Retail Sector: Companies, KPIs & Market Data

Retail

Discretionary retail in four theses: home improvement (Home Depot, Lowe's), off-price apparel (TJX, Ross), auto retail and parts (AutoZone, O'Reilly, Carvana, Genuine Parts), and specialty (Best Buy, Ulta, Tractor Supply, Williams-Sonoma, eBay, Hasbro). Staples merchandise retail stays on Consumer Staples. Fashion houses stay on Apparel.

Data updated 2026-08-25

The Retail sector on Sterling tracks 14 companies.

Retail at a Glance

Structural signals from the latest reported years. The four thesis tabs keep home improvement, off-price, auto, and specialty separate.

•Home Depot FY2025 net sales were $164.7 billion, +3.2%, with comps +0.3% and $6.3 billion of incremental SRS and GMS sales.
•Lowe's FY2025 sales were $86.3 billion with comps +0.2%. Online was 13% of retail sales.
•TJX FY2026 net sales were $60.4 billion, +7%, with Marmaxx $36.6 billion and group comps +5%.
•Ross FY2025 sales were $22.8 billion, +8%, with comps +5% and 2,267 stores.
•Carvana sold 596,641 retail units in 2025, +43%, on $20.3 billion of revenue.
•O'Reilly 2025 sales were about 50% DIY and 50% professional. AutoZone domestic commercial was 31.7% of domestic sales.
•Walmart, Costco, Target, and dollar stores stay on Consumer Staples. Fashion houses stay on Apparel.

Headline numbers

Eight sourced snapshot figures. Fiscal years are not aligned. AutoZone ended August 30, 2025. Home Depot and Lowe's ended late January 2026.

Home Depot FY2025 sales

$164.7B

Year ended February 1, 2026. +3.2% vs $159.5B. Comps +0.3%. SRS and GMS added $6.3B of incremental sales.

HD PR / 10-K

Lowe's FY2025 sales

$86.3B

Year ended January 30, 2026. Comps +0.2%. Online 13% of retail sales. 1,759 stores.

LOW 10-K

TJX FY2026 sales

$60.4B

Year ended January 31, 2026. +7%. Comps +5%. Marmaxx $36.6B. 5,214 stores.

TJX PR

Ross FY2025 sales

$22.8B

Year ended January 31, 2026. +8%. Comps +5%. 1,904 Ross stores and 363 dd's DISCOUNTS.

ROST 8-K

Carvana 2025 units

596,641

Retail units, +43%. Revenue $20.3B, +49%. Not a parts-store print.

CVNA letter

O'Reilly DIY / pro mix

50 / 50

2025 sales split. AutoZone domestic commercial was 31.7% of domestic sales.

ORLY 10-K / AZO 10-K

Ulta FY2025 sales

$12.4B

+9.7%. Comps +5.4%. 1,505 US stores plus 86 company-operated international doors.

ULTA 8-K

eBay 2025 GMV

~$80B

Company phrase. Net revenues $11.1B, +8%. A marketplace take-rate story.

EBAY 8-K

Roster revenue, latest year

Last reported fiscal year in USD. Home Depot is $164.7B. Hasbro is $4.7B. These are not TAM figures.

Four theses on one page

Home improvement is the largest pile because Home Depot is $164.7B. Specialty is six different businesses. Off-price and auto are similar in dollars and nothing alike in economics.

The roster

Fourteen public companies. Walmart, Costco, Target, and dollar stores stay on Consumer Staples. Fashion houses stay on Apparel.

Company	Ticker	Archetype	HQ	Latest year	What to watch
Home Depot	HD	Home improvement	Atlanta, US	FY2025	Comps vs SRS/GMS mix
Lowe's	LOW	Home improvement	Mooresville, US	FY2025	FBM/ADG wrap vs store comps
TJX	TJX	Off-price	Framingham, US	FY2026	Marmaxx vs HomeGoods
Ross Stores	ROST	Off-price	Dublin, US	FY2025	Comps and tariff cost
AutoZone	AZO	Auto parts	Memphis, US	FY2025	Domestic commercial mix
O'Reilly	ORLY	Auto parts	Springfield, US	CY2025	50/50 DIY vs professional
Carvana	CVNA	Auto retail	Tempe, US	CY2025	Retail units, not parts comps
Genuine Parts	GPC	Auto / industrial dist.	Atlanta, US	CY2025	NA Auto vs Industrial; GAAP vs adj.
Best Buy	BBY	Specialty CE	Richfield, US	FY2026	Domestic online mix, flat revenue
Ulta Beauty	ULTA	Specialty beauty	Bolingbrook, US	FY2025	Comps vs new stores and Space NK
Tractor Supply	TSCO	Specialty rural	Brentwood, US	FY2025	New stores vs +1.2% comps
Williams-Sonoma	WSM	Specialty home	San Francisco, US	FY2025	Pottery Barn vs West Elm
eBay	EBAY	Marketplace	San Jose, US	CY2025	GMV vs take rate
Hasbro	HAS	Toys / IP	Pawtucket, US	FY2025	Wizards vs Consumer Products

Companies in the Retail sector (14)

Frequently asked questions

What is the Retail sector?

Which companies lead the Retail sector?

Sterling tracks 14 companies in Retail, led by Home Depot (HD), Lowe's (LOW), TJX Companies (TJX), Ross Stores (ROST), AutoZone (AZO) and O'Reilly Automotive (ORLY).

How can I invest in the Retail sector?

Publicly traded names in Retail include Home Depot (HD), Lowe's (LOW), TJX Companies (TJX), Ross Stores (ROST) and AutoZone (AZO). Compare them side by side on Sterling.