The latest ecommerce earnings results are out from retailers in Digital Commerce 360’s Top 2000 Database. Johnson & Johnson saw reported sales rise 6.8% year over year during its fiscal Q3. Meanwhile, Albertsons digital sales alone were up 23% from a year earlier during its fiscal second quarter.

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

• Johnson & Johnson reported sales increased 6.8% year over year as it re-committed to U.S. manufacturing.
• Albertsons digital sales growth (23% year over year) outpaced net sales growth (2.0%) in its Q2.

Albertsons Companies Inc. (No. 18)

Q2 2025 net sales: Albertsons Companies Inc. reported a net sales increase of 2.0% year over year to $18.9 billion in its fiscal second quarter ended Sept. 6. Meanwhile, Albertsons digital sales grew 23% over the same period.

Read more on Albertsons digital sales here.

Johnson & Johnson (No. 336)

Q3 2025 reported sales: Johnson & Johnson recorded a reported sales increase of 6.8% year over year to $24.0 billion in its fiscal third quarter ended Sept. 28. Joaquin Duato, chairman and CEO at Johnson & Johnson, told investors that the results could be attributed to “double-digit growth across 11 brands.” Those included Darzalex, Carvykti, Talvey and others. He noted that Tremfya sales alone saw “remarkable growth of 40%.”

“Johnson & Johnson delivered another strong performance in the third quarter fueled by the depth and strength of our portfolio and significant progress across our pipeline,” said Duato. “With a sharpened focus on the six priority areas of oncology, immunology, neuroscience, cardiovascular, surgery and vision, Johnson & Johnson is in a new era of accelerated growth and innovation, with pioneering treatments that will continue to transform lives.”

Guidance related to tariffs: During Johnson & Johnson’s Q3 earnings call, Joseph Wolk, executive vice president and chief financial officer at the company, addressed its outlook on tariffs.

“We are reiterating our operating margin guide of an approximate 300 basis point improvement for the full year, assuming what we know today as it relates to tariffs,” Wolk stated. “For net interest expense, we are now projecting between $0 million and $50 million, an improvement from the previous guidance, primarily driven by higher cash balances.”

In addition, Wolk said Johnson & Johnson expects “a higher effective tax rate to be in the range of 17.5% to 18% for the full year, with the increase largely due to the recently enacted One Big Beautiful Bill Act.”

Despite this change, Wolk assessed that Johnson & Johnson would “remain committed to investing $55 billion in U.S.-based innovation and manufacturing over the next 4 years.”

Other recent ecommerce earnings results

Alibaba Group Holding Limited

Q1 2026 revenue: Alibaba Group Holding Limited said revenue grew 1.8%  year over year to $34.6 billion in its fiscal first quarter. CEO Eddie Wu said Alibaba’s strategy remains fixed on “consumption and AI + Cloud.” He asserted that these are the company’s two pillars for long-term growth.

Read more on Alibaba’s ecommerce earnings here.

Amazon.com, Inc. (No. 3)

Q3 2025 net sales: Amazon.com Inc.’s net sales rose 13% year over year to $167.7 billion in its fiscal second quarter ended June 30. North America segment sales grew 11% to $100.1 billion. Excluding foreign exchange effects, total net sales increased 12% year over year.

Read more on Amazon’s sales here.

Costco Wholesale Corporation (No. 7)

Q4 2025 net sales: Costco Wholesale Corporation said net sales grew 8.0% year over year to $84.4 billion in its fiscal fourth quarter ended Aug. 31. Costco ecommerce sales increased 13.6% year over year during the quarter and were up 15.6% year over year for the full fiscal 2025.

Read more on Costco’s ecommerce sales here.

The Home Depot Inc. (No. 4)

Q2 2025: The Home Depot Inc. said net sales jumped 4.9% year over year to reach $45.28 billion in its fiscal second quarter ended Aug. 3. Meanwhile, online sales increased 12% year over year as the home improvement retailer worked to speed up fulfillment.

Read more on Home Depot’s online sales here.

Levi Strauss & Co. (No. 155)

Q3 2025 net revenue: Levi Strauss & Co. reported an increase of 6.9% year over year to $1.5 billion in its fiscal third quarter ended Aug. 31. The company credited direct-to-consumer (DTC) net revenue. DTC revenue was up 11% on a reported basis over the same period. Meanwhile, revenue growth in Asia (up 14%) outpaced the U.S. (up 7%) and Europe (up 4%).

Levi Strauss assessed that DTC made up 46% of its total net revenues during the third quarter.

“While the macro environment remains complex, the consistency of our performance and operational agility gives me confidence that we will deliver sustained, profitable growth into 2026 and beyond,” said Michelle Gass, president and CEO at Levi Strauss.

Tariffs mitigation at Levi Strauss: During Levi’s Q3 earnings call, Harmit Singh, executive vice president and chief financial and growth officer at the company, shared that it has been using a range of options to mitigate new tariff costs in 2025. Those include promotion optimization, targeted pricing actions, vendor negotiation and further supply chain diversification.

“We delivered another strong quarter with a quarter three record gross margin of 61.7% of net revenues, expanding 110 basis points versus the prior year, more than offsetting 80 basis points of tariff headwinds,” Singh stated.

Looking ahead, he explained that Levi Strauss’ tariff expectations account for “30% for China. It also anticipates “an increase to approximately 20% for the rest of the world.” That is higher than Levi’s previous model anticipated. As a result, Singh shared that Levi currently estimates its “full-year gross impact of tariffs before mitigation to be approximately a 70 basis point headwind to gross margin.” That compares “to 50 basis points previously.”

“However, given the Q3 results and after mitigation, we continue to expect only a 20 basis point impact to gross margin,” he said.

Nike Inc. (No. 13)

Q1 2026 revenue: Nike Inc. recorded a revenue increase of 1.1% year over year to $11.7 billion in its fiscal first quarter ended Aug. 31. Over the same period, Nike Direct revenue fell 4.3% to $4.5 billion.

Read more on Nike’s digital sales here.

Target Corporation (No. 5)

Q2 2025: Target Corporation recorded a net sales drop of 0.9% year over year to $25.2 billion in its fiscal second quarter ended Aug. 2. Despite overall challenges, the retailer’s online sales increased 4.3% from a year earlier. Target credited 25% growth in same-day delivery through its Target Circle 360 paid membership program growth in Drive Up use.

Read more on Target’s online sales here.

Walmart, Inc. (No. 2)

Q2 2026: Walmart Inc.’s total sales were up 4.8% year over year to $177.4 billion in its fiscal second quarter ended July 31. Online sales alone increased 25% over the same period. CEO Doug McMillon said Walmart would keep prices “as low as we can for as long as we can” in the face of tariffs.

Read more on Walmart’s ecommerce earnings here.

Ecommerce earnings calendar

Here’s when other ecommerce earnings are scheduled to report this quarter:

• O’Reilly Automotive: Oct. 22
• Tractor Supply: Oct. 23
• Procter & Gamble: Oct. 24

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