These US Big Retailers generated 6% total earnings growth in the 4Q 2012 over the 4Q 2011. The main drivers of this 6% earnings growth were Walmart, Home Depot and Gap.
Below is the Ongoing, Adjusted After-tax Net Income or Net Loss of these 27 Big US Retailers for both the 4Q 2012 and the 4Q 2011.
| 4Q 2012 | 4Q 2011 | |||
| Non-GAAP | Non-GAAP | |||
| Adjusted | Adjusted | |||
| Core | Core | Increase | Increase | |
| Net | Net | (Decrease) | (Decrease) | |
| Income | Income | Amount | % | |
| mils of $s | mils of $s | mils of $s | ||
| Retail | ||||
| Walmart | 3,825 | 3,501 | 324 | 9% |
| McDonalds | 1,396 | 1