Industry top-down
Specialty Retail
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
AI industry top-down
The Specialty Retail sector generally showed mixed performance. While median revenue grew by 3.87% year-over-year, there were significant variations among individual companies. EVGO and FIVE recorded double-digit revenue growth, while GME and BBY experienced revenue declines. In terms of profitability, DKS and BBWI showed double-digit EPS growth, but companies like FIVE, ASO, OLPX, and ARHS experienced significant EPS declines, highlighting a pronounced polarization in company performance.
- Deceleration in industry revenue growth (median YoY 3.87%)
- Deterioration in profitability for some companies (declining EPS)
- Continued robust revenue growth for some companies
- EPS improvement for some companies (double-digit increase)
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| WSMWILLIAMS SONOMA INC | FY2027 Q2 | $1.96B | +6.7% | $2.84 | +42.0% | — |
| ULTAUlta Beauty, Inc. | FY2027 Q2 | $3.04B | +8.9% | $6.55 | +13.3% | — |
| CASYCASEYS GENERAL STORES INC | FY2027 Q1 | $5.68B | +24.3% | $7.37 | +27.7% | — |
| BBYBEST BUY CO INC | FY2026 Q1 | $8.77B | -0.9% | $0.95 | -15.9% | — |
| TSCOTRACTOR SUPPLY CO /DE/ | FY2026 Q2 | $4.54B | +2.3% | $0.69 | -14.8% | — |
| DKSDICK'S SPORTING GOODS, INC. | FY2027 Q2 | $5.59B | +53.2% | $3.50 | -25.7% | — |
| FIVEFIVE BELOW, INC | FY2027 Q2 | $1.26B | +22.9% | $3.99 | — | — |
| GMEGameStop Corp. | FY2027 Q2 | $790.2M | -18.7% | $0.51 | +64.5% | — |
| BBWIBath & Body Works, Inc. | FY2027 Q2 | $1.51B | -2.3% | $0.58 | +93.3% | — |
| ASOAcademy Sports & Outdoors, Inc. | FY2027 Q2 | $1.65B | +3.0% | $2.17 | +17.3% | — |
| BOBSBob's Discount Furniture, Inc. | FY2026 Q2 | $619.57M | — | $0.43 | — | — |
| SBHSally Beauty Holdings, Inc. | FY2026 Q3 | $935.49M | +0.2% | $0.55 | +25.0% | — |
| SVVSavers Value Village, Inc. | FY2027 Q2 | $448.22M | +7.4% | $0.14 | +16.7% | — |
| OLPXOLAPLEX HOLDINGS, INC. | FY2026 Q1 | $96.98M | -1.9% | $0.00 | -100.0% | — |
| ARHSArhaus, Inc. | FY2026 Q2 | $384.9M | +7.4% | $0.28 | +12.0% | — |
| EYENational Vision Holdings, Inc. | FY2027 Q2 | $498.81M | +2.5% | $0.15 | +36.4% | — |
| 008770HOTEL SHILLA CO.,LTD | FY2026 Q2 | ₩971.83B | -5.2% | ₩562.00 | — | — |
| HZOMARINEMAX INC | FY2026 Q3 | $611.26M | -7.0% | $0.66 | — | — |
| WINAWINMARK CORP | FY2026 Q2 | $21.97M | +7.6% | $2.81 | -2.8% | — |
| WOOFPetco Health & Wellness Company, Inc. | FY2027 Q2 | $1.49B | +0.0% | $0.13 | +160.0% | — |
| ARKOARKO Corp. | FY2023 Q2 | $-2.47B | — | $0.11 | — | — |
| EVGOEVgo Inc. | FY2026 Q2 | $82.65M | -15.7% | $-0.15 | — | — |
| BNEDBarnes & Noble Education, Inc. | FY2027 Q1 | $276.86M | +1.0% | $-0.37 | — | — |
| BBWBUILD-A-BEAR WORKSHOP INC | FY2027 Q2 | $115.29M | -7.2% | $0.70 | -25.5% | — |
| CHPTChargePoint Holdings, Inc. | FY2027 Q2 | $116.08M | +17.7% | $-1.35 | — | — |
| 0011T0CHAEVI CO., LTD | FY2026 Q2 | ₩28.95B | — | ₩-302.00 | — | — |
| FLWS1 800 FLOWERS COM INC | FY2026 Q3 | $293.01M | -11.6% | $-1.56 | — | — |
| 000680LS Networks Corporation Limited | FY2026 Q2 | ₩2.38T | — | ₩257.00 | +57.7% | — |
YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).