Global Retail Healthy potentially undervalued

LKQ

Market Cap: US$8.7b

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.

Abercrombie & Fitch

Market Cap: US$4.2b

Through its subsidiaries, operates as an omnichannel retailer in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

SILICON2

Market Cap: ₩2.6t

Engages in the distribution of cosmetics products worldwide.

C&A Modas

Market Cap: R$3.9b

Operates as a fashion retailer for women, men, and children in Brazil and internationally.

Grupo SBF

Market Cap: R$2.7b

Grupo SBF S.A. retails and wholesales sports and leisure products in Brazil.

Eternal Beauty Holdings

Market Cap: HK$2.8b

An investment holding company, engages in the retail, wholesale, and distribution of perfumes, skincare products, color cosmetics, personal care products, eyewear, and home fragrances in China, including Hong Kong and Macau.

Premier Investments

Market Cap: AU$2.2b

Operates various specialty retail fashion chains in Australia, New Zealand, Asia, and Europe.

PDD Holdings

Market Cap: US$142.3b

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

Platform Group

Market Cap: €84.0m

A software company, operates online platforms for B2B and B2C customers.

Genesco

Market Cap: US$299.6m

Operates as a retailer and wholesaler of footwear, apparel, and accessories.

PT. Mitra Adiperkasa

Market Cap: Rp22.0t

Engages in the retail trade of clothing, accessories, bags, and sports equipment in Indonesia, Vietnam, the Philippines, Thailand, and internationally.

Adairs

Market Cap: AU$322.8m

Operates as a specialty retailer of home furnishings, furniture, and decoration products in Australia and New Zealand.

Hla Group

Market Cap: CN¥29.2b

Manufactures and sells menswear, womenswear, kids, professional, and home furnishing products in China and internationally.

Pou Sheng International (Holdings)

Market Cap: HK$2.4b

An investment holding company, engages in distributing and retailing sportswear and footwear in the People’s Republic of China and internationally.

Myer Holdings

Market Cap: AU$640.4m

Operates department stores in Australia and New Zealand.

KMD Brands

Market Cap: NZ$188.6m

Designs, markets, wholesales, and retails apparel, footwear, and equipment for surfing and the outdoors under the Kathmandu, Rip Curl, and Oboz brand names.

K Car

Market Cap: ₩735.7b

Operates as an automobile distribution company in South Korea.

Inter Cars

Market Cap: zł8.7b

Engages in the import and distribution of spare parts for passenger cars and commercial vehicles in Poland, Romania, and internationally.

THG

Market Cap: UK£574.8m

Operates as an online retailer in the United Kingdom, the United States, Europe, and internationally.

Urban Outfitters

Market Cap: US$6.1b

Offers lifestyle products and services.

Grupo Casas Bahia

Market Cap: R$2.7b

Grupo Casas Bahia S.A., together with its subsidiaries, retails electronics, home appliances, and furniture in Brazil.

Maisons du Monde

Market Cap: €55.9m

Through its subsidiaries, provides home and living room related products in France and internationally.

Zhongsheng Group Holdings

Market Cap: HK$28.9b

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

Baozun

Market Cap: US$156.9m

Through its subsidiaries, engages in the provision of end-to-end e-commerce solutions in the People's Republic of China.

Hotel ShillaLtd

Market Cap: ₩1.8t

Operates as a hospitality company in South Korea and internationally.

Accent Group

Market Cap: AU$532.0m

Engages in the retail, distribution, and franchise of lifestyle footwear, apparel, and accessories in Australia and New Zealand.

United Electronics

Market Cap: ر.س6.6b

Engages in the wholesale and retail trade of electric appliances, electronic gadgets, computers and their spare parts and accessories, furniture, and office equipment and tools in the Kingdom of Saudi Arabia and internationally.

Dunelm Group

Market Cap: UK£2.0b

Engages in the retail of homewares in the United Kingdom.

Ultimate Products

Market Cap: UK£44.5m

Supplies branded household products in the United Kingdom, Rest of Europe, and internationally.

JD.com

Market Cap: US$39.1b

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

Empresas Copec

Market Cap: CL$9.6t

Operates in the natural resources and energy sectors in Chile and internationally.

Stitch Fix

Market Cap: US$488.5m

Engages in the provision of clothing and accessories in the United States.

CarMax

Market Cap: US$5.8b

Through its subsidiaries, operates as a retailer of used vehicles and related products in the United States.

J.Jill

Market Cap: US$244.9m

Operates as an omnichannel retailer for women’s apparel in the United States.

Padini Holdings Berhad

Market Cap: RM 2.0b

An investment holding company, engages in the retail of garments and ancillary products.

Harvey Norman Holdings

Market Cap: AU$7.7b

Engages in the integrated retail, franchise, property, and digital system businesses.