Costco
NASDAQ: COST warehouse club at $249.6B FY2024 revenue with 73.4M cardholders and $50B+ Kirkland Signature; 90%+ renewal ...
Macy's
America's largest department store with $22B revenue; Bold New Chapter strategy closing underperforming malls and invest...
Complete Rankings
NASDAQ: COST warehouse club at $249.6B FY2024 revenue with 73.4M cardholders and $50B+ Kirkland Signature; 90%+ renewal rate with $65/$130 membership fee competing with Sam's Club for warehouse retail.
America's largest department store with $22B revenue; Bold New Chapter strategy closing underperforming malls and investing in 50 flagship stores while navigating accounting scandal.
Value department store with $17B revenue and 1,100 stores; Kohl's Cash promotions, Amazon returns partnership, and Sephora shop-in-shop driving traffic amid department store decline.
19000+ stores serving rural and underserved communities with essential goods at low prices
World's largest convenience store chain with 85,000 stores; Seven & i Holdings subsidiary facing $47B Couche-Tard acquisition bid while investing in fresh food and digital loyalty.
Global sneaker retail chain with $8B revenue executing Lace Up plan; diversifying from Nike dependency with New Balance and HOKA while renovating Power Stores under Mary Dillon.
TJX Companies, parent $56.4B revenue FY2025 (+4%), 5,085 stores globally, 131 locations added FY2025, treasure hunt experience
Walmart Inc., $680.985B revenue FY2025, $15.51B net income (+32.8%), e-commerce: $120.9B (+20.8%), +27% globally, +22% US, 10,771 stores worldwide (4,606 US Walmart, 602 Sam's Club), 90% US population within 10 miles, 438M monthly online visitors, 6.04% US retail market share
Norwalk CT online travel (NASDAQ: BKNG) at $23.74B 2024 revenue (+11%), $166B gross bookings; $20B buyback authorized Jan 2025, 10% dividend increase, Booking.com dominant in European accommodations competing with Expedia and Airbnb.
Atlanta #3 US homebuilder (NYSE: PHM) at record $17.9B 2024 revenue, $3.1B net income, 31,219 closings; 27.5% gross margin, Hadrian X robotic bricklaying pilot (Feb 2025) competing with D.R. Horton and Lennar for new home buyers.
Richmond VA largest US used car retailer (NYSE: KMX) at $26.37B FY2025 revenue; CEO Nash stepping down Dec 2025 with Q3 FY2026 comp sales -8-12% and Edmunds integration competing with Carvana for used vehicle omnichannel retail.
Calhoun GA world's largest flooring company (NYSE: MHK) at $10.8B 2024 revenue (-2.7%); $285M restructuring savings by 2026 and $520M 2025 capex with Pergo/Daltile/Quick-Step brands competing with Shaw for residential flooring.
Pawtucket RI toys and games (NASDAQ: HAS) at $4.136B FY2024 revenue (-17% post-eOne divestiture); record 20.3% operating margins, $847M operating cash flow, Magic: The Gathering + Monopoly + Transformers competing with Mattel.
Las Vegas gaming and hospitality (NYSE: MGM) at record $17.24B 2024 revenue (+6.7%); Las Vegas Strip $8.82B, MGM China $4.02B (+27.6%) record 15.8% share, BetMGM ~$2.4B net revenue competing with Caesars and Las Vegas Sands.
Covington LA pool supplies wholesale distributor (NASDAQ: POOL) at $5.3B 2024 revenue (-4%); 440+ service centers, 6M+ US pool installed base maintenance, 200,000+ SKUs for pool builders competing with regional distributors.
Nashville alternative auto parts distributor (NASDAQ: LKQ) ~$14B revenue; largest recycled/aftermarket parts provider, Pick Your Part sold Sept 2025 for $118M, Uni-Select integration competing with Copart and OEM dealers.
Dublin CA largest US off-price retailer (NASDAQ: ROST) at $21.1B FY2024 sales (+3.7%), $2.1B net income; 2,273 stores expanding to 2,900 Ross + 700 dd's target competing with TJX Companies for off-price apparel shoppers.
Amazon (AMZN) reported $638B revenue in FY2024, up 11% YoY. AWS revenue $105.3B (+19%). Market cap ~$2.2T. 1.5M+ employees. Seattle, WA. AWS is world's largest cloud provider. Bedrock AI platform, custom Trainium chips.
Miami global cruise (NYSE: CCL) at record $25B FY2024 revenue (+15%), EBITDA $6.1B (+40%); 90+ ships 9 brands, 2025 guidance ~20% earnings growth, "nearly 2/3 booked at all-time pricing" competing with Royal Caribbean.
Dallas closeout home goods retailer (1974-2023) that closed all 490+ stores in May 2023 bankruptcy; off-price home decor model absorbed by TJ Maxx/HomeGoods as the category consolidated around larger players.
Hudson Ohio specialty fabric and craft retailer with 850+ stores under second Chapter 11 bankruptcy (March 2024); ~$2.3B revenue competing with Hobby Lobby and Michaels for sewist and crafter retail spending.
Orlando full-service restaurant operator (NYSE: DRI) ~$12.1B FY2025 revenue; Olive Garden 900+ locations, Ruth's Chris acquisition 2023, LongHorn expansion, competing with Bloomin' Brands and Texas Roadhouse.
