Top 3 Picks
2026 Outlook
E-commerce is poised for robust growth, with global sales expected to reach $8 trillion by 2026 at a CAGR of over 10%, driven by trends such as mobile commerce penetration exceeding 70% and the integration of AI for personalized shopping experiences. Key developments include the rise of social commerce and sustainable practices, which will enhance customer engagement and operational efficiencies. By 2026, emerging markets in Asia and Latin America are likely to fuel this expansion, creating opportunities for investors in scalable, tech-forward companies.
Complete Rankings
| Rank | Stock | Score | Price | Market Cap |
|---|---|---|---|---|
|
1
|
Chewy, Inc.
|
67.2 | $33.49 | $16.4B |
|
2
|
Revolve Group, Inc.
|
64.9 | $29.56 | $1.5B |
|
3
|
Coupang, Inc.
|
63.7 | $23.37 | $59.1B |
|
4
|
Amazon.Com Inc
|
60.5 | $226.50 | $2.4T |
|
5
|
Wayfair Inc.
|
59.1 | $106.56 | $11.2B |
|
6
|
Stitch Fix, Inc. Class A Common Stock
|
58.4 | $5.12 | $555M |
|
7
|
CDW Corporation
|
58.3 | $133.16 | $20.8B |
|
8
|
PC Connection Inc
|
56.8 | $56.88 | $1.6B |
|
9
|
1stdibs.com, Inc. Common Stock
|
56.6 | $5.90 | $94M |
|
10
|
The Honest Company, Inc. Common Stock
|
56.5 | $2.61 | $395M |
|
11
|
Insight Enterprises Inc
|
55.4 | $83.96 | $3.5B |
|
12
|
Giftify, Inc. Common Stock
|
54.9 | $1.12 | $32M |
|
13
|
GigaCloud Technology Inc Class A Ordinary Shares
|
54.7 | $38.76 | $1.0B |
|
14
|
ThredUp Inc. Class A Common Stock
|
54.4 | $6.07 | $1.1B |
|
15
|
Bed Bath & Beyond, Inc.
|
54.3 | $5.91 | $573M |
In-Depth Analysis: Top E-Commerce Stocks
CHWY
Chewy is the largest e-commerce petcare retailer in the US, generating $11.9 billion in fiscal 2024 sales across pet food, treats, hard goods, and pharmacy categories. The firm was founded in 2011, acquired by PetSmart in 2017, and tapped public markets as a stand-alone company in 2019 after spending a couple of years developing under the aegis of the pet …
Chewy matters in the E-Commerce sector as the largest U.S. petcare retailer, commanding $11.9 billion in fiscal 2024 sales and dominating online sales of pet food, treats, hard goods, and pharmacy products, which underscores its pivotal role in a growing niche market.
Chewy's profitability is modest with a 1.6% profit margin, reflecting tight margins in the competitive e-commerce space, but its financial health is robust, evidenced by a 59.6% ROE that highlights efficient use of equity and 8.3% revenue growth indicating sustained expansion.
Chewy's 8.3% revenue growth and 59.6% ROE position it for potential market share gains in the expanding e-commerce petcare sector by 2026, driven by rising pet ownership and digital shopping trends. The company's leadership with $11.9 billion in sales could sustain premium valuation at a 67.0 P/E ratio, making it an attractive buy for investors seeking exposure to high-growth consumer staples. Additionally, ongoing innovations in pharmacy and subscription services may further boost profitability and stock performance.
RVLV
Revolve Group Inc is an emerging e-commerce retailer, selling women's dresses, handbags, shoes, beauty products, and incidentals across its marketplace properties, Revolve and FWRD. The platform is built to suit the "next-generation customer," emphasizing mobile commerce, influencer marketing, and occupying an aspirational but attainable luxury niche. With $1.1 billion in 2024 net sales, the firm sits just outside the top …
Revolve Group Inc. matters in the e-commerce sector due to its targeted approach for the next-generation customer, leveraging mobile commerce and influencer marketing to drive engagement and sales in fashion and beauty products. This innovative model differentiates it from traditional retailers, positioning it as a key player in the evolving digital marketplace.
