Tariffs continued to challenge Helen of Troy as ecommerce sales in its home category suffered in its latest earnings report.

The latest ecommerce earnings results are out from retailers in Digital Commerce 360’s Top 2000 Database.

Helen of Troy cited tariffs as its net sales dropped by 3.4% year over year in its most recent fiscal third quarter. The company, whose portfolio of brands includes OXO, Hydro Flask, Osprey and Revlon, saw some bright spots, even as online sales for its home category struggled.

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

  • Helen of Troy net sales fell 3.4% year over year in its fiscal Q3 as the company assessed the impact of tariff costs.

Albertsons (No. 18)

Q3 2025: Albertsons increased its digital and total sales in its fiscal Q3 2025, though its net income decreased by more than a quarter year over year, the grocer reported. Its digital sales increased 21% year over year. That’s nearly 10 times more than identical sales, which grew 2.4%.

Read more on Albertsons ecommerce sales here.

Helen of Troy Limited (No. 179)

Q3 2026: Helen of Troy Limited reported a net sales decline of 3.4% year over year to $512.8 million in its fiscal Q3, which ended Nov. 30. The company cited tariffs and falling online sales in its home category among its current challenges, although revenue growth was positive of among some of its portfolio brands.

“We delivered third quarter results in line with our outlook and are making progress toward stabilizing the business despite the challenging external environment,” said G. Scott Uzzell, CEO at Helen of Troy. “We grew revenue in key brands — OXO, Osprey, and Olive & June — expanded Organic [direct-to-consumer] sales and generated positive free cash flow despite tariff-related headwinds.”

Impact from tariffs: Brian Grass, the chief financial officer at Helen of Troy, shared how much tariffs were likely to cost the company during its 2026 fiscal year.

“Year-to-date, gross unmitigated tariffs had a $31.3 million impact on gross profit with the full-year impact expected to be in the range of $50 million to $55 million,” he said during a call with investors. “We now expect less than a $30 million tariff impact on operating income for the full year, net of mitigation actions up from our prior expectation of approximately $20 million, primarily driven by delayed timing of pricing realization.”

Other recent ecommerce earnings results

Alibaba Group Holding Limited

Q2 2026 revenue: Alibaba Group Holding Limited recorded a revenue increase of 4.8%  year over year to 247.8 Chinese yuan (about $34.8 billion) in its fiscal second quarter ended Sept. 30. “In our consumption business, quick commerce continued to scale with significant improvement in unit economics and drove rapid growth in monthly active consumers on the Taobao app,” said Alibaba CEO Eddie Wu.

Read more on Alibaba’s ecommerce earnings here.

Amazon.com Inc. (No. 1)

Q3 2025 net sales: Amazon.com Inc.’s net sales rose 13% year over year to $180.2 billion in its fiscal third quarter ended Sept. 30. North America segment sales grew 11% to $106.3 billion, while AWS climbed 20% to $33 billion. Excluding foreign exchange effects, total net sales increased 12% year over year.

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 Home Depot Inc. (No. 4)

Q3 2025 net sales: The Home Depot Inc. reported net sales grew 28.9% year over year to $41.4 billion in its fiscal third quarter ended Nov. 2. In the meantime, William Bastek, executive vice president of merchandising at Home Depot, shared that online sales were up 11% year over year.

Read more on Home Depot’s online sales here.

Nike Inc. (No. 13)

Q2 2026: Nike Inc. recorded a net sales increase of 0.6% year over year to $12.4 billion in its fiscal second quarter ended Nov. 30. Meanwhile, the apparel and footwear brand noted that Nike Digital sales fell by 14% year over year during the same period.

Read more on Nike’s digital sales here.

Target Corporation (No. 5)

Q3 2025 net sales: Target Corporation net sales fell 1.5% year over year to $25.3 billion in its fiscal third quarter ended Nov. 1. Despite Target’s ongoing struggles, online sales for the retailer still managed to increase 2.4% year over year during the quarter.

Read more on Target’s online sales here.

Walmart Inc. (No. 2)

Q3 2026 total revenue: Walmart Inc.’s total revenue grew 5.8% year over year to $179.5 billion in its fiscal third quarter ended Oct. 31. During its Q3, Walmart online sales increased 27% year over year, marking 14 straight quarters of at least 10% growth.

Read more on Walmart’s ecommerce earnings here.

Ecommerce earnings calendar

Here’s when other ecommerce earnings are scheduled to report this quarter:

  • Johnson & Johnson: Jan. 21
  • Microsoft: Jan. 28
  • Levi Strauss & Co.: Jan. 28
  • Apple: Jan. 29
  • Tractor Supply: Jan 29
  • Oshkosh Corporation: Jan 29

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