Some of the largest online retailers in North America have reported their ecommerce earnings results this past week.

Parentheses indicate the merchant’s ranking in the Top 2000 Database, if applicable. Retailers are in alphabetical order. The market research tool ranks North America’s largest ecommerce retailers by their annual web sales.

Ecommerce earnings results for the week ending Aug. 7

Bob’s Discount Furniture (No. 247)

In its fiscal Q2 2026, Bob’s Discount Furniture ecommerce sales increased about 25% year over year, the retailer said. Ecommerce accounted for 17.3% of total sales in its Q2, a slightly higher penetration than the year before.

CEO William Barton said on the Q2 earnings call that omnichannel continues to be the furniture buyer’s main focus, as the retailer sees it. 

“Our omnichannel capabilities are increasingly supporting conversion with more store-originated Omnicarts completed online,” Barton said. “That said, as the lines between digital and physical retail continue to blur, we believe seamless integration matters most.”

The Omnicart refers to a digital tool allowing the retailer’s consumers to place and complete orders online, in physical stores or over the phone. 

Barton noted that Bob’s Discount Furniture is using AI to power product recommendations. That has sped up product discovery while creating higher-quality engagement and improved conversion, he added.

e.l.f. Beauty (No. 328)

In its fiscal Q1 2027, e.l.f. Beauty net sales increased 36% year over year to $479.4 million. Although it did not break out ecommerce figures, e.l.f. Beauty said the channel helped to drive strong performance. 

On its Q1 earnings call, CEO Tarang Amin noted the retailer’s shifting trends. He said over the past three years, the company has grown non- e.l.f. sales from less than 1% to over 30%, and skin care from 10% to nearly 25%. Notably, it also has grown digital penetration to 30% from 18%.

The retailer’s Rhode brand had a summer product launch that drove $27 million in direct-to-consumer (DTC) sales in a single day on RhodeSkin.com, Amin said.

Grove Collaborative (No. 256)

Sustainable consumer products company Grove Collaborative is beginning to see the benefits of replatforming its website last year, said CEO Jeff Yucisin.

“Our revenue is stabilizing as we move further past last year’s ecommerce platform migration and the pullback in advertising investment we made in prior years,” he said on the retailer’s Q2 2026 earnings call. “As we accelerate that investment, we’re holding a high bar on payback periods, earning growth through an improved customer experience that drives repeat orders.”

He said as customer experience improvements strengthen retention and unit economics, Grove Collaborative plans to “take a more full-funnel approach to acquisition, not just performance channels.”

Still, Grove Collaborative’s 16.9% decrease in revenue in Q2 (to $36.6 million) stemmed from “customer attrition tied to the ecommerce platform disruption throughout 2025,” according to Tom Siragusa, chief financial officer. He said active customers totaled 509,000 in Q2, a 23.3% decrease versus the prior year. Similarly, DTC orders declined 23.6% to 489,000.

However, Grove Collaborative’s DTC net revenue per order increased 6.1% year over year to $69.19 in Q2.

Ralph Lauren (No. 62)

In its fiscal Q1 2027, Ralph Lauren’s stores and ecommerce sites added 1.5 million new customers to its DTC business, CEO Patrice Louvet said on the retailer’s earnings call.

That DTC segment comprises the majority of Ralph Lauren’s business and drove global comparable sales to increase 12%, he said. Ralph Lauren’s total ecommerce sales — which include its own sites and wholesale digital accounts — grew in the mid-teens year over year in its Q1. 

“This quarter, we improved user experiences on our digital commerce sites and expanded brand discoverability across key LLMs,” Louvet said. “We are also participating in select AI tests to understand evolving consumer behavior on these newer platforms.”

Ralph Lauren’s digital comparable sales increased 8% in North America and 1% in Europe. In Asia, sales from Ralph Lauren’s digital ecosystem increased double digits.

