E-commerce businesses where the issuer is the seller of record for the majority of merchandise sold through its own digital storefront (1P retail — Wayfair, Chewy, Revolve, Carvana), OR operates a vertically-integrated commerce platform where the issuer takes principal-style economics on customer transactions (Shopify Merchant Solutions, Amazon's 1P retail line). Revenue is recognized gross on own
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| AVT | Avnet, Inc. | Farnell | FY2026-Q3 | +24.0% | -10.1% |
| TDUP | ThredUp Inc. | Orders | FY2026-Q2 | +21.4% | -8.7% |
| AMZN | Amazon.com, Inc. | Amazon Web Services net sales | FY2026-Q2 | +36.8% | +17.5% |
| FAST | Fastenal Company | Canada & Mexico | FY2026-Q2 | +18.6% | +6.6% |
| WSM | Williams-Sonoma, Inc. | West Elm Net Revenue | FY2026-Q2 | +5.9% | +2.1% |
| SFIX | Stitch Fix, Inc. | Net Revenue per Active Client | FY2026-Q3 | +6.6% | +3.2% |
| WRBY | Warby Parker Inc. | Average Revenue per Customer | FY2026-Q2 | +6.3% | +4.6% |
| RVLV | Revolve Group, Inc. | Consolidated Gross Margin | FY2026-Q1 | +0.7 pts | -0.3 pts |
| BBBY | Bed Bath & Beyond Inc. | Order Frequency | FY2026-Q2 | +0.5% | -0.1% |
| AKA | a.k.a. Brands Holding Corp. | Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization Margin | FY2026-Q1 | +1.8 pts | +1.4 pts |
| DIBS | 1stdibs.Com, Inc. | Number of Orders | FY2026-Q2 | -3.0% | -2.9% |
| CHWY | Chewy, Inc. | Net Sales | FY2026-Q1 | +7.6% | +8.4% |
| BODI | The Beachbody Company, Inc. | Digital | FY2026-Q2 | -19.1% | -18.3% |
| CVNA | Carvana Co. | Retail vehicle unit sales | FY2026-Q2 | +37.7% | +41.2% |
| GROV | Grove Collaborative Holdings, Inc. | Direct-to-Consumer Total Orders | FY2026-Q2 | -23.6% | -12.6% |
| CDW | CDW Corporation | Corporate Net Sales | FY2026-Q2 | +2.3% | +17.3% |
| OPEN | Opendoor Technologies Inc. | Homes sold | FY2026-Q1 | -34.8% | -4.3% |
| AVTR | Avantor, Inc. | Free Cash Flow | FY2026-Q1 | -69.3% | -23.2% |
| HIMS | Hims & Hers Health, Inc. | Adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization | FY2026-Q2 | -26.6% | +109.2% |
| HNST | The Honest Company, Inc. | Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization | FY2025-Q4 | -57.8% | +125.0% |
| CPNG | Coupang, Inc. | Adjusted EBITDA Margin (Non-GAAP) | FY2025-Q4 | ||
| HOUR | Hour Loop, Inc. | Stock-keeping units | FY2026-Q2 | +0.0% | |
| INGM | Ingram Micro Holding Corporation | Adjusted Income from Operations | FY2026-Q2 | +39.6% | |
| LVLU | Lulu's Fashion Lounge Holdings, Inc. | Adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization | FY2026-Q2 | ||
| MSM | MSC Industrial Direct Co., Inc. | Adjusted Earnings per Share | FY2026-Q2 | +13.9% | |
| PTRN | Pattern Group Inc. Series A Common Stock | Net Revenue Retention | FY2026-Q1 | ||
| W | Wayfair Inc. | Net revenue per active customer (last twelve months) | FY2026-Q1 | +5.2% |
A side-by-side appears only when three or more companies report the same metric under their own definition. Nothing is translated from one company's segment into another's.