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Industry top-down

Specialty Retail

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

20 companiesMedian revenue YoY: +0.9%EPS beat rate:

AI industry top-down

The Specialty Retail industry showed highly divergent performance across companies in recent earnings. Some companies recorded double-digit revenue growth, achieving robust results, while others experienced revenue declines. Earnings Per Share (EPS) also showed significant variations across companies, with some showing strong growth while others posted substantial decreases. This suggests that, rather than a unified trend across the industry, performance is largely determined by individual company characteristics and market conditions.

  • Significant variation in sales growth rates among companies (compared to median 3.87%)
  • High volatility in Earnings Per Share (EPS) growth (some sharp increases, some sharp decreases)
  • Robust growth in specific retail sectors (e.g., EV charging, convenience stores)
  • Continued sales decline in some traditional retail sectors
Where companies diverge: While EVgo's revenue increased by 36.49%, GameStop's decreased by 26.98%, showing a stark contrast in revenue growth. · While Bath & Body Works' EPS increased by 28.95%, OLAPLEX HOLDINGS' decreased by 100%, showing a contrasting trend in profitability. · While DICK'S SPORTING GOODS saw revenue growth of 4.84% and EPS growth of 20.86%, BEST BUY reported differing results with a 6.55% decrease in revenue and 1.80% growth in EPS.

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
CASYCASEYS GENERAL STORES INCFY2026 Q3$11.95B+6.1%$12.01+8.3%
DKSDICK'S SPORTING GOODS, INC.FY2025 Q3$9.55B+4.8%$10.43+20.9%
BBYBEST BUY CO INCFY2026 Q1$8.85B-6.5%$1.13+1.8%
FIVEFIVE BELOW, INCFY2025 Q3$2.49B+11.9%$1.20-32.6%
GMEGameStop Corp.FY2025 Q3$2.54B-27.0%$0.00
BBWIBath & Body Works, Inc.FY2026 Q1$1.42B+2.9%$0.49+28.9%
ASOAcademy Sports & Outdoors, Inc.FY2025 Q3$4.26B-2.5%$3.86-14.4%
BOBSBob's Discount Furniture, Inc.FY2026 Q1$532.76M$0.12
OLPXOLAPLEX HOLDINGS, INC.FY2026 Q1$96.98M-1.9%$0.00-100.0%
EYENational Vision Holdings, Inc.FY2026 Q1$510.32M+5.7%$0.18+20.0%
ARHSArhaus, Inc.FY2026 Q1$311.37M+5.5%$0.03-72.7%
ARKOARKO Corp.FY2023 Q2$-4.51B$0.25
HZOMARINEMAX INCFY2026 Q2$1.1B-0.9%$0.91
EVGOEVgo Inc.FY2026 Q1$75.29M+36.5%$-0.09
BBWBUILD-A-BEAR WORKSHOP INCFY2025 Q3$345.96M+2.7%$2.20+4.8%
BNEDBarnes & Noble Education, Inc.FY2026 Q3$1.23B-7.6%$-1.82
FLWS1 800 FLOWERS COM INCFY2026 Q3$1.35B-8.3%$-2.32
CHPTChargePoint Holdings, Inc.FY2026 Q3$315.19M-19.3%$-10.18
HTLMHomesToLife LtdFY2025 Q2$156.31M$0.06
ECXJCXJ GROUP CO., LtdFY2025 Q3$1.76M$0.00

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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