The latest ecommerce earnings results are out from retailers in Digital Commerce 360’s Top 2000 Database. Signet Jewelers sales were down by 0.7% year over year, as it announced changes for its digital brands. Elsewhere, Williams-Sonoma revenue declined 4.3%, with digital sales helping it to grow comparable 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

• Signet Jewelers sales fell 0.7% in its fiscal Q4.
• Williams-Sonoma revenue dropped by 4.3% from a year earlier as comparable sales grew by 3.2%.

Academy Sports and Outdoors Inc. (No. 156)

Q4 2025 net sales: Academy Sports and Outdoors Inc. reported a 2.5% year-over-year increase in net sales to $1.72 billion in its fiscal fourth quarter ended Jan. 31. Steven Lawrence, the CEO of Academy Sports and Outdoors, called the past year “an inflection point” for the company as it worked to return to growth. He sees digital and omnichannel efforts as key parts of that continuing process.

“We’re accelerating Academy’s digital transformation by building a modern omnichannel business that will deepen engagement with our customers through data-driven personalization,” Lawrence stated during the retailer’s earnings call. “The enhancements for 2026 include moving to an AI-based semantic search platform on our site in late Q2 to improve relevancy and conversion.”

Alongside those efforts, the company is specifically working with the owners of ChatGPT and Gemini.

“We’re also working with leading AI platforms such as OpenAI and Google to enable our catalog of products and offer to surface inside their ecosystems, which will greatly simplify the browsing experience for customers who are using AI as a search engine for shopping,” he stated.

Alibaba Group Holding Limited

Q3 2026 revenue: Alibaba Group Holding Limited saw revenue increase 1.5%  year over year to 284.8 Chinese yuan (about $40.73 billion) in its fiscal third quarter ended Dec. 31, 2025. The company credited its cloud business and AI offerings, including its Qwen AI platform, which it claimed has amassed more than 300 million monthly active users.

Read more on Alibaba’s ecommerce earnings here.

Dollar General Inc. (No. 674)

Q4 2025 total sales: Dollar General Inc. total sales grew by 5.9% year over year to $10.91 billion in its fiscal fourth quarter ended Jan. 30. The retailer’s CEO, Todd Vasos, said the retailer believes it has “a tremendous opportunity to gain additional market share” by growing its omnichannel sales.

Read more on Dollar General’s digital sales here.

Five Below Inc. (No. 519)

Q4 2025 net sales: Five Below Inc. announced that net sales were up by 24.3% year over year to $1.73 billion in its fiscal fourth quarter ended Jan. 31. Winifred Park, the CEO at Five Below, noted that the retailer has seen “big, big growth with third-party delivery” said it would would continued to grow those offerings, which it sees as important for “younger customers, specifically Gen Z.”

Read more on Five Below’s digital sales here.

Lululemon Athletica Inc. (No. 24)

Q4 2025 net revenue: Lululemon Athletica Inc. increased net revenue by 0.8% year over year to $3.64 billion in its fiscal fourth quarter ended Feb. 1. During the company’s earnings call, Meghan Frank, the interim co-CEO and chief financial officer at Lululemon, shared that revenue from its digital channels was up 9% to $1.9 billion over the same period.

Read more on Lululemon’s digital sales here.

Macy’s Inc. (No. 17)

Q4 2025 net sales: Macy’s Inc. net sales fell 1.7% year over year to $7.64 billion in its fiscal Q4 ended Jan. 31. During Macy’s quarterly earnings call, Thomas Edwards, the chief operating officer and chief financial officer at the company, said digital sales made up “approximately one-third of the business.”

“As we look forward, we’re going to continue to grow it along with the rest of the business,” Edwards stated. “It is profitable, and we’re happy to sell via stores or digital.”

Macy’s CEO Antony Spring called digital “an opportunity for us to capture a younger consumer who’s looking for a broad array of price points and brands.”

Signet Jewelers Limited (No. 63)

Q4 2026 sales: Signet Jewelers Limited said sales fell by 0.7% year over year to $2.35 billion in its fiscal fourth quarter ended Jan. 31. Joan Hilson, the chief financial and operating officer at Signet, announced during the company’s earnings call that it would begin excluding its digital brands from upcoming Q2 through Q4 comparable sales results as it seeks to “reposition both James Allen and Blue Nile.”

Hilson noted that refocusing on four major brands would involve rolling “Rocksbox and Kay and James Allen into the Blue Nile website.” Signet plans to sunset the JamesAllen.com website while the brand continues on as what she described as “a proprietary collection and transition complementary products and styles to the Blue Nile website.”

Williams-Sonoma Inc. (No. 23)

Q4 2025 net revenue: Williams-Sonoma Inc. reported that net revenue declined by 4.3% to $2.36 billion in its fourth quarter ended Feb. 1. Comparable brand revenue still grew, up 3.2% from a year ago.

“From a channel perspective, both retail and ecommerce posted positive comps, with retail up 4.3% and ecommerce up 2.6%,” said Jeff Howie, executive vice president and chief financial officer, during the retailer’s earnings call with investors.

Other recent ecommerce earnings results

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 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.

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.

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.

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:

• Chewy: March 25
• Lovesac: March 26
• Shoe Carnival: March 26

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