Some of the largest online retailers in North America have reported their ecommerce earnings results this past week.
Parentheses indicate the merchant’s ranking in the Top 2000 Database, if applicable. Retailers are in alphabetical order. The market research tool ranks North America’s largest ecommerce retailers by their annual web sales.
Ecommerce earnings results for the week ending Aug. 14
Birkenstock
In its fiscal Q3 2026, Birkenstock grew its direct-to-consumer (DTC) revenue by 16% year over year, with overall revenue growing 15%. CEO Oliver Reichert said Birkenstock achieved the growth “despite an increase in costs, especially freight rates due to the conflicts in the Middle East.”
In Europe, the Middle East and Africa (EMEA), Reichert noted, Birkenstock saw a “strong acceleration” in digital growth, capturing more demand through its ecommerce channel. He also shared that DTC increases outpaced business-to-business (B2B) increases, though both channels “delivered strong growth.” Reichert credited the DTC growth to investments in Birkenstock’s own retail and digital businesses.
Birkenstock saw benefits to its ecommerce sales from greater personalization, which drove conversion, according to Reichert. He specified that those benefits were most impactful in Europe. There, 93% of Birkenstock ecommerce sales featured full-price products.
Ivica Krolo, chief financial officer, said Birkenstock’s digital growth “accelerated very nicely compared to the first half of the year. Many of the actions we are taking to drive improved conversion are beginning to show results. This includes improved content, enhanced user experience, including simplified checkout options and expanded loyalty and member benefits.”
On
In its fiscal Q2 2026, apparel brand On grew its net sales largely through its DTC business. Net sales increased 26% year over year to reach about $476.89 million (388 million in Swiss francs).
On the brand’s earnings call, chief financial officer Frank Sluis credited ecommerce growth with exceeding expectations in all regions. He said DTC is the channel where On can “fully define our brand experience.”
Sluis said On has continued to draw in younger consumers. The share of On ecommerce from customers in the Americas under the age of 24 has increased by more than a third compared to the brand’s fiscal Q1, he said.
Co-founder and co-CEO David Allemann welcomed Alice Delahunt as On’s new chief customer officer. He described her as “injecting profound consumer brand and digital ecosystem expertise directly into our D2C strategy.”
Tapestry (No. 40)
In its fiscal Q4 2026, Tapestry CEO Joanne Crevoiserat said the retailer’s “agile, direct-to-consumer-led operating model drove double-digit revenue growth and increasing profitability across both digital and stores.”
She added that Tapestry “is committed to embracing AI.” To do so, she said, Tapestry is building proprietary technology and AI capabilities in an effort to differentiate itself in the market. She added that Tapestry has secured its first AI patent, building on its previously patented data fabric technology.
Still, she said Tapestry’s most significant choice to strengthen its brand has been its One Coach strategy.
“By deliberately blurring the traditional industry lines between retail and outlet channels, bringing collection product at full price into outlet, and unifying our digital experience through a single Coach.com, we’ve aligned our approach with how consumers shop today, creating a stronger, more consistent global expression of the brand,” Crevoiserat said. “This has driven customer acquisition, higher AURs and growth around the world.”
Tapestry ecommerce sales grew in the mid-single digits in its fiscal Q4 2026. Meanwhile, physical-store sales increased in the mid-teens.
Yeti (No. 124)
On Yeti’s fiscal Q2 2026 earnings call, CEO Matthew Reintjes said the brand’s omnichannel strategy continues to drive growth.
“Within D2C, demand remained strong across e-commerce, Amazon and YETI stores, with corporate sales delivering meaningful improvement versus the first quarter trend,” Reintjes said. “We continue to see untapped and scalable near- and long-term global opportunity in this channel.”
Yeti DTC sales — which include ecommerce — increased 7% in Q2 to reach $266 million. The brand launched its ecommerce site in Japan in April this year.
“We’ve seen some terrific traction in Japan,” said Scott Bomar, chief financial officer. “Our ecommerce site is performing extremely well. We know that growth will take — it will be a multiyear build. It’s not something where we expect it to explode in the short term, but we are really happy with the results we’re seeing there.”
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