Ecommerce earnings: What you missed from Helen of Troy, Keurig

The latest ecommerce earnings results are out from retailers in Digital Commerce 360’s Top 2000 database. Tariffs received mentions from both Helen of Troy and Keurig Dr Pepper in their latest earnings reports. However, the companies showed different results from their most recent quarters. Helen of Troy’s net sales were down 0.7% year over year. Meanwhile, Keurig Dr Pepper saw net sales rise 4.8% over the same period.

Parentheses indicate the merchant’s ranking in the Top 2000, unless otherwise noted. The database ranks North America’s largest ecommerce retailers by their annual web sales.

This week’s ecommerce earnings takeaways

Helen of Troy consolidated net sales fell 0.7% year over year in its Q4 as it prepared for “volatile times” in the economy.
Keurig Dr Pepper’s CEO expressed confidence in its guidance as net sales increased 4.8% year over year during its fiscal Q1.

Helen of Troy Limited (No. 165)

Q4 2025: Helen of Troy Limited reported a decrease in consolidated net sales of 0.7% year over year to $485.9 million in its fiscal fourth quarter that ended Feb. 28. The company’s portfolio includes the brands Revlon, OXO and Honeywell. It also saw consolidated net revenue fall 4.9% year over year to $1.91 billion in its full fiscal year.

Noel M. Geoffroy, the CEO at Helen of Troy, said the company “saw strength in Wellness, OXO, Osprey, and International” during Q4. Along with hat, it saw “a better-than-expected contribution from Olive & June,” which Helen of Troy acquired in 2024. However, Geoffroy also noted that Helen of Troy faces “volatile times.”

“The rapidly changing global tariff actions are creating significant uncertainty in the marketplace, which we believe will have a profound impact on the economy broadly, and consumer sentiment specifically, making business planning a challenge,” she stated. “We are focusing on what is within our control and are encouraged by the progress we made during fiscal 2025 in executing our Reset & Revitalize action plan.”

Geoffroy pointed to Helen of Troy’s performance during the COVID pandemic as evidence that it could navigate the current environment.

“Further, as we have seen in prior recessionary periods, many of our brands resonate well during economic downturns as they offer value to consumers who are looking to stretch their budgets,” she assessed. “While we continue to plan for the longer term, we have taken near-term steps to preserve margins, continue to pay down our debt, and maximize cash flow.”

Keurig Dr Pepper, Inc. (No. 99)

Q1 2025: Keurig Dr Pepper, Inc. recorded 4.8% net sales growth year over year to $3.6 billion in its fiscal first quarter ended March 31. The company saw declines of 0.7% year over year in net sales for coffee and 6.3% for international sales during the quarter. Still, it credited “market share gains in carbonated soft drinks, energy, and sports hydration, as well as the acquisition of GHOST [energy drinks]” for its overall performance.

Looking ahead, Timothy Cofer, CEO and director, stated during its earnings call that Keurig Dr Pepper is adapting to the current environment of trade policy changes and tariffs.

“During the quarter, we also moved quickly to assess and react to trade policy changes,” Cofer said. “Looking out to the balance of the year, our outlook now incorporates our best estimate of tariff-related pressures and mitigations based on the policies in place today. As a result, we continue to expect that 2025 will be another solid year of growth, and we are reaffirming our full-year guidance.”

Other recent ecommerce earnings results

Albertsons Companies, Inc. (No. 19)

Q4 2024: Albertsons Companies, Inc. recorded an increase in net sales of 2.5% year over year to reach $18.8 billion in its fiscal fourth quarter that ended Feb. 22. The grocer said digital sales were up 24% year over year in both its fiscal fourth quarter and full year.

Read more on Albertsons digital sales here.

Alibaba Group Holding Limited

Q3 2025: Alibaba Group Holding Limited recorded a year-over-year revenue increase of 7.6% to $38.4 billion in its fiscal third quarter. Revenue at Alibaba’s international B2B ecommerce segment, Alibaba International Digital Commerce Group (AIDC), was up 32% over the same period.

