Large Cap
Specialty Retail
Stocks Ranked by
Market Capitalization
| Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|
1
Casey's General Stores
CASY
$30.5B
| $30.5B | $824.92 | 3.43% |
|
2
Williams-Sonoma
WSM
$27.6B
| $27.6B | $234.74 | 1.27% |
|
3
Ulta Beauty
ULTA
$23.1B
| $23.1B | $537.22 | 0.29% |
|
4
Tractor Supply
TSCO
$18.4B
| $18.4B | $35.38 | 1.5% |
|
5
Best Buy
BBY
$18B
| $18B | $85.29 | 2.5% |
|
6
Five Below
FIVE
$14.3B
| $14.3B | $259.41 | 1.26% |
|
7
Dick's Sporting Goods
DKS
$11.1B
| $11.1B | $124.31 | 30.7% |
|
8
Murphy USA
MUSA
$10B
| $10B | $544.31 | 4.15% |
|
Large Cap Specialty Retail Stocks at a Glance
Specialty retailers focus on defined merchandise categories — electronics, auto parts, books, hobbies, convenience, and more — rather than general assortments. Category authority and buying scale are the moat; the group spans defensive niches and highly discretionary formats, so cycle exposure varies widely.
There are 8 large cap Specialty Retail stocks — companies in the Specialty Retail industry with a market cap between $10B and $200B — worth a combined $153B.
The largest by market cap are Casey's General Stores (CASY) at $30.5B, Williams-Sonoma (WSM) at $27.6B and Ulta Beauty (ULTA) at $23.1B.
Among institutional investors, Casey's General Stores (CASY) drew the most net new fund positions in Q2 2026: 200 funds opened new positions, taking total fund holders up 114 (12%) quarter-over-quarter.
- Combined market cap: $153B across 8 stocks.
- Large Cap: market cap between $10B and $200B.
- Largest constituent: Casey's General Stores (CASY), $30.5B market cap.
- Most net new fund positions in Q2 2026: Casey's General Stores (CASY), +114 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.