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.

Urban Outfitters

Market Cap: US$5.5b

Offers lifestyle products and services.

MarineMax

Market Cap: US$494.9m

Operates as a recreational boat and yacht retailer and superyacht services company in the United States.

Lithia Motors

Market Cap: US$7.1b

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

PDD Holdings

Market Cap: US$169.8b

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

MINISO Group Holding

Market Cap: US$6.5b

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.

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.

Alibaba Group Holding

Market Cap: US$356.9b

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.

Alliance Entertainment Holding

Market Cap: US$349.6m

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

Sportsman's Warehouse Holdings

Market Cap: US$72.3m

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

ODP

Market Cap: US$839.1m

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.

Gap

Market Cap: US$8.8b

Operates as an apparel retail company.

Abercrombie & Fitch

Market Cap: US$3.3b

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

B&M European Value Retail

Market Cap: US$1.7b

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

Betterware de MéxicoP.I. de

Market Cap: US$513.6m

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

Asbury Automotive Group

Market Cap: US$4.3b

Operates as an automotive retailer in the United States.

National Vision Holdings

Market Cap: US$2.0b

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

Inchcape

Market Cap: US$2.7b

Operates as an automotive distributor and retailer.

ASOS

Market Cap: US$298.4m

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

J.Jill

Market Cap: US$207.4m

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

Baozun

Market Cap: US$171.2m

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$4.0b

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.

CarMax

Market Cap: US$4.9b

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

JD.com

Market Cap: US$41.8b

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

Dogus Otomotiv Servis ve Ticaret

Market Cap: US$40.8b

Engages in automotive and real estate businesses in Turkey.

Build-A-Bear Workshop

Market Cap: US$635.7m

Operates as a multi-channel retailer of plush animals and related products in the United States, Canada, the United Kingdom, Ireland, and internationally.

eBay

Market Cap: US$37.0b

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

Vipshop Holdings

Market Cap: US$9.7b

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

Shoe Carnival

Market Cap: US$456.6m

Operates as a family footwear retailer in the United States.

Amazon.com

Market Cap: US$2.4t

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$1.2b

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

Kohl's

Market Cap: US$1.8b

Operates as an omnichannel retailer in the United States.

DICK'S Sporting Goods

Market Cap: US$16.8b

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

Genesco

Market Cap: US$329.2m

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

Bath & Body Works

Market Cap: US$4.4b

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

B&M European Value Retail

Market Cap: US$1.6b

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