The most recent ecommerce earnings outcomes are out from retailers in Digital Commerce 360’s High 2000 Database. EBay grew gross merchandise quantity (GMV) by 4% in its most up-to-date quarter. In the meantime, Past lower its quarterly loss almost in half from a yr in the past because it seems to be to new offers for an improved lead to 2025. Learn extra ecommerce earnings protection right here.
Parentheses point out the service provider’s rating within the High 2000, until in any other case acknowledged. The database ranks North America’s largest ecommerce retailers by their annual net gross sales.
This week’s ecommerce earnings takeaways
- EBay grew its GMV 4% yr over yr to $19.3 billion in its fiscal fourth quarter.
- Past’s web income decreased 21.1% yr over yr because it lower its quarterly loss by nearly half from the identical interval a yr in the past.
Bathtub & Physique Works, Inc. (No. 69)
This autumn 2024: Bathtub & Physique Works, Inc. stated web gross sales fell 4.3% yr over yr to $2.8 billion in its fiscal fourth quarter ended Feb. 3. In its earnings launch, the retailer famous that its web gross sales for the quarter confronted “a headwind of roughly 500 foundation factors as a result of shifted fiscal calendar, ensuing from and together with the additional week in 2023.”
However, Gina Boswell, CEO at Bathtub & Physique Works, sounded optimistic for the yr forward, telling analysts on the quarter’s earnings name that she expects collaborations with Disney, in addition to the Netflix collection “Emily in Paris” and “Stranger Issues,” to drive curiosity in Bathtub & Physique Works choices in 2025. She cited them as a part of a “three-legged stool technique of product innovation, advertising and marketing, and know-how” supposed to energy sustainable progress.
“Our technique is working, and we’re driving topline progress by product innovation, enhanced advertising and marketing and know-how, and by extending our attain by class adjacencies and worldwide enlargement,” stated Boswell. “Regardless of complicated challenges going through the broader retail sector, we ended the second half of the yr robust.”
Past, Inc. (No. 68)
This autumn 2024: Past, Inc. recorded a web income lower of 21.1% yr over yr to $303.1 million in its fiscal fourth quarter ended Dec. 31, 2024. Nonetheless, the retailer lower its quarterly web loss by almost half from a yr in the past to $81.3 million.
Within the meantime, Past has closed a deal to amass former Mattress Bathtub & Past model Purchase Purchase Child whereas additionally securing a deal to get Mattress Bathtub & Past again to bodily retail in a take care of Kirkland’s.
“We’re excited by the progress we’ve got made since November 1st and are additional inspired by the sequential enhancements which have continued by February,” stated Marcus Lemonis, the manager chairman at Past. “Whereas there may be nonetheless a lot work to do, we’ll proceed to make the required tough choices, leverage know-how innovation and make the most of our sources and partnerships to create a strong basis that we consider will ship profitability and progress.”
EBay, Inc. (No. 6 in On-line Marketplaces)
This autumn 2024: EBay, Inc. reported web income elevated 0.7% yr over yr to succeed in $2.6 billion in its fiscal fourth quarter ended Dec. 31, 2024. Gross merchandise quantity (GMV) additionally grew, up 4% to $19.3 billion over the identical interval.
In the meantime, income from eBay’s promoting merchandise elevated 18% yr over yr, reaching $445 million throughout the quarter. The corporate stated that represented 2.3% of its complete GMV.
As well as, the web market shared that full-year income was up 1.7% to $10.3 billion in 2024.
“eBay achieved three consecutive quarters of GMV progress to finish 2024, and we took important steps towards our imaginative and prescient of reinventing the way forward for ecommerce for fanatics,” stated Jamie Iannone, chief government officer at eBay. “I’m happy with how the crew has innovated for our consumers and sellers, which has pushed important worth for shareholders.”
The Dwelling Depot, Inc. (No. 4)
This autumn 2024: The Dwelling Depot, Inc. stated web gross sales grew 14.1% yr over yr to succeed in $39.7 billion in its fiscal fourth quarter ended Feb. 2. 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. Full-year 2024 outcomes, which the {Hardware} & Dwelling Enchancment retailer additionally reported, had been up 4.5% yr over yr to $159.5 billion.
Learn extra on Dwelling Depot’s ecommerce earnings right here.
Keurig Dr Pepper, Inc. (No. 99)
This autumn 2024: Keurig Dr Pepper, Inc. recorded a web gross sales improve of 5.2% yr over yr to $4.1 billion throughout its fiscal fourth quarter ended Dec. 31, 2024. For the complete yr additionally ended on Dec. 31, the corporate stated web gross sales grew 3.6% to $15.4 billion.
All of this occurred as Keurig Dr Pepper additionally famous a year-over-year lower in GAAP web earnings of 120.8% to a lack of $144 million in This autumn. That loss was attributed to the “unfavorable year-over-year influence of non-operating gadgets affecting comparability.”
