U.S. Retail Potentially Undervalued Companies

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.

Lithia Motors

Market Cap: US$7.9b

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

PDD Holdings

Market Cap: US$149.7b

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

Genesco

Market Cap: US$310.1m

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

Group 1 Automotive

Market Cap: US$3.9b

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

Sonic Automotive

Market Cap: US$2.1b

Operates as an automotive retailer in the United States.

Alliance Entertainment Holding

Market Cap: US$363.3m

Operates as a wholesaler and e-commerce provider for the entertainment industry worldwide.

Sally Beauty Holdings

Market Cap: US$1.5b

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

B&M European Value Retail

Market Cap: US$1.8b

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

LKQ

Market Cap: US$8.9b

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.

Asbury Automotive Group

Market Cap: US$4.4b

Operates as an automotive retailer in the United States.

Urban Outfitters

Market Cap: US$6.3b

Offers lifestyle products and services.

Betterware de MéxicoP.I. de

Market Cap: US$691.6m

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

CarMax

Market Cap: US$6.5b

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

Leon's Furniture

Market Cap: US$1.9b

Operates as a retailer of home furnishings, mattresses, appliances, and electronics in Canada.

Torrid Holdings

Market Cap: US$108.1m

Provides apparel, intimates, and accessories for curvy women in North America.

JD Sports Fashion

Market Cap: US$4.0b

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$249.7m

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

Baozun

Market Cap: US$158.0m

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

JD.com

Market Cap: US$40.2b

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

Vipshop Holdings

Market Cap: US$8.7b

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

eBay

Market Cap: US$39.5b

Operates marketplace platforms that connect buyers and sellers in the United States, the United Kingdom, China, Germany, and internationally.

Mr Price Group

Market Cap: US$43.1b

Provides fashion-value merchandise in South Africa and internationally.

Kohl's

Market Cap: US$1.9b

Operates as an omnichannel retailer in the United States.

Amazon.com

Market Cap: US$2.2t

Engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally.

GigaCloud Technology

Market Cap: US$1.4b

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

Academy Sports and Outdoors

Market Cap: US$3.8b

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

Bath & Body Works

Market Cap: US$4.6b

Operates as a specialty retailer of home fragrance, personal and body care, soaps, and sanitizer products.

Macy's

Market Cap: US$5.6b

An omni-channel retail organization, operates stores, websites, and mobile applications in the United States.

AutoNation

Market Cap: US$7.3b

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

MINISO Group Holding

Market Cap: US$5.9b

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.

B&M European Value Retail

Market Cap: US$1.7b

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

Sleep Number

Market Cap: US$243.6m

Designs, manufactures, markets, distributes, retails, and services sleep solutions in the United States.

Upbound Group

Market Cap: US$1.2b

Upbound Group, Inc. leases household durable goods to customers on a lease-to-own basis in the United States, Puerto Rico, and Mexico.

Alibaba Group Holding

Market Cap: US$372.2b

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.

Groupon

Market Cap: US$512.3m

Operates a marketplace that connects consumers to merchants by offering goods and services at a discount in North America and international.