 5 Years
0.53 10 Years

Return Triangle (Heatmap)

Last updated: Oct 01, 2026
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2011 3.3% 20.8% 26.2% 18.3% 24.6% 22.3% 24.7% 22.8% 23.7% 26.2% 25.2% 19.5% 21.9% 23.0% 22.2%
2012 41.4% 39.5% 23.8% 30.6% 26.5% 28.7% 25.9% 26.5% 29.0% 27.6% 21.1% 23.5% 24.7% 23.7%
2013 37.6% 15.8% 27.2% 23.1% 26.2% 23.4% 24.5% 27.6% 26.2% 19.3% 22.0% 23.4% 22.4%
2014 -2.5% 22.3% 18.6% 23.6% 20.8% 22.4% 26.2% 24.8% 17.4% 20.6% 22.2% 21.2%
2015 53.3% 30.8% 33.7% 27.4% 28.1% 31.8% 29.3% 20.2% 23.5% 25.0% 23.6%
2016 11.5% 24.9% 19.8% 22.5% 27.8% 25.7% 16.1% 20.2% 22.2% 21.0%
2017 39.8% 24.2% 26.4% 32.3% 28.7% 16.8% 21.5% 23.6% 22.1%
2018 10.3% 20.2% 29.8% 26.1% 12.7% 18.6% 21.4% 20.0%
2019 30.9% 40.8% 31.8% 13.3% 20.4% 23.3% 21.5%
2020 51.5% 32.3% 8.0% 17.9% 21.9% 20.0%
2021 15.5% -8.8% 8.4% 15.4% 14.5%
2022 -28.1% 5.0% 15.4% 14.3%
2023 53.3% 46.1% 33.3%
2024 39.3% 24.3%
2025 10.9%
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2011 - - - - - - - - - - - - - - -
2012 27.6% 36.9% 26.3% 18.1% 18.0% 17.3% 11.9% 12.6% 21.3% 45.3% 35.1% 32.8% 30.9% 28.6%
2013 47.0% 25.6% 15.1% 15.7% 15.3% 9.4% 10.6% 20.5% 47.4% 35.9% 33.3% 31.2% 28.7%
2014 7.3% 1.9% 6.9% 8.5% 3.2% 5.5% 17.1% 47.5% 34.7% 32.0% 29.9% 27.3%
2015 -3.3% 6.6% 8.9% 2.2% 5.2% 18.9% 54.3% 38.6% 35.1% 32.4% 29.3%
2016 17.6% 15.6% 4.1% 7.4% 23.9% 66.8% 46.0% 40.8% 37.1% 33.1%
2017 13.7% -2.1% 4.2% 25.5% 78.9% 51.3% 44.5% 39.7% 35.0%
2018 -15.7% -0.3% 29.7% 100.4% 60.2% 50.4% 43.9% 37.9%
2019 18.0% 60.9% 167.5% 88.1% 68.9% 57.3% 47.9%
2020 119.2% 302.6% 119.7% 84.7% 66.6% 53.6%
2021 639.4% 120.0% 74.4% 55.5% 43.0%
2022 -34.6% -15.3% -7.5% -5.1%
2023 9.7% 10.0% 7.4%
2024 10.3% 6.2%
2025 2.2%

Distributions

Last updated: Oct 01, 2026

Profit Margin Distribution

< 0%
2%
1y 3y 1% 2%
0 - 5%
30%
1y 3y 28% 58%
5 - 10%
13%
1y 3y 18% 12%
10 - 15%
8%
1y 3y 45% 13%
15 - 20%
44%
1y 3y 2% 9%
20 - 30%
2%
1y 3y 3% 2%
30 - 40%
0%
1y 3y 1% 0%
> 40%
2%
1y 3y 2% 3%
< 0%
42%
1y 3y 44% 43%
0 - 5%
30%
1y 3y 31% 32%
5 - 10%
15%
1y 3y 15% 16%
10 - 15%
6%
1y 3y 5% 5%
15 - 20%
2%
1y 3y 1% 1%
20 - 30%
2%
1y 3y 1% 1%
30 - 40%
1%
1y 3y 1% 1%
> 40%
3%
1y 3y 2% 1%

P/E Ratio Distribution

< 0
2%
1y 3y 1% 2%
0 - 10
4%
1y 3y 2% 25%
10 - 15
2%
1y 3y 6% 4%
15 - 20
53%
1y 3y 3% 10%
20 - 25
11%
1y 3y 12% 9%
25 - 35
13%
1y 3y 51% 5%
35 - 50
14%
1y 3y 14% 16%
> 50
2%
1y 3y 10% 30%
< 0
43%
1y 3y 40% 18%
0 - 10
14%
1y 3y 15% 52%
10 - 15
10%
1y 3y 9% 6%
15 - 20
14%
1y 3y 6% 6%
20 - 25
7%
1y 3y 11% 5%
25 - 35
5%
1y 3y 8% 4%
35 - 50
2%
1y 3y 4% 4%
> 50
5%
1y 3y 7% 5%

