As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the online retail industry, including Revolve (NYSE: RVLV) and its peers.

Consumers ever rising demand for convenience, selection, and speed are secular engines underpinning ecommerce adoption. For years prior to Covid, ecommerce penetration as a percentage of overall retail would grow 1-2% annually, but in 2020 adoption accelerated by 5%, reaching 25%, as increased emphasis on convenience drove consumers to structurally buy more online. The surge in buying caused many online retailers to rapidly grow their logistics infrastructures, preparing them for further growth in the years ahead as consumer shopping habits continue to shift online.

The 5 online retail stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 2.3% while next quarter’s revenue guidance was 0.7% below.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 9.7% since the latest earnings results.

Best Q4: Revolve (NYSE: RVLV)

Launched in 2003 by software engineers Michael Mente and Mike Karanikolas, Revolve (NASDAQ: RVLV) is a fashion retailer leveraging social media and a community of fashion influencers to drive its merchandising strategy.

Revolve reported revenues of $324.4 million, up 10.4% year on year. This print exceeded analysts’ expectations by 6.2%. Overall, it was an exceptional quarter for the company with a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ revenue estimates.

Unsurprisingly, the stock is down 7.8% since reporting and currently trades at $23.89.

Is now the time to buy Revolve? Access our full analysis of the earnings results here, it’s free.

Wayfair (NYSE: W)

Founded in 2002 by Niraj Shah, Wayfair (NYSE: W) is a leading online retailer of mass-market home goods in the US, UK, Canada, and Germany.

Wayfair reported revenues of $3.34 billion, up 6.9% year on year, outperforming analysts’ expectations by 1.1%. The business had a very strong quarter with a solid beat of analysts’ EBITDA estimates and a narrow beat of analysts’ revenue estimates.

Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 19.7% since reporting. It currently trades at $73.50.

Is now the time to buy Wayfair? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Coupang (NYSE: CPNG)

Founded in 2010 by Harvard Business School student Bom Kim, Coupang (NYSE: CPNG) is an e-commerce giant often referred to as the "Amazon of South Korea".

Coupang reported revenues of $8.84 billion, up 10.9% year on year, falling short of analysts’ expectations by 3.8%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue estimates and a significant miss of analysts’ EBITDA estimates.

Coupang delivered the weakest performance against analyst estimates in the group. The company reported 24.6 million active buyers, up 7.9% year on year. The stock is flat since the results and currently trades at $18.65.

Read our full analysis of Coupang’s results here.

Amazon (NASDAQ: AMZN)

Founded by Jeff Bezos after quitting his stock-picking job at D.E. Shaw, Amazon (NASDAQ: AMZN) is the world’s largest online retailer and provider of cloud computing services.

Amazon reported revenues of $213.4 billion, up 13.6% year on year. This number surpassed analysts’ expectations by 0.9%. Taking a step back, it was a mixed quarter as it also recorded a narrow beat of analysts’ revenue estimates but EPS in line with analysts’ estimates.

The stock is down 5.3% since reporting and currently trades at $210.80.

Read our full, actionable report on Amazon here, it’s free.

Carvana (NYSE: CVNA)

Known for its glass tower car vending machines, Carvana (NYSE: CVNA) provides a convenient automotive shopping experience by offering an online platform for buying and selling used cars.

Carvana reported revenues of $5.60 billion, up 58% year on year. This print topped analysts’ expectations by 6.8%. More broadly, it was a slower quarter as it logged a significant miss of analysts’ EBITDA estimates.

Carvana scored the biggest analyst estimates beat and fastest revenue growth among its peers. The stock is down 15.5% since reporting and currently trades at $305.50.

Read our full, actionable report on Carvana here, it’s free.

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