U.S. Retail Potentially Undervalued Companies

Betterware de MéxicoP.I. de

Market Cap: US$668.2m

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

LKQ

Market Cap: US$6.4b

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$3.5b

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$6.7b

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

Build-A-Bear Workshop

Market Cap: US$407.3m

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

Vipshop Holdings

Market Cap: US$6.6b

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

Group 1 Automotive

Market Cap: US$3.7b

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

Academy Sports and Outdoors

Market Cap: US$3.3b

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

MINISO Group Holding

Market Cap: US$4.0b

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.

Genuine Parts

Market Cap: US$13.4b

Distributes automotive and industrial replacement parts.

Alibaba Group Holding

Market Cap: US$274.2b

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

Brilliant Earth Group

Market Cap: US$124.5m

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

Gap

Market Cap: US$7.7b

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

America's Car-Mart

Market Cap: US$54.0m

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

1-800-FLOWERS.COM

Market Cap: US$283.3m

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

Ultrapar Participações

Market Cap: US$26.4b

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.

Asbury Automotive Group

Market Cap: US$3.6b

Operates as an automotive retailer in the United States.

B&M European Value Retail

Market Cap: US$2.0b

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

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.

J.Jill

Market Cap: US$201.5m

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

Baozun

Market Cap: US$155.8m

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

Caleres

Market Cap: US$464.6m

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

Kohl's

Market Cap: US$1.8b

Operates as an omnichannel retailer in the United States.

Shoe Carnival

Market Cap: US$454.2m

Operates as a family footwear retailer in the United States.

Pop Mart International Group

Market Cap: US$222.5b

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

Mr Price Group

Market Cap: US$42.3b

Provides fashion-value merchandise in South Africa and internationally.

PDD Holdings

Market Cap: US$117.6b

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

GigaCloud Technology

Market Cap: US$1.2b

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

Dunelm Group

Market Cap: US$1.5b

Engages in the retail of homewares in the United Kingdom.

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.

Pop Mart International Group

Market Cap: US$222.5b

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$3.7b

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

Macy's

Market Cap: US$5.9b

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

Lowe's Companies

Market Cap: US$116.6b

Operates as a home improvement retailer in the United States and Canada.

Coupang

Market Cap: US$27.2b

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

Upbound Group

Market Cap: US$1.1b

A technology and data-driven company, provides financial solutions in the United States, Puerto Rico, and Mexico.