Live index · Trailing 12 months
The Quarterly DTC Leaderboard
The same public DTC and CPG cohort, ranked on a trailing-twelve-month basis — the last four reported quarters summed, so seasonality is smoothed and companies on offset fiscal calendars stay comparable. Rebuilt from each brand's latest 10-Q and refreshed every earnings wave. Tap a metric to re-rank the board.
45 public brandsTrailing 12 months (10-Q)Updated November 9, 2026Data checked November 9, 2026FY2024+ filings
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Who is still compounding the top line versus who is shrinking. Cohort median: 3.5% across 45 companies.
| Rank | Company | Category | Filing date | Year-ago TTM | Latest TTM | Revenue growth |
|---|---|---|---|---|---|---|
| 🏆 | CELHCelsius Holdings | beverage CPG | Nov 5, 2026 | $2.1B | $3.2B | 49.1% |
| 🥈 | ELFe.l.f. Beauty | beauty CPG | Nov 5, 2026 | $1.4B | $1.9B | 39.9% |
| 🥉 | HIMSHims & Hers Health | telehealth DTC | Nov 9, 2026 | $2.2B | $2.9B | 29.8% |
| 4 | FIGSFIGS | apparel DTC | Nov 5, 2026 | $581M | $749M | 28.9% |
| 5 | MNSTMonster Beverage | beverage CPG | Nov 6, 2026 | $8.0B | $9.6B | 20.2% |
| 6 | BOOTBoot Barn | footwear retail | Oct 28, 2026 | $2.1B | $2.4B | 16.8% |
| 7 | RVLVRevolve | apparel DTC | Nov 3, 2026 | $1.2B | $1.4B | 14.7% |
| 8 | EPCEdgewell | personal care CPG | Aug 5, 2026 | $2.0B | $2.2B | 11.6% |
| 9 | ULTAUlta Beauty | beauty retail | Aug 27, 2026 | $11.7B | $13.0B | 11.2% |
| 10 | URBNUrban Outfitters | apparel retail | Sep 9, 2026 | $5.8B | $6.5B | 11.0% |
| 11 | ETSYEtsy | marketplace DTC | Oct 28, 2026 | $2.7B | $3.0B | 10.8% |
| 12 | WRBYWarby Parker | eyewear DTC | Nov 5, 2026 | $851M | $935M | 9.9% |
| 13 | AEOAmerican Eagle | apparel retail | Sep 10, 2026 | $5.3B | $5.7B | 9.2% |
| 14 | GOLFAcushnet (Titleist) | sporting goods DTC | Nov 4, 2026 | $2.5B | $2.7B | 6.8% |
| 15 | LEVILevi Strauss | apparel DTC+wholesale | Oct 7, 2026 | $6.3B | $6.7B | 6.6% |
| 16 | SFIXStitch Fix | apparel DTC | Sep 24, 2026 | $1.3B | $1.3B | 6.4% |
| 17 | YETIYeti | outdoor DTC | Aug 13, 2026 | $1.8B | $1.9B | 6.2% |
| 18 | BRBRBellRing Brands | food CPG | Aug 4, 2026 | $2.2B | $2.4B | 5.9% |
| 19 | CHWYChewy | pet DTC | Sep 9, 2026 | $12.3B | $13.1B | 5.9% |
| 20 | VITLVital Farms | food CPG | Nov 3, 2026 | $712M | $749M | 5.2% |
| 21 | MOVMovado | accessories | Aug 26, 2026 | $656M | $690M | 5.2% |
| 22 | CRICarter's | apparel CPG | Oct 30, 2026 | $2.8B | $3.0B | 5.0% |
| 23 | KVUEKenvue | consumer health CPG | Oct 30, 2026 | $15.0B | $15.5B | 3.5% |
| 24 | GCOGenesco | footwear retail | Sep 10, 2026 | $2.4B | $2.4B | 3.0% |
| 25 | ENREnergizer | household CPG | Aug 4, 2026 | $2.9B | $3.0B | 2.2% |
| 26 | HBIHanesbrands | apparel CPG | Nov 6, 2025 | $3.5B | $3.5B | 1.8% |
| 27 | LULULululemon | apparel DTC+retail | Sep 3, 2026 | $10.9B | $11.1B | 1.7% |
| 28 | CHDChurch & Dwight | household CPG | Oct 30, 2026 | $6.1B | $6.2B | 1.7% |
| 29 | FNKOFunko | collectibles DTC | Nov 5, 2026 | $929M | $940M | 1.2% |
| 30 | OLPXOlaplex | haircare CPG | May 11, 2026 | $421M | $425M | 1.1% |
| 31 | SBHSally Beauty | beauty retail | Aug 3, 2026 | $3.7B | $3.7B | 1.1% |
| 32 | SPBSpectrum Brands | household CPG | Aug 7, 2026 | $2.8B | $2.9B | 0.8% |
| 33 | NWLNewell Brands | household CPG | Oct 30, 2026 | $7.3B | $7.3B | 0.8% |
| 34 | CROXCrocs | footwear DTC | Oct 29, 2026 | $4.1B | $4.1B | 0.7% |
| 35 | HELEHelen of Troy | household CPG | Oct 8, 2026 | $1.8B | $1.8B | 0.3% |
| 36 | COTYCoty | beauty CPG | Nov 5, 2026 | $5.8B | $5.8B | -0.2% |
| 37 | THSTreeHouse Foods | food CPG | Nov 10, 2025 | $3.4B | $3.3B | -0.7% |
| 38 | SAMBoston Beer | beverage CPG | Oct 22, 2026 | $2.0B | $1.9B | -3.7% |
| 39 | SKINBeauty Health | beauty CPG | Nov 5, 2026 | $302M | $289M | -4.4% |
| 40 | PRPLPurple Innovation | mattress DTC | Nov 4, 2026 | $457M | $431M | -5.6% |
| 41 | HNSTHonest Co | personal care DTC | Nov 5, 2026 | $383M | $334M | -12.8% |
| 42 | BYNDBeyond Meat | food CPG | Aug 6, 2026 | $301M | $259M | -14.1% |
| 43 | HAINHain Celestial | food CPG | Nov 9, 2026 | $1.5B | $1.2B | -18.7% |
| 44 | PETSPetMed Express | pet DTC | Aug 13, 2026 | $212M | $169M | -20.3% |
| 45 | BARKBark Inc. | pet DTC | Nov 5, 2026 | $452M | $351M | -22.2% |
Gross profit as a share of revenue — the structural ceiling on every brand's economics. Cohort median: 47.6% across 44 companies.
| Rank | Company | Category | Filing date | Gross margin |
|---|---|---|---|---|
| 🏆 | ELFe.l.f. Beauty | beauty CPG | Nov 5, 2026 | 74.4% |
| 🥈 | ETSYEtsy | marketplace DTC | Oct 28, 2026 | 71.3% |
| 🥉 | OLPXOlaplex | haircare CPG | May 11, 2026 | 70.0% |
| 4 | FIGSFIGS | apparel DTC | Nov 5, 2026 | 68.8% |
| 5 | SKINBeauty Health | beauty CPG | Nov 5, 2026 | 67.2% |
| 6 | BARKBark Inc. | pet DTC | Nov 5, 2026 | 64.0% |
| 7 | HIMSHims & Hers Health | telehealth DTC | Nov 9, 2026 | 63.8% |
| 8 | LEVILevi Strauss | apparel DTC+wholesale | Oct 7, 2026 | 62.8% |
| 9 | COTYCoty | beauty CPG | Nov 5, 2026 | 62.6% |
| 10 | CROXCrocs | footwear DTC | Oct 29, 2026 | 59.4% |
| 11 | YETIYeti | outdoor DTC | Aug 13, 2026 | 59.2% |
| 12 | KVUEKenvue | consumer health CPG | Oct 30, 2026 | 58.3% |
| 13 | LULULululemon | apparel DTC+retail | Sep 3, 2026 | 56.1% |
| 14 | MOVMovado | accessories | Aug 26, 2026 | 56.1% |
| 15 | MNSTMonster Beverage | beverage CPG | Nov 6, 2026 | 55.3% |
| 16 | WRBYWarby Parker | eyewear DTC | Nov 5, 2026 | 54.8% |
| 17 | RVLVRevolve | apparel DTC | Nov 3, 2026 | 54.1% |
| 18 | SBHSally Beauty | beauty retail | Aug 3, 2026 | 52.1% |
| 19 | GOLFAcushnet (Titleist) | sporting goods DTC | Nov 4, 2026 | 49.4% |
| 20 | CRICarter's | apparel CPG | Oct 30, 2026 | 49.1% |
| 21 | SAMBoston Beer | beverage CPG | Oct 22, 2026 | 49.1% |
| 22 | CELHCelsius Holdings | beverage CPG | Nov 5, 2026 | 47.6% |
| 23 | GCOGenesco | footwear retail | Sep 10, 2026 | 47.5% |
| 24 | HELEHelen of Troy | household CPG | Oct 8, 2026 | 47.4% |
| 25 | CHDChurch & Dwight | household CPG | Oct 30, 2026 | 46.1% |
| 26 | SFIXStitch Fix | apparel DTC | Sep 24, 2026 | 43.6% |
| 27 | HBIHanesbrands | apparel CPG | Nov 6, 2025 | 42.0% |
| 28 | AEOAmerican Eagle | apparel retail | Sep 10, 2026 | 40.5% |
| 29 | SPBSpectrum Brands | household CPG | Aug 7, 2026 | 39.6% |
| 30 | EPCEdgewell | personal care CPG | Aug 5, 2026 | 39.5% |
| 31 | ULTAUlta Beauty | beauty retail | Aug 27, 2026 | 39.3% |
| 32 | BOOTBoot Barn | footwear retail | Oct 28, 2026 | 38.6% |
| 33 | PRPLPurple Innovation | mattress DTC | Nov 4, 2026 | 38.4% |
| 34 | HNSTHonest Co | personal care DTC | Nov 5, 2026 | 37.6% |
| 35 | URBNUrban Outfitters | apparel retail | Sep 9, 2026 | 37.5% |
| 36 | ENREnergizer | household CPG | Aug 4, 2026 | 36.8% |
| 37 | NWLNewell Brands | household CPG | Oct 30, 2026 | 35.6% |
| 38 | CHWYChewy | pet DTC | Sep 9, 2026 | 29.9% |
| 39 | BRBRBellRing Brands | food CPG | Aug 4, 2026 | 28.6% |
| 40 | PETSPetMed Express | pet DTC | Aug 13, 2026 | 27.9% |
| 41 | VITLVital Farms | food CPG | Nov 3, 2026 | 24.4% |
| 42 | HAINHain Celestial | food CPG | Nov 9, 2026 | 20.9% |
| 43 | THSTreeHouse Foods | food CPG | Nov 10, 2025 | 17.7% |
| 44 | BYNDBeyond Meat | food CPG | Aug 6, 2026 | 3.1% |
Profit after operating costs — what is left once you run the business, before tax and one-offs. Cohort median: 4.8% across 44 companies.
| Rank | Company | Category | Filing date | Operating margin |
|---|---|---|---|---|
| 🏆 | MNSTMonster Beverage | beverage CPG | Nov 6, 2026 | 28.5% |
| 🥈 | CROXCrocs | footwear DTC | Oct 29, 2026 | 22.6% |
| 🥉 | CHDChurch & Dwight | household CPG | Oct 30, 2026 | 18.0% |
| 4 | LULULululemon | apparel DTC+retail | Sep 3, 2026 | 17.8% |
| 5 | KVUEKenvue | consumer health CPG | Oct 30, 2026 | 17.4% |
| 6 | ETSYEtsy | marketplace DTC | Oct 28, 2026 | 14.0% |
| 7 | BOOTBoot Barn | footwear retail | Oct 28, 2026 | 13.8% |
| 8 | GOLFAcushnet (Titleist) | sporting goods DTC | Nov 4, 2026 | 13.3% |
| 9 | BRBRBellRing Brands | food CPG | Aug 4, 2026 | 13.2% |
| 10 | HBIHanesbrands | apparel CPG | Nov 6, 2025 | 13.1% |
| 11 | CELHCelsius Holdings | beverage CPG | Nov 5, 2026 | 13.0% |
| 12 | ULTAUlta Beauty | beauty retail | Aug 27, 2026 | 12.5% |
| 13 | YETIYeti | outdoor DTC | Aug 13, 2026 | 12.2% |
| 14 | URBNUrban Outfitters | apparel retail | Sep 9, 2026 | 11.3% |
| 15 | LEVILevi Strauss | apparel DTC+wholesale | Oct 7, 2026 | 11.3% |
| 16 | FIGSFIGS | apparel DTC | Nov 5, 2026 | 10.8% |
| 17 | CRICarter's | apparel CPG | Oct 30, 2026 | 10.4% |
| 18 | ELFe.l.f. Beauty | beauty CPG | Nov 5, 2026 | 8.9% |
| 19 | SBHSally Beauty | beauty retail | Aug 3, 2026 | 8.4% |
| 20 | AEOAmerican Eagle | apparel retail | Sep 10, 2026 | 7.8% |
| 21 | MOVMovado | accessories | Aug 26, 2026 | 6.9% |
| 22 | RVLVRevolve | apparel DTC | Nov 3, 2026 | 5.7% |
| 23 | SPBSpectrum Brands | household CPG | Aug 7, 2026 | 4.0% |
| 24 | FNKOFunko | collectibles DTC | Nov 5, 2026 | 3.6% |
| 25 | CHWYChewy | pet DTC | Sep 9, 2026 | 2.5% |
| 26 | SKINBeauty Health | beauty CPG | Nov 5, 2026 | 2.4% |
| 27 | GCOGenesco | footwear retail | Sep 10, 2026 | 2.0% |
| 28 | HELEHelen of Troy | household CPG | Oct 8, 2026 | 1.3% |
| 29 | NWLNewell Brands | household CPG | Oct 30, 2026 | 1.0% |
| 30 | EPCEdgewell | personal care CPG | Aug 5, 2026 | 0.8% |
| 31 | WRBYWarby Parker | eyewear DTC | Nov 5, 2026 | 0.2% |
| 32 | OLPXOlaplex | haircare CPG | May 11, 2026 | -1.6% |
| 33 | SFIXStitch Fix | apparel DTC | Sep 24, 2026 | -1.6% |
| 34 | COTYCoty | beauty CPG | Nov 5, 2026 | -1.7% |
| 35 | VITLVital Farms | food CPG | Nov 3, 2026 | -3.8% |
| 36 | HNSTHonest Co | personal care DTC | Nov 5, 2026 | -4.2% |
| 37 | THSTreeHouse Foods | food CPG | Nov 10, 2025 | -4.5% |
| 38 | SAMBoston Beer | beverage CPG | Oct 22, 2026 | -5.0% |
| 39 | BARKBark Inc. | pet DTC | Nov 5, 2026 | -7.5% |
| 40 | PRPLPurple Innovation | mattress DTC | Nov 4, 2026 | -7.7% |
| 41 | HIMSHims & Hers Health | telehealth DTC | Nov 9, 2026 | -8.1% |
| 42 | HAINHain Celestial | food CPG | Nov 9, 2026 | -17.0% |
| 43 | PETSPetMed Express | pet DTC | Aug 13, 2026 | -18.2% |
| 44 | BYNDBeyond Meat | food CPG | Aug 6, 2026 | -121.5%* |
* Net result distorted by one-off non-operating items (impairments or debt-extinguishment gains), not operating performance — compare the operating-margin board for the real picture.
Bottom-line profit as a share of revenue, after everything including tax and impairments. Cohort median: 4.8% across 43 companies.
| Rank | Company | Category | Filing date | Net margin |
|---|---|---|---|---|
| 🏆 | BYNDBeyond Meat | food CPG | Aug 6, 2026 | 111.7%* |
| 🥈 | ETSYEtsy | marketplace DTC | Oct 28, 2026 | 32.8% |
| 🥉 | HNSTHonest Co | personal care DTC | Nov 5, 2026 | 23.5% |
| 4 | CROXCrocs | footwear DTC | Oct 29, 2026 | 16.2% |
| 5 | LULULululemon | apparel DTC+retail | Sep 3, 2026 | 12.8% |
| 6 | CHDChurch & Dwight | household CPG | Oct 30, 2026 | 12.4% |
| 7 | KVUEKenvue | consumer health CPG | Oct 30, 2026 | 10.9% |
| 8 | BOOTBoot Barn | footwear retail | Oct 28, 2026 | 10.4% |
| 9 | CELHCelsius Holdings | beverage CPG | Nov 5, 2026 | 10.0% |
| 10 | FIGSFIGS | apparel DTC | Nov 5, 2026 | 9.7% |
| 11 | HBIHanesbrands | apparel CPG | Nov 6, 2025 | 9.3% |
| 12 | ULTAUlta Beauty | beauty retail | Aug 27, 2026 | 9.3% |
| 13 | YETIYeti | outdoor DTC | Aug 13, 2026 | 9.2% |
| 14 | URBNUrban Outfitters | apparel retail | Sep 9, 2026 | 8.8% |
| 15 | GOLFAcushnet (Titleist) | sporting goods DTC | Nov 4, 2026 | 8.2% |
| 16 | CRICarter's | apparel CPG | Oct 30, 2026 | 7.4% |
| 17 | BRBRBellRing Brands | food CPG | Aug 4, 2026 | 7.3% |
| 18 | MOVMovado | accessories | Aug 26, 2026 | 6.0% |
| 19 | AEOAmerican Eagle | apparel retail | Sep 10, 2026 | 5.8% |
| 20 | LEVILevi Strauss | apparel DTC+wholesale | Oct 7, 2026 | 5.3% |
| 21 | SBHSally Beauty | beauty retail | Aug 3, 2026 | 5.2% |
| 22 | RVLVRevolve | apparel DTC | Nov 3, 2026 | 4.8% |
| 23 | ELFe.l.f. Beauty | beauty CPG | Nov 5, 2026 | 4.5% |
| 24 | SPBSpectrum Brands | household CPG | Aug 7, 2026 | 2.8% |
| 25 | ENREnergizer | household CPG | Aug 4, 2026 | 2.7% |
| 26 | CHWYChewy | pet DTC | Sep 9, 2026 | 2.1% |
| 27 | GCOGenesco | footwear retail | Sep 10, 2026 | 1.7% |
| 28 | WRBYWarby Parker | eyewear DTC | Nov 5, 2026 | 0.8% |
| 29 | FNKOFunko | collectibles DTC | Nov 5, 2026 | 0.5% |
| 30 | SFIXStitch Fix | apparel DTC | Sep 24, 2026 | -0.9% |
| 31 | OLPXOlaplex | haircare CPG | May 11, 2026 | -3.5% |
| 32 | SAMBoston Beer | beverage CPG | Oct 22, 2026 | -3.8% |
| 33 | EPCEdgewell | personal care CPG | Aug 5, 2026 | -4.2% |
| 34 | NWLNewell Brands | household CPG | Oct 30, 2026 | -4.4% |
| 35 | HELEHelen of Troy | household CPG | Oct 8, 2026 | -5.4% |
| 36 | SKINBeauty Health | beauty CPG | Nov 5, 2026 | -6.3% |
| 37 | HIMSHims & Hers Health | telehealth DTC | Nov 9, 2026 | -6.7% |
| 38 | BARKBark Inc. | pet DTC | Nov 5, 2026 | -7.0% |
| 39 | THSTreeHouse Foods | food CPG | Nov 10, 2025 | -7.2% |
| 40 | PRPLPurple Innovation | mattress DTC | Nov 4, 2026 | -8.9% |
| 41 | COTYCoty | beauty CPG | Nov 5, 2026 | -10.0% |
| 42 | PETSPetMed Express | pet DTC | Aug 13, 2026 | -17.3% |
| 43 | HAINHain Celestial | food CPG | Nov 9, 2026 | -23.7% |
* Net result distorted by one-off non-operating items (impairments or debt-extinguishment gains), not operating performance — compare the operating-margin board for the real picture.
Operating cash flow minus capex, as a share of revenue — the cash the business actually throws off. Cohort median: 8.5% across 37 companies.
| Rank | Company | Category | Filing date | Free cash flow margin |
|---|---|---|---|---|
| 🏆 | MNSTMonster Beverage | beverage CPG | Nov 6, 2026 | 20.1% |
| 🥈 | FIGSFIGS | apparel DTC | Nov 5, 2026 | 19.7% |
| 🥉 | ETSYEtsy | marketplace DTC | Oct 28, 2026 | 19.7% |
| 4 | CROXCrocs | footwear DTC | Oct 29, 2026 | 18.4% |
| 5 | CHDChurch & Dwight | household CPG | Oct 30, 2026 | 16.9% |
| 6 | OLPXOlaplex | haircare CPG | May 11, 2026 | 16.1% |
| 7 | KVUEKenvue | consumer health CPG | Oct 30, 2026 | 15.1% |
| 8 | HNSTHonest Co | personal care DTC | Nov 5, 2026 | 14.5% |
| 9 | ELFe.l.f. Beauty | beauty CPG | Nov 5, 2026 | 14.2% |
| 10 | YETIYeti | outdoor DTC | Aug 13, 2026 | 13.3% |
| 11 | LULULululemon | apparel DTC+retail | Sep 3, 2026 | 12.2% |
| 12 | CRICarter's | apparel CPG | Oct 30, 2026 | 10.8% |
| 13 | MOVMovado | accessories | Aug 26, 2026 | 10.4% |
| 14 | SPBSpectrum Brands | household CPG | Aug 7, 2026 | 10.2% |
| 15 | SAMBoston Beer | beverage CPG | Oct 22, 2026 | 9.7% |
| 16 | LEVILevi Strauss | apparel DTC+wholesale | Oct 7, 2026 | 9.6% |
| 17 | ULTAUlta Beauty | beauty retail | Aug 27, 2026 | 8.9% |
| 18 | GOLFAcushnet (Titleist) | sporting goods DTC | Nov 4, 2026 | 8.8% |
| 19 | CELHCelsius Holdings | beverage CPG | Nov 5, 2026 | 8.5% |
| 20 | SKINBeauty Health | beauty CPG | Nov 5, 2026 | 7.9% |
| 21 | SBHSally Beauty | beauty retail | Aug 3, 2026 | 6.5% |
| 22 | AEOAmerican Eagle | apparel retail | Sep 10, 2026 | 6.0% |
| 23 | BOOTBoot Barn | footwear retail | Oct 28, 2026 | 5.3% |
| 24 | FNKOFunko | collectibles DTC | Nov 5, 2026 | 5.2% |
| 25 | ENREnergizer | household CPG | Aug 4, 2026 | 5.0% |
| 26 | URBNUrban Outfitters | apparel retail | Sep 9, 2026 | 4.6% |
| 27 | SFIXStitch Fix | apparel DTC | Sep 24, 2026 | 4.0% |
| 28 | GCOGenesco | footwear retail | Sep 10, 2026 | 3.0% |
| 29 | THSTreeHouse Foods | food CPG | Nov 10, 2025 | 2.9% |
| 30 | WRBYWarby Parker | eyewear DTC | Nov 5, 2026 | 2.3% |
| 31 | EPCEdgewell | personal care CPG | Aug 5, 2026 | 1.6% |
| 32 | HBIHanesbrands | apparel CPG | Nov 6, 2025 | -0.2% |
| 33 | RVLVRevolve | apparel DTC | Nov 3, 2026 | -0.5% |
| 34 | PRPLPurple Innovation | mattress DTC | Nov 4, 2026 | -0.6% |
| 35 | PETSPetMed Express | pet DTC | Aug 13, 2026 | -16.4% |
| 36 | VITLVital Farms | food CPG | Nov 3, 2026 | -18.5% |
| 37 | BYNDBeyond Meat | food CPG | Aug 6, 2026 | -46.4% |
Operating-income change year over year — real earnings power, before impairments and tax noise. Cohort median: 18.9% across 27 companies.
| Rank | Company | Category | Filing date | Year-ago TTM | Latest TTM | Operating-profit growth |
|---|---|---|---|---|---|---|
| 🏆 | CROXCrocs | footwear DTC | Oct 29, 2026 | $203M | $925M | 355.5% |
| 🥈 | CELHCelsius Holdings | beverage CPG | Nov 5, 2026 | $97M | $412M | 327.3% |
| 🥉 | GCOGenesco | footwear retail | Sep 10, 2026 | $14M | $48M | 250.3% |
| 4 | HBIHanesbrands | apparel CPG | Nov 6, 2025 | $161M | $462M | 187.4% |
| 5 | FIGSFIGS | apparel DTC | Nov 5, 2026 | $28M | $81M | 186.0% |
| 6 | MOVMovado | accessories | Aug 26, 2026 | $20M | $47M | 142.5% |
| 7 | CRICarter's | apparel CPG | Oct 30, 2026 | $142M | $309M | 116.7% |
| 8 | CHWYChewy | pet DTC | Sep 9, 2026 | $162M | $328M | 102.0% |
| 9 | AEOAmerican Eagle | apparel retail | Sep 10, 2026 | $266M | $448M | 68.2% |
| 10 | URBNUrban Outfitters | apparel retail | Sep 9, 2026 | $557M | $731M | 31.4% |
| 11 | ELFe.l.f. Beauty | beauty CPG | Nov 5, 2026 | $136M | $172M | 26.7% |
| 12 | MNSTMonster Beverage | beverage CPG | Nov 6, 2026 | $2.3B | $2.7B | 21.0% |
| 13 | BOOTBoot Barn | footwear retail | Oct 28, 2026 | $276M | $333M | 20.4% |
| 14 | RVLVRevolve | apparel DTC | Nov 3, 2026 | $65M | $77M | 18.9% |
| 15 | ETSYEtsy | marketplace DTC | Oct 28, 2026 | $356M | $422M | 18.3% |
| 16 | GOLFAcushnet (Titleist) | sporting goods DTC | Nov 4, 2026 | $312M | $359M | 15.1% |
| 17 | KVUEKenvue | consumer health CPG | Oct 30, 2026 | $2.4B | $2.7B | 14.6% |
| 18 | LEVILevi Strauss | apparel DTC+wholesale | Oct 7, 2026 | $676M | $754M | 11.6% |
| 19 | CHDChurch & Dwight | household CPG | Oct 30, 2026 | $1.1B | $1.1B | 5.3% |
| 20 | ULTAUlta Beauty | beauty retail | Aug 27, 2026 | $1.6B | $1.6B | 2.1% |
| 21 | YETIYeti | outdoor DTC | Aug 13, 2026 | $236M | $236M | -0.0% |
| 22 | SPBSpectrum Brands | household CPG | Aug 7, 2026 | $118M | $116M | -1.4% |
| 23 | SBHSally Beauty | beauty retail | Aug 3, 2026 | $330M | $314M | -4.8% |
| 24 | BRBRBellRing Brands | food CPG | Aug 4, 2026 | $367M | $312M | -15.0% |
| 25 | LULULululemon | apparel DTC+retail | Sep 3, 2026 | $2.5B | $2.0B | -20.7% |
| 26 | NWLNewell Brands | household CPG | Oct 30, 2026 | $320M | $72M | -77.5% |
| 27 | EPCEdgewell | personal care CPG | Aug 5, 2026 | $124M | $18M | -85.5% |
Lowest cost of goods as a share of revenue — the sourcing-and-pricing-power leaders. Cohort median: 52.5% across 43 companies.
| Rank | Company | Category | Filing date | COGS efficiency |
|---|---|---|---|---|
| 🏆 | ELFe.l.f. Beauty | beauty CPG | Nov 5, 2026 | 25.6% |
| 🥈 | ETSYEtsy | marketplace DTC | Oct 28, 2026 | 28.7% |
| 🥉 | OLPXOlaplex | haircare CPG | May 11, 2026 | 29.9% |
| 4 | FIGSFIGS | apparel DTC | Nov 5, 2026 | 31.2% |
| 5 | SKINBeauty Health | beauty CPG | Nov 5, 2026 | 32.8% |
| 6 | BARKBark Inc. | pet DTC | Nov 5, 2026 | 36.0% |
| 7 | HIMSHims & Hers Health | telehealth DTC | Nov 9, 2026 | 36.2% |
| 8 | LEVILevi Strauss | apparel DTC+wholesale | Oct 7, 2026 | 37.2% |
| 9 | COTYCoty | beauty CPG | Nov 5, 2026 | 37.4% |
| 10 | CROXCrocs | footwear DTC | Oct 29, 2026 | 40.6% |
| 11 | YETIYeti | outdoor DTC | Aug 13, 2026 | 40.8% |
| 12 | KVUEKenvue | consumer health CPG | Oct 30, 2026 | 41.7% |
| 13 | LULULululemon | apparel DTC+retail | Sep 3, 2026 | 43.9% |
| 14 | MOVMovado | accessories | Aug 26, 2026 | 43.9% |
| 15 | MNSTMonster Beverage | beverage CPG | Nov 6, 2026 | 44.7% |
| 16 | WRBYWarby Parker | eyewear DTC | Nov 5, 2026 | 45.2% |
| 17 | RVLVRevolve | apparel DTC | Nov 3, 2026 | 45.9% |
| 18 | SBHSally Beauty | beauty retail | Aug 3, 2026 | 47.9% |
| 19 | GOLFAcushnet (Titleist) | sporting goods DTC | Nov 4, 2026 | 50.6% |
| 20 | SAMBoston Beer | beverage CPG | Oct 22, 2026 | 50.9% |
| 21 | CELHCelsius Holdings | beverage CPG | Nov 5, 2026 | 52.4% |
| 22 | GCOGenesco | footwear retail | Sep 10, 2026 | 52.5% |
| 23 | HELEHelen of Troy | household CPG | Oct 8, 2026 | 52.6% |
| 24 | CHDChurch & Dwight | household CPG | Oct 30, 2026 | 53.9% |
| 25 | SFIXStitch Fix | apparel DTC | Sep 24, 2026 | 56.4% |
| 26 | HBIHanesbrands | apparel CPG | Nov 6, 2025 | 58.0% |
| 27 | AEOAmerican Eagle | apparel retail | Sep 10, 2026 | 59.5% |
| 28 | SPBSpectrum Brands | household CPG | Aug 7, 2026 | 60.4% |
| 29 | EPCEdgewell | personal care CPG | Aug 5, 2026 | 60.5% |
| 30 | ULTAUlta Beauty | beauty retail | Aug 27, 2026 | 60.7% |
| 31 | BOOTBoot Barn | footwear retail | Oct 28, 2026 | 61.4% |
| 32 | PRPLPurple Innovation | mattress DTC | Nov 4, 2026 | 61.6% |
| 33 | HNSTHonest Co | personal care DTC | Nov 5, 2026 | 62.4% |
| 34 | URBNUrban Outfitters | apparel retail | Sep 9, 2026 | 62.5% |
| 35 | ENREnergizer | household CPG | Aug 4, 2026 | 63.2% |
| 36 | NWLNewell Brands | household CPG | Oct 30, 2026 | 64.4% |
| 37 | FNKOFunko | collectibles DTC | Nov 5, 2026 | 66.8% |
| 38 | CHWYChewy | pet DTC | Sep 9, 2026 | 70.1% |
| 39 | BRBRBellRing Brands | food CPG | Aug 4, 2026 | 71.4% |
| 40 | VITLVital Farms | food CPG | Nov 3, 2026 | 75.6% |
| 41 | HAINHain Celestial | food CPG | Nov 9, 2026 | 79.1% |
| 42 | THSTreeHouse Foods | food CPG | Nov 10, 2025 | 82.3% |
| 43 | BYNDBeyond Meat | food CPG | Aug 6, 2026 | 96.9% |
Gross margin minus selling & marketing — a conservative public-company stand-in for contribution margin after marketing (CM3). Not true CM3; see methodology. Cohort median: 37.9% across 14 companies.
| Rank | Company | Category | Filing date | CM3 proxy |
|---|---|---|---|---|
| 🏆 | CROXCrocs | footwear DTC | Oct 29, 2026 | 58.0% |
| 🥈 | FIGSFIGS | apparel DTC | Nov 5, 2026 | 53.9% |
| 🥉 | CELHCelsius Holdings | beverage CPG | Nov 5, 2026 | 45.0% |
| 4 | WRBYWarby Parker | eyewear DTC | Nov 5, 2026 | 42.6% |
| 5 | GCOGenesco | footwear retail | Sep 10, 2026 | 41.8% |
| 6 | ETSYEtsy | marketplace DTC | Oct 28, 2026 | 39.7% |
| 7 | RVLVRevolve | apparel DTC | Nov 3, 2026 | 39.0% |
| 8 | SKINBeauty Health | beauty CPG | Nov 5, 2026 | 36.8% |
| 9 | HIMSHims & Hers Health | telehealth DTC | Nov 9, 2026 | 30.0% |
| 10 | HNSTHonest Co | personal care DTC | Nov 5, 2026 | 20.3% |
| 11 | PETSPetMed Express | pet DTC | Aug 13, 2026 | 16.3% |
| 12 | SAMBoston Beer | beverage CPG | Oct 22, 2026 | 15.6% |
| 13 | THSTreeHouse Foods | food CPG | Nov 10, 2025 | 13.2% |
| 14 | PRPLPurple Innovation | mattress DTC | Nov 4, 2026 | 9.1% |
How to read this board (TTM basis)
Every figure is trailing twelve months: the four most recently reported quarters summed (revenue, COGS, operating and net income, cash flow), with margins taken on that TTM revenue. Growth is TTM versus the prior-year TTM, so a brand with an offset fiscal year is still compared like-for-like. A figure shows as n/m when the prior-year base was a loss or near zero.
TTM is reconstructed from XBRL: discrete quarters are derived from each company's year-to-date chain, so the fourth quarter falls out of the latest annual filing even when no standalone Q4 is filed. The CM3 proxy is TTM gross margin minus reported selling & marketing — a conservative public stand-in for contribution margin after marketing, not true CM3. An * marks a result distorted by one-off non-operating items.
Want the annual (10-K) view instead? See the annual Public DTC Leaderboard, or the FY2025 margin narrative.
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