Amazon.com, Inc. (No. 1)

Q4 2024: Amazon, Inc. reported Q4 sales increased 10.5% year over year to reach $187.8 billion in its fiscal fourth quarter that ended Dec. 31. Of those sales, $115.6 billion came from North America.

The Home Depot, Inc. (No. 4)

Q4 2024: The Home Depot, Inc. said net sales grew 14.1% year over year in its fiscal Q4 ended Feb. 2, to reach $39.7 billion. That’s up 6.6% from $37.71 billion during the same period in 2023. However, sales declined from $43.2 billion in the previous quarter. Full-year 2024 results, which the Hardware & Home Improvement retailer also reported, were up 4.5% year over year to $159.5 billion.

Movado Group, Inc. (No. 262)

Q4 2025: Movado Group, Inc. reported a net sales increase 3.2% year over year to $181.5 million in its fourth fiscal quarter ended Jan. 31. However, net sales for Movado’s full fiscal year fell 1.7% to $653.4 million. The company credited growth in its international wholesale channels and online retail in both cases. Nevertheless, it also noted declines for wholesale specifically at U.S. physical stores, as well as at Movado Company Stores.

“Given the ongoing uncertainty within the global retail environment, tariffs, and economic unrest that may ensue, we will continue to focus on the areas that we can control,” said Efraim Grinberg, chairman and CEO at Movado. “We have always prided ourselves on strong execution, delivering innovation for our customers and brands, and driving demand through effective marketing messaging across our brand portfolio.”

Grinberg told analysts on the company’s earnings call that Movado would “focus a greater preponderance of” its marketing in the current year toward digital venues as it reduces overall marketing spending. The move follows Movado’s decision in late 2024 to reduce “the number of promotional events in which the Movado brand was available in order to prevent — to preserve the brand image and integrity,” he explained.

“As the year progresses, we intend to make every effort to protect our gross margin in the U.S., taking into account the current incremental tariff rates of 10% for all global imports and over 100% on the Chinese bracelets or leather straps that are component of our fashion watches,” Grinberg stated. “U.S. sales in our fashion watches and jewelry represent approximately 20% of our overall fashion watch sales. We’re in the process of developing plans to help us mitigate some of the cost increases deriving from increased U.S. tariffs through partnering with our vendors and customers and implementing selective price increases. Of course, there continues to be uncertainty with regards to the final tariff rates, when and if they are ultimately implemented.”

Target Corporation (No. 5)

Q4 2024: Target Corporation reported a 3.1% decline in net sales year over year. That’s down to $30.9 billion in its fiscal fourth quarter ended Feb. 1. That retailer’s digital comparable sales grew 8.7% in its Q4 as comparable sales overall rose 1.5% from a year prior. For the full year, net sales decreased 0.1%.

“Results were led by strong performance in Beauty, Apparel, Entertainment, Sporting Goods and Toys,” said Brian Cornell, chair and chief executive officer at Target, in an earnings release. “As we look ahead, our continued investments in digital capabilities, stores and supply chain — combined with a focus on newness, value, speed and reliability — will further differentiate our one-of-a-kind physical and digital shopping experience.”

Walmart, Inc. (No. 2)

Q4 2025: Walmart, Inc.’s revenue grew 4.1% year over year to $180.6 billion in its fiscal Q4 ended Jan. 31. That’s a 4.1% increase over the same period in its fiscal 2024. During the period, online sales accounted for 18% of total sales for the Mass Merchant.

Ecommerce earnings calendar

Here’s when other ecommerce earnings are scheduled to report this quarter:

Beyond: April 28
Etsy: April 30
eBay: April 30
CVS Health: May 1
Harley-Davidson: May 1
Wayfair: May 1
Amazon: May 1
Apple: May 1
Columbia Sportswear: May 1
Microsoft: May 2
Estee Lauder: May 2
Revolve Group: May 6

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Ecommerce earnings recap: What you missed from Helen of Troy, Keurig Dr Pepper