Owner Scorecard


The groupings / Consumer Discretionary / Specialty Retail

A grouping · a comparative table

Specialty Retail

58 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.

As a group: median revenue $3.4B; median gross margin 36.5%; median operating margin 6.6%; median owner earnings $173M; median return on invested capital 16.2%; 31 of 57 hold net cash. Medians of this table’s own columns, over the members each applies to · data as of August 17, 2026.

Pick two to four to weigh side by side. Compare these →
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 $194.1B14.5%1.0%$2.2B6.2% · 4y+$30.7B cash
HD Home Depot Inc. Specialty Retail $164.7B33.8%14.3%$12.6B41.1%$49.9B
LOW Lowe's Cos Inc. Specialty Retail $86.3B33.3%10.6%$7.7B32.9%$38.6B
TJX TJX Companies Inc. (The) Specialty Retail $60.4B28.7%11.4%$5.6B81.7%+$3.4B cash
BBY Best Buy Co. Inc. Specialty Retail $41.7B22.5%4.4%$1.3B43.7%+$373M cash
ROST Ross Stores Inc. Specialty Retail $22.8B27.7%12.1%$2.5B67.4%+$3.1B cash
9983 Fast Retailing Specialty Retail $21.4B51.3% · 4y11.5%$2.8B32.4%+$3.6B cash
DKS Dick's Sporting Goods Specialty Retail $17.2B32.4%7.1%$1.0B27.7%$586M
GAP Gap Inc. (The) Specialty Retail $15.4B38.2%6.1%$823M27.8%+$1.5B cash
BLDR Builders FirstSource Specialty Retail $15.2B28.3%5.9%$853M15.7%$4.3B
JWN Nordstrom Specialty Retail $15.0B33.9%4.2%$751M14.7%$1.8B
ULTA Ulta Beauty Inc. Specialty Retail $12.4B37.5%13.4%$1.2B47.6%+$494M cash
FL Foot Locker Specialty Retail $8.0B31.8%7.3%$105M16.8%$45M
WSM Williams-Sonoma Specialty Retail $7.8B40.6%14.7%$1.1B88.4%+$720M cash
BBWI Bath & Body Works Specialty Retail $7.3B43.7%17.3%$865M55.7%$2.9B
SIG Signet Jewelers Specialty Retail $6.8B37.9%6.7%$525M15.2%+$141M cash
VSXY Victorias Secret & Co. Common Stock Specialty Retail $6.6B36.3%4.1%$312M17.0%$457M
URBN Urban Outfitters Specialty Retail $6.2B33.2%7.9%$447M15.9%+$219M cash
ASO Academy Sports and Outdoors Specialty Retail $6.1B34.1%8.8%$312M25.3%$153M
WOOF Petco Health and Wellness Specialty Retail $6.0B40.2%2.5%$187M3.6%$1.2B
9843 Nitori Holdings Specialty Retail $5.8B54.2% · 4y16.4%16.8%$98M
AEO American Eagle Specialty Retail $5.5B36.7%6.7%$195M21.2%+$239M cash
ANF Abercrombie & Fitch Specialty Retail $5.3B60.2%3.5%$464M12.8%+$485M cash
7453 Ryohin Keikaku (MUJI) Specialty Retail $4.9B48.0% · 2y8.5%$316M17.7%+$210M cash
FND Floor & Decor Specialty Retail $4.7B41.8%7.7%$141M16.0%+$53M cash
SBH Sally Beauty Holdings Specialty Retail $3.7B50.1%9.8%$173M19.9%$1.6B
GME GameStop Corp. Specialty Retail $3.6B28.5%-2.7%$597M-59.4%+$4.8B cash
HBI Hanesbrands Specialty Retail $3.5B37.8%11.4%$226M16.4%$2.1B
RH RH Specialty Retail $3.4B44.3%11.7%$304M28.7%$2.4B
DBI Designer Brands Inc. Specialty Retail $2.9B31.5%3.0%$78M10.4%$384M
GCO Genesco Inc. Specialty Retail $2.4B47.5%3.6%$84M5.9%+$102M cash
TITN Titan Machinery Inc. Specialty Retail $2.4B18.4%1.9%7.2%$152M
BOOT Boot Barn Holdings Specialty Retail $2.3B34.9%10.8%$226M16.6%$106M
EYE National Vision Holdings Inc. Specialty Retail $2.0B53.7% · 3y3.7%$73M3.1%$198M
SGU Star Group L.P. Specialty Retail $1.8B29.6%4.1%$56M13.6%$163M
BNED Barnes & Noble Education Inc Specialty Retail $1.7B22.8%-2.2%$34M-8.3%$188M
SVV Savers Value Village Inc. Specialty Retail $1.7B27.5%9.5%$87M14.4%$630M
NEGG Newegg Commerce Inc. Specialty Retail $1.4B11.0%-2.9%($30M)-92.0%+$106M cash
SPH Suburban Propane Partners L.P. Specialty Retail $1.4B60.3%12.8%$114M9.4%$1.2B
ARHS Arhaus Inc. Specialty Retail $1.4B39.4%6.4%$90M44.9% · 3y+$253M cash
LE Lands' End Inc. Specialty Retail $1.3B42.5%2.9%$20M6.4%$210M
BKE Buckle Specialty Retail $1.3B46.6%19.2%$226M113.4%+$274M cash
LESL Leslie's Specialty Retail $1.2B40.9%13.1%($17M)38.2%$688M
SHOE Shoe Station Group Inc. Specialty Retail $1.1B32.9%5.6%$37M13.7%+$131M cash
ZUMZ Zumiez Specialty Retail $929M34.2%5.0%$42M8.5%+$126M cash
CTRN Citi Trends Inc. Specialty Retail $820M2.9%$624K9.5%+$66M cash
HVT Haverty Furniture Companies Inc. Specialty Retail $759M56.4%5.7%$33M12.3%+$125M cash
BBW Build-A-Bear Workshop Inc. Specialty Retail $530M52.5%8.1%$50M25.5%+$27M cash
HITI High Tide Inc. Specialty Retail $430M27.8%-5.5%$10M-13.4%+$14M cash
HTLM HomesToLife Ltd Specialty Retail $378M26.5%5.2%$13M3.7% · 1y+$27M cash
ELA Envela Corporation Specialty Retail $241M22.1%5.0%$1M24.0%+$5M cash
WINA Winmark Corporation Specialty Retail $86M96.3%62.2%$45M255.3% · 3y$37M
RERE ATRenew Inc. Specialty Retail $50M135.7% · 1y($83M)-10.9%+$263M cash
RCT RedCloud Holdings plc Specialty Retail $49M-89.8%($37M)+$479K cash
JL J-Long Group Limited Specialty Retail $39M25.1%10.3%$6M65.5%+$9M cash
NAAS NaaS Technology Inc. Specialty Retail $30M45.4%-5.2%($29M)-14.0%$54M
HERE Here Group Limited Specialty Retail $14M87.3%-3.7%$27M+$151M cash
WSHP WeShop Holdings Limited Specialty Retail as filed: £423K-863.8% · 1yas filed: (£4M)-478.3% · 2y

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 2026-08-20) 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.