undamentalytics Newsletter

Broadline Retail stocks

24 US-listed companies in broadline retail, with $1.22tn of combined revenue in their latest fiscal years. Amazon is the largest ($716.9bn). The fastest grower with at least $100m of revenue in both years is Pattern Group Inc., up 39.3%. The median company grew 5.7% with a net margin of 3.7%.

Companies24
Combined revenue$1.22tn
Median revenue growth5.7%
Median net margin3.7%
Median return on equity13.0%
#CompanyRevenueGrowthNet marginROEFiscal year
1 AmazonAMZN $716.9bn 12.4% 10.8% 22.3% 2025
2 Jd.com, Inc.JD $182.2bn 13.1% 1.5% 8.4% 2025
3 Alibaba Group Holding LtdBABA $144.2bn 4.4% 10.1% 10.0% 2026
4 PDD Holdings Inc.PDD $60.1bn 9.8% 22.7% 26.7% 2025
5 Coupang, Inc.CPNG $34.5bn 14.1% 0.6% 4.8% 2025
6 Macy's, Inc.M $22.6bn −1.7% 2.8% 13.6% 2026
7 Kohls CorpKSS $15.5bn −4.3% 1.8% 6.9% 2026
8 Vipshop Holdings LtdVIPS $14.7bn −2.2% 6.8% 17.8% 2025
9 eBay Inc.EBAY $11.1bn 7.9% 18.3% 42.1% 2025
10 Dillard's, Inc.DDS $6.6bn −0.4% 8.7% 31.9% 2026
11 Etsy IncETSY $2.9bn 2.7% 5.7% — 2025
12 Ollie's Bargain Outlet Holdings, Inc.OLLI $2.6bn 16.6% 9.1% 13.4% 2026
13 Pattern Group Inc.PTRN $2.5bn 39.3% 0.6% 4.7% 2025
14 Baozun Inc.BZUN $1.4bn 5.7% −2.4% −6.4% 2025
15 ZKH Group LtdZKH $1.3bn 2.7% −1.6% −4.6% 2025
16 Revolve Group, Inc.RVLV $1.2bn 8.5% 5.0% 13.0% 2025
17 Lightinthebox Holding Co., Ltd.LITB $224m −12.1% 3.7% — 2025
18 Jowell Global Ltd.JWEL $165m 24.1% −3.8% −44.3% 2025
19 Hour Loop, IncHOUR $142m 3.0% 1.2% 28.1% 2025
20 1stdibs.com, Inc.DIBS $90m 1.5% −15.2% −14.2% 2025
21 Yunji Inc.YJ $44m −24.0% −42.0% −13.2% 2025
22 Webuy Global LTDWBUY $19m −63.0% −45.3% −160.3% 2025
23 Mogu Inc.MOGU $18m −9.7% 1.5% 0.4% 2026
24 Linkage Global IncUZX $5m −50.5% −144.5% −63.1% 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.