U.S. Retail Potentially Undervalued Companies

LKQ

Market Cap: US$7.3b

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$3.8b

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

Gap

Market Cap: US$9.0b

Operates as an apparel retail company in the United States, Canada, Japan, Taiwan, and internationally.

Vipshop Holdings

Market Cap: US$7.0b

Operates online platforms in the People's Republic of China.

Lithia Motors

Market Cap: US$6.6b

Operates as an automotive retailer in the United States, the United Kingdom, and Canada.

Build-A-Bear Workshop

Market Cap: US$444.9m

Operates as a mall-based, experiential specialty retailer for children in the United States, Canada, the United Kingdom, Ireland, North America, and Europe.

Genuine Parts

Market Cap: US$14.4b

Distributes automotive and industrial replacement parts.

Group 1 Automotive

Market Cap: US$4.2b

Through its subsidiaries, operates in the automotive retail industry in the United States and the United Kingdom.

Alibaba Group Holding

Market Cap: US$295.5b

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

Best Buy

Market Cap: US$12.7b

Offers technology products and solutions in the United States, Canada, and internationally.

Pattern Group

Market Cap: US$2.4b

Operates as an ecommerce accelerator that combines proprietary technology and on-demand expertise to support consumer brands operating across ecommerce marketplaces.

Sally Beauty Holdings

Market Cap: US$1.4b

Operates as a specialty retailer and distributor of professional beauty supplies.

Asbury Automotive Group

Market Cap: US$3.9b

Operates as an automotive retailer in the United States.

America's Car-Mart

Market Cap: US$105.5m

Through its subsidiaries, operates as an automotive retailer for the used car market in the United States.

B&M European Value Retail

Market Cap: US$1.7b

B&M European Value Retail plc retails general merchandise products and groceries.

Urban Outfitters

Market Cap: US$5.9b

Offers lifestyle products and services in the United States and internationally.

KMD Brands

Market Cap: US$115.2m

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

Ultrapar Participações

Market Cap: US$32.0b

Through its subsidiaries, operates in the energy, mobility, and logistics infrastructure sectors in Brazil, the rest of Europe, the United States, Canada, other Latin American countries, Oceania, and internationally.

Betterware de MéxicoP.I. de

Market Cap: US$626.8m

Operates as a direct-to-consumer selling company in the United Staes and Mexico.

Caleres

Market Cap: US$453.1m

Engages in the designs, develops, sources, manufactures, and distributes footwear in the United States, Canada, East and Southeast Asia, and internationally.

Baozun

Market Cap: US$147.2m

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

JD Sports Fashion

Market Cap: US$3.3b

Engages in the retail of branded sports fashion and outdoor clothing, footwear, accessories, and equipment for women and men in the United Kingdom, Europe, North America, the Asia Pacific, and internationally.

J.Jill

Market Cap: US$184.8m

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

JD.com

Market Cap: US$41.1b

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

Kohl's

Market Cap: US$1.6b

Operates as an omnichannel retailer in the United States.

a.k.a. Brands Holding

Market Cap: US$114.1m

Operates a portfolio of online fashion brands in the United States, Australia, New Zealand, and internationally.

Shoe Carnival

Market Cap: US$506.3m

Operates as a family footwear retailer in the United States.

Pop Mart International Group

Market Cap: US$207.6b

An investment holding company, designs, develops, and sells pop toys in the People’s Republic of China, Hong Kong, Macau, Taiwan, and internationally.

PDD Holdings

Market Cap: US$141.9b

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

Mr Price Group

Market Cap: US$40.2b

Provides fashion-value merchandise in South Africa and internationally.

PT. Mitra Adiperkasa

Market Cap: US$20.2t

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

Dunelm Group

Market Cap: US$1.5b

Engages in the retail of homewares in the United Kingdom.

Academy Sports and Outdoors

Market Cap: US$3.5b

Through its subsidiaries, operates as a sporting goods and outdoor recreational retailer in the United States.

Bath & Body Works

Market Cap: US$3.9b

Operates as a specialty retailer of personal care and home fragrance products.

Pop Mart International Group

Market Cap: US$207.6b

An investment holding company, designs, develops, and sells pop toys in the People’s Republic of China, Hong Kong, Macau, Taiwan, and internationally.

MINISO Group Holding

Market Cap: US$4.5b

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.