The most recent ecommerce earnings outcomes are out from retailers in Digital Commerce 360’s High 2000 Database. Wayfair’s income grew 0.2% 12 months over 12 months because the furnishings retailer shrank its internet loss from a 12 months earlier. Additionally in residence furnishings, La-Z-Boy reported gross sales development of 4.3% 12 months over 12 months as Joybird’s delivered gross sales elevated by 9%. Learn extra ecommerce earnings protection right here.
Parentheses point out the service provider’s rating within the High 2000, except in any other case said. The database ranks North America’s largest ecommerce retailers by their annual net gross sales.
This week’s ecommerce earnings takeaways
- Wayfair elevated income 0.2% from a 12 months prior in its fiscal This fall.
- La-Z-Boy gross sales grew 4.3% 12 months over 12 months, with assist from Joybird in its fiscal third quarter.
Alibaba Group Holding Restricted
Q3 2025: Alibaba Group Holding Restricted recorded a year-over-year income enhance of seven.6% to $38.4 billion in its fiscal third quarter. Income at Alibaba’s worldwide B2B ecommerce section, Alibaba Worldwide Digital Commerce Group (AIDC), was up 32% over the identical interval.
Learn extra on Alibaba’s ecommerce earnings right here.
Etsy, Inc. (No. 20 in On-line Marketplaces Database)
This fall 2024: Etsy, Inc. reported its gross merchandise gross sales (GMS) declined 6.8% 12 months over 12 months throughout its fiscal This fall ended Dec. 31. Nevertheless, consolidated income elevated 1.2% over the identical interval to $852.2 million — a report excessive.
Learn extra on Etsy’s ecommerce earnings right here.
La-Z-Boy, Inc. (No. 250)
Q3 2025: La-Z-Boy, Inc. stated its gross sales grew 4.3% 12 months over 12 months to $521.8 million in its fiscal third quarter ended Jan. 25. The furnishings retailer credited exercise at its bodily retailer and wholesale model, in addition to gross sales development at its Joybird enterprise. Joybird written gross sales alone have been up 10% for the interval, with its delivered gross sales up 9% 12 months over 12 months to $37 million.
“We delivered outcomes above a 12 months in the past and on the greater finish of our gross sales and margin expectations for the quarter regardless of continued difficult macro situations,” stated Taylor Luebke, senior vp and chief monetary officer at La-Z-Boy. “Our expectation is for business traits to stay beneath strain, although we count on to proceed to outpace the business.”
Wayfair, Inc. (No. 9)
This fall 2024: Wayfair, Inc. recorded a 0.2% enhance 12 months over 12 months in internet income of $3.1 billion in its fiscal This fall ended Dec. 31. Internet income within the U.S. was up 1.1% 12 months over 12 months as worldwide internet income fell 5.7%.
As well as, the house furnishings retailer lowered its internet loss by 26.4% from the identical quarter a 12 months previous to $128 million.
“Our sturdy monetary efficiency enabled us to faucet into the high-yield markets for the primary time, placing us within the strongest steadiness sheet place in a few years,” stated Niraj Shah, CEO, co-founder and co-chairman at Wayfair. “We’re making sensible, excessive return investments throughout the enterprise, and on the similar time stay dedicated to rising adjusted EBITDA {dollars} year-over-year.”
Walmart, Inc. (No. 2)
This fall 2025: Walmart, Inc.’s income grew 4.1% 12 months over 12 months to $180.6 billion in its fiscal This fall ended Jan. 31. That’s a 4.1% enhance over the identical interval in its fiscal 2024. Throughout the interval, on-line gross sales accounted for 18% of complete gross sales for the Mass Service provider.
Learn extra on Walmart’s ecommerce earnings right here.
Different current ecommerce earnings outcomes
Ace {Hardware} Company (No. 627)
This fall 2023: Ace {Hardware} Company recorded its highest-ever fourth-quarter income, up 7.6% 12 months over 12 months to $2.3 billion in its fiscal This fall ended Dec. 28. The corporate’s full-year income reached $9.5 billion. That was up 3.9% 12 months over 12 months, in addition to being a brand new report for the {hardware} chain.
“Sturdy comparable retailer gross sales throughout the fourth quarter from our {hardware} format shops, accelerated new retailer development, and our continued digital advance fueled a really encouraging 7.6% enhance in income for the quarter,” stated John Venhuizen, president and CEO at Ace. “With report income, report shareholder dividends, report contributions to the Ace Basis, and almost a 39% pre-tax return on shareholder fairness, the Ace workforce is to be counseled for the self-discipline, productiveness, and stewardship with which they managed our sources and alternatives.”
Ace credited greater gross sales to its ecommerce and professional lumber prospects for a $22.0 million enhance 12 months over 12 months in wholesale income within the U.S. from Ace Wholesale Holdings. It achieved that development at the same time as wholesale income suffered internationally at Ace {Hardware} Worldwide Holdings. That unit’s gross sales fell by $1.0 million over the identical interval.
Amazon.com, Inc. (No. 1)
This fall 2024: Amazon, Inc. reported This fall gross sales elevated 10.5% 12 months over 12 months to succeed in $187.8 billion in its fiscal fourth quarter that ended Dec. 31. Of these gross sales, $115.6 billion got here from North America.
