U.S. Retail Potentially Undervalued Companies

LKQ

Market Cap: US$10.2b

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$8.3b

Operates as an apparel retail company.

MINISO Group Holding

Market Cap: US$5.7b

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$273.1b

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$924.2m

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

Betterware de MéxicoP.I. de

Market Cap: US$294.6m

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

Arko

Market Cap: US$527.6m

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

B&M European Value Retail

Market Cap: US$2.6b

Operates general merchandise and grocery stores.

1-800-FLOWERS.COM

Market Cap: US$324.2m

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

Asbury Automotive Group

Market Cap: US$4.8b

Operates as an automotive retailer in the United States.

Abercrombie & Fitch

Market Cap: US$3.8b

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$215.9m

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

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.

JD.com

Market Cap: US$48.6b

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

Lithia Motors

Market Cap: US$8.8b

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

Vipshop Holdings

Market Cap: US$7.7b

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

GigaCloud Technology

Market Cap: US$713.4m

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

PDD Holdings

Market Cap: US$146.5b

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

Kohl's

Market Cap: US$983.7m

Operates as an omnichannel retailer in the United States.

Bath & Body Works

Market Cap: US$5.6b

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

Genesco

Market Cap: US$235.0m

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

Macy's

Market Cap: US$3.3b

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

Leslie's

Market Cap: US$115.8m

Operates as a direct-to-consumer pool and spa care brand in the United States.

Haverty Furniture Companies

Market Cap: US$322.9m

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

AutoNation

Market Cap: US$7.3b

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

BARK

Market Cap: US$145.6m

A dog-centric company, provides products, services, and content for dogs.

Group 1 Automotive

Market Cap: US$5.6b

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

RumbleOn

Market Cap: US$81.4m

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

Sleep Number

Market Cap: US$195.3m

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

B&M European Value Retail

Market Cap: US$2.6b

Operates general merchandise and grocery stores.

Upbound Group

Market Cap: US$1.5b

Upbound Group, Inc. leases household durable goods to customers on a lease-to-own basis in the United States, Puerto Rico, and Mexico.

Ceconomy

Market Cap: US$1.5b

Engages in the consumer electronics retail business.

Alibaba Group Holding

Market Cap: US$273.1b

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.

Brilliant Earth Group

Market Cap: US$141.1m

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

Designer Brands

Market Cap: US$125.5m

Engages in the design, production, and retailing of footwear and accessories in the United States and Canada.