Global Retail Top Stock Picks from Analysts

PDD Holdings

Market Cap: US$134.5b

A multinational commerce group that owns and operates a portfolio of businesses.

Prosus

Market Cap: €93.1b

Engages in the e-commerce and internet businesses in Asia, Europe, Latin America, North America, and internationally.

Sea

Market Cap: US$53.5b

Through its subsidiaries, operates as a technology company in Southeast Asia, Latin America, the rest of Asia, and internationally.

Naspers

Market Cap: R663.1b

Operates as a consumer internet company in Africa, Asia, Europe, and internationally.

Coupang

Market Cap: US$28.9b

Owns and operates retail business through its mobile applications and internet websites in South Korea and internationally.

China Tourism Group Duty Free

Market Cap: CN¥116.8b

Engages in duty-free tourism retail business in China.

Zhejiang China Commodities City Group

Market Cap: CN¥74.7b

Through its subsidiaries, develops, manages, and operates an online trading platform service in China.

Chewy

Market Cap: US$8.6b

Engages in the e-commerce business in the United States.

LKQ

Market Cap: US$6.9b

Engages in the distribution of replacement parts, components, and systems used in the repair and maintenance of vehicles and specialty vehicle aftermarket products and accessories.

Sanrio Company

Market Cap: JP¥1.0t

Plans and sells social communication gifts, greeting cards, and books in Japan, Europe, North America, South America, rest of Asia, and internationally.

Zalando

Market Cap: €5.3b

Operates an online platform for fashion and lifestyle products in Germany and internationally.

Global-E Online

Market Cap: US$5.0b

Provides direct-to-consumer cross-border e-commerce platform in Israel, the United Kingdom, the United States, and internationally.

Ollie's Bargain Outlet Holdings

Market Cap: US$5.0b

Operates as a retailer of closeout merchandise and excess inventory in the United States.

MINISO Group Holding

Market Cap: US$4.1b

An investment holding company, engages in the retail and wholesale of design-led lifestyle and pop toy products in Mainland China, the rest of Asia, North and Latin America, Europe, and internationally.

Cosan

Market Cap: R$17.2b

Engages in the fuel distribution business.

GoTo Gojek Tokopedia

Market Cap: Rp53.0t

Provides and operates on-demand services in Indonesia and internationally.

Mr Price Group

Market Cap: R39.9b

Provides fashion-value merchandise in South Africa and internationally.

China Tobacco International (HK)

Market Cap: HK$17.2b

Engages in tobacco business.

Zhongsheng Group Holdings

Market Cap: HK$15.2b

An investment holding company, engages in the sale and service of motor vehicles in the People's Republic of China.

SILICON2

Market Cap: ₩2.5t

Engages in the distribution of cosmetics products worldwide.

Suning.com

Market Cap: CN¥11.0b

Operates as a retail company in China.

Luk Fook Holdings (International)

Market Cap: HK$12.4b

An investment holding company, engages in sourcing, designing, wholesaling, trademark licensing, and retailing various gold and platinum jewelry, and gem-set jewelry products in Hong Kong and internationally.

PAL GROUP Holdings

Market Cap: JP¥240.2b

Engages in the planning, manufacture, wholesale, and retail of clothing products, including men’s and women’s clothing and accessories in Japan.

Bob's Discount Furniture

Market Cap: US$1.5b

Engages in retailing home furnishings furnishings in the United States.

Revolve Group

Market Cap: US$1.4b

Operates as a fashion retailer for millennial and generation z consumers in the United States and internationally.

National Vision Holdings

Market Cap: US$1.4b

Through its subsidiaries, operates as an optical retailer in the United States.

Savers Value Village

Market Cap: US$1.3b

A thrift operator, sells second-hand merchandise in retail stores in the United States, Canada, and Australia.

Chongqing Chongbai Technology Group

Market Cap: CN¥8.5b

Chongqing Chongbai Technology Group Co., Ltd.

Foschini Group

Market Cap: R18.7b

Operates retail stores in South Africa and internationally.

Daya Intiguna Yasa

Market Cap: Rp20.0t

Operates as a household appliance, furniture, stationery, electronic, and sport equipment retailer in Indonesia and internationally.

RealReal

Market Cap: US$1.1b

Operates an online marketplace for resale luxury goods worldwide.

Upbound Group

Market Cap: US$1.0b

A technology and data-driven company, provides financial solutions in the United States, Puerto Rico, and Mexico.

ATRenew

Market Cap: US$1.0b

ATRenew Inc., together with its subsidiaries, sell pre-owned consumer electronics through its online platforms and other channels in the People’s Republic of China.

Map Aktif Adiperkasa

Market Cap: Rp17.5t

Operates as a sporting goods retailer in Indonesia.

Jumia Technologies

Market Cap: US$863.3m

Operates an e-commerce platform in West Africa, North Africa, East and South Africa, Europe, the United Arab Emirates, and internationally.

Qingmu Tec

Market Cap: CN¥5.6b

Provides brand retail solutions.