undamentalytics Newsletter

Distributors stocks

10 US-listed companies in distributors, with $45.8bn of combined revenue in their latest fiscal years. Genuine Parts Company is the largest ($24.3bn). The fastest grower with at least $100m of revenue in both years is Gigacloud Technology Inc, up 11.1%. The median company grew 3.5% with a net margin of 4.5%.

Companies10
Combined revenue$45.8bn
Median revenue growth3.5%
Median net margin4.5%
Median return on equity11.9%
#CompanyRevenueGrowthNet marginROEFiscal year
1 Genuine Parts CompanyGPC $24.3bn 3.5% 0.3% 1.5% 2025
2 LKQ CorpLKQ $13.7bn −1.2% 4.5% 9.7% 2025
3 Pool CorpPOOL $5.3bn −0.4% 7.7% 33.1% 2025
4 Gigacloud Technology IncGCT $1.3bn 11.1% 10.6% 30.8% 2025
5 Alliance Entertainment Holding CorpAENT $1.1bn 8.0% 1.1% 11.9% 2026
6 One & One Green Technologies. IncYDDL $66m 23.1% 17.9% 37.8% 2025
7 Inneova Holdings LtdINEO $58m −6.9% −0.7% −8.0% 2025
8 Greenlane Holdings, Inc.GNLN $4m −67.2% −1965.1% — 2025
9 Cheetah NET Supply Chain Service Inc.CTNT $1m 182.7% −283.2% −33.2% 2025
10 Bio Green Med Solution, Inc.BGMS $747,000 1637.2% −401.3% −128.4% 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.