The latest ecommerce earnings results are out from retailers in Digital Commerce 360’s Top 2000 Database. Dick’s Sporting Goods previewed its digital plans as the retailer’s net sales grew by 4.0% from a year ago without factoring in Foot Locker results. Elsewhere, The Buckle’s net sales increased by 5.3% year over year, outpaced by its online sales growth.
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
- Dick’s Sporting Goods net sales in its Q4 increased by 4.0% from a year earlier — and companywide by 59.9% after accounting for Foot Locker.
- The Buckle’s net sales increased by 5.3% year over year in its Q4, as online sales grew by 6.4%.
The Buckle Inc. (No. 391)
Q4 2025 net sales: The Buckle Inc. reported that net sales grew by by 5.3% year over year to $399.14 million in its fiscal fourth quarter ended Jan. 31. During the same period, online sales increased by 6.4% to reach $74.2 million, according to the apparel retailer’s earnings release.
For Buckle’s full fiscal year, net sales were up 6.6% from a year ago to $1.30 billion, while online sales increased by 9.8% to $217.1 million.
The company credited denim sales — and women’s denim, specifically — for its recent success.
“The women’s denim category continued to be the driver of results, with the denim up 10.5% year over year and average denim price points increasing from $83.10 in the fourth quarter of fiscal ’24 to $90.20 in the fourth quarter of fiscal ’25,” said Adam Akerson, vice president of finance, controller and assistant treasurer for Buckle. “The rise in AUR reflects the exceptional performance of our Buckle Black Label, which exceeded the growth of the overall denim category, together with notable momentum from other higher price point national brands.”
Dick’s Sporting Goods Inc. (No. 30)
Q4 2025 net sales: Dick’s Sporting Goods Inc. recorded a 59.9% increase in net sales year over year to $6.23 billion in its fiscal Q4 ended Jan. 31 as it added results from Foot Locker, which it acquired in 2025. Excluding Foot Locker, the sporting goods and apparel retailer’s net sales grew by 4.0% from the same period a year ago.
Lauren Hobart, president, CEO and director at Dick’s Sporting Goods, spoke briefly about its digital plans during the retailer’s earnings call for the quarter.
“We’re creating more consistency across channels in how we help our athletes find the right solutions,” she stated. “Whether they’re using better search and reviews online, tapping into new digital tools in the store or in the app or working directly with our teammates, their experience is becoming more personalized and more connected.”
Looking ahead, she said Dick’s Sporting Goods would be “harnessing the power of our athlete data and continue to be enthusiastic about the long-term opportunities we see with GameChanger and the Dick’s Media Network.” GameChanger is the company’s streaming app for youth sports.
Kohl’s Corp. (No. 2)
Q4 2025 net sales: Kohl’s Corp.’s net sales declined by 3.9% year over year to $4.97 billion in its fiscal fourth quarter ended Jan. 31. Meanwhile, digital sales were up year over year in the low single digits, according to Jill Timm, the chief financial officer at Kohl’s.
Read more on Kohl’s digital sales here.
Petco (No. 79)
Q4 2025 net sales: Petco said its net sales fell by 2.4% year over year to $1.52 billion in its fiscal fourth quarter ended Jan. 31. Comparable sales, which include ecommerce, were also down 1.6% from a year earlier.
Read more on Petco ecommerce sales here.
Stitch Fix Inc. (No. 74)
Q2 2026 net revenue: Stitch Fix Inc. reported that net revenue increased by 9.4% year over year to $341.30 million in its fiscal second quarter ended Jan. 31. The company credited artificial intelligence as it grew average order value by 10% from a year ago.
Read more on Stitch Fix ecommerce sales here.
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)
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:
- Dollar Tree: March 16
- Academy Sports + Outdoors: March 17
- Lululemon Athletica: March 17
- Macy’s: March 18
- Williams-Sonoma: March 18
- Five Below: March 19
- Alibaba: March 19
- Signet Jewelers: March 19
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