Industry top-down
Specialty Retail
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
AI industry top-down
The Specialty Retail sector generally showed mixed performance. While median revenue grew by 3.87% year-over-year, there were significant variations among individual companies. EVGO and FIVE recorded double-digit revenue growth, while GME and BBY experienced revenue declines. In terms of profitability, DKS and BBWI showed double-digit EPS growth, but companies like FIVE, ASO, OLPX, and ARHS experienced significant EPS declines, highlighting a pronounced polarization in company performance.
- Deceleration in industry revenue growth (median YoY 3.87%)
- Deterioration in profitability for some companies (declining EPS)
- Continued robust revenue growth for some companies
- EPS improvement for some companies (double-digit increase)
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| CASYCASEYS GENERAL STORES INC | FY2026 Q3 | $11.95B | +6.1% | $12.01 | +8.3% | — |
| DKSDICK'S SPORTING GOODS, INC. | FY2025 Q3 | $9.55B | +4.8% | $10.43 | +20.9% | — |
| BBYBEST BUY CO INC | FY2026 Q1 | $8.85B | -6.5% | $1.13 | +1.8% | — |
| FIVEFIVE BELOW, INC | FY2025 Q3 | $2.49B | +11.9% | $1.20 | -32.6% | — |
| GMEGameStop Corp. | FY2025 Q3 | $2.54B | -27.0% | $0.00 | — | — |
| BBWIBath & Body Works, Inc. | FY2026 Q1 | $1.42B | +2.9% | $0.49 | +28.9% | — |
| ASOAcademy Sports & Outdoors, Inc. | FY2025 Q3 | $4.26B | -2.5% | $3.86 | -14.4% | — |
| BOBSBob's Discount Furniture, Inc. | FY2026 Q1 | $532.76M | — | $0.12 | — | — |
| OLPXOLAPLEX HOLDINGS, INC. | FY2026 Q1 | $96.98M | -1.9% | $0.00 | -100.0% | — |
| EYENational Vision Holdings, Inc. | FY2026 Q1 | $510.32M | +5.7% | $0.18 | +20.0% | — |
| ARHSArhaus, Inc. | FY2026 Q1 | $311.37M | +5.5% | $0.03 | -72.7% | — |
| ARKOARKO Corp. | FY2023 Q2 | $-4.51B | — | $0.25 | — | — |
| HZOMARINEMAX INC | FY2026 Q2 | $1.1B | -0.9% | $0.91 | — | — |
| EVGOEVgo Inc. | FY2026 Q1 | $75.29M | +36.5% | $-0.09 | — | — |
| BBWBUILD-A-BEAR WORKSHOP INC | FY2025 Q3 | $345.96M | +2.7% | $2.20 | +4.8% | — |
| BNEDBarnes & Noble Education, Inc. | FY2026 Q3 | $1.23B | -7.6% | $-1.82 | — | — |
| FLWS1 800 FLOWERS COM INC | FY2026 Q3 | $1.35B | -8.3% | $-2.32 | — | — |
| CHPTChargePoint Holdings, Inc. | FY2026 Q3 | $315.19M | -19.3% | $-10.18 | — | — |
| HTLMHomesToLife Ltd | FY2025 Q2 | $156.31M | — | $0.06 | — | — |
| ECXJCXJ GROUP CO., Ltd | FY2025 Q3 | $1.76M | — | $0.00 | — | — |
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).