Revolve's profit margin of 4.6% indicates moderate efficiency in converting revenue to profit, while its ROE of 11.9% reflects solid returns on shareholder equity, suggesting effective management of investments. However, with revenue growth at only 4.4% and a high P/E ratio of 40.0, the company shows signs of tempered expansion amid market expectations for future growth.
By 2026, Revolve's focus on mobile commerce and influencer marketing is expected to capitalize on the growing e-commerce trend, potentially boosting revenue beyond the current 4.4% growth rate as digital shopping accelerates. The Tradestie Score of 64.9 signals above-average fundamentals, including a respectable ROE of 11.9%, which could lead to enhanced profitability and stock appreciation. Investors should consider this stock for its strategic positioning in the fashion sector, where increasing consumer demand for personalized online experiences may drive significant upside.
CPNG
Coupang is South Korea's largest e-commerce platform that sells both owned and third-party inventory. Headquartered in the US, Coupang operates e-commerce businesses mainly in South Korea and Taiwan. The company has built an integrated logistics network that covers the entirety of South Korea, with extensive fulfillment centers that ensure timely delivery, even for orders placed seconds before midnight. Outside of …
Coupang matters in the E-Commerce sector as South Korea's largest platform, leveraging its integrated logistics network to provide rapid delivery and competitive advantages in a market with high e-commerce penetration. Its expansion into Taiwan and dual focus on owned and third-party inventory position it as a dominant player in Asia's growing online retail landscape.
Coupang's profitability is modest, with a low profit margin of 1.2% indicating tight margins in a competitive sector, but its financial health is supported by a strong revenue growth of 17.8% and an ROE of 8.2%, reflecting efficient equity utilization despite the high P/E ratio of 114.9 signaling elevated market expectations.
Coupang's impressive 17.8% revenue growth highlights its potential for sustained expansion in the e-commerce market, driven by its comprehensive logistics network and market leadership in South Korea, which could lead to improved profitability by 2026. The company's strategic presence in Taiwan and focus on operational efficiencies position it to capitalize on rising e-commerce adoption in Asia. With a Tradestie Score of 63.7, indicating moderate investment appeal, Coupang offers a compelling opportunity for investors seeking exposure to high-growth emerging markets.
AMZN
Amazon is the leading online retailer and marketplace for third party sellers. Retail related revenue represents approximately 75% of total, followed by Amazon Web Services' cloud computing, storage, database, and other offerings (15%), advertising services (5% to 10%), and other the remainder. International segments constitute 25% to 30% of Amazon's non-AWS sales, led by Germany, the United Kingdom, and Japan.
Amazon matters in the E-Commerce sector as the world's largest online retailer and marketplace, capturing approximately 75% of its revenue from retail operations, which drives global e-commerce innovation and sets industry standards for logistics and customer experience.
Amazon's 11.1% profit margin and 24.3% ROE demonstrate strong profitability and efficient equity utilization, reflecting solid financial health amid sector challenges. Additionally, with 13.4% revenue growth and a P/E ratio of 32.9, the company maintains a premium valuation justified by its scalable business model and consistent performance.
By 2026, Amazon's 13.4% revenue growth trajectory, driven by e-commerce dominance and AWS expansion, positions it for significant market share gains in a recovering global economy. The company's 24.3% ROE highlights effective capital allocation and profitability, making it an appealing investment for long-term gains. Furthermore, innovations in advertising and cloud services are likely to enhance earnings, potentially driving stock appreciation as e-commerce penetration accelerates.
W
Wayfair engages in e-commerce in the United States (88% of 2024 sales), Canada, the United Kingdom, and Ireland. It's also embarked on expansion into the brick-and-mortar landscape, with a handful of stores between the AllModern, Birch Lane, Joss & Main, and Wayfair banners. At the end of 2024, the firm offered more than 30 million products from more than 20,000 …
Wayfair is a dominant force in the e-commerce sector for home goods, capturing 88% of its 2024 sales in the United States and expanding into markets like Canada, the UK, and Ireland, which underscores its scale and market influence. Its strategic entry into brick-and-mortar stores under banners like AllModern and Birch Lane differentiates it by blending online and physical retail experiences, enhancing its competitive edge in a growing e-commerce landscape.
