2015 Hot 100 Highlights

2015HOT 100HIGHLIGHTS

HOT SEGMENT: E-COMMERCE

Amazon.com $49,353,000 $40,250,000 10.82% 9.33% 1,496

Wayfair 1,035,000 626,000 0.23 0.15 82

Choxi.com 689,000 340,000 0.15 0.08 72

Bluestem Brands 1,071,000 839,000 0.23 0.19 40

Overstock.com 1,472,000 1,282,000 0.32 0.30 26

Gilt Groupe 660,000 596,000 0.14 0.14 7

Evine Live 700,000 640,000 0.15 0.15 5

Newegg 2,878,000 2,710,000 0.63 0.63 3

FreshDirect 332,000 313,000 0.07 0.07 0

Company 2014 Sales 2013 Sales 2014 Market 2013 Market Gain in (000) (000) Share Share Basis Points

Source: Kantar Retail

See more from STORES Magazine’s Hot 100 Retailers 2015: nrf.com/hot100.

HOT SEGMENT: FOOD / DRUG / MASS


The Kroger Co. $103,033,000 $93,598,000 7.37% 6.95% 420

Costco 79,694,000 74,740,000 5.70 5.55 151

Walgreen 72,671,000 68,688,000 5.20 5.10 98

Bi-Lo 10,362,000 8,905,000 0.74 0.66 80

Dollar General 18,910,000 17,504,000 1.35 1.30 53

Whole Foods Market 13,642,000 12,434,000 0.98 0.92 52

Publix Super Markets 30,560,000 28,917,000 2.18 2.15 39

Ulta Salon Cosmetics & Fragrance 3,066,000 2,525,000 0.22 0.19 32

Sprouts Farmers Market 2,967,000 2,438,000 0.21 0.18 31

Dollar Tree 8,390,000 7,670,000 0.60 0.57 31

Aldi 11,728,000 10,898,000 0.84 0.81 30

Trader Joe’s 9,388,000 8,684,000 0.67 0.64 27

BJ’s Wholesale Club 13,811,000 12,965,000 0.99 0.96 25

WakeFern / ShopRite 14,985,000 14,100,000 1.07 1.05 25

99 Cents Only Stores 1,882,000 1,487,000 0.13 0.11 24

WinCo Foods 5,872,000 5,441,000 0.42 0.40 16

The Fresh Market 1,753,000 1,512,000 0.13 0.11 13

Casey’s General Stores 2,503,000 2,242,000 0.18 0.17 13

Wegmans Food Market 7,405,000 6,999,000 0.53 0.52 10

Grupo Comercial Chedraui 1,285,000 1,107,000 0.09 0.08 10

Stripes Convenience Stores 1,239,000 1,066,000 0.09 0.08 9

Demoulas Super Markets 3,320,000 3,084,000 0.24 0.23 8

Petco Animal Supplies 3,510,000 3,268,000 0.25 0.24 8

Tops Markets 2,456,000 2,255,000 0.18 0.17 8

Alimentation Couche-Tard 5,167,000 4,868,000 0.37 0.36 8



HOT SEGMENT: HARDGOODS

AT&T Wireless $12,960,000 $8,347,000 1.87% 1.25% 627

Verizon Wireless 10,959,000 8,111,000 1.58 1.21 373

Office Depot 6,587,000 4,276,000 0.95 0.64 314

Ace Hardware 14,299,000 12,050,000 2.07 1.80 268

Apple Stores / iTunes 28,380,000 26,648,000 4.10 3.98 123

Sherwin-Williams 7,047,000 6,223,000 1.02 0.93 89

Tractor Supply Co. 5,820,000 5,165,000 0.84 0.77 70

Northern Tool and Equipment 1,410,000 998,000 0.20 0.15 55

O’Reilly Automotive 7,216,000 6,649,000 1.04 0.99 50

Restoration Hardware Holdings 1,707,000 1,427,000 0.25 0.21 34

Conn’s 1,118,000 904,000 0.16 0.13 27

Five Below 680,000 535,000 0.10 0.08 18

Advance Auto Parts 4,379,000 4,118,000 0.63 0.61 18

Bass Pro Shops 2,774,000 2,596,000 0.40 0.39 13

Gander Mountain 1,322,000 1,194,000 0.19 0.18 13

Rural King Supply 751,000 657,000 0.11 0.10 10

Hobby Lobby Stores 2,563,000 2,413,000 0.37 0.36 10

Leslie’s Poolmart 703,000 656,000 0.10 0.10 4




HOT SEGMENT: SOFTGOODS


Hudson’s Bay $5,174,000 $1,461,000 2.08% 0.60% 1,483

Signet Jewelers 5,251,000 3,518,000 2.11 1.44 674

TJX 22,206,000 21,000,000 8.93 8.58 346

Men’s Wearhouse 2,790,000 1,935,000 1.12 0.79 331

L Brands 10,303,000 9,349,000 4.14 3.82 321

Nordstrom 13,259,000 2,330,000 5.33 5.04 292

Ross Stores 11,032,000 10,221,000 4.44 4.18 258

H&M 2,670,000 2,097,000 1.07 0.86 216

Dick’s Sporting Goods 6,811,000 6,207,000 2.74 2.54 202

Zulily 1,182,000 682,000 0.48 0.28 196

Academy 3,616,000 3,197,000 1.45 1.31 147

Michael Kors Holdings 1,656,000 1,319,000 0.67 0.54 127

Ikea North America Services 4,611,000 4,275,000 1.85 1.75 107

Foot Locker 5,239,000 4,895,000 2.11 2.00 106

Burlington Coat Factory 4,707,000 4,402,000 1.89 1.80 93

Williams-Sonoma 4,591,000 4,306,000 1.85 1.76 86

G-III Apparel Group 499,000 298,000 0.20 0.12 79

Ralph Lauren 2,665,000 2,454,000 1.07 1.00 69

Forever 21 2,194,000 2,012,000 0.88 0.82 60

Lululemon Athletica 1,250,000 1,084,000 0.50 0.44 60

Genesco 2,211,000 2,041,000 0.89 0.83 55

The Finish Line 1,821,000 1,670,000 0.73 0.68 49

Rue 21 1,214,000 1,078,000 0.49 0.44 48

National Stores 918,000 809,000 0.37 0.33 39

Recreational Equipment Inc. 1,607,000 1,500,000 0.65 0.61 33

Charming Charlie 502,000 414,000 0.20 0.17 33

Skechers USA 535,000 460,000 0.22 0.19 27

JustFab 415,000 345,000 0.17 0.14 26

The Cato Corp. 969,000 903,000 0.39 0.37 21

Boot Barn Holdings 403,000 346,000 0.16 0.14 21



Restaurants have different business models than traditional retailers — many of them franchise — so they get their own “Hot” list.

SPOTLIGHT ON RESTAURANTS


Chipotle Mexican Grill $4,069,000 $3,182,000 0.71% 0.59% 120

Starbucks 10,604,000 9,341,000 1.84 1.72 119

Chick-fil-A 5,936,000 5,191,000 1.03 0.96 74

Panda Express 2,246,000 1,990,000 0.39 0.37 23

Zaxby’s 1,258,000 1,073,000 0.22 0.20 20

Whataburger 1,801,000 1,588,000 0.31 0.29 20

Little Caesars 3,405,000 3,100,000 0.59 0.57 20

Domino’s Pizza 4,116,000 3,770,000 0.71 0.69 20

Popeyes Louisiana Kitchen 2,156,000 1,942,000 0.37 0.36 16

Jersey Mike’s Subs 525,000 406,000 0.09 0.07 16

Wingstop (Roark Capital Group) 664,000 540,000 0.12 0.10 16

Firehouse Subs 544,000 436,000 0.09 0.08 14

Culver’s 1,036,000 906,000 0.18 0.17 13

Yard House (Darden Restaurants) 478,000 395,000 0.08 0.07 10

Raising Cane Chicken Fingers 415,000 336,000 0.07 0.06 10

Bojangles’ (Advent International) 1,033,000 923,000 0.18 0.17 9

Dairy Queen (Berkshire Hathaway) 3,192,000 2,960,000 0.55 0.55 9

Hardee’s (Roark Capital Group) 2,117,000 1,953,000 0.37 0.36 8

Moe’s Southwest Grill (Roark Capital Group) 571,000 498,000 0.10 0.09 7

Qdoba Mexican Grill (Jack in the Box) 667,000 592,000 0.12 0.11 7

Papa John’s 2,673,000 2,488,000 0.46 0.46 5

El Pollo Loco 723,000 658,000 0.13 0.12 4

Tim Hortons (Restaurant Brands International) 650,000 590,000 0.11 0.11 4

Auntie Anne’s (Roark Capital Group) 493,000 447,000 0.09 0.08 3

McAlister’s Deli (Roark Capital Group) 505,000 459,000 0.09 0.08 3

Dunkin’ Donuts (Dunkin’ Brands Group) 7,720,000 7,256,000 1.34 1.34 3

Papa Murphy’s 842,000 780,000 0.15 0.14 2

The Capital Grille (Darden Restaurants) 405,000 372,000 0.07 0.07 2

In-N-Out Burger 751,000 698,000 0.13 0.13 2

Steak ‘n Shake (Biglari Holdings) 952,000 891,000 0.17 0.16 1

Company (Parent Company) 2014 Sales 2013 Sales 2014 Market 2013 Market Gain in (000) (000) Share Share Basis Points


These consistently “hot” retailers have appeared on STORES’ annual list each year since the Hot 100 was first published in 2006.

SUSTAINED SIZZLE


Amazon.com $49,353,000 $4,617,000 1069% 30%

O’Reilly Automotive 7,216,000 2,045,000 353 15

Tractor Supply Co. 5,820,000 2,066,000 282 12

Dick’s Sporting Goods 6,811,000 2,625,000 259 11

Dollar Tree 8,390,000 3,394,000 247 11

Ross Stores 11,032,000 5,198,000 212 9

Company 2014 Sales 2005 Sales Change Average (000) (000) Annual Growth


The Magazine of NRFAUGUST 2015

STORES_1.indd 1 7/10/15 1:46 PM

2015 HOT 100 HIGHLIGHTSThe “Hot Segments” take a deep dive into several retail segments, ranking retailers by year-over-year gains in market share basis points.

In addition, these highlights show the fastest-growing restaurants and the consistently “hot” companies on the list year after year.

See all the companies on STORES Magazine’s annual list of Hot 100 Retailers: nrf.com/hot100

2015 Hot 100 Highlights

Retail

Transcript of 2015 Hot 100 Highlights