The latest ecommerce earnings results are out from retailers in Digital Commerce 360’s Top 2000 Database.
BJ’s Wholesale Club cited digital growth as it reported net sales increased 9.9% year over year in its most recent quarter. Elsewhere, Williams-Sonoma said digital sales were improving for Pottery Barn as revenue across the company’s brand portfolio grew by 4.4% from a year ago.
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
- BJ’s Wholesale Club net sales were up 9.9% year over year in Q1, helped by digital success.
- Williams-Sonoma net revenue increased by 4.4% from a year earlier in its Q1 as its CEO shared that AI use was expanding.
BJ’s Wholesale Club Holdings Inc. (No. 31)
Q1 2026 net sales: BJ’s Wholesale Club Holdings Inc. reported that net sales grew 9.9% year over year to $5.53 billion in its fiscal first quarter ended May 2. Bob Eddy, chairman and CEO at BJ’s Wholesale Club, credited “membership, fuel and digital sales” for the success.
Revenue growth from BJ’s Wholesale membership fees kept pace with net sales, increasing 9.9% to $136.36 million from a year ago.
“Digitally enabled comparable sales increased 28% year over year, reflecting growing adoption of tools like curbside pickup, same-day delivery and ExpressPay,” Eddy shared during BJ’s earnings call. “We’re seeing particularly strong adoption in our newer clubs where members are using tools like ExpressPay at higher rates and, importantly, are spending more with us.”
In addition, Eddy noted progress with BJ’s AI tool, Buddy, which it designed to field questions from BJ’s staff, including queries related to product availability and item location.
The Home Depot Inc. (No. 4)
Q1 2026 net sales: The Home Depot Inc. reported that net sales increased by 4.8% year over year to $4.77 billion in its fiscal first quarter ended May 3. Online sales were up by about 10% over the same period.
Read more on Home Depot’s online sales here.
e.l.f. Beauty Inc. (No. 328)
Q4 2026 net sales: E.l.f. Beauty Inc. recorded a net sales increase of 35.1% year over year to $449.29 million in its fiscal fourth quarter ended March 3. The company primarily attributed growth to its retailer and ecommerce channels, both in the U.S. and internationally. The company shared that it anticipates easing tariff rates, which it projects to remain at 35% in its 2027 fiscal year.
Read more about e.l.f Beauty’s ecommerce earnings here.
Lowe’s Companies Inc. (No. 9)
Q1 2026 total sales: Lowe’s Companies Inc. shared that total sales increased by 10.3% year over year to $23.08 billion in its fiscal first quarter ended May 1. Online sales for the quarter rose by 15.5%.
Read more on Lowe’s online sales here.
Target Corporation (No. 5)
Q1 2026 total sales: Target Corporation total sales grew by 6.7% year over year to $25.44 billion in its fiscal first quarter ended May 2. In the meantime, its first-party online sales increased by nearly 9% from a year earlier.
Read more on Target’s online sales here.
Walmart Inc. (No. 2)
Q1 2027 total revenue: Walmart Inc. reported that total revenue increased 7.3% year over year to $177.75 billion in its fiscal first quarter ended April 30. Online sales during the quarter were up by 26% year over year.
Read more on Walmart’s ecommerce earnings here.
Williams-Sonoma Inc. (No. 22)
Q1 2026 net revenue: Williams-Sonoma Inc. said net revenue climbed 4.4% from a year ago to $1.81 billion in its fiscal first quarter ended May 3. Laura Alber, president, CEO and director at Williams-Sonoma, said during the retailer’s earnings call that direct-to-consumer sales from Pottery Barn “improved” as the company “focused on the digital experience” for its customers there.
In addition, Alber noted that AI was entering wider use, with personalization as a key outcome.
“We extended AI further into the customer journey,” she stated. “We scaled personalization across our portfolio of brands.”
Jeff Howie, executive vice president and chief financial officer at Williams-Sonoma, said that “growth, customer service and supply chain efficiency partially offset the headwinds from tariffs and higher fuel costs” during Q1. However, he added that Williams-Sonoma expected its tariff rates to “remain unchanged” in current guidance for the fiscal year.
Other recent ecommerce earnings results
Alibaba Group Holding Limited
Q4 2026 revenue: Alibaba Group Holding Limited reported that revenue increased by 2.9% year over year to 243.38 billion Chinese yuan (about $35.28 billion) in its fiscal fourth quarter ended March 31. The quarter saw Alibaba’s Taobao app launch the Qwen Shopping Assistant for product discovery, in-sale support, order management and post-purchase services. That effort builds on the company’s existing Qwen AI platform.
Read more on Alibaba’s ecommerce earnings here.
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.
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.
Ecommerce earnings calendar
Here’s when other ecommerce earnings are scheduled to report this quarter:
- Abercrombie & Fitch: May 27
- Bath & Body Works: May 27
- Dick’s Sporting Goods: May 27
- Salesforce: May 27
- HP: May 27
- Dollar Tree: May 28
- Burlington: May 28
- Kohl’s: May 28
- Costco: May 28
- Ralph Lauren: May 28
- Dell: May 28
- Gap: May 28
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