U.S. Retail Undervalued based on future growth

Signet Jewelers

Market Cap: US$3.7b

Operates as a diamond jewelry retailer.

American Eagle Outfitters

Market Cap: US$3.1b

Operates as a multi-brand specialty retailer in the United States and internationally.

Kohl's

Market Cap: US$1.7b

Operates as an omnichannel retailer 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.

ATRenew

Market Cap: US$969.2m

Operates pre-owned consumer electronics transactions and services platform in the People’s Republic of China.

ODP

Market Cap: US$623.6m

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.

Betterware de MéxicoP.I. de

Market Cap: US$499.1m

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

Haverty Furniture Companies

Market Cap: US$371.6m

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

America's Car-Mart

Market Cap: US$286.0m

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

J.Jill

Market Cap: US$273.2m

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

Torrid Holdings

Market Cap: US$189.3m

Provides apparel, intimates, and accessories for curvy women in North America.