The latest ecommerce earnings results are out from retailers in Digital Commerce 360’s Top 2000 Database. The Lovesac Company’s online sales growth outpaced growth in its showrooms as the furniture retailer recorded a 2.7% rise in net sales for its latest Q4. Meanwhile, Shoe Carnival’s net sales fell by 3.4% from a year earlier, as its interim CEO pointed to promising results online from its Shoe Station brand.

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

• The Lovesac Company’s net sales were up by 2.7% year over year in its fiscal Q4.
• Shoe Carnival net sales dropped by 3.4% from a year ago in its Q4, despite ecommerce sales growth at Shoe Station.

Chewy Inc. (No. 24)

Q4 2025 net sales: Chewy Inc. net sales were up by 0.5% year over year to $3.26 billion in its fiscal fourth quarter ended Feb. 1. The company attributed 80% of its sales to its Autoship program for automatic replenishment.

Read more on Chewy’s ecommerce sales here.

The Lovesac Company (No. 395)

Q4 2026 net sales: The Lovesac Company reported net sales growth of 2.7% year over year to $248.0 million in its fiscal fourth quarter ended Feb. 1. Internet sales outpaced showroom sales, increasing 12.3% during the quarter to $79.2 million. Showroom sales were up 3.2% to $159.8 over the same period.

“Despite a challenging macro environment in fiscal 2026 marked by tariff pressures, economic uncertainty and intense promotional activity across our category, we adapted effectively and drove meaningful progress on our strategic goals,” said Shawn Nelson, CEO at Lovesac. “We also achieved market share gains, full-year profitability, positive free cash flow and a record year-end cash balance with no debt.”

Lovesac’s digital priorities: “Our digital transformations, which started in quarter three with leadership changes and better aligned internal teams is showing strong early signs of positive impact on Lovesac’s online growth,” said Mary Fox, the president and chief operating officer at Lovesac, during its quarterly earnings call. “In quarter four, we modernized our foundation to unlock easier customer navigation, a more intuitive customer experience and AI discoverability.”

Among Lovesac’s accomplishments, Fox cited “quarter four web demand” that “increased double digits year over year, driven by higher traffic and improved productivity.”

In addition, she noted that “more than 50%” of the first-year sales for Lovesac’s Snugg products, launched in 2025, “came from the web.” Lovesac shared that “Snugg’s success on web” was encouraging because it showed “that digital-first platforms can deliver in parallel to our more complex platforms, which skew towards showroom demonstrations.”

Shoe Carnival Inc. (No. 573)

Q4 2025 net sales: Shoe Carnival Inc. net sales declined 3.4% year over year to $254.07 million in its fiscal fourth quarter ended Jan. 31. Nevertheless, Clifton Sifford, the retailer’s interim president and CEO, noted that online results from Shoe Carnival’s Shoe Station outperformed.

“Shoe Station net sales grew 2.7% for the [full] year, outperforming the family footwear industry for the third consecutive year, while Shoe Carnival sales declined,” Sifford noted during Shoe Carnival’s earnings call.

He added that the Shoe Carnival banner is still responsible for “roughly 65% of total volume.”

“I also want to note Shoe Station’s ecommerce performance, which has been particularly strong,” he stated. “Online sales are demonstrating broad consumer resonance with Shoe Station brand and assortments well beyond the physical store footprint of the converted locations. That is an important signal as we think about the opportunity ahead.”

Other recent ecommerce earnings results

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.

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:

• Nike: March 31
• Allbirds: March 31

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