Wayfair's negative profit margin of -2.7% reflects ongoing challenges in cost management and profitability, despite achieving an 8.1% revenue growth in 2024, which indicates business expansion amid competitive pressures. The Tradestie Score of 59.1/100 suggests moderate financial health, pointing to potential for improvement if the company can leverage its growth to optimize operations and reduce losses.
Wayfair's 8.1% revenue growth in 2024 signals strong consumer demand for its e-commerce platform, positioning it for further market share gains in the home goods sector by 2026 as online shopping trends persist. The expansion into brick-and-mortar stores could drive customer engagement and boost sales through omnichannel strategies, potentially improving margins as the company scales. Additionally, with e-commerce recovery expected, Wayfair's focus on innovative retail experiences may lead to profitability enhancements and stock appreciation by 2026.
SFIX
Stitch Fix Inc offers personal style services for men and women. The company engages in delivering one-to-one personalization to clients through the combination of data science and human judgment. It provides a shipment service called A FIX where the stylist's hand selects items from several merchandise with analysis of client and merchandise data to provide a personalized shipment of apparel, …
Stitch Fix matters in the E-Commerce sector as a pioneer in personalized styling services, leveraging data science and human judgment to deliver tailored apparel recommendations, which enhances customer engagement and differentiates it from mass-market retailers. This model addresses the increasing consumer demand for customized experiences in online fashion, positioning the company as a potential innovator in a competitive landscape.
Stitch Fix's negative profit margin of -2.2% and ROE of -14.7% highlight ongoing challenges in achieving profitability and efficiently utilizing shareholder equity, indicating potential operational inefficiencies. Despite this, the company's 7.3% revenue growth demonstrates a positive top-line expansion, which could support future improvements in financial health if cost management is optimized.
By 2026, investors should consider Stitch Fix due to its 7.3% revenue growth, which signals strong demand for its personalized e-commerce styling services amid rising trends in online personalization. The company's data-driven approach, combined with a Tradestie Score of 58.4 indicating moderate potential, could lead to operational enhancements and profitability turnaround. Furthermore, as e-commerce evolves, Stitch Fix's unique blend of technology and human expertise positions it for market share gains in the apparel sector.
CDW
CDW Corp is a multi-brand provider of information technology ("IT") solutions to small, medium, and large business, government, education, and healthcare customers in the United States, the United Kingdom, and Canada. The company's broad array of offerings ranges from discrete hardware and software products to integrated IT solutions and services that include on-premise and cloud capabilities across hybrid infrastructure, digital …
CDW Corporation matters in the E-Commerce sector as it provides critical IT solutions that enable seamless digital operations for businesses, including e-commerce platforms for small to large enterprises across the US, UK, and Canada. Its broad range of hardware and software offerings supports the infrastructure needed for online retail growth, positioning it as a key enabler in an increasingly digital marketplace.
CDW's profit margin of 4.8% reflects moderate efficiency in converting revenue to profit, while its ROE of 43.0% highlights strong returns on equity, indicating effective use of shareholder investments. This financial health, supported by a 4.0% revenue growth, suggests stability in a competitive IT sector despite the slim margin.
Investors should consider buying CDW stock in 2026 due to its high ROE of 43.0%, which signals potential for robust shareholder returns amid growing IT demands. The P/E ratio of 17.5 offers a reasonable valuation compared to peers, providing an attractive entry point for long-term growth. Furthermore, with a 4.0% revenue growth and a Tradestie Score of 58.3, CDW is poised to benefit from accelerating e-commerce trends and digital transformations by 2026.
CNXN
PC Connection Inc is a provider of information technology solutions. It provides products such as computer systems, software and peripheral equipment, networking communications, and other products and accessories that company purchase from manufacturers and distributors. The company also offers services involving design, configuration, and implementation of IT solutions. It conducts business operations through three business segments namely Connection Business Solutions, …
PC Connection Inc matters in the E-Commerce sector as a key supplier of IT solutions, including hardware, software, and networking equipment that underpin online business infrastructure and digital operations. Its role in facilitating e-commerce growth through reliable technology distribution positions it as an essential player amid increasing demand for digital transformation tools.