Learn extra on Amazon’s ecommerce earnings right here.
Crocs, Inc. (No. 95)
This fall 2024: Crocs, Inc. reported that consolidated income grew 3.1% 12 months over 12 months to $989.8 million in its fiscal fourth quarter that ended Dec. 31. Direct-to-consumer (DTC) income was up 5.5% over the identical interval.
For the total fiscal 12 months, the footwear model’s income elevated 3.5% 12 months over 12 months to $4.1 billion as DTC income grew 7.2%.
“Our fourth quarter efficiency exceeded expectations throughout all metrics led by Crocs Model development of 4%, because the North American enterprise outperformed our plan and China development accelerated from the third quarter,” stated Andrew Rees, chief government officer at Crocs, in its earnings launch. “HEYDUDE income was flat to final 12 months, greater than anticipated as direct-to-consumer gross sales inflected to development.”
HanesBrands, Inc. (No. 279)
This fall 2024: HanesBrands, Inc. reported that internet gross sales elevated 4.5% 12 months over 12 months, reaching $888.5 million in its fiscal fourth quarter ended Dec. 28.
“We delivered a powerful quarter and full-year with outcomes throughout all key metrics exceeding our expectations as the advantages of our transformation technique are clearly working,” stated Steve Bratspies, CEO at HanesBrands.
Trying forward, he sounded optimistic for its refreshed positioning.
“We enter 2025 as a brand new firm,” he said. “We’re a extra simplified, centered enterprise with a robust asset base and important aggressive benefits.”
In HanesBrands’ earnings name for This fall, Bratspies particularly cited consideration to ecommerce, together with different areas the place he noticed the attire model bettering over the previous 12 months. He stated HanesBrands has change into “a consumer-centric firm with each a reignited Innerwear enterprise that’s gaining market share and an added give attention to new income streams.”
“We construct core competencies and a disciplined working mannequin with consumer-led innovation, SKU life cycle administration and the applying of superior analytics and AI,” he assessed. “We streamlined and strategically segmented our world provide chain and expanded our [ecommerce] capabilities.”
The House Depot, Inc. (No. 4)
Q3 2024: The House Depot Inc. reported $40.22 billion in internet gross sales for its fiscal third quarter ended Oct. 27, 2024. That’s up 6.6% from $37.71 billion throughout the identical interval in 2023. Nevertheless, gross sales declined from $43.2 billion within the earlier quarter.
The house enchancment retailer noticed on-line gross sales develop 4% 12 months over 12 months, with almost half of all on-line orders fulfilled via shops, stated Billy Bastek, government vp of merchandising, throughout the firm’s earnings name.
The House Depot Inc. ranks No. 4 within the High 1000 Database, Digital Commerce 360’s rating of the biggest on-line retailers in North America. It’s additionally the top-ranked retailer within the High 1000’s {Hardware} & House Enchancment class. Digital Commerce 360 initiatives that House Depot’s net gross sales in 2024 will attain $23.6 billion. That may be 4.5% development over its 2023 on-line gross sales.
Learn extra on House Depot’s ecommerce earnings right here.
Goal Company (No. 5)
Q3 2024: Goal Company recorded a 0.9% enhance in complete gross sales 12 months over 12 months, reaching $25.2 billion in its fiscal third quarter ended Nov. 2.
In the meantime, on-line gross sales have been up 10.8% 12 months over 12 months as same-day supply grew almost 20%. Learn extra on Goal’s ecommerce earnings right here.
Yeti Holdings, Inc. (No. 126)
This fall 2024: Yeti Holdings, Inc. stated internet gross sales elevated 5.1% 12 months over 12 months to $546.5 million in its fiscal fourth quarter that ended Dec. 28. Gross sales via Yeti’s DTC channel have been up 6.9% to $368.6 million from a 12 months earlier. The corporate cited development in its Coolers & Tools and Drinkware classes as drivers behind that success.
Regardless of gross sales development, Yeti voiced warning over headwinds in 2025 and famous “the impression of product recollects on sure tender coolers,” which resulted in changes associated to “higher-than-anticipated client recall participation charges throughout the 12 months.”
Yeti stated recall participation finally led to an estimated enhance in its recall expense reserve of $9.9 million, reaching $13.1 million as of Dec. 30, 2024.
“Our topline outcomes present the proof factors of our model and product power mixed with operational execution to ship wonderful adjusted gross margin and adjusted working margin enlargement plus very sturdy free money circulate era, leading to a powerful steadiness sheet,” defined Matt Reintjes, president and CEO at Yeti, in an earnings launch. “We delivered these leads to a market that we imagine continues to indicate indicators of extra discerning client shopping for habits, extra promotional exercise, and heightened competitors, significantly within the U.S. market.”
Ecommerce earnings calendar
Right here’s when different ecommerce earnings are scheduled to report this quarter:
- House Depot: Feb. 25
- Keurig Dr Pepper: Feb. 25
- City Outfitters: Feb. 26
- Bathtub & Physique Works: Feb. 27
- Macy’s: March 6
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