U.S. Retail Potentially Undervalued Companies

LKQ

Market Cap: US$6.5b

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.

Betterware de MéxicoP.I. de

Market Cap: US$601.1m

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

ATRenew

Market Cap: US$903.9m

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.

JD.com

Market Cap: US$39.2b

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

Academy Sports and Outdoors

Market Cap: US$2.9b

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

Group 1 Automotive

Market Cap: US$3.1b

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

MINISO Group Holding

Market Cap: US$3.3b

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.

D-Market Elektronik Hizmetler ve Ticaret

Market Cap: US$989.5m

D-Market Elektronik Hizmetler ve Ticaret A.S.

Vibra Energia

Market Cap: US$40.5b

Manufactures, processes, distributes, trades in, transports, imports, and exports oil-based products, lubricants, and other fuels.

Abercrombie & Fitch

Market Cap: US$5.0b

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

1-800-FLOWERS.COM

Market Cap: US$248.7m

Provides gifts for various occasions in the United States and internationally.

Asbury Automotive Group

Market Cap: US$3.8b

Operates as an automotive retailer in the United States.

Gap

Market Cap: US$7.3b

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

Rakuten Group

Market Cap: US$1.7t

Provides various services in e-commerce, fintech, digital content, and communications to various users in Japan, the Americas, Europe, rest of Asia, and internationally.

J.Jill

Market Cap: US$299.2m

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

Caleres

Market Cap: US$458.5m

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

Buckle

Market Cap: US$2.2b

Operates as a retailer of casual apparel, footwear, and accessories for men, women, and kids under the Buckle and Buckle Youth brands in the United States.

JD Sports Fashion

Market Cap: US$4.1b

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, and the Asia Pacific.

Baozun

Market Cap: US$164.0m

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

Rakuten Group

Market Cap: US$1.7t

Provides various services in e-commerce, fintech, digital content, and communications to various users in Japan, the Americas, Europe, rest of Asia, and internationally.

Pop Mart International Group

Market Cap: US$203.5b

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

Lithia Motors

Market Cap: US$8.1b

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

Vipshop Holdings

Market Cap: US$7.9b

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

Kohl's

Market Cap: US$2.1b

Operates as an omnichannel retailer in the United States.

Shoe Station Group

Market Cap: US$424.1m

Shoe Station Group Inc., together with its subsidiaries, retails footwear in the United States.

Amazon.com

Market Cap: US$2.8t

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

PDD Holdings

Market Cap: US$123.9b

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

GigaCloud Technology

Market Cap: US$1.8b

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

Pop Mart International Group

Market Cap: US$203.3b

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

Bath & Body Works

Market Cap: US$3.9b

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

Signet Jewelers

Market Cap: US$3.3b

Operates as a diamond jewelry retailer in the United States, Canada, the United Kingdom, and Republic of Irland.

Neighborhood Intelligence

Market Cap: US$371.8m

Operates as an e-commerce-focused retailer in the United States and Canada.

Coupang

Market Cap: US$29.6b

Owns and operates retail business through its mobile applications and internet websites in South Korea and internationally.

Genuine Parts

Market Cap: US$18.7b

Distributes automotive and industrial replacement parts.

Macy's

Market Cap: US$6.1b

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

Currys

Market Cap: US$1.5b

Operates as a omnichannel retailer of technology products and services in the United Kingdom, Ireland, Norway, Sweden, Finland, Denmark, Iceland, Greenland, and the Faroe Islands.