Retailer Comps Tracker · Growth Review

Comp Sales Pulse

A read on where U.S. retail growth stands, drawn straight from the underlying dataset: 52 companies, each on its own headline comparable-sales or digital-growth series, sourced quarter by quarter from press releases, 10-Qs and 10-Ks — never an aggregator, never a modeled estimate.

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Growth across the tracked universe

Median quarterly growth rate across every company reporting that quarter (calendar-quarter grouping, since fiscal year-ends vary by company), plus how many companies were growing versus shrinking. One reading per company per quarter: 12- and 16-week fiscal quarters (Costco, Kroger, AutoZone) are assigned to consecutive calendar quarters rather than by period midpoint, so no company is counted twice. Hover to read any quarter.

Median growth rate, all companies Companies growing that quarter Companies shrinking that quarter

Where things stand right now

Each company’s most recently reported quarter — not the same calendar quarter for everyone, since fiscal calendars differ, but the latest each has disclosed. Sorted high to low.

CompanyGrowth, most recent quarterValue

Trend explorer

Each company’s own quarterly trajectory since FY2019 (or since it went public, if later), grouped by category. Scales are per-company so shape reads clearly — watch the 2020 COVID swing and the 2022–23 slowdown recur across nearly every panel.

On the calendar

Full earnings calendar →

Just reported

Reporting soon

Methodology: each company is plotted on its own headline growth series as defined in the tracker — a total-company comparable-sales figure for store-based retailers, or a primary digital/GMV growth figure for marketplaces without a comparable store base (eBay, Etsy, Instacart). Values are recorded exactly as each company reports them, on whatever basis it discloses (as-reported or currency-neutral, with or without e-commerce, ex-fuel where noted) — nothing here is normalized, re-weighted, or derived, per the tracker’s sourcing rules. A handful of companies changed their comp definition mid-window (flagged flag_def_change in the underlying workbook); those are recorded as one continuous line, not smoothed over. 53-week fiscal years are recorded as the company itself reports them.

Source of record: Retailer_Comps_Tracker.xlsx — —, all mechanically verified against the filed source text.