Retail Specialty

Best Buy $41.7B is consumer electronics. Tractor Supply $15.5B is rural. Ulta $12.4B is beauty. eBay $11.1B is a marketplace. Williams-Sonoma $7.8B is home furnishings. Hasbro $4.7B is toys and Wizards IP.

FY2025: Pottery Barn $3.00B, West Elm $1.86B, Williams Sonoma $1.36B, PB Kids and Teen $1.14B, Other $0.45B. The five lines sum to $7.81B.

Best Buy FY2026: Domestic $38.3B, International $3.4B. Ulta FY2025 mix: cosmetics 38%, skincare 24%, haircare 19%, fragrance 13%, services 4%, other 2%. These are not the same split.