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 |
|---|---|---|---|---|---|
| BBBY | Bed Bath & Beyond Inc. | Active Customers | FY2026-Q2 | +46.2% | -29.6% |
| TDUP | ThredUp Inc. | Orders | FY2026-Q2 | +21.4% | -8.7% |
| RVLV | Revolve Group, Inc. | Total orders placed | FY2026-Q2 | +11.4% | +6.7% |
| WRBY | Warby Parker Inc. | Retail Store Count | FY2026-Q2 | +18.1% | +16.4% |
| DIBS | 1stdibs.Com, Inc. | Number of Orders | FY2026-Q2 | -3.0% | -2.9% |
| BODI | The Beachbody Company, Inc. | Digital | FY2026-Q2 | -19.1% | -18.3% |
| CHWY | Chewy, Inc. | Autoship customer sales as a percentage of net sales | FY2026-Q1 | +2.2 pts | +4.6 pts |
| CVNA | Carvana Co. | Retail Units Sold | FY2026-Q2 | +37.7% | +41.2% |
| CDW | CDW Corporation | Days sales outstanding | FY2026-Q2 | +16.3% | +11.1% |
| CPNG | Coupang, Inc. | Product Commerce active customers | FY2026-Q2 | +3.3% | +10.1% |
| GROV | Grove Collaborative Holdings, Inc. | Active Direct-to-Consumer Customers | FY2026-Q2 | -23.3% | -10.9% |
| FAST | Fastenal Company | Net cash provided by operating activities | FY2026-Q2 | -4.6% | +8.0% |
| OPEN | Opendoor Technologies Inc. | Homes sold | FY2026-Q1 | -34.8% | -4.3% |
A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.