The latest ecommerce earnings results are out from retailers in Digital Commerce 360’s Top 2000 Database. Crocs Inc. touted direct-to-consumer (DTC) gains for its core brand, even as Heydude’s sales decline weighed on overall results. Elsewhere, The Estée Lauder Companies Inc. saw net sales rise by 4.6% year over year, thanks to digital success and efforts in international markets.
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
- Crocs Inc. revenues were down 1.7% year over year in its latest Q1 as Heydude brand revenues fell by 12.3%.
- The Estée Lauder Companies Inc. saw net sales grow 4.6% year over year as it expanded its presence in Amazon Premium Beauty stores.
Amazon.com Inc. (No. 1)
Q1 2026 net sales: Amazon.com Inc.’s net sales increased by 16.6% year over year to $181.52 billion in its fiscal first quarter ended March 31. During the quarter, perishable item sales were up by more than 40x year over year, accounting for nine of Amazon’s 10 most-ordered items for same-day delivery in areas where the service was offered.
Read more on Amazon’s sales here.
Bed Bath & Beyond Inc. (No. 99)
Q1 2026 net revenue: Bed Bath & Beyond Inc. reported that net revenue grew by 6.9% year over year to $247.76 million for the fiscal first quarter ended March 31. Marcus Lemonis, executive chairman and CEO at Bed Bath & Beyond, noted that the results marked “the first quarter of significant revenue growth in 19 quarters, signaling strong brand awareness among customers and improved assortment and realization of investments in customer experience.”
Read more on Bed Bath & Beyond’s ecommerce sales here.
Crocs Inc. (No. 63)
Q1 2026 revenues: Crocs Inc. recorded a 1.7% decline in revenues year over year to $921.46 million in its fiscal first quarter ended March 31, 2025. Revenues for the Crocs Brand were up 0.8% to $767 million during the period, with direct-to-consumer (DTC) revenues for the channel up 12.9% to $322 million. Meanwhile, revenues for the Heydude brand were down by 12.3% to $154 million.
Andrew Rees, CEO and director at Crocs, said during Crocs’ earnings call that the company was “focused on stabilizing the North America marketplace.” He added that during the quarter, North America “direct-to-consumer revenues increased 8%, led by strength in digital marketplaces.”
Impact from war in the Middle East: Andrew Rees, CEO and director at Crocs, spoke during its earnings call briefly about added uncertainty attributed to “the war in the Middle East” as the U.S. and Israel’s war against Iran continues.
“As of today, it’s too early to fully quantify the impact,” Rees stated. “However, we see this affecting Crocs in three ways: One, reduction of revenues from our Middle East distributor business, which has been contemplated within our annual guidance. Two, increased raw material and transportation costs associated with elevated oil prices. And three, a broader impact to the global macro economy, which is uncertain at this time.”
eBay Inc. (No. 6 in the Global Online Marketplaces Database)
Q1 2026 sales: EBay Inc. said revenue grew by 19.5% year over year to $3.09 billion in its fiscal first quarter ended March 31. The online marketplace’s automotive parts and accessories category experiences its largest GMV growth in a single quarter since 2021, CEO Jamie Iannone said during eBay’s earnings call.
Read more on eBay’s earnings here.
The Estée Lauder Companies Inc. (No. 42)
Q3 2026 net sales: The Estée Lauder Companies Inc. recorded net sales growth of 4.6% year over year to $3.71 billion in the fiscal third quarter ended March 31. Stéphane de La Faverie, CEO, president and director at Estée Lauder, pointed to meaningful digital gains during the company’s current fiscal year.
“For Amazon Premium Beauty stores, we deepened brand reach across the 10 markets where we have launched, for instance, with Clinique launching in France and Estée Lauder in the U.K.,” he shared. “Similarly, we increased our brand reach on TikTok Shop in markets from the U.S. to Germany and Malaysia and enhanced our online presence in China, launching The Ordinary and Douyin and Estée Lauder and M·A·C on vip.com.”
De la Faverie emphasized that online efforts were translating into digital sales growth.
“This work, coupled with strong performance on Douyin, Tmall and Coupang, one of the leading Korean online platforms, drove double-digit online organic sales growth in the third quarter,” he said. “Impressively, fiscal year-to-date online organic sales growth grew 10%, leading us to believe we outperformed prestige beauty in the channel.”
Etsy Inc. (No. 20 in the Global Online Marketplaces Database)
Q1 2026 GMS: Etsy Inc. said gross merchandise sales (GMS) were up 5.5% year over year to reach $2.46 billion in its fiscal first quarter ended March. 31. The company revealed that it is preparing a dedicated Etsy app for use within OpenAI’s ChatGPT.
Read more on Etsy’s earnings here.
Wayfair Inc. (No. 11)
Q1 2026 sales: Wayfair Inc. reported that revenue increased by 4.6% year over year to $3.71 billion in its fiscal third quarter ended March 31. Niraj Shah, the co-founder and CEO at Wayfair, said Q1 revenue was “off to a solid start to the year despite a volatile macroeconomic backdrop.”
Read more on Wayfair’s earnings here.
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.
Costco Wholesale Corporation (No. 7)
Q2 2026 net sales: Costco Wholesale Corporation said net sales grew 9.1% year over year to $68.24 billion in its fiscal Q1 ended Feb. 15. Ecommerce sales were up 22.6% for the same period.
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 March 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:
- Sonos: May 5
- Harley-Davidson: May 5
- Shopify: May 5
- Revolve Group: May 5
- CVS Health: May 6
- SharkNinja: May 6
- Walt Disney: May 6
- Warby Parker: May 7
- The RealReal: May 7
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