The latest ecommerce earnings results are out from retailers in Digital Commerce 360’s Top 2000 Database. Tractor Supply Company set a new record for quarterly net sales, which it said were up 7.2% year over year. Meanwhile, O’Reilly Automotive also claimed a record for its quarterly revenue as sales increased 7.8% from a year earlier.

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

• Tractor Supply said net sales were up 7.2% year over year in its Q3, helped by digital sales successes.
• O’Reilly Automotive sees negative impacts from tariffs subsiding as its sales grew 7.8% year over year.

O’Reilly Automotive, Inc. (No. 146)

Q3 2025 sales: O’Reilly Automotive, Inc. said sales increased of 7.8% year over year to $4.7 billion in its fiscal third quarter ended Sept. 30. The company’s record-high quarterly revenue and other successes were enough to boost its full-year 2025 comparable store sales guidance. Looking ahead, O’Reilly set expectations at a range of 4.0% to 5.0%.

“We are pleased to report another quarter of solid performance and profitable growth, highlighted by a 5.6% increase in comparable store sales and a 12% increase in diluted earnings per share for the third quarter,” said Brad Beckham, CEO at O’Reilly, in its earnings release.

Tariff impact on O’Reilly: Beckham told investors that the company believes the worst impact from new tariff-related costs in 2025 are now behind it.

“While the broader tariff landscape has the potential to remain fluid, at this stage, we believe we have seen the lion’s share of the cost impacts we are expecting as they relate to the tariffs currently in effect,” he said during O’Reilly’s earnings call. “As a result, we anticipate a mid-single-digit same-SKU benefit in the fourth quarter, but have also factored into our guidance a continuation of the pressure to our DIY customers from the dynamics I mentioned earlier.”

Specifically, those dynamics include consumers’ reactions to new price levels, despite a willingness to invest in their vehicles, the CEO observed.

The Procter & Gamble Company (No. 486)

Q1 2026 net sales: The Procter & Gamble Company recorded net sales growth of 3.2% year over year to $22.4 billion in its fiscal first quarter ended Sept. 30. Jon Moeller, chairman of the board, president and CEO at Procter & Gamble noted the consumer packaged goods company was “increasing investment in innovation and demand creation” as it looks to “improve value for consumers and drive category growth.” Online successes for the quarter included both an Olay premium body wash launch and results from P&G’s baby care category in China.

“Our organic sales growth, earnings and cash results in the first quarter reflect strong execution of our integrated strategy,” said Moeller. “These results keep us on track to deliver within our guidance ranges on all key financial metrics for the fiscal year in a challenging consumer and geopolitical environment.”

Online shoppers in China: Andre Schulten, chief financial officer at P&G, mentioned during an earnings call that its baby care business grew 20% in China, which he credited to consumer insights and adapting communications with consumers, many of which are online businesses. In addition, Schulten cited the launch of Olay premium body wash in July.

“Since launch, the new premium line has grown over 30% in offline channels and 80% online, driving category growth and Olay share growth,” he stated.

Tractor Supply Company (No. 88)

Q3 2025 net sales: Tractor Supply Company reported net sales increased 7.2% year over year to $3.72 billion in its fiscal third quarter ended Sept. 27. That was a record high for the farm supplies and rural lifestyle retailer.

“As we enter the fourth quarter, we are well positioned for the fall and winter seasons, operating with discipline and controlling what we can control,” said Hal Lawton, president and CEO at Tractor Supply. “With improved visibility on tariffs and the broader demand environment, we are narrowing our full-year guidance range to reflect our year-to-date performance and a balanced outlook.”

Online sales growth: “Digital sales grew at a low double-digit rate, representing a notable sequential improvement from the second quarter,” Lawton shared during Tractor Supply’s Oct. 23 earnings call. “Nearly 80% of online orders were fulfilled by our stores, highlighting the strength of our local network and store base.”

In addition, he said that same-day delivery and deliver-from-store options “outperformed.” He highlighted the results as evidence of “the value of the final-mile capabilities” that Tractor Supply is building out.

Other recent ecommerce earnings results

Albertsons Companies Inc. (No. 18)

Q2 2025 net sales: Albertsons Companies Inc. reported a net sales increase of 2.0% year over year to $18.9 billion in its fiscal second quarter ended Sept. 6. Meanwhile, Albertsons digital sales grew 23% over the same period.

Read more on Albertsons digital sales here.

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 net sales: 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.

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.

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.

Johnson & Johnson (No. 336)

Q3 2025 reported sales: Johnson & Johnson recorded a reported sales increase of 6.8% year over year to $24.0 billion in its fiscal third quarter ended Sept. 28. Joaquin Duato, chairman and CEO at Johnson & Johnson, told investors that the results could be attributed to “double-digit growth across 11 brands.” Those included Darzalex, Carvykti, Talvey and others. He noted that Tremfya sales alone saw “remarkable growth of 40%.”

“Johnson & Johnson delivered another strong performance in the third quarter fueled by the depth and strength of our portfolio and significant progress across our pipeline,” said Duato. “With a sharpened focus on the six priority areas of oncology, immunology, neuroscience, cardiovascular, surgery and vision, Johnson & Johnson is in a new era of accelerated growth and innovation, with pioneering treatments that will continue to transform lives.”

Guidance related to tariffs: During Johnson & Johnson’s Q3 earnings call, Joseph Wolk, executive vice president and chief financial officer at the company, addressed its outlook on tariffs.

“We are reiterating our operating margin guide of an approximate 300 basis point improvement for the full year, assuming what we know today as it relates to tariffs,” Wolk stated. “For net interest expense, we are now projecting between $0 million and $50 million, an improvement from the previous guidance, primarily driven by higher cash balances.”

In addition, Wolk said Johnson & Johnson expects “a higher effective tax rate to be in the range of 17.5% to 18% for the full year, with the increase largely due to the recently enacted One Big Beautiful Bill Act.”

Despite this change, Wolk assessed that Johnson & Johnson would “remain committed to investing $55 billion in U.S.-based innovation and manufacturing over the next 4 years.”

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:

• Bed Bath & Beyond: Oct. 27
• Carter’s: Oct. 27
• Keurig Dr Pepper: Oct. 27
• UPS: Oct. 28
• Wayfair: Oct. 28
• CVS Health: Oct. 29
• Etsy: Oct. 29
• Alphabet: Oct. 29
• eBay: Oct. 29
• Ethan Allen: Oct. 29
• Gildan: Oct. 29
• Oshkosh: Oct. 29
• Microsoft: Oct. 29
• Advance Auto Parts: Oct. 30
• Crocs: Oct. 30
• Floor & Decor: Oct. 30
• Estee Lauder: Oct. 30
• Amazon.com: Oct. 30
• Apple: Oct. 30
• Columbia Sportswear: Oct. 30

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