The latest ecommerce earnings results are out from retailers in Digital Commerce 360’s Top 2000 Database. AutoZone grew its net sales 0.6% during its its fiscal Q4. However, the company shared that it expects new tariff costs to continue to persist in its new fiscal year. In the meantime, Stitch Fix shared mixed results, but highlighted new ways it expects to benefit from artificial intelligence.
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
- AutoZone net sales increased 0.6% year over year in Q4 as results improved for its DIY and commercial business.
- Stitch Fix net sales fell 2.6% year over year during its fiscal fourth quarter but increased on an adjusted basis.
AutoZone Inc. (No. 293)
Q4 2025 net sales: AutoZone Inc. recorded a 0.6% year-over-year increase in sales to $6.2 billion in its fiscal fourth quarter ended Aug. 30. Net sales for AutoZone’s full fiscal 2025 grew 2.4% year over year to $18.9 billion. Still, the company continued to navigate new costs from tariffs.
“Domestically, both DIY and commercial sales improved sequentially throughout the quarter, and we are pleased with our momentum heading into our new fiscal year,” said Phil Daniele, president and CEO at AutoZone. “Our international business also continued to deliver strong results, growing same-store sales 7.2% on a constant currency basis.”
AutoZone’s tariff expectations: During the company’s earnings call, Jamere Jackson, chief financial officer and head of customer satisfaction at AutoZone, told investors he expects to see continued pressure attributable to tariff costs in fiscal year 2026.
Jackson noted that “based on what we’re seeing from tariffs and the costs associated with tariffs, the playbook that we have, which is negotiating with our vendors to absorb a portion of the costs to raise retails where necessary” will remain in place.
Currently, AutoZone expects to see 3% inflation in the year ahead. That could potentially occur with “another couple of mid-single-digit increments of inflation as we work our way through tariffs and build our inventory accordingly,” Jackson said.
Costco Wholesale Corporation (No. 7)
Q4 2025 net sales: Costco Wholesale Corporation said net sales grew 8.0% year over year to $84.4 billion in its fiscal fourth quarter ended Aug. 31. Costco ecommerce sales increased 13.6% year over year during the quarter and were up 15.6% year over year for the full fiscal 2025.
Read more on Costco’s ecommerce sales here.
Stitch Fix Inc. (No. 76)
Q4 2025 net revenue: Stitch Fix Inc. reported a 2.6% year-over-year decline in net revenue of $311.2 million for its fiscal fourth quarter ended Aug. 2. Nevertheless, when adjusting for the impact of an extra week during the fourth quarter of fiscal 2024, Stitch Fix noted that net revenue increased 4.4% year over year.
“We finished the year with our second consecutive quarter of year-over-year revenue growth on an adjusted basis, and once again gained share in the U.S. apparel market,” said Matt Baer, CEO at Stitch Fix. “Our positive momentum was driven by the successful execution of our transformation strategy, including the improvements to our client experience and assortment. Looking ahead, we will continue to fuel growth by harnessing the power of AI, our assortment of leading brands, and the human connection of our Stylists, to deliver the most client-centric and personalized shopping experience.”
How Stitch Fix is using AI: Baer summarized Stitch Fix’s AI investments during its earnings call. Among them, he cited:
- AI for personalization.
- Generative AI for its style assistant.
- A new Stylist Connect platform for helping customers to communicate what they want to Stitch Fix stylists.
In addition, he shared that Stitch Fix is using generative AI in its private brand design process.
“By integrating GenAI and private brand development, we are responding to trend signals more quickly and accelerating how we bring relevant styles to the market,” Baer stated. “We are uniquely positioned to do this because of the depth and quality of our data from the continuous direct and indirect feedback our clients provide.”
Other recent ecommerce earnings results
Alibaba Group Holding Limited
Q1 2026 revenue: Alibaba Group Holding Limited said revenue grew 1.8% year over year to $34.6 billion in its fiscal first quarter. CEO Eddie Wu said Alibaba’s strategy remains fixed on “consumption and AI + Cloud.” He asserted that these are the company’s two pillars for long-term growth.
Read more on Alibaba’s ecommerce earnings here.
Amazon.com, Inc. (No. 3)
Q3 2025: Amazon.com Inc.’s net sales rose 13% year over year to $167.7 billion in its fiscal second quarter ended June 30. North America segment sales grew 11% to $100.1 billion. Excluding foreign exchange effects, total net sales increased 12% year over year.
Read more on Amazon’s sales here.
The Home Depot Inc. (No. 4)
Q2 2025: The Home Depot Inc. said net sales jumped 4.9% year over year to reach $45.28 billion in its fiscal second quarter ended Aug. 3. Meanwhile, online sales increased 12% year over year as the home improvement retailer worked to speed up fulfillment.
Read more on Home Depot’s online sales here.
Scholastic Corporation (No. 105)
Q1 2026 revenue: Scholastic Corporation reported an 11.6% year-over-year decline in revenue to $225.6 million for its fiscal first quarter ended Aug. 31. Peter Warwick, president and CEO at Scholastic, said the “seasonally quiet summer period resulted in an operating loss consistent with expectations.” In the meantime, the company is pushing ahead with its normal fall book fairs and high expectations for releases, including the book “Dog Man: Big Jim Believes” and Paris Hilton’s animated series “Paris & Pups” on YouTube.
“The property has already drawn great attention and we have tie-in books and toys planned for fall 2026,” said Warwick. “We also just announced the launch of our first-ever Scholastic-branded streaming app, which offers families a free, safe and trusted destination to enjoy Scholastic programming on-demand.”
On an earnings call with investors, Warwick said “pairing digital-first content with publishing is central to our strategy” and assessed that “the digital income that we’re getting is high margin and it’s going to grow.”
Tariffs’ impact on Scholastic: During Scholastic’s earnings call, Haji Glover, its chief financial officer and executive vice president, shared the company’s anticipated tariff costs for the new fiscal year.
“As for the impact of tariffs, we are closely following changes in policy and continue to expect approximately $10 million of incremental tariff expenses this fiscal year in our cost of product,” he stated.
Target Corporation (No. 5)
Q2 2025: Target Corporation recorded a net sales drop of 0.9% year over year to $25.2 billion in its fiscal second quarter ended Aug. 2. Despite overall challenges, the retailer’s online sales increased 4.3% from a year earlier. Target credited 25% growth in same-day delivery through its Target Circle 360 paid membership program growth in Drive Up use.
Read more on Target’s online sales here.
Walmart, Inc. (No. 2)
Q2 2026: Walmart Inc.’s total sales were up 4.8% year over year to $177.4 billion in its fiscal second quarter ended July 31. Online sales alone increased 25% over the same period. CEO Doug McMillon said Walmart would keep prices “as low as we can for as long as we can” in the face of tariffs.
Read more on Walmart’s ecommerce earnings here.
Ecommerce earnings calendar
Here’s when other ecommerce earnings are scheduled to report this quarter:
- Nike: Sept. 30
- Levi Strauss: Oct. 9
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