U.S. Retail Potentially Undervalued Companies

LKQ

Market Cap: US$7.7b

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.

GigaCloud Technology

Market Cap: US$1.1b

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

MINISO Group Holding

Market Cap: US$6.8b

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

B&M European Value Retail

Market Cap: US$2.6b

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

Gap

Market Cap: US$8.2b

Operates as an apparel retail company.

Betterware de MéxicoP.I. de

Market Cap: US$481.2m

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

ODP

Market Cap: US$842.4m

Provides business products, services and supplies, and digital workplace technology solutions to small, medium, and enterprise-level businesses in the United States, Puerto Rico, the U.S.

Asbury Automotive Group

Market Cap: US$4.6b

Operates as an automotive retailer in the United States.

Urban Outfitters

Market Cap: US$6.4b

Offers lifestyle products and services.

ASOS

Market Cap: US$353.3m

Operates as an online fashion retailer in the United Kingdom, the European Union, the United States, and internationally.

J.Jill

Market Cap: US$268.9m

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

JD.com

Market Cap: US$49.9b

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

Baozun

Market Cap: US$236.0m

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$4.5b

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.

Mr Price Group

Market Cap: US$53.1b

Provides fashion-value merchandise in South Africa and internationally.

PT. Mitra Adiperkasa

Market Cap: US$18.8t

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

Shoe Carnival

Market Cap: US$592.9m

Operates as a family footwear retailer in the United States.

DICK'S Sporting Goods

Market Cap: US$18.0b

Operates as an omni-channel sporting goods retailer primarily in the United States.

Vipshop Holdings

Market Cap: US$9.1b

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

Kohl's

Market Cap: US$1.8b

Operates as an omnichannel retailer in the United States.

PDD Holdings

Market Cap: US$186.0b

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

CarParts.com

Market Cap: US$44.6m

Operates as an online retailer of aftermarket auto parts and accessories in the United States and the Philippines.

BARK

Market Cap: US$139.3m

A dog-centric company, provides products, services, and content for dogs.

Bath & Body Works

Market Cap: US$5.3b

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

Genesco

Market Cap: US$331.5m

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

B&M European Value Retail

Market Cap: US$2.6b

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

Ceconomy

Market Cap: US$2.1b

Engages in the consumer electronics retail business.

Upbound Group

Market Cap: US$1.4b

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

Sleep Number

Market Cap: US$165.8m

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

Sally Beauty Holdings

Market Cap: US$1.5b

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

Designer Brands

Market Cap: US$185.3m

Engages in the design, production, and retailing of footwear and accessories in the United States and Canada.

Brilliant Earth Group

Market Cap: US$213.5m

Designs, procures, and sells diamonds, gemstones, and jewelry in the United States and internationally.

Watches of Switzerland Group

Market Cap: US$843.8m

Operates as a retailer of luxury watches and jewelry in the United Kingdom, Europe, and the United States.

KMD Brands

Market Cap: US$185.0m

Designs, markets, wholesales, and retails apparel, footwear, and equipment for surfing and the outdoors under the Kathmandu, Rip Curl, and Oboz brands in New Zealand, Australia, North America, Europe, Southeast Asia, and Brazil.

CROOZ

Market Cap: US$7.6b

Engages in the e-commerce, media and advertising, and gaming businesses.

China Yongda Automobiles Services Holdings

Market Cap: US$2.6b

An investment holding company, operates as a passenger vehicle retailer and service provider for luxury and ultra-luxury brands in the People’s Republic of China.