“In 2024, we delivered robust monetary efficiency in step with our long-term algorithm and superior our technique to put the groundwork for KDP’s subsequent section of progress,” acknowledged Tim Cofer, CEO at Keurig Dr Pepper. “We gained market share by thrilling innovation, advertising and marketing, and activation throughout our CSD and low manufacturers, drove win-win outcomes with associate manufacturers akin to Electrolit and C4, and took daring motion to increase our portfolio and path to market with the acquisition of GHOST and choose territory expansions.”
Lowe’s Firms, Inc. (No. 11)
This autumn 2024: Lowe’s Firms, Inc. reported a web gross sales lower of 0.3% yr over yr to $18.6 billion in its fiscal fourth quarter ended Jan. 31. The outcomes got here as web gross sales fell 3.1% for the complete fiscal yr from a yr earlier.
Nonetheless, comparable gross sales for Lowe’s shops throughout the quarter had been up 0.2%, throughout the quarter. Lowe’s credited “high-single-digit Professional and on-line comparable gross sales, robust vacation efficiency, and rebuilding efforts within the wake of current hurricanes, partially offset by continued near-term strain in DIY discretionary spending.”
“Our outcomes this quarter had been as soon as once more higher than anticipated, as we proceed to achieve traction with our Complete Dwelling strategic initiatives,” stated Marvin Ellison, chairman, president and CEO at Lowe’s. “We stay assured within the long-term power of the house enchancment trade, and we’re equally assured in our technique to capitalize on the anticipated restoration.”
Learn extra on Lowe’s ecommerce earnings right here.
Salesforce, Inc.
This autumn 2025: Salesforce, Inc. stated it elevated income 7.6% yr over yr to $9.99 billion throughout its fiscal fourth quarter ended Jan. 31. Marc Benioff, the co-founder and CEO of Salesforce, stated the tech firm and ecommerce platform supplier closed greater than 400 offers, every price greater than $1 million throughout its This autumn.
Learn extra on Salesforce’s earnings and income right here.
City Outfitters, Inc. (No. 29)
This autumn 2025: City Outfitters, Inc. reported a web gross sales improve of 10.1% yr over yr to $1.6 billion in its fiscal fourth quarter ended Jan. 31. The expansion was fueled by gross sales will increase at Anthropologie, Free Individuals and Nuuly, City Outfitters’ rental enterprise, which the corporate stated achieved profitability for the primary time. The retailer additionally cited “excessive single-digit constructive progress in digital channel gross sales,” accompanied by “low single-digit constructive progress in retail retailer gross sales.”
“We’re happy to announce report This autumn revenues and full-year income,” stated Richard Hayne, CEO at City Outfitters. “Our success was pushed by power throughout all three segments — Retail, Subscription and Wholesale.”
Different current ecommerce earnings outcomes
Alibaba Group Holding Restricted
Q3 2025: Alibaba Group Holding Restricted recorded a year-over-year income improve 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.
Amazon.com, Inc. (No. 1)
This autumn 2024: Amazon, Inc. reported This autumn gross sales elevated 10.5% yr over yr 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.
Etsy, Inc. (No. 20 in On-line Marketplaces Database)
This autumn 2024: Etsy, Inc. reported its gross merchandise gross sales (GMS) declined 6.8% yr over yr throughout its fiscal This autumn 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% yr over yr 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 progress at its Joybird enterprise. Joybird written gross sales alone had been up 10% for the interval, with its delivered gross sales up 9% yr over yr to $37 million.
“We delivered outcomes above a yr in the past and on the increased finish of our gross sales and margin expectations for the quarter regardless of continued difficult macro circumstances,” stated Taylor Luebke, senior vp and chief monetary officer at La-Z-Boy. “Our expectation is for trade developments to stay below strain, although we count on to proceed to outpace the trade.”
Goal Company (No. 5)
Q3 2024: Goal Company recorded a 0.9% improve in complete gross sales yr over yr, reaching $25.2 billion in its fiscal third quarter ended Nov. 2.
In the meantime, on-line gross sales had been up 10.8% yr over yr as same-day supply grew almost 20%. Learn extra on Goal’s ecommerce earnings right here.
Walmart, Inc. (No. 2)
This autumn 2025: Walmart, Inc.’s income grew 4.1% yr over yr to $180.6 billion in its fiscal This autumn ended Jan. 31. That’s a 4.1% improve 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.
Wayfair, Inc. (No. 9)
This autumn 2024: Wayfair, Inc. recorded a 0.2% improve yr over yr in web income of $3.1 billion in its fiscal This autumn ended Dec. 31. Internet income within the U.S. was up 1.1% yr over yr as worldwide web income fell 5.7%.
As well as, the house furnishings retailer diminished its web loss by 26.4% from the identical quarter a yr previous to $128 million.
“Our robust monetary efficiency enabled us to faucet into the high-yield markets for the primary time, placing us within the strongest stability sheet place in a few years,” stated Niraj Shah, CEO, co-founder and co-chairman at Wayfair. “We’re making good, excessive return investments throughout the enterprise, and on the identical time stay dedicated to rising adjusted EBITDA {dollars} year-over-year.”
Ecommerce earnings calendar
Right here’s when different ecommerce earnings are scheduled to report this quarter:
- Goal: March 4
- Finest Purchase: March 4
- Costco: March 6
- Hole: March 6
- Macy’s: March 6
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