The latest ecommerce earnings results are out from retailers in Digital Commerce 360’s Top 2000 Database. Abercrombie & Fitch shared its latest steps into artificial intelligence (AI) and agentic commerce as it announced that net sales grew by 6.8% in its fiscal third quarter. Meanwhile, Urban Outfitters’ digital sales outpaced sales from physical stores as the retailer’s overall net sales increased 12.3% year over year.

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

• Abercrombie & Fitch net sales jumped 6.8% year over year as the company made plans for AI agents.
• Urban Outfitters grew digital sales by 12.3% year over year, with digital growth leading the way.

Abercrombie & Fitch Inc. (No. 36)

Q3 2024: Abercrombie & Fitch Inc. said net sales increased 6.8% year over year to reach $1.29 billion in its fiscal third quarter ended Nov. 1. Net sales in the Americas led for the quarter, up 23% during the same period. The results set a new record for Abercrombie & Fitch third-quarter net sales and marked the apparel retailer’s 12th consecutive quarter of growth.

“We achieved three years of consecutive quarterly sales growth, delivering record third quarter net sales, with 7% growth to last year,” said Fran Horowitz, CEO at Abercrombie & Fitch. “Hollister brands grew 16% on a strong finish to back-to-school and fall seasonal transition.”

Abercrombie & Fitch’s use of AI agents: During an earnings call with investors, Horowitz said the company was continuing to invest in technology and infrastructure to improve customer journeys. She specifically cited its recent work with tech companies that include PayPal and Cymbio.

“We recently deployed AI agents and customer service to improve the experience while driving scale and efficiency,” Horowitz noted. “And we’re very excited about a new partnership we’re kicking off this week with PayPal and Cymbio, one of our technology partners in marketplace sales, that will enable agentic commerce and AI answer engines like Perplexity, where customers can seamlessly complete transactions directly within their AI conversation without even leaving the chat.”

Alibaba Group Holding Limited

Q2 2026 revenue: Alibaba Group Holding Limited recorded a revenue increase of 4.8%  year over year to 247.8 Chinese yuan (about $34.8 billion) in its fiscal second quarter ended Sept. 30. “In our consumption business, quick commerce continued to scale with significant improvement in unit economics and drove rapid growth in monthly active consumers on the Taobao app,” said Alibaba CEO Eddie Wu.

Read more on Alibaba’s ecommerce earnings here.

Best Buy Co. Inc. (No. 8)

Q3 2026 revenue: Best Buy Co. Inc. reported that revenue increased 2.4% year over year to $9.67 billion in its fiscal third quarter ended Nov. 1. Online sales for the consumer electronics retailer grew 3.5% during the same period to reach $2.82 billion.

Read more on Best Buy’s online sales here.

Dell Technologies Inc. (No. 16)

Q3 2026 revenue: Dell Technologies Inc. said revenue grew 10.8% year over year to $27.0 billion in its fiscal third quarter ended Oct. 31. The company credited the success of its AI server sales in driving results.

“AI momentum is accelerating in the second half of the year, leading to record AI server orders of $12.3 billion and an unprecedented $30 billion in orders year to date,” said Jeff Clarke, vice chairman and chief operating officer at Dell. “Our five-quarter pipeline is multiples of our $18.4 billion backlog with a mix of neocloud, sovereign and enterprise customers.”

Guess? Inc. (No. 182)

Q3 2026 revenue: Guess? Inc. recorded a revenue increase of 7.2% year over year to $791.4 million in its fiscal third quarter ended Nov. 1. In the Americas, where retail revenues overall were up 2%, retail comparable sales, which include ecommerce, declined by 6% in U.S. dollars and 5% in constant currency, the company reported.

Due to a proposed transaction to take Guess? private, the company did not hold an earnings call. The $1.4 billion deal (including debt) is backed by Guess? co-founders Maurice Marciano and Paul Marciano, as well as CEO Carlos Alberini and Authentic Brands. It is expected to close during the retail and apparel brand’s fiscal Q4.

Kohl’s Corp. (No. 25)

Q3 2025 net sales: Kohl’s Corp. said net sales declined 2.8% year over year to $3.41 billion in its fiscal third quarter ended Nov. 1. The retailer’s ecommerce sales during the quarter “outperformed stores again,” as they increased 2.4% year over year, according to Jill Timm, chief financial officer at Kohl’s.

Read more on Kohl’s ecommerce sales here.

Urban Outfitters Inc. (No. 28)

Q3 2026 net sales: Urban Outfitters Inc. reported that net sales increased 12.3% year over year to $1.53 billion in its fiscal third quarter ended Oct. 31. The retailer, whose brands include Anthropologie, Free People, FP Movement, Urban Outfitters and Nuuly, recorded “mid single-digit positive growth” year over year for both its retail store sales and digital channel sales. Francis Conforti, the chief operating officer and co-president at Urban Outfitters, shared during an earnings call that digital sales growth slightly outpaced in-store sales.

“We are pleased to report record revenues, profits, and earnings per share for the quarter,” said Richard Hayne, CEO at Urban Outfitters. “Trends observed last quarter have remained consistent with broad-based comparable sales growth and robust results in the Retail, Subscription, and Wholesale segments.”

Other recent ecommerce earnings results

Amazon.com Inc. (No. 1)

Q3 2025 net sales: Amazon.com Inc.’s net sales rose 13% year over year to $180.2 billion in its fiscal third quarter ended Sept. 30. North America segment sales grew 11% to $106.3 billion, while AWS climbed 20% to $33 billion. Excluding foreign exchange effects, total net sales increased 12% year over year.

Read more on Amazon’s sales here.

