The latest ecommerce earnings results are out from retailers in Digital Commerce 360’s Top 2000 Database. The women’s apparel brand J.Jill announced a 3.1% fall in quarterly sales year over year, though it continued to push forward with digital efforts.
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
- J.Jill net sales were down 3.1% in its recent Q4.
- Allbirds canceled its previously scheduled fourth-quarter earnings call.
Allbirds Inc. (No. 477)
Q4 2025: Allbirds Inc. canceled the earnings call for its recent fiscal fourth quarter. The company announced that it would not hold the call in light of news that American Exchange Group would acquire Allbirds for $39 million.
J.Jill Inc. (No. 298)
Q4 2025 net sales: J.Jill Inc. reported that net sales declined by 3.1% year over year to $138.4 million in its fiscal fourth quarter ended Jan. 31. Direct-to-consumer (DTC) net sales performed better, rising 2.6% over the same period. J.Jill said DTC sales accounted for 53.5% of its total net sales for the quarter.
Mark Webb, the executive vice president and chief financial and operating officer at J.Jill told investors that direct sales growth could be attributed to “markdown sales, which benefited from ship-from-store capabilities.”
J.Jill’s digital investments: During J.Jill’s Q4 earnings call, CEO Mary Coyne noted two significant digital efforts from the recent fiscal quarter and full year. First, the company named Viv Rettke as its chief growth officer in November, tasking her with leading our ecommerce and AI initiatives for the retailer. Coyne also cited the implementation of J.Jill’s new order management system (OMS), which she said would give the company “a more modern platform.”
In the meantime, Coyne added that J.Jill was “embracing the capabilities and efficiencies that AI can enable.”
Nike Inc. (No. 13)
Q3 2026 revenue: Nike Inc. reported that revenue was flat year over year at $11.28 billion in its fiscal third quarter ended Feb. 26. Nike Direct sales declined by 4% over the same period.
Read more on Nike’s digital sales 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.
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:
- Levi Strauss: April 7
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