Sally Beauty (No. 227)

Global ecommerce sales at Sally Beauty increased 11% year over year in its fiscal Q3. That marked four straight quarters of double-digit growth. The retailer attributed that to strength in its marketplaces and its rollout of updated apps. CEO Denise Paulonis said the retailer is seeing strong engagement and higher conversion on its app, with its number of orders and sales growth both outpacing sessions. 

Additionally, Sally Beauty’s average order value (AOV) increased 6% year over year in Q3. Paulonis said buy online, pick up in store (BOPIS) accounted for the majority of app order volume. She said BOPIS was the retailer’s most efficient delivery channel.

Sally Beauty, specifically, grew its ecommerce 20% to reach $52 million. That represented 10% of net sales. In the U.S. and Canada, that brand’s ecommerce sales grew 28% in Q3. Beauty Systems Group (BSG) ecommerce increased 4% in the quarter, representing 15% of that brand’s sales.

“We exited the majority of our full service, which was a very low margin portion of the business, to focus on ecommerce and stores where we are strong,” Paulonis said on Sally Beauty’s Q2 earnings call. “That took some sales out of the business, and that does come through in comp, but a nice strategic repositioning.”

SharkNinja

CEO Mark Barrocas said on SharkNinja’s Q2 earnings call that the retailer does not break out the percentage of its DTC business. However, he said he expects DTC and affiliates’ sales to grow at a faster rate than the rest of its business through the end of its fiscal 2027.

SharkNinja will soon be live on TikTok Shop in 13 countries, he said. At the end of its Q2, it was live on TikTok Shop in seven countries. The same time last year, it wasn’t on TikTok Shop at all. He said social commerce represents “a new, promising acquisition channel.”

“Platforms like TikTok Shop aren’t just a place to sell our newest, most viral products,” Barrocas said. “They’re becoming a front door for entirely new customers to discover our core products for the first time.”

The RealReal (No. 671)

On The RealReal’s Q2 2026 earnings call with analysts, CEO Rati Levesque said the retailer began testing an AI-powered conversational shopping agent in partnership with Google. The retailer has more than 1 million one-of-a-kind listings and more than 40 million members, he said. As a result, he added, it’s “always finding ways to make product discovery more intuitive.”

He noted that The RealReal is working on AEO (answer engine optimization), or optimizing for agentic search. 

“We’re also using AI and our proprietary data to automatically add richer detail to every listing, information like occasion, collection and trend data just to require manual input,” Levesque said. “This means items are more discoverable, both on and off platform.”

The RealReal’s gross merchandise value (GMV) increased 22% year over year to $617 million. In addition, The RealReal’s total revenue increased 17% to reach $193 million.

Under Armour (No. 158)

DTC revenue decreased 6% year over year in Under Armour’s fiscal Q1 2027. That included a 12% decline in Under Armour ecommerce sales during Q1. Overall, the retailer’s revenue decreased 3% year over year to $1.1 billion in Q1.

Chief financial officer Reza Taleghani said on Under Armour’s earnings call that the retailer “saw increasing traffic challenges, particularly in our North America and China markets.”

He said that in China, Under Armour is “focused on better ecommerce execution, improved inventory availability in key styles and sizes and closer alignment with licensing partners.”

Warby Parker (No. 345)

In its fiscal Q2 2026, Warby Parker generated $236 million in revenue, marking about 10% year-over-year growth. Of that, Warby Parker generated $58.7 million in ecommerce revenue in Q2. It anticipates the channel’s growth for the full fiscal year to be in the low single-digit range.

Co-founder and co-CEO David Gilboa said Warby Parker is encouraged by its “underlying performance” in ecommerce. He noted that Warby Parker’s ecommerce revenue was flat year over year, but that reflects a headwind it expected from ending its Home Try-On program.

Excluding the impact of ending that program, he said, Warby Parker’s ecommerce order volume of glasses and contact lenses saw low double-digit growth year over year in Q2. That gives the retailer confidence that its investments are resonating with customers and that Warby Parker’s ecommerce channel is set up for higher growth, Gilboa said.

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