Ecommerce earnings recap: BJ’s Wholesale, Williams-Sonoma and more

The latest ecommerce earnings results are out from retailers in Digital Commerce 360’s Top 2000 Database. BJ’s Wholesale Club cited digital growth as it reported net sales increased 9. 9% year over year in its most recent quarter.

Elsewhere, Williams-Sonoma said digital sales were improving for Pottery Barn as revenue across the company’s brand portfolio grew by 4. 4% from a year ago. Parentheses indicate the merchant’s ranking in the Top 2000, unless otherwise noted. The database ranks North America’s largest ecommerce retailers by their annual web sales.

This week’s ecommerce earnings takeaways BJ’s Wholesale Club net sales were up 9. 9% year over year in Q1, helped by digital success. Williams-Sonoma net revenue increased by 4. 4% from a year earlier in its Q1 as its CEO shared that AI use was expanding. BJ’s Wholesale Club Holdings Inc. (No. 31) Q1 2026 net sales: BJ’s Wholesale Club Holdings Inc.

reported that net sales grew 9. 9% year over year to $5. 53 billion in its fiscal first quarter ended May 2. Bob Eddy, chairman and CEO at BJ’s Wholesale Club, credited “membership, fuel and digital sales” for the success. Revenue growth from BJ’s Wholesale membership fees kept pace with net sales, increasing 9. 9% to $136. 36 million from a year ago.

“Digitally enabled comparable sales increased 28% year over year, reflecting growing adoption of tools like curbside pickup, same-day delivery and ExpressPay,” Eddy shared during BJ’s earnings call.

“We’re seeing particularly strong adoption in our newer clubs where members are using tools like ExpressPay at higher rates and, importantly, are spending more with us.” In addition, Eddy noted progress with BJ’s AI tool, Buddy, which it designed to field questions from BJ’s staff, including queries related to product availability and item location.

The Home Depot Inc. (No. 4) Q1 2026 net sales: The Home Depot Inc. reported that net sales increased by 4. 8% year over year to $4. 77 billion in its fiscal first quarter ended May 3. Online sales were up by about 10% over the same period. Read more on Home Depot’s online sales here. e. l. f. Beauty Inc. (No. 328) Q4 2026 net sales: E. l. f. Beauty Inc.

recorded a net sales increase of 35. 1% year over year to $449. 29 million in its fiscal fourth quarter ended March 3. The company primarily attributed growth to its retailer and ecommerce channels, both in the U. S. and internationally. The company shared that it anticipates easing tariff rates, which it projects to remain at 35% in its 2027 fiscal year.

Read more about e. l. f Beauty’s ecommerce earnings here. Lowe’s Companies Inc. (No. 9) Q1 2026 total sales: Lowe’s Companies Inc. shared that total sales increased by 10. 3% year over year to $23. 08 billion in its fiscal first quarter ended May 1. Online sales for the quarter rose by 15. 5%. Read more on Lowe’s online sales here. Target Corporation (No.

5) Q1 2026 total sales: Target Corporation total sales grew by 6. 7% year over year to $25. 44 billion in its fiscal first quarter ended May 2. In the meantime, its first-party online sales increased by nearly 9% from a year earlier. Read more on Target’s online sales here. Walmart Inc. (No. 2) Q1 2027 total revenue: Walmart Inc.

reported that total revenue increased 7. 3% year over year to $177. 75 billion in its fiscal first quarter ended April 30. Online sales during the quarter were up by 26% year over year. Read more on Walmart’s ecommerce earnings here. Williams-Sonoma Inc. (No. 22) Q1 2026 net revenue: Williams-Sonoma Inc. said net revenue climbed 4. 4% from a year ago to $1.

81 billion in its fiscal first quarter ended May 3. Laura Alber, president, CEO and director at Williams-Sonoma, said during the retailer’s earnings call that direct-to-consumer sales from Pottery Barn “improved” as the company “focused on the digital experience” for its customers there.

In addition, Alber noted that AI was entering wider use, with personalization as a key outcome. “We extended AI further into the customer journey,” she stated. “We scaled personalization across our portfolio of brands.”

Jeff Howie, executive vice president and chief financial officer at Williams-Sonoma, said that “growth, customer service and supply chain efficiency partially offset the headwinds from tariffs and higher fuel costs” during Q1. However, he added that Williams-Sonoma expected its tariff rates to “remain unchanged” in current guidance for the fiscal year.

Other recent ecommerce earnings results Alibaba Group Holding Limited Q4 2026 revenue: Alibaba Group Holding Limited reported that revenue increased by 2. 9% year over year to 243. 38 billion Chinese yuan (about $35. 28 billion) in its fiscal fourth quarter ended March 31.

The quarter saw Alibaba’s Taobao app launch the Qwen Shopping Assistant for product discovery, in-sale suppor