With a profit margin of 2.9%, PC Connection Inc demonstrates modest profitability, potentially constrained by competitive pressures in the IT distribution market, while its ROE of 9.3% indicates efficient use of equity to generate returns. However, the negative revenue growth of -2.2% highlights short-term challenges in sales expansion, though the P/E ratio of 18.0 suggests the stock is reasonably valued relative to earnings.
By 2026, PC Connection Inc could benefit from a rebound in IT spending and e-commerce expansion, potentially reversing the -2.2% revenue decline as demand for hardware and software accelerates in a post-pandemic digital economy. The company's ROE of 9.3% reflects strong equity efficiency, which may drive improved profitability and market share gains. Additionally, with a P/E ratio of 18.0, the stock offers an attractive entry point for investors anticipating long-term growth in the sector's recovery.
DIBS
1stdibs.com Inc is an online marketplace for connecting design lovers with the sellers and makers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. The Company has a single reportable and operating segment that contains one reporting unit, which consists of the Company's online marketplace that enables commerce between sellers and buyers. The company generates maximum …
1stdibs.com Inc. matters in the E-Commerce sector as a specialized platform for luxury and design items, catering to affluent consumers seeking unique vintage, antique, and contemporary goods, which differentiates it from mass-market competitors. This niche focus positions the company to capitalize on the growing online luxury market, estimated to reach over $500 billion globally by 2025, driven by increasing e-commerce penetration among high-net-worth individuals.
With a profit margin of -20.0%, 1stdibs.com Inc. is currently unprofitable, indicating challenges in managing costs amid competitive pressures in the E-Commerce sector. However, a revenue growth of 3.7% and a return on equity of -17.7% suggest modest top-line expansion but persistent inefficiencies in equity utilization, highlighting the need for operational improvements to achieve financial health.
By 2026, investors should consider DIBS due to projected e-commerce growth in the luxury segment, with global online luxury sales expected to grow at 15% annually, potentially accelerating 1stdibs.com's 3.7% revenue growth through increased demand for unique items. The company's Tradestie Score of 56.6 indicates moderate investment potential, and with ongoing digital innovations, it could improve profitability by reducing costs and expanding its seller base. Additionally, as economic conditions stabilize, rising consumer spending on high-end home decor could drive stock appreciation, making it an attractive buy for those betting on niche e-commerce recovery.
HNST
The Honest Co Inc is a digitally-native consumer products company to makes purpose-driven consumer products designed for all people. It is an omnichannel brand, ensuring its products are available wherever its consumers shop through the company's Retail and Digital channels. It has three product categories namely; Diapers and Wipes, Skin and Personal Care, and Household and Wellness, out of which …
The Honest Company matters in the E-Commerce sector as a leading digitally-native brand specializing in purpose-driven, eco-friendly consumer products, addressing the rising consumer demand for sustainable goods amid e-commerce growth. Its omnichannel strategy, combining digital and retail channels, positions it to effectively capture market share in the competitive consumer products landscape.
The Honest Company's profitability is weak, with a profit margin of just 1.8% and a return on equity of 4.4%, indicating limited efficiency in generating profits from sales and equity. Its negative revenue growth of -6.7% further highlights financial challenges, while a high P/E ratio of 43.7 suggests the stock is priced at a premium relative to its earnings, potentially signaling overvaluation.
By 2026, investors should consider buying HNST due to the expected surge in e-commerce demand for sustainable products, which could reverse the company's -6.7% revenue decline and leverage its omnichannel strengths for growth. The firm's focus on purpose-driven innovation in its three product categories may improve profitability, potentially elevating the 1.8% profit margin through cost efficiencies and market expansion. Additionally, with a Tradestie Score of 56.5, the stock offers moderate upside potential as e-commerce trends favor ethical brands like Honest.
Methodology
Stocks are ranked using the Tradestie Score, a proprietary 0-100 rating that combines fundamental quality (profitability, balance sheet strength), growth metrics (revenue and earnings growth), valuation (P/E, PEG ratio), and momentum factors. Scores are updated daily based on the latest market data. Learn more about our methodology.