Bath & Body Works Inc. (No. 67)

Q3 2025 net sales: Bath & Body Works Inc. said net sales declined 1.0% year over year to $1.6 billion in its fiscal third quarter ended Nov. 1. That decrease was felt in stores, as well as online, where digital sales fell over the same period.

“When adjusted for buy online, pick up in store, which is reported as store sales, digital net sales were down 1%, a sequential improvement from Q2 performance,” said Eva Boratto, chief financial officer at Bath & Body Works, during an earnings call with investors. “While we continue to make progress on our app and mobile web enhancements, there is substantial work ahead to develop a best-in-class experience.”

Digital improvements: Among the priorities in Bath & Body Works CEO Daniel Heaf’s current transformation plan, digital efforts factor in prominently. Under the company’s goal to “win the marketplace,” the retailer lists enhancing its digital and in-store experiences with an emphasis on discovery.

Though efforts are currently underway, Boratto said she did not expect to see them “impact the business in any meaningful way until the second half of” 2026.

Gap Inc. (No. 20)

Q3 2025 net sales: Gap Inc. recorded a net sales increase of 3.0% year over year to $3.9 billion in its fiscal third quarter ended Nov. 1. The company shared that online sales grew 2% over the same period, accounting for 40% of its total net sales.

“The strength of our third quarter and quarter-to-date performance positions us well for the holiday selling season and gives us the confidence to increase our full-year net sales outlook to the high end of our prior guidance range and raise our full-year operating margin outlook,” said Richard Dickson, president and CEO at Gap.

Gap’s online marketing: During Gap’s earnings call with investors, Dickson touted the retailer’s online marketing efforts through influencers and TikTok, where he said Gap’s work with the pop music group Katseye led to 8 billion impressions and 500 million views.

“We actually recently launched a cross-brand content creator and social media advocacy program last month, which you might have seen,” he stated. “We now also have a presence on TikTok as a shop and many more.”

Dickson said influencer content was “among the most common product discovery methods amongst Gen Z and millennials, which we’ve been performing incredibly well with.”

The Home Depot Inc. (No. 4)

Q3 2025 net sales: The Home Depot Inc. reported net sales grew 28.9% year over year to $41.4 billion in its fiscal third quarter ended Nov. 2. In the meantime, William Bastek, executive vice president of merchandising at Home Depot, shared that online sales were up 11% year over year.

Read more on Home Depot’s online sales here.

La-Z-Boy Incorporated (No. 293)

Q3 2025 sales: La-Z-Boy Incorporated reported that sales increased 0.3% year over year to $522.5 million in its fiscal Q3 ended Oct. 25. The furniture retailer shared that delivered sales for its online-native Joybird brand were down 10% year over year during the period to $35 million. That decrease offset growth in its retail and wholesale business.

La-Z-Boy’s Joybird moves: “Joybird operating loss increased versus the prior year, primarily due to deleverage on lower Joybird delivered sales,” said Taylor Luebke, senior vice president and chief financial officer at La-Z-Boy, during its earnings call.

Despite challenges, La-Z-Boy is pushing ahead to expand Joybird’s physical presence. Melinda Whittington, the president, CEO and board chair at La-Z-Boy, said the company opened its 15th Joybird store, selecting Columbus, Ohio, for the location.

“We remain on track to open three to four new Joybird stores this fiscal year, and are pleased with the ramp-up and performance of our Joybird retail stores,” she stated.

Lowe’s Companies Inc. (No. 11)

Q3 2025 total sales: Lowe’s Companies Inc. shared that net sales grew 3.2% year over year to $20.81 billion in its fiscal Q3 ended Oct. 31. Lowe’s online sales grew 11.4% over the same period, which Lowe’s attributed to rising web traffic and “continued strong conversion.”

Read more on Lowe’s online sales here.

Target Corporation (No. 5)

Q3 2025 net sales: Target Corporation net sales fell 1.5% year over year to $25.3 billion in its fiscal third quarter ended Nov. 1. Despite Target’s ongoing struggles, online sales for the retailer still managed to increase 2.4% year over year during the quarter.

Read more on Target’s online sales here.

The TJX Companies Inc. (No. 98)

Q3 2026 net sales: The TJX Companies recorded a net sales increase 7.5% year over year to $15.1 billion in its fiscal third quarter ended Nov. 1. The company saw sales growth across its brands, including Marmaxx and HomeGoods during the quarter as it prepared for holiday shoppers.

“With our compelling values and ever-changing, fresh assortments of good, better, and best brands, we are convinced that our stores and ecommerce sites are strongly positioned as gifting destinations for value-conscious shoppers this holiday season,” said Ernie Herrman, CEO and president at TJX.

TJX’s use of AI: Asked during TJX’s earnings call about how the retailer is using artificial intelligence, Herrman said TJX was “pretty aggressively evaluating and testing and deploying AI really across our business.” He noted key use cases, including “fraud detection and security,” analytics for in-store use and human resources processes among the areas of focus.

Walmart Inc. (No. 2)

Q3 2026 total revenue: Walmart Inc.’s total revenue grew 5.8% year over year to $179.5 billion in its fiscal third quarter ended Oct. 31. During its Q3, Walmart online sales increased 27% year over year, marking 14 straight quarters of at least 10% growth.

Read more on Walmart’s ecommerce earnings here.

Ecommerce earnings calendar

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

• Signet Jewelers: Dec. 2
• American Eagle: Dec. 2
• Dollar Tree: Dec. 3
• Macy’s: Dec. 3
• Salesforce: Dec. 3
• Five Below: Dec. 3
• Kroger: Dec. 4
• Hewlett Packard Enterprise: Dec. 4
• Ulta Beauty: Dec. 4
• Victoria’s Secret: Dec. 5

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