The latest ecommerce earnings results are out from retailers in Digital Commerce 360’s Top 2000 Database. BJ’s Wholesale Club Holdings net sales were up by 5.5% year over year as the company said its digitally enabled comparable sales were up by 31%. Gap also reported results, showing ecommerce growth outpacing overall net sales.

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

• BJ’s Wholesale Club said net sales increased by 5.5% in its Q4, as digitally enabled comparable sales rose by 31%.
• Gap saw its Q4 net sales rise by 2.1% year over year as online sales increased by 5%.

Abercrombie & Fitch Co. (No. 36)

Q4 2025 net sales: Abercrombie & Fitch Co. net sales increased by 5.4% year over year to $1.67 billion in its fiscal fourth quarter ended Feb. 1. For its full fiscal year, the retailer noted that 44% of total sales originated online.

Read more about Abercrombie & Fitch’s online sales here.

Best Buy Inc. (No. 8)

Q4 2026 total revenue: Best Buy’s total revenue declined 1.0% year over year to $13.81 billion in its fiscal fourth quarter ended Jan. 31. The company shared that more than 90% of Best Buy online marketplace sellers with active storefronts have been generating sales in any given week.

Read more about Best Buy’s online sales here.

BJ’s Wholesale Club Holdings Inc. (No. 37)

Q4 2025 net sales: BJ’s Wholesale Club Holdings Inc. recorded a 5.5% year-over-year increase in net sales to $45 billion in its fiscal fourth quarter ended Jan. 31. The company noted that digitally enabled comparable sales growth reached 31% for the period.

“We’ve had sustained fantastic growth in our digital business. I think it was 31% this quarter and somewhere near 60% on the 2-year stack, obviously, even bigger going backwards,” said Robert Eddy, president, CEO and chairman at BJ’s, during its earnings call.

Eddy added that BJ’s Wholesale fulfilled 90% of its digital business through its clubs, telling investors it remains an area where the retailer continues to invest. In addition, he shared that app downloads increased by 25%, with BJ’s apps currently responsible for about one-third of its digital sales.

Gap Inc. (No. 20)

Q4 2025 net sales: Gap Inc. said net sales grew by 2.1% year over year to $4.24 billion during its fiscal fourth quarter ended Jan. 31. Online sales led those results, with ecommerce sales up by 5% year over year, the company shared. Over the same period, its store sales remained flat. Altogether, online sales accounted for 42% of total net sales for Gap.

AI’s role in technology at Gap: Speaking to investors during its Q4 earnings call Richard Dickson, CEO, president and director at Gap, addressed current priorities for artificial intelligence (AI). As far as how Gap is using AI, Dickson cited three areas of focus: enabling, optimizing and reinventing.

“Enable is about enterprise-wide adoption, equipping our teams with AI tools that improve day-to-day productivity, streamline workflows and build AI fluency across the organization,” he stated. “Optimize focuses on high-impact process improvements to drive efficiency, accuracy and speed.”

Meanwhile, reinventing, he explained, involves “reimagining our customer, product and enterprise journeys end-to-end.” There, he said that Gap is attuned to “areas where AI can meaningfully reduce customer friction, increase predictability across product to market and unlock productivity within the enterprise.”

The Kroger Co. (No. 6)

Q4 2025 total sales: The Kroger Co. reported total sales were up by 1.2% year over year to $34.73 billion in its fiscal fourth quarter ended Jan. 31. Digital sales for the grocer grew by 20% from a year earlier.

Read more about Kroger’s digital sales here.

Target Corporation (No. 5)

Q4 2025 total sales: Target Corporation total sales dropped by 1.5% year over year to $30.45 billion in its fiscal fourth quarter ended Jan. 31. Still, online sales for the retailer managed to grow by 1.9% over the same period.

Read more on Target’s online sales here.

Victoria’s Secret & Co. (No. 43)

Q4 2025 net sales: Victoria’s Secret & Co. reported that net sales increased by 7.8% year over year to $2.27 billion in its fiscal fourth quarter ended Jan. 31. Hilary Super, CEO and director at Victoria’s Secret, flagged international expansion as a key area where the retailer would pursue growth in its new fiscal year.

“In fiscal 2026, we expect to deliver double-digit growth by expanding in existing markets, entering new markets and maximizing our digital and social commerce opportunity,” Super stated during Victoria’s Secret’s Q4 earnings call.

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)

Q4 2025 net sales: The Home Depot Inc. reported a net sales decline of 3.9% year over year to $38.20 billion in its fiscal fourth quarter ended Feb. 1. However, online sales were up by about 11% for the same period.

Read more on Home Depot’s online sales here.

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.

Ecommerce earnings calendar

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

• Hewlett Packard Enterprise: March 9
• Signet Jewelers: March 9
• Kohl’s: March 10
• Petco: March 11
• Stitch Fix: March 11
• Dick’s Sporting Goods: March 12
• Buckle: March 13

Do you rank in our databases? 

Submit your data and we’ll see where you fit in our next ranking update.

Sign up

Stay on top of the latest developments in the online retail industry. Sign up for a complimentary subscription to Digital Commerce 360 Retail News. Follow us on LinkedIn, TikTok, X (formerly Twitter), Facebook and YouTube. Be the first to know when Digital Commerce 360 publishes news content.