Top 15 Specialty Retail Stocks by Marvin Score
Marvin's rules picked 15 specialty retail stocks above about $300 million in size. Five Below, DICK'S Sporting Goods and Liquidity Services have the highest Overall scores. The scores compare each company with others in its industry.
Specialty retail covers companies that focus on a particular type of product or shopper, such as discount goods, sporting equipment, beauty, furniture or auto parts. Marvin's data places some online marketplaces in this industry too. This list shows 15 of them, ordered by Marvin's Overall score as of 2026-10-20.
Each pick shows a few figures: revenue growth in the last fiscal year, how much of each sales dollar is left as operating profit or free cash flow, and how much debt the company carries when that figure is available. Retail margins can be thin, so small differences matter.
Keep in mind that a high score describes how a company compares with others in its industry today. It is not a forecast or a recommendation. Several companies are missing some figures, and the blurbs point this out.
The list
How Marvin ranked these stocks
Marvin included companies above about $300 million in size and ranked them by Overall score, highest first, within the Specialty Retail industry. Overall, Quality and Opportunity scores are relative to each company's own industry, so they show how a company stacks up against its direct peers rather than against every stock. A strong score here does not say the same thing as a strong score in another industry.
Companies above about $300 million in size, ranked by Marvin scores (0-100, relative to each company's own industry). The Specialty Retail industry, highest Overall score first.
The stocks, one by one
Five Below, Inc. FIVE
Five Below has the top Overall score at 96. Revenue grew 22.9% last fiscal year and operating margin is 14.7%, which suggests fast growth with solid profitability. Caution: a debt-to-equity figure is not available, so its debt load cannot be judged here.
DICK'S Sporting Goods, Inc. DKS
DICK'S Sporting Goods grew revenue 28.1% last fiscal year, a quick pace for a retailer. Caution: operating margin is 5.5% and free cash flow margin only 1.1%, so little of each sales dollar turns into spare cash. Its Opportunity score is 96.
Liquidity Services, Inc. LQDT
Liquidity Services grew revenue 31.2% and converted 18.4% of sales into free cash flow, a healthy sign. Gross margin is 47.6%. Caution: operating margin of 9.0% is more modest, and no debt-to-equity figure is available.
Amazon.com, Inc. AMZN
Amazon has the highest Quality score on the list at 97. Operating margin is 12.1%, growth was 12.4% and debt-to-equity is 0.44, which is moderate. Caution: free cash flow margin was -1.5%, meaning cash spending exceeded cash generated last year.
Sea Limited SE
Sea Limited grew revenue 36.4% and kept 19.7% of sales as free cash flow, which points to fast growth with good cash generation. Caution: operating margin is only 8.7%, its Opportunity score of 80 is lower than most above it, and debt data is missing.
Winmark Corporation WINA
Winmark stands out for profitability, with an operating margin of 59.7% and a free cash flow margin of 47.7%. Caution: revenue growth was a modest 5.9%, its Opportunity score is 60, and gross margin, return on equity and debt figures are not available.
eBay Inc. EBAY
eBay combines an operating margin of 20.6% with a free cash flow margin of 20.2% and a return on equity of 47.8%, all signs of strong profitability. Caution: growth was just 7.9%, and debt-to-equity of 1.37 shows meaningful borrowing.
Best Buy Co., Inc. BBY
Best Buy earns a high return on equity of 40.0%, and its Opportunity score is 91. Caution: revenue growth was only 0.4%, essentially flat, and operating margin is a thin 4.1%. Debt-to-equity is 1.31, so borrowing is worth watching.
Tractor Supply Company TSCO
Tractor Supply has a return on equity of 38.5% and an operating margin of 8.5%, with steady growth of 4.3%. Caution: debt-to-equity of 2.49 is the highest on this list among stocks with that figure, and free cash flow margin is only 1.9%.
Ulta Beauty, Inc. ULTA
Ulta Beauty shows a return on equity of 45.8%, an operating margin of 12.5% and growth of 9.7%, a solid profitable mix. Caution: its Opportunity score of 68 is lower than its Quality score of 83, and no debt figure is available.
Bob's Discount Furniture, Inc. BOBS
Bob's Discount Furniture has an Overall score of 81 and an Opportunity score of 93. Debt-to-equity is 1.68. Caution: growth, margins and return on equity are all missing, so this score rests on limited information, and its Quality score is 68.
Williams-Sonoma, Inc. WSM
Williams-Sonoma has strong profitability, with an operating margin of 19.2%, a free cash flow margin of 16.8% and a return on equity of 55.1%. Caution: revenue growth was just 1.2%, nearly flat, and no debt-to-equity figure is available.
Bath & Body Works, Inc. BBWI
Bath & Body Works has a healthy operating margin of 16.7% and a free cash flow margin of 14.3%. Caution: revenue slipped by -0.2% last fiscal year rather than growing, its Quality score is 51, and return on equity and debt figures are missing.
Arhaus, Inc. ARHS
Arhaus grew revenue 8.5% and earned a return on equity of 16.7%, with a gross margin of 39.7%. Caution: operating margin of 6.6% and free cash flow margin of 2.9% are thin, and no debt figure is available.
O'Reilly Automotive, Inc. ORLY
O'Reilly Automotive has a Quality score of 90, backed by a gross margin of 51.6% and an operating margin of 19.6%. Caution: its Opportunity score of 37 is the lowest on this list, growth was 6.4%, and return on equity and debt are missing.
Common questions
What does specialty retail mean?
Specialty retail refers to stores and online sellers that focus on a particular category of goods, such as sporting goods, beauty products, furniture or auto parts, instead of selling a little of everything. Marvin's data groups all 15 companies here under that industry label.
Why do some stocks have missing figures?
Not every company reports every figure in a form Marvin can use. For example, Bob's Discount Furniture has no growth or margin figures here, and several others lack debt or return on equity data. Missing figures are noted in the blurbs, so a score may rest on less information.
Does a high Marvin score mean a stock is a good investment?
No. The scores only describe how a company compares with other companies in its industry today, using figures like growth, margins and debt. They do not predict future results or say whether a stock suits your goals, so treat them as a starting point for your own research.
Keep reading
- Top 15 Consumer Cyclical Stocks by Marvin Opportunity Score
- Top 15 Consumer Cyclical Companies by Business Quality
- Top 15 Consumer Cyclical Stocks Right Now
- Top 20 Large-Cap Stocks Right Now, Ranked by Marvin Scores
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Marvin's scores (0-100) compare each company with others in its industry today. Growth and margin figures come from SEC filings. This is general information, not personal investment advice or a recommendation to buy or sell anything. Do your own research.