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Industry top-down

Internet Retail

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

16 companiesMedian revenue YoY: +10.3%EPS beat rate:

AI industry top-down

The internet retail industry has shown varying revenue growth rates across companies in recent earnings data. MercadoLibre and LIQUIDITY SERVICES INC recorded strong revenue and EPS growth, while Etsy reported a decline in revenue. Numerous companies, including Coupang, DoorDash, and Instacart, maintained single-digit or low double-digit revenue growth, contributing to an overall mixed performance picture.

  • High revenue and EPS growth in some companies (MELI, LQDT)
  • Many companies maintaining moderate revenue growth (CPNG, DASH, etc.)
  • Revenue decline observed in specific companies (ETSY)
Where companies diverge: Significant disparity in company-specific revenue growth rates · Divergent trends in EPS growth rates

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
BABAAlibaba Group Holding LtdFY2020 Q2$45.48B$0.51
BABAFAlibaba Group Holding LtdFY2020 Q2$45.48B$0.51
PDDPDD Holdings Inc.FY2020 Q3$4.85B$-0.18
MELIMERCADOLIBRE INCFY2026 Q1$4.19B+35.2%$9.74+43.7%
DASHDoorDash, Inc.FY2026 Q1$3.03B+20.7%$0.44
EBAYEBAY INCFY2026 Q1$2.59B+1.1%$1.05+23.5%
JDCMFJD.com, Inc.FY2019 Q3$56.83B$0.40
JDJD.com, Inc.FY2019 Q3$56.83B$0.40
CPNGCoupang, Inc.FY2026 Q1$7.91B+11.2%$0.06
CARTMaplebear Inc.FY2026 Q1$897M+9.4%$0.37-14.0%
CHWYChewy, Inc.FY2025 Q3$8.61B+3.5%$0.85
ETSYETSY INCFY2026 Q1$612.2M-5.2%$-0.49
LQDTLIQUIDITY SERVICES INCFY2026 Q2$238.71M+46.6%$0.40+66.7%
LOGCContextLogic Holdings Inc.FY2026 Q1$32.3M$15.18
NEGGNewegg Commerce, Inc.FY2014 Q2$8.33M-19.2%$0.33-15.4%
035080Gradiant CorporationFY2026 Q2₩1.01T+36.9%₩391.00

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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