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A
Equal Weight Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Portfolio Concentration

*by Market Cap Last updated: Oct 01, 2026
68.7% Top 5 Holdings
78.9% Top 10 Holdings
97.0% Top 50 Holdings
99.6% Top 100 Holdings
Top 5 Companies
AMZN Amazon.com Inc.
41.2%
WMT Walmart Inc
13.2%
COST Costco Wholesale Corp
6.3%
HD Home Depot, Inc.
4.5%
LVMUY Lvmh Moet Hennessy Vuitton SE
3.4%

Market Cap Size Distribution

Micro Cap
0.1%
1y 3y 0.1% 0.2%
Small Cap
0.7%
1y 3y 0.9% 1.0%
Mid Cap
3.2%
1y 3y 3.3% 5.4%
Large Cap
27.4%
1y 3y 29.6% 34.7%
Mega Cap
68.7%
1y 3y 66.2% 58.7%
Micro: < $300M Small: $300Mā€“$2B Mid: $2Bā€“$10B Large: $10Bā€“$200B Mega: > $200B
Micro Cap
36.5%
1y 3y 35.3% 37.7%
Small Cap
24.2%
1y 3y 26.6% 23.2%
Mid Cap
20.1%
1y 3y 18.8% 21.5%
Large Cap
16.9%
1y 3y 17.0% 15.4%
Mega Cap
2.3%
1y 3y 2.3% 2.2%
Micro: < $300M Small: $300Mā€“$2B Mid: $2Bā€“$10B Large: $10Bā€“$200B Mega: > $200B

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Industries

50 total
Electronic Shopping
41 Companies ›
New Car Dealers
22 Companies ›
Supermarkets and Other Grocery (except Convenience) Stores
14 Companies ›
Family Clothing Stores
13 Companies ›

Average metrics of all companies in sector Last updated: Oct 04, 2026

Compare to
Market
Market Cap The average market value of companies in this sector. $123B
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price. 0.89 %
Beta Indicates the relationship between the price performance of a share and the market. 1.08
P/E Ratio Ratio between share price and earnings per share. A low ratio could indicate that the stock is undervalued or investors aren't expecting high growth. A high ratio could indicate that the stock is overvalued or investors are expecting high growth. 24.09
Negative P/E Ratio A negative P/E ratio shows that the company is not profitable, and it shows how many years it would take the company to lose its entire market capitalisation if it did not change anything. -18.17
Profitable Companies 98%
PEG The ratio between the P/E ratio and the growth rate of the company's earnings per share in the last twelve months. A lower PEG could mean that a stock is undervalued. 7.76
Price to Sales Ratio Market cap divided by the revenue in the most recent year. 2.5
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company. 5.65
Compare to
Market
Enterprise Value to EBIT Enterprise Value divided by EBIT. 21.04
Enterprise Value to Revenue Enterprise value divided by revenue. 2.66
Total Debt to Enterprise Value Total debt divided by enterprise value. 0.12
Debt to Equity A higher ratio indicates a higher risk. However, the ratio is difficult to compare between industries where common amounts of debt vary. 0.57
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability. 11.39%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago. +120.4%
Return on Equity Equity divided by market cap. 23.46%
Return on Assets Indicates a company's profitability in relation to its total assets. 11.33%
Return on Invested Capital Return on invested capital (ROIC) is net income after dividends divided by the sum of debt and equity. It shows how effective a company is at turning capital invested by shareholders and other debtholders into profits. 20.38%

Stock Screener

Select filters to narrow down the 258 companies below

258 companies
$0B >$1T

Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

Ratio of dividends in the last 12 months to current share price.

0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

<-30% >30%

A higher ratio indicates a higher risk. The ratio is difficult to compare between industries.

<0 >3

Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-50% >+100%
Market Cap
Dividends Ratio of dividends in the last 12 months to current share price
P/E Ratio
Revenue Revenue of the last quarter YoY Change
Net income Net income of the last quarter YoY Change
Profit margin Profit margin of the last quarter

Amazon.com Inc.

AMZN

Amazon.com Inc.

AMZN
Market Cap $2.71T
Dividends 0.0%
P/E Ratio 20.0
Revenue $201B +19.6%
Net Income $62.6B +244.9%
Profit Margin +31.2%
View Stock

Walmart Inc

WMT

Walmart Inc

WMT
Market Cap $829.71B
Dividends 0.9%
P/E Ratio 37.6
Revenue $188B +5.9%
Net Income $6.37B -9.4%
Profit Margin +3.4%
Employees 2
View Stock

Costco Wholesale Corp

COST

Costco Wholesale Corp

COST
Market Cap $408.29B
Dividends 0.6%
P/E Ratio 33.3
Revenue $95.7B +11.1%
Net Income $3B +14.9%
Profit Margin +3.1%
View Stock

Home Depot, Inc.

HD

Home Depot, Inc.

