Global Retail Top Stock Picks from Analysts

Alibaba Group Holding

Market Cap: US$234.4b

Through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses in the People's Republic of China and internationally.

PDD Holdings

Market Cap: US$109.0b

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

Prosus

Market Cap: €88.6b

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

Sea

Market Cap: US$56.2b

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

Naspers

Market Cap: R619.2b

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

JD.com

Market Cap: US$34.4b

Operates as a supply chain-based technology and service provider in the People’s Republic of China and Europe.

China Tourism Group Duty Free

Market Cap: CN¥114.1b

Engages in duty-free tourism retail business in China.

Zhejiang China Commodities City Group

Market Cap: CN¥55.4b

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

Chewy

Market Cap: US$7.3b

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

LKQ

Market Cap: US$6.6b

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.

Ollie's Bargain Outlet Holdings

Market Cap: US$4.5b

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

Groupe Dynamite

Market Cap: CA$5.7b

Designs, distributes, and sells women’s apparel under the Dynamite and Garage brand names in Canada, the United Kingdom, and the United States.

MINISO Group Holding

Market Cap: US$3.5b

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.

GoTo Gojek Tokopedia

Market Cap: Rp53.0t

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

Cosan

Market Cap: R$14.5b

Engages in the fuel distribution business.

Global Digital Niaga

Market Cap: Rp37.5t

Operates an omnichannel commerce and lifestyle platform in Indonesia.

Easyhome New Retail Group

Market Cap: CN¥13.0b

Operates and manages chain stores in China.

Bob's Discount Furniture

Market Cap: US$1.7b

Engages in retailing home furnishings furnishings in the United States.

China Tobacco International (HK)

Market Cap: HK$13.3b

Engages in tobacco business.

Topsports International Holdings

Market Cap: HK$12.7b

An investment holding company, engages in the trading of sportswear products in the People’s Republic of China.

Beijing Caishikou Department StoreLtd

Market Cap: CN¥10.9b

Beijing Caishikou Department Store Co.,Ltd.

Wangfujing Group

Market Cap: CN¥10.7b

Engages in retailing business in China.

Luk Fook Holdings (International)

Market Cap: HK$12.0b

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.

Zhongsheng Group Holdings

Market Cap: HK$11.9b

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

National Vision Holdings

Market Cap: US$1.4b

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

SILICON2

Market Cap: ₩2.1t

Engages in the distribution of cosmetics products worldwide.

Gold.com

Market Cap: US$1.2b

Operates as a precious metals company.

Chongqing Chongbai Technology Group

Market Cap: CN¥8.4b

Chongqing Chongbai Technology Group Co., Ltd.

GigaCloud Technology

Market Cap: US$1.2b

Provides end-to-end B2B ecommerce solutions for large parcel merchandise in the United States and internationally.

Daya Intiguna Yasa

Market Cap: Rp21.3t

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

Zhou Liu Fu Jewellery

Market Cap: HK$6.9b

Engages in the design, manufacture, and sale of jewelry in China.

ATRenew

Market Cap: US$800.1m

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.

Jumia Technologies

Market Cap: US$781.5m

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

Camping World Holdings

Market Cap: US$747.7m

Together its subsidiaries, retails recreational vehicles (RVs), and related products and services in the United States.

Qingmu Tec

Market Cap: CN¥4.9b

Provides brand retail solutions.

AO World

Market Cap: UK£501.3m

Engages in the online retailing of domestic appliances and ancillary services in the United Kingdom and Germany.