undamentalytics Newsletter

Other Specialty Retail stocks

38 US-listed companies in other specialty retail, with $108.2bn of combined revenue in their latest fiscal years. Dick's Sporting Goods, Inc. is the largest ($17.2bn). The fastest grower with at least $100m of revenue in both years is Tokyo Lifestyle Co., Ltd., up 77.6%. The median company grew 6.5% with a net margin of 1.5%.

Companies38
Combined revenue$108.2bn
Median revenue growth6.5%
Median net margin1.5%
Median return on equity5.6%
#CompanyRevenueGrowthNet marginROEFiscal year
1 Dick's Sporting Goods, Inc.DKS $17.2bn 28.1% 4.9% 19.4% 2026
2 Tractor SupplyTSCO $15.5bn 4.3% 7.1% 45.2% 2025
3 Chewy, Inc.CHWY $12.6bn 6.2% 1.8% 58.7% 2026
4 Ulta BeautyULTA $12.4bn 9.7% 9.3% 43.6% 2026
5 Bath & Body Works, Inc.BBWI $7.3bn −0.2% 8.9% — 2026
6 Academy Sports & Outdoors, Inc.ASO $6.1bn 2.0% 6.2% 18.0% 2026
7 Petco Health & Wellness Company, Inc.WOOF $6.0bn −2.5% 0.2% 0.8% 2026
8 Five Below, IncFIVE $4.8bn 22.9% 7.5% 17.9% 2026
9 Sally Beauty Holdings, Inc.SBH $3.7bn −0.4% 5.3% 27.5% 2025
10 Miniso Group Holding LtdMNSO $3.0bn 26.3% 5.6% 11.4% 2025
11 Marinemax IncHZO $2.3bn −5.0% −1.4% −3.3% 2025
12 National Vision Holdings, Inc.EYE $2.0bn 9.0% 1.5% 3.5% 2025
13 Onewater Marine Inc.ONEW $1.9bn 5.6% −6.1% −35.5% 2025
14 Immersion CorpIMMR $1.7bn 11.2% 0.3% 1.5% 2026
15 Barnes & Noble Education, Inc.BNED $1.7bn 6.5% 1.0% 6.0% 2026
16 Savers Value Village, Inc.SVV $1.7bn 9.2% 1.3% 5.3% 2025
17 1 800 Flowers Com IncFLWS $1.5bn −10.8% −9.0% −65.4% 2026
18 Sportsman's Warehouse Holdings, Inc.SPWH $1.2bn 1.0% −4.1% −23.6% 2026
19 Warby Parker Inc.WRBY $872m 13.0% 0.2% 0.5% 2025
20 Betterware DE Mexico, S.a.p.i. DE C.vBWMX $743m −4.1% 7.4% 84.2% 2025
21 Therealreal, Inc.REAL $693m 15.4% −6.0% — 2025
22 Build-a-bear Workshop IncBBW $530m 6.7% 9.9% 35.5% 2026
23 Live Ventures IncLIVE $445m −5.9% 5.1% 27.0% 2025
24 High Tide Inc.HITI $424m 10.5% −8.5% −43.9% 2025
25 Bark, Inc.BARK $395m −18.5% −9.9% −45.5% 2026
26 Tokyo Lifestyle Co., Ltd.TKLF $373m 77.6% 0.2% 1.7% 2026
27 Rent The Runway, Inc.RENT $330m 7.7% 6.9% — 2026
28 Envela CorpELA $241m 33.6% 6.1% 24.4% 2025
29 Growgeneration Corp.GRWG $162m −14.4% −14.9% −22.1% 2025
30 Grabagun Digital Holdings Inc.PEW $96m 3.6% −2.6% −4.6% 2025
31 Giftify, Inc.GIFT $83m −6.5% −12.6% −48.7% 2025
32 Tandy Leather Factory IncTLF $76m 2.6% 11.9% 16.6% 2025
33 Aterian, Inc.ATER $69m −30.4% −27.5% −83.9% 2025
34 Boqii Holding LtdBQ $59m −8.9% −1.2% −2.7% 2026
35 Rectitude Holdings Ltd.RECT $40m 21.5% 7.0% 13.9% 2026
36 Ipower Inc.IPW $20m −68.4% −58.2% −66.0% 2026
37 Naas Technology Inc.NAAS $17m −37.7% −350.8% — 2025
38 Nexera Technologies LtdNEXR $17m 23.0% −21.8% −43.2% 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.