Former US party supply retail chain leader that filed Chapter 11 in January 2023 and closed all ~800 stores in 2024; wholesale Amscan/Anagram party goods business operated separately post-retail liquidation.
Dublin automotive technology (NYSE: APTV) ~$15B revenue; Gen 6 ADAS AI hands-free driving, 800V EV electrical architecture, software-defined vehicle platform for OTA updates competing with Lear and Mobileye.
NYSE-listed US supermarket giant (KR) with $150B revenue across Kroger, Ralphs, and Harris Teeter banners; Albertsons merger blocked by FTC in 2024 while retail media business grows through 84.51° analytics.
Dearborn MI automaker (NYSE: F) at $185B 2024 revenue (+5%); F-150 #1 US truck 40+ years, Ford Pro $7.4B op profit (9 months), EV losses ongoing, $2B aluminum supply disruption competing with GM and Tesla.
Los Angeles discount retail chain (1982-2024) that closed all 371 stores in April 2024 Chapter 7 bankruptcy; inflation, shoplifting, and Dollar Tree/Dollar General competition ended the fixed-price model.
ODP Corporation (NASDAQ: ODP) operating 1,000+ Office Depot and OfficeMax stores with B2B distribution; $7.5B revenue navigating retail decline against Amazon Business and Staples consolidation pressure.
Las Vegas Sands Asia integrated resorts (NYSE: LVS) $11.4B FY2024 revenue; Sands China Macau $8.2B, Marina Bay Sands Singapore $2.93B (+14%), Londoner Macao renovation, competing with Galaxy and Melco.
North America's largest Halloween retailer with 1,400+ seasonal pop-up stores at $500M+ revenue; Spencer Spirit Holdings' vacant retail space model competing with Party City for $12B Halloween market.
NASDAQ-listed teen value retailer (FIVE) with $3.5B revenue and 1,600+ stores; trend-right merchandise at $5-and-below for tweens competing with Dollar Tree and Hot Topic for teen discretionary spend.
Three-brand cruise operator (Norwegian, Oceania, Regent) with $9.8B FY2024 revenue; "Charting the Course" targets $2/share EPS by 2026; Norwegian Aqua launching 2025; post-COVID debt reduction focus.
Atlanta automotive and industrial distribution (NYSE: GPC) ~$23.5B FY2024 revenue; NAPA Auto Parts 6,100+ stores, Motion Industries MRO, EV transition adaptation competing with AutoZone and O'Reilly.
Second-largest US homebuilder; 80,000 homes FY2024; $35.4B revenue; Millrose Properties land REIT spin-off announced 2024 to create capital-light homebuilder model; "Everything's Included" strategy.
Tractor Supply Company (TSCO) reported ~$14.9B revenue in FY2024. America's largest rural lifestyle retailer serving hobby farmers, pet owners, and landowners with 2,200+ stores. HQ: Brentwood, TN.
Vancouver BC premium athletic apparel (NASDAQ: LULU) ~$10.6B FY2024 revenue (+11%); women's yoga apparel leader, China +41%, US slowdown, men's 22%+ of revenue, competing with Nike and Alo Yoga.
Former arts and crafts retail chain that closed all 135+ stores in 2019-2020 after bankruptcy; 40 locations converted to Michaels, leaving Michaels and Hobby Lobby as dominant craft retailers.
Nation's largest homebuilder; 89,690 homes FY2024; $36.8B revenue; Express Homes entry-level focus; Forestar vertical land integration; rate buydown strategy sustains demand vs 6%+ mortgages.
Dollar Tree-owned (DLTR) discount chain with 8,000 neighborhood stores under strategic review for sale/spinoff; competing with Dollar General for budget retail in underserved communities.
Cult specialty grocery chain with 570 stores at highest sales/sq ft in retail; 80% private label and curated 4,000 SKU adventurous selection creating treasure-hunt shopping experience.
Olathe KS GPS and wearables (NASDAQ: GRMN) $6.3B FY2024 revenue (+18%); auto OEM +69% BMW ramp, fitness +27%, FAA-certified aviation avionics competing with Apple Watch and Honeywell.
Texas supermarket institution with $38B revenue and near-mythological loyalty; emergency response excellence and Texas-specific private label dominating markets with community trust.
Experiential retail where customers stuff and customize plush animals; NYSE-listed with 450+ locations globally growing adult gifting and licensed characters competing with Jellycat.
Reno NV casino resort (NASDAQ: CZR) ~$11.2B FY2024 revenue; Caesars Palace, 100M loyalty members, Caesars Sportsbook 31 states, debt deleveraging competing with MGM and DraftKings.
Premium US department store with $15B revenue taken private by Nordstrom family in 2025; full-line and Rack off-price stores with exceptional service competing in premium fashion.
TJX Companies (TJX) reported $56.4B revenue in FY2025, up 6% YoY. #1 off-price retailer globally. Operates T.J. Maxx, Marshalls, HomeGoods. ~340,000 employees. HQ: Framingham, MA.
Western US supermarket chain with 900 stores under Albertsons Companies; Signature Select private label and Just for U loyalty program competing with Kroger after blocked merger.
World's largest home improvement retailer; $159.5B FY2024 revenue; $18.25B SRS Distribution acquisition expands Pro specialty distribution by $50B TAM; Pro now ~50% of revenues.
Largest employee-owned US supermarket with $57B revenue and 1,360 stores; exceptional service culture and beloved Publix subs dominating Florida and Southeast grocery market.