HD
Market Cap $282.03B
Dividends 3.3%
P/E Ratio 19.8
Revenue $47.9B +5.7%
Net Income $4.77B +4.7%
Profit Margin +10.0%
View Stock

Lvmh Moet Hennessy Vuitton SE - ADR - Level I

LVMUY

Lvmh Moet Hennessy Vuitton SE - ADR - Level I

LVMUY
Market Cap $210.08B
Dividends 3.4%
P/E Ratio 17.2
Revenue $39.4B -1.0%
Net Income $5.81B +2.0%
Profit Margin +14.7%
View Stock

Industria De Diseno Textil SA - ADR

IDEXY

Industria De Diseno Textil SA - ADR

IDEXY
Market Cap $186.48B
Dividends 3.2%
P/E Ratio 25.8
Revenue $11.1B +9.8%
Net Income $1.61B +8.7%
Profit Margin +14.6%
View Stock

TJX Companies, Inc.

TJX

TJX Companies, Inc.

TJX
Market Cap $146.63B
Dividends 1.4%
P/E Ratio 24.5
Revenue $15.2B +5.4%
Net Income $1.52B +22.3%
Profit Margin +10.0%
View Stock

CVS Health Corp

CVS

CVS Health Corp

CVS
Market Cap $110.32B
Dividends 3.1%
P/E Ratio 22.6
Revenue $106B +7.3%
Net Income $3B +193.3%
Profit Margin +2.8%
View Stock

PDD Holdings Inc - ADR

PDD

PDD Holdings Inc - ADR

PDD
Market Cap $107.3B
Dividends 0.0%
P/E Ratio 7.6
Revenue $112B +8.1%
Net Income $27.2B -11.6%
Profit Margin +24.2%
View Stock

Lowe`s Cos., Inc.

LOW

Lowe`s Cos., Inc.

LOW
Market Cap $101.38B
Dividends 2.7%
P/E Ratio 15.3
Revenue $26B +8.3%
Net Income $2.4B +0.0%
Profit Margin +9.2%
Employees 300K
View Stock

Prosus NV - ADR

PROSY

Prosus NV - ADR

PROSY
Market Cap $85.35B
Dividends 0.6%
P/E Ratio 7.3
Revenue $6.09B +87.5%
Net Income $6.02B -23.7%
Profit Margin +98.8%
View Stock

DoorDash Inc - Ordinary Shares - Class A

DASH

DoorDash Inc - Ordinary Shares - Class A

DASH
Market Cap $82.42B
Dividends 0.0%
P/E Ratio 97.5
Revenue $4.45B +35.6%
Net Income $200M -29.8%
Profit Margin +4.5%
Employees 3.28K
View Stock

Ross Stores, Inc.

ROST

Ross Stores, Inc.

ROST
Market Cap $73.31B
Dividends 0.8%
P/E Ratio 27.4
Revenue $6.26B +13.3%
Net Income $851M +67.6%
Profit Margin +13.6%
View Stock

Target Corp

TGT

Target Corp

TGT
Market Cap $70.85B
Dividends 2.9%
P/E Ratio 16.1
Revenue $26.5B +5.3%
Net Income $1.88B +100.7%
Profit Margin +7.1%
View Stock

O`Reilly Automotive, Inc.

ORLY

O`Reilly Automotive, Inc.

ORLY
Market Cap $70.36B
Dividends 0.0%
P/E Ratio 26.8
Revenue $4.89B +8.1%
Net Income $715M +7.0%
Profit Margin +14.6%
View Stock

Carvana Co. - Ordinary Shares - Class A

CVNA

Carvana Co. - Ordinary Shares - Class A

CVNA
Market Cap $69.96B
Dividends 0.0%
P/E Ratio 22.0
Revenue $7.38B +52.4%
Net Income $310M +69.4%
Profit Margin +4.2%
View Stock

Meituan Class B

MPNGF

Meituan Class B

MPNGF
Market Cap $55.55B
Dividends 0.0%
P/E Ratio -9.5
Revenue $104B +13.5%
Net Income $2.15B +488.4%
Profit Margin +2.1%
View Stock

Meituan - ADR

MPNGY

Meituan - ADR

MPNGY
Market Cap $55.55B
Dividends 0.0%
P/E Ratio -9.5
Revenue $104B +13.5%
Net Income $2.15B +488.4%
Profit Margin +2.1%
View Stock

Wal-Mart de Mexico SAB de CV

WMMVF

Wal-Mart de Mexico SAB de CV

WMMVF
Market Cap $46.69B
Dividends 3.7%
P/E Ratio 16.0
Revenue $251B +1.9%
Net Income $11.2B -0.7%
Profit Margin +4.4%
View Stock

Autozone Inc.

AZO

Autozone Inc.

AZO
Market Cap $45.58B
Dividends 0.0%
P/E Ratio 17.9
Revenue $6.59B +5.6%
Net Income $932M +11.3%
Profit Margin +14.1%
View Stock