Some of the largest online retailers in North America have reported their ecommerce earnings results over the 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. 21
Advance Auto Parts (No. 90)
In Advance Auto Parts’ fiscal Q2 2026 earnings call, CEO Shane O’Kelly said the retailer is working with vendors on “targeted media campaigns.” It’s also “leveraging Advance Rewards, providing store incentives, and optimizing online paid search to stimulate transaction growth and improve conversion in stores,” he said.
Advance Auto Parts did not share its ecommerce sales growth rate nor penetration. However, the retailer is on schedule to complete the full deployment of its new pricing framework for both DIY and Pro customers by the end of the year, according to O’Kelly.
On the supply chain side, Advance Auto Parts is working to streamline and standardize operations within its distribution centers, he said. In the past two years, Advance Auto Parts has consolidated its distribution centers to 15 locations from 40. It has also launched market hubs that improve same-day parts availability, according to O’Kelly.
Amer Sports
In Amer Sports’ fiscal Q2 2026, the retailer saw “high” ecommerce growth in Europe even as it expanded its direct-to-consumer (DTC) and wholesale footprint, according to CEO Jie Zheng.
The retailer’s outdoor performance category grew 28% year over year, with Zheng noting growth both online and in physical stores.
Chief financial officer Andrew Page said Amer Sports’ ecommerce business is continuing to grow across regions. He said the retailer is pleased with its ecommerce traffic growth.
“Today, we are seeing a clear acceleration in North America as we leverage the rising brand awareness to expand distribution with both new and existing wholesale partners, as well as our own stores and e-comm,” Zheng told analysts on Amer Sports’ Q2 earnings call.
BJ’s Wholesale (No. 31)
Digitally enabled comparable sales increased 30% year over year in BJ’s Wholesale’s fiscal Q2 2026. Its two-year stacked comparable sales grew 64%.
Ecommerce also accounted for about 19% of BJ’s Wholesale sales in Q2, according to CEO Robert Eddy.
He said BJ’s Wholesale members are engaging digitally with the retailer, from buy online, pick up in store (BOPIS) to same-day delivery and using ExpressPay.
“ExpressPay penetration, in particular, continues to grow,” he said. “And members who engage with our digital conveniences spend significantly more with us and are more loyal over time.”
BJ’s Wholesale’s AI-powered shopping assistant, Bev, has gone live and had more than 100,000 conversations with members, according to Eddy. Customers are using it to find products, check club hours and “get more out of their membership.”
He specified that consumers engaging with BJ’s Wholesale digitally become more valuable over time because they interact with the retailer more, visit stores more frequently and renew memberships at higher rates.
“And that is a compounding thing,” Eddy said. “The more digital properties they interact with, the better they are. So if they clip coupons, they become better. If they order something to be shipped to their home, they become better. If they order BOPIC [buy online, pick up in club] or same-day delivery, they become better.”
Chief financial officer Laura Felice described the retailer’s cash flow as “healthy” in Q2, at $266 million.
“We believe the best use of our cash is applying it towards profitably growing the business, including investments in membership, merchandising, digital capabilities and real estate,” Felice said.
Buckle (No. 372)
In Buckle’s fiscal Q2 2026, online sales increased 2.3% year over year, reaching $44.6 million.
Overall, Buckle net sales in its fiscal Q2 reached $319 million. That was 4.6% growth compared to $305.7 million the prior year.
Year to date, Buckle sales increased 5.3%, to $608.6 million from $577.9 million. Comparable store sales — which include commerce — increased 3.5% in Buckle’s fiscal first half.
Additionally, online sales in Buckle’s fiscal first half increased 2.5% year over year, reaching $92.2 million.
Estee Lauder (No. 42)
On the retailer’s fiscal Q4 2026 earnings call with analysts, CEO Stephanie de la Faverie said Estee Lauder is “leveraging superior AI-enabled consumer-driven insights to drive breakthrough innovation and executing with excellence.”
She noted that the company launched the U.S. ecommerce site for M.A.C. on Shopify a week prior to Estee Lauder’s earnings call on Aug. 19.
Estee Lauder is “harnessing AI for real-time personalization for many of our performance campaigns,” de la Faverie said. “And we expanded our collaboration with Meta, leveraging the AI-powered tool built for advertising, conversational commerce and agentic messaging across our brand portfolio to reflect the new consumer behavior of where they are interacting with brands.”
De la Faverie described Estee Lauder’s ecommerce sales performance as “outstanding.” Organic sales increased double digits in the quarter.
More than half of Estee Lauder’s sales are online in China, according to de la Faverie. There, the retailer has 11 brands on the Douyin platform.
Additionally, ecommerce accounted for 34% of Estee Lauder sales in its fiscal 2026.
La-Z-Boy (No. 288)
On the retailer’s fiscal Q1 2027 earnings call with analysts, CEO Melinda Whittington said La-Z-Boy is working to strengthen its digital transformation. She cited that as a “critical enabler” for the retailer’s DTC growth strategy, consumer engagement objectives and ability to appeal to a younger and broader consumer audience.
La-Z-Boy seeks to ensure that when a consumer starts shopping with the retailer online, it’s “capturing them” in terms of “inspiration and tactically,” she said.
“Most of our consumers choose to complete their purchase journey in store where they can experience the personalized service and comfort of our La-Z-Boy brand,” Whittington said. “But we know that today’s purchase journey begins online for most consumers, and we are driving meaningful improvements to our consumer experience on our ecommerce platform.”
She noted that La-Z-Boy’s ecommerce website draws in about 50 million annual visitors. The retailer has added a new content management system (CMS) to its site. Whittington said it showcases product imagery and visuals with enhanced viewing and high-definition 3D illustrations. La-Z-Boy has also incorporated “AI-enriched” product descriptions to improve its discovery in search channels, she said.
“Additionally, we are now offering shared cart functionality where a shopper can share product ideas and inspirations with a loved one or an in-store retail consultant to augment the connected omnichannel experience,” Whittington said. “And we have added advanced technologies, including AI-powered search capabilities to accelerate engagement and conversion.”
Ross
“AI is everywhere,” said Ross CEO James Conroy on the retailer’s fiscal Q2 2027 earnings call. He was responding to an analyst’s question on how AI and agentic search could impact off-price retailers over time.
He said that “way before” he joined Ross, the retailer had begun investing in the foundational data elements that it needs to rely on to integrate AI.
“As we go function by function across the business, we don’t look at any new process or any sort of system application without figuring out a way to enhance it further with AI,” Conroy said.
Still, he said it’s unlikely that Ross will “stand up an entire separate functional area within the organization that only does that. We’d much rather have it integrated within how we operate the business.”
Ross did not share any metrics regarding its ecommerce sales in Q2.
TJX (No. 100)
In its fiscal Q2 2027, TJX companies — which owns brands including T.J. Maxx, Marshalls and HomeGoods — “continued to add new brands to deliver even more freshness for our online shoppers,” according to chief financial officer John Klinger.
The retailer did not share its ecommerce growth rate or penetration. However, CEO Ernie Herrman said TJX “will continue to follow consumer viewing habits by employing a variety of channels with a strong emphasis on digital and social media.”
Herrman said TJX had 1.4 billion video views across Instagram, Facebook, Pinterest, TikTok and YouTube in the first half of 2026. More than 300 million were regarding HomeGoods, he specified.
“The TJX brands see video completion rates on TikTok and YouTube that are significantly above the industry benchmarks, which — that’s really demonstrating that our content is really highly engaging to the customer,” Herrman said. “So they’re staying on watching the content through most of the video, which is not always the case with a lot of competition out there. They’ll show it as a view, but they don’t necessarily watch the entire thing like our customers are watching.”
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