Specialty Retail
60 companies across the library’s three pools, one row each. The columns are the line items this kind of business is read on; each header names its basis, and the margins and returns are medians over each company’s readable record — the through-cycle level, never one year’s print. Rows open largest first by latest-year revenue, and every column sorts both ways — the re-ordering is the reader’s own act, and a sorted view keeps its order in the address bar. The company stays in view as the columns scroll. A dash is a figure that could not be read; n/a is one that does not apply to that member; both sit at the back of a sorted column.
From the latest filings · data as of July 9, 2026.
As a group: median revenue $3.4B; median gross margin 36.3%; median operating margin 5.4%; median owner earnings $157M; median return on invested capital 16.0%; 32 of 59 hold net cash. Medians of this table’s own columns, over the members each applies to · data as of July 9, 2026.
| latest fiscal year, USD | median over the record | median over the record | op. cash − maintenance capex · latest FY, USD | after tax · median over the record | debt − cash & ST investments · latest FY, USD | ||||
|---|---|---|---|---|---|---|---|---|---|
| JD | JD.com Inc. | Specialty Retail | $193.1B | 14.3% | 0.4% | $2.2B | 1.9% | +$30.5B cash | |
| HD | Home Depot Inc. | Specialty Retail | $164.7B | 33.6% | 14.2% | $12.6B | 39.8% | $49.9B | |
| LOW | Lowe's Cos Inc. | Specialty Retail | $86.3B | 33.2% | 10.5% | $7.7B | 26.6% | $38.6B | |
| TJX | TJX Companies Inc. (The) | Specialty Retail | $60.4B | 28.6% | 11.2% | $5.6B | 81.3% | +$3.4B cash | |
| BBY | Best Buy Co. Inc. | Specialty Retail | $41.7B | 22.5% | 4.4% | $1.3B | 43.5% | +$373M cash | |
| ROST | Ross Stores Inc. | Specialty Retail | $22.8B | 27.7% | 11.9% | $2.5B | 65.7% | +$3.1B cash | |
| 9983 | Fast Retailing | Specialty Retail | $20.9B | 48.9% | 11.2% | $2.7B | 30.4% | +$3.5B cash | |
| DKS | Dick's Sporting Goods | Specialty Retail | $17.2B | 31.8% | 6.4% | $1.0B | 17.8% | $586M | |
| GAP | Gap Inc. (The) | Specialty Retail | $15.4B | 38.3% | 4.9% | $823M | 27.8% | +$1.5B cash | |
| BLDR | Builders FirstSource | Specialty Retail | $15.2B | 27.2% | 5.4% | $853M | 15.7% | $4.3B | |
| JWN | Nordstrom | Specialty Retail | $15.0B | — | 3.3% | $751M | 13.6% | $1.8B | |
| ULTA | Ulta Beauty Inc. | Specialty Retail | $12.4B | 36.2% | 13.3% | $1.2B | 46.5% | +$494M cash | |
| FL | Foot Locker | Specialty Retail | $8.0B | 31.8% | 7.3% | $105M | 16.8% | $45M | |
| WSM | Williams-Sonoma | Specialty Retail | $7.8B | 46.2% | 13.4% | $1.1B | 84.4% | +$720M cash | |
| BBWI | Bath & Body Works | Specialty Retail | $7.3B | 43.7% | 17.3% | $865M | 53.8% | $2.9B | |
| SIG | Signet Jewelers | Specialty Retail | $6.8B | 36.8% | 5.8% | $525M | 15.2% | +$141M cash | |
| VSCO | Victoria's Secret | Specialty Retail | $6.6B | 36.3% | 4.1% | $312M | 17.0% | $457M | |
| VSXY | Victorias Secret & Co. Common Stock | Specialty Retail | $6.6B | 36.3% | 4.1% | $312M | 17.0% | $457M | |
| URBN | Urban Outfitters | Specialty Retail | $6.2B | 32.8% | 7.2% | $447M | 14.4% | +$384M cash | |
| ASO | Academy Sports and Outdoors | Specialty Retail | $6.1B | 33.9% | 8.5% | $312M | 25.2% | $153M | |
| WOOF | Petco Health and Wellness | Specialty Retail | $6.0B | 40.2% | 2.5% | $187M | 3.0% | $1.2B | |
| 9843 | Nitori Holdings | Specialty Retail | $5.6B | 53.2% | 16.3% | — | 14.9% | $96M | |
| AEO | American Eagle | Specialty Retail | $5.5B | 36.5% | 5.4% | $195M | 20.5% | +$289M cash | |
| ANF | Abercrombie & Fitch | Specialty Retail | $5.3B | — | 3.5% | $464M | 11.5% | +$485M cash | |
| 7453 | Ryohin Keikaku (MUJI) | Specialty Retail | $4.8B | — | 8.5% | $308M | 17.7% | +$205M cash | |
| FND | Floor & Decor | Specialty Retail | $4.7B | 41.4% | 7.7% | $141M | 14.9% | +$53M cash | |
| SBH | Sally Beauty Holdings | Specialty Retail | $3.7B | 49.9% | 8.9% | $173M | 19.4% | $1.6B | |
| GME | GameStop Corp. | Specialty Retail | $3.6B | 27.9% | -4.7% | $597M | -59.4% | +$4.8B cash | |
| HBI | Hanesbrands | Specialty Retail | $3.5B | 37.8% | 7.3% | $226M | 16.4% | $2.1B | |
| RH | RH | Specialty Retail | $3.4B | 44.1% | 11.3% | $304M | 15.0% | $2.2B | |
| DBI | Designer Brands Inc. | Specialty Retail | $2.9B | — | 2.4% | $78M | 7.1% | $384M | |
| GCO | Genesco Inc. | Specialty Retail | $2.4B | 47.5% | 3.5% | $84M | 3.7% | +$102M cash | |
| TITN | Titan Machinery Inc. | Specialty Retail | $2.4B | 18.4% | 1.6% | $127M | 6.9% | $152M | |
| BOOT | Boot Barn Holdings | Specialty Retail | $2.3B | 33.0% | 9.7% | $226M | 16.2% | $106M | |
| EYE | National Vision Holdings Inc. | Specialty Retail | $2.0B | 53.7% | 3.2% | $73M | 3.1% | $198M | |
| SGU | Star Group L.P. | Specialty Retail | $1.8B | — | 3.9% | $56M | — | $163M | |
| SVV | Savers Value Village Inc. | Specialty Retail | $1.7B | — | 8.5% | $49M | 7.5% | $630M | |
| BNED | Barnes & Noble Education Inc | Specialty Retail | $1.6B | 22.6% | -2.4% | $34M | -9.9% | $188M | |
| NEGG | Newegg Commerce Inc. | Specialty Retail | $1.4B | 10.7% | -4.2% | ($30M) | -92.0% | +$106M cash | |
| SPH | Suburban Propane Partners L.P. | Specialty Retail | $1.4B | 59.9% | 12.7% | $114M | — | $1.2B | |
| ARHS | Arhaus Inc. | Specialty Retail | $1.4B | 39.4% | 6.4% | $90M | 44.9% | +$253M cash | |
| LE | Lands' End Inc. | Specialty Retail | $1.3B | 42.5% | 2.9% | $20M | 6.3% | $210M | |
| BKE | Buckle | Specialty Retail | $1.3B | 48.7% | 18.6% | $226M | 113.4% | +$274M cash | |
| LESL | Leslie's | Specialty Retail | $1.2B | 40.9% | 13.1% | ($17M) | 38.2% | $688M | |
| SCVL | Shoe Carnival | Specialty Retail | $1.1B | 30.1% | 5.2% | $37M | 12.8% | +$131M cash | |
| SHOE | Shoe Station Group Inc. | Specialty Retail | $1.1B | 30.1% | 5.2% | $37M | 12.8% | +$131M cash | |
| ZUMZ | Zumiez | Specialty Retail | $929M | 34.1% | 4.8% | $42M | 8.1% | +$428M cash | |
| CTRN | Citi Trends Inc. | Specialty Retail | $820M | — | 2.7% | $624K | 8.8% | +$94M cash | |
| HVT | Haverty Furniture Companies Inc. | Specialty Retail | $759M | 56.0% | 5.6% | $33M | 11.9% | +$125M cash | |
| BBW | Build-A-Bear Workshop Inc. | Specialty Retail | $530M | 52.5% | 4.7% | $50M | 26.9% | +$28M cash | |
| HITI | High Tide Inc. | Specialty Retail | $423M | 27.3% | -8.5% | $10M | -16.8% | +$14M cash | |
| HTLM | HomesToLife Ltd | Specialty Retail | $378M | 26.5% | 5.1% | $13M | — | +$27M cash | |
| ELA | Envela Corporation | Specialty Retail | $241M | 22.1% | 5.1% | $1M | 24.0% | +$5M cash | |
| WINA | Winmark Corporation | Specialty Retail | $86M | 96.2% | 60.9% | $45M | 255.3% | $37M | |
| RERE | ATRenew Inc. | Specialty Retail | $50M | — | — | ($82M) | -14.0% | +$261M cash | |
| RCT | RedCloud Holdings plc | Specialty Retail | $49M | — | -89.8% | ($37M) | — | +$479K cash | |
| JL | J-Long Group Limited | Specialty Retail | $39M | 24.0% | 6.1% | $6M | 65.5% | +$9M cash | |
| NAAS | NaaS Technology Inc. | Specialty Retail | $30M | 44.1% | -329.7% | ($29M) | -14.0% | $54M | |
| HERE | Here Group Limited | Specialty Retail | $13M | 87.3% | -3.7% | $27M | — | +$150M cash | |
| WSHP | WeShop Holdings Limited | Specialty Retail | as filed: £423K | — | — | as filed: (£4M) | — | — |
Every figure is recomputed from the company’s own SEC or EDINET filings, the same way as on its page; the columns name facts, weigh nothing, and form no rank. Foreign filers are stated in US dollars at the dated reference rate (as of 2026-07-17) so each money column sorts on one basis; their own pages keep the records as filed. A foreign filer whose conversion terms are missing shows its money as filed and sorts to the back of the column — never a guessed conversion. Ratios and margins are currency-free.