The latest ecommerce earnings results are out from retailers in Digital Commerce 360’s Top 2000 Database. Drinkware brand Yeti grew its net sales by 6.8% year over year in its most recent quarter, with artificial intelligence (AI) helping its ecommerce results behind the scenes. In the meantime, La-Z-Boy suffered a new quarter of decline for sales at its Joybird brand, even as La-Z-Boy sales overall increased by 3.8% from a year ago.
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
- Yeti Holdings net sales were up by 6.8% year over year, with ecommerce and AI boosting results.
- La-Z-Boy sales grew 3.8% year over year, despite Joybird declines, as the CEO remained committed to the brand.
Etsy Inc.
Q4 2025 sales: Etsy Inc. said gross merchandise sales (GMS) increased by 0.1% year over year to $3.29 billion in its fiscal fourth quarter ended Dec. 31. The results were announced in the same week that the company announced it would sell its resale fashion platform Depop to Etsy’s competitor, eBay, for $1.2 billion.
Read more on Etsy’s earnings here. Etsy ranks No. 20 in the Global Online Marketplaces Database.
La-Z-Boy Inc. (No. 293)
Q3 2026 sales: La-Z-Boy Inc. recorded sales growth of 3.8% year over year to $541.59 million in its fiscal third quarter ended Jan. 24. The furniture retailer noted in its earnings release that success in its retail and wholesale business was partially offset by a continuing sales decline for its online-native brand Joybird.
La-Z-Boy called the consumer segment for Joybird “volatile against the current macroeconomic backdrop” as its written sales fell by 13% year over year and delivered sales dropped by 3% to $36 million.
Joybird struggles at La-Z-Boy: During La-Z-Boy’s Feb. 18 earnings call with investors, Melinda Whittington, president, CEO and board chair at the retailer, admitted that Joybird “is tough.”
“That [Joybird] consumer is younger, more urban-focused and just disproportionately impacted by some of the macroeconomic challenges,” she assessed. “So we continue to take actions towards getting that business rightsized to grow profitably, and we’ll continue to work through and monitor that.”
Walmart Inc. (No. 2)
Q4 2026 total revenue: Walmart Inc.’s total revenue grew 5.6% year over year to $190.66 billion in its fiscal fourth quarter ended Jan. 31. Meanwhile, revenue from membership fees increased by 15.1% globally from a year ago. Walmart increased its commerce sales by more than 20% for the fourth consecutive quarter in its fiscal Q4 2026.
Read more on Walmart’s ecommerce earnings here.
Wayfair Inc. (No. 11)
Q4 2025 sales: Wayfair Inc. saw revenue grow by 6.9% year over year to $3.3 billion in its fiscal fourth quarter ended Dec. 31. The home furnishings retailer shared that Wayfair Rewards members drove more than 15% of U.S. revenue, as total members exceeded 1 million within a year of its program launch.
Read more on Wayfair’s earnings here.
Yeti Holdings Inc. (No. 126)
Q4 2025 net sales: Yeti Holdings Inc. reported that net sales increased by 6.8% year over year to $583.71 million in its fiscal fourth quarter ended Jan. 3. Most of the company’s sales came from direct-to-consumer (DTC), which included ecommerce. However, its wholesale business saw a larger percentage gain from a year earlier.
“Direct-to-consumer sales grew 5% to $394 million,” said Michael McMullen, senior vice president, chief financial officer and treasurer, during Yeti’s Q4 earnings call on Feb. 19. “Growth was broad-based across all DTC channels, including Amazon Marketplace, corporate sales, our YETI retail stores and owned ecommerce.”
He credited international sales — in part — for fueling wholesale results.
“Wholesale sales increased 6% to $189 million, led by exceptional international performance across both Drinkware and Coolers & Equipment,” McMullen stated.
Yeti’s ecommerce and AI plans: Speaking to investors on the call, Matthew Reintjes, president, CEO and director at Yeti, called Yeti’s owned ecommerce “a key channel and focus” for 2026, even as “Amazon remains an effective reach engine.” Describing what he sees working for the drinkware and outdoor suppliers brand, Reintjes pointed to Yeti’s conversational shopping assistant, Ranger, among other efforts.
“We saw strong engagement around innovation, limited editions and customization, offset by what we believe in the U.S. is elevated cross-channel shopping impacting traffic and increased promotional activity,” he noted. “AI-driven improvements in product discovery, search and UX are helping drive conversion on yeti.com. And our conversational shopping assistant, Ranger, continues to evolve as an important part of the consumer on-site journey.”
Other recent ecommerce earnings results
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.
Amazon.com Inc. (No. 1)
Q4 2025 net sales: Amazon.com Inc.’s net sales grew by 13.6% year over year to $213.39 billion in its fiscal fourth quarter ended Dec. 31, 2025. By the year’s end, more than 300 million Amazon customers used Rufus AI, which is Amazon’s AI assistant.
Read more on Amazon’s sales here.
Costco Wholesale Corporation (No. 7)
Q1 2026 net sales: Costco Wholesale Corporation reported net sales growth of 8.2% year over year to $65.98 billion in its fiscal Q1 ended Nov. 22. Digitally enabled sales during the period were up 20.5% from a year earlier.
Read more on Costco’s ecommerce sales here.
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.
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.
Ecommerce earnings calendar
Here’s when other ecommerce earnings are scheduled to report this quarter:
- Bed Bath & Beyond: Feb. 23
- Hims & Hers Health: Feb. 23
- Home Depot: Feb. 24
- Keurig Dr Pepper: Feb. 24
- HP: Feb. 24
- Revolve Group: Feb. 24
- Lowe’s: Feb. 25
- Steven Madden: Feb. 25
- Urban Outfitters: Feb. 25
- Warby Parker: Feb. 26
- Dell: Feb. 26
- Figs: Feb. 26
- The RealReal: Feb. 26
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