Retail & Brands
Apparel, beauty, specialty retail, and branded consumer products. This page compares reported financial scale with the customer needs and operating signals that shape sector performance.
- Companies
- 53
- Average revenue
- $5.9B
- Average margin
- 4.5%
- Average growth
- 1.9%
What this industry is really competing to solve
Demand emerges when customers need a product that works, signals identity, and feels worth the price at the moment of choice. The deeper motives are self-expression, confidence, belonging, status, and avoiding regret. This is why the competitive set extends beyond companies with the same industry code.
Customers can also choose other brands, resale, private labels, rentals, repair, delaying replacement, and spending on another category. Industry growth becomes durable only when companies make the desired progress easier than those alternatives.
How demand becomes profit and cash
The common mechanism is combining distinctive products, memory, availability, merchandising, and inventory discipline. Across the industry, the decisive investment question is whether brand and store investment raises full-price demand faster than inventory and markdown risk.
Average operating profit is $381.3M, but the spread between leaders and laggards matters more than the average alone. Compare scale, margin, growth, and the leading indicators together.
Retail & Brands companies
| Company | Revenue | Operating profit | Margin | Growth |
|---|---|---|---|---|
| TJX Companies TJX | $60.4B | $5.5B | 9.1% | +7.1% |
| Ross Stores ROST | $22.8B | $2.1B | 9.4% | +7.7% |
| Macy's M | $21.8B | $1B | 4.7% | -2.4% |
| Kohl's KSS | $15.5B | $624M | 4.0% | -4.3% |
| Gap Inc. GAP | $15.4B | $1.1B | 7.3% | +1.9% |
| Ulta Beauty ULTA | $12.4B | $1.5B | 12.4% | +9.7% |
| Burlington Stores BURL | $11.6B | $610M | 5.3% | +8.8% |
| VF Corporation VFC | $9.6B | $577M | 6.0% | +1.1% |
| Thor Industries THO | $9.6B | $259M | 2.7% | -4.6% |
| PVH PVH | $9B | $25M | 0.3% | +3.4% |
| Advance Auto Parts AAP | $8.6B | -$43M | -0.5% | -5.4% |
| Williams-Sonoma WSM | $7.8B | $1.1B | 13.9% | +1.2% |
| Bath & Body Works BBWI | $7.3B | $1.1B | 15.4% | -0.2% |
| Polaris PII | $7.2B | -$349M | -4.9% | -0.3% |
| Tapestry TPR | $7B | $415M | 5.9% | +5.1% |
| Levi Strauss LEVI | $6.3B | $678M | 10.8% | +4.1% |
| Urban Outfitters URBN | $6.2B | $606M | 9.8% | +11.1% |
| American Eagle Outfitters AEO | $5.5B | $226M | 4.1% | +4.1% |
| Brunswick BC | $5.4B | -$41M | -0.8% | +2.4% |
| Abercrombie & Fitch ANF | $5.3B | $699M | 13.3% | +6.4% |
| Capri Holdings CPRI | $3.5B | $23M | 0.7% | -4.1% |
| RH RH | $3.4B | $387M | 11.3% | +8.1% |
| Columbia Sportswear COLM | $3.4B | $207M | 6.1% | +0.8% |
| Kontoor Brands KTB | $3.2B | $337M | 10.7% | +20.9% |
| G-III Apparel Group GIII | $3B | $108M | 3.7% | -7.0% |
| Designer Brands DBI | $2.9B | $48M | 1.7% | -3.9% |
| Winnebago Industries WGO | $2.8B | $57M | 2.0% | -5.9% |
| Caleres CAL | $2.8B | $6M | 0.2% | +1.3% |
| Acushnet Holdings GOLF | $2.6B | $299M | 11.7% | +4.2% |
| Steven Madden SHOO | $2.5B | $81M | 3.2% | +11.0% |
| Boot Barn Holdings BOOT | $2.3B | $299M | 13.3% | +17.9% |
| La-Z-Boy LZB | $2.1B | $129M | 6.1% | +0.9% |
| Wolverine World Wide WWW | $1.9B | $150M | 8.0% | +6.8% |
| OneWater Marine ONEW | $1.9B | -$116M | -6.2% | +5.6% |
| Inter Parfums IPAR | $1.5B | $270M | 18.1% | +2.5% |
| Oxford Industries OXM | $1.5B | -$31M | -2.1% | -2.6% |
| Fox Factory Holding FOXF | $1.5B | -$523M | -35.7% | +5.2% |
| Arhaus ARHS | $1.4B | $89M | 6.5% | +8.5% |
| Lands' End LE | $1.3B | $44M | 3.3% | -2.1% |
| The Buckle BKE | $1.3B | $261M | 20.1% | +6.6% |
| Revolve Group RVLV | $1.2B | $74M | 6.0% | +8.5% |
| The Children's Place PLCE | $1.2B | -$57M | -4.7% | -12.8% |
| Shoe Station Group SHOE | $1.1B | $67M | 5.9% | -5.7% |
| Torrid Holdings CURV | $1B | $21M | 2.1% | -9.4% |
| Malibu Boats MBUU | $808M | $22M | 2.7% | -2.5% |
| The Lovesac Company LOVE | $697M | $5M | 0.7% | +2.3% |
| Movado Group MOV | $671M | $30M | 4.5% | +2.8% |
| FIGS FIGS | $631M | $38M | 6.0% | +13.5% |
