undamentalytics Newsletter

Apparel Retail stocks

29 US-listed companies in apparel retail, with $154.1bn of combined revenue in their latest fiscal years. TJX Companies is the largest ($60.4bn). The fastest grower with at least $100m of revenue in both years is Thredup Inc., up 19.5%. The median company grew 4.4% with a net margin of 0.6%.

Companies29
Combined revenue$154.1bn
Median revenue growth4.4%
Median net margin0.6%
Median return on equity4.5%
#CompanyRevenueGrowthNet marginROEFiscal year
1 TJX CompaniesTJX $60.4bn 7.1% 9.1% 59.1% 2026
2 Ross StoresROST $22.8bn 7.7% 9.4% 36.7% 2026
3 GAP IncGAP $15.4bn 1.9% 5.3% 23.1% 2026
4 Burlington Stores, Inc.BURL $11.6bn 8.8% 5.3% 38.4% 2026
5 Victoria's Secret & Co.VSXY $6.6bn 5.2% 2.5% 21.5% 2026
6 Urban Outfitters IncURBN $6.2bn 11.1% 7.5% 17.6% 2026
7 American Eagle Outfitters IncAEO $5.5bn 4.1% 3.5% 11.1% 2026
8 Abercrombie & Fitch CoANF $5.3bn 6.4% 9.6% 37.0% 2026
9 Designer Brands Inc.DBI $2.9bn −3.9% −0.3% −3.0% 2026
10 Genesco IncGCO $2.4bn 4.8% 0.5% 2.4% 2026
11 Boot Barn Holdings, Inc.BOOT $2.3bn 17.9% 10.0% 18.4% 2026
12 Stitch Fix, Inc.SFIX $1.3bn 6.4% −0.9% −6.3% 2026
13 Buckle IncBKE $1.3bn 6.6% 16.2% 49.4% 2026
14 Childrens Place, Inc.PLCE $1.2bn −12.8% −7.3% — 2026
15 Lands' END, Inc.LE $1.2bn 0.7% 0.5% 2.3% 2026
16 Shoe Station Group IncSHOE $1.1bn −5.6% 4.6% 7.8% 2026
17 Torrid Holdings Inc.CURV $1.0bn −9.4% −0.7% — 2026
18 Zumiez IncZUMZ $929m 4.5% 1.4% 4.1% 2026
19 Citi Trends IncCTRN $820m 8.9% 0.6% 4.5% 2026
20 Cato CorpCATO $654m 0.6% −0.9% −3.7% 2026
21 A.k.a. Brands Holding Corp.AKA $600m 4.4% −5.2% −29.2% 2025
22 J.jill, Inc.JILL $597m −2.3% 4.7% 24.5% 2026
23 Duluth Holdings Inc.DLTH $565m −9.8% −2.9% −9.3% 2026
24 Tilly's, Inc.TLYS $554m −2.8% −3.2% −18.8% 2026
25 Destination XL Group, Inc.DXLG $435m −6.9% −8.3% −28.8% 2026
26 Thredup Inc.TDUP $311m 19.5% −6.5% −35.0% 2025
27 Lulu's Fashion Lounge Holdings, Inc.LVLU $282m −10.6% −4.9% −167.4% 2025
28 Brillia IncBRIA $49m −23.9% −0.0% −0.1% 2026
29 707 Cayman Holdings Ltd.JEM $14m 22.2% −38.3% −133.1% 2025

Medians cover companies with at least $100m of revenue (growth: in both years). Growth is the latest fiscal year against the year before and includes acquisitions.

Other consumer discretionary industries

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.