U.S. Retail Potentially Undervalued Companies

LKQ

Market Cap: US$10.4b

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.

Gap

Market Cap: US$8.2b

Operates as an apparel retail company.

Lithia Motors

Market Cap: US$8.3b

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

Academy Sports and Outdoors

Market Cap: US$2.8b

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

MINISO Group Holding

Market Cap: US$5.3b

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

Alibaba Group Holding

Market Cap: US$261.0b

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.

Sally Beauty Holdings

Market Cap: US$915.1m

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

Sportsman's Warehouse Holdings

Market Cap: US$88.8m

Operates as an outdoor sporting goods retailer in the United States.

Asbury Automotive Group

Market Cap: US$4.6b

Operates as an automotive retailer in the United States.

1-800-FLOWERS.COM

Market Cap: US$309.6m

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

B&M European Value Retail

Market Cap: US$2.8b

Operates general merchandise and grocery stores.

Betterware de MéxicoP.I. de

Market Cap: US$290.5m

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

Arko

Market Cap: US$501.4m

Through its subsidiary, operates a chain of convenience stores in the United States.

Abercrombie & Fitch

Market Cap: US$3.7b

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

Baozun

Market Cap: US$165.3m

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

J.Jill

Market Cap: US$242.4m

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

Victoria's Secret

Market Cap: US$1.6b

Operates as a specialty retailer of women’s intimate, and other apparel and beauty products worldwide.

JD Sports Fashion

Market Cap: US$4.2b

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.

Caleres

Market Cap: US$455.5m

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

JD.com

Market Cap: US$46.7b

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

Kohl's

Market Cap: US$931.8m

Operates as an omnichannel retailer in the United States.

Vipshop Holdings

Market Cap: US$7.3b

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

PDD Holdings

Market Cap: US$139.6b

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

GigaCloud Technology

Market Cap: US$692.1m

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

AutoNation

Market Cap: US$7.0b

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

Bath & Body Works

Market Cap: US$5.7b

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

Genesco

Market Cap: US$240.9m

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

Macy's

Market Cap: US$3.1b

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

Group 1 Automotive

Market Cap: US$5.4b

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

Haverty Furniture Companies

Market Cap: US$320.4m

Operates as a specialty retailer of residential furniture and accessories in the United States.

Ceconomy

Market Cap: US$1.3b

Engages in the consumer electronics retail business.

Petco Health and Wellness Company

Market Cap: US$1.0b

Operates as a health and wellness company, focuses on enhancing the lives of pets, pet parents, and its Petco partners in the United States, Mexico, and Puerto Rico.

B&M European Value Retail

Market Cap: US$2.8b

Operates general merchandise and grocery stores.

RumbleOn

Market Cap: US$62.8m

Provides powersports dealership and vehicle transportation services in the United States.

Sleep Number

Market Cap: US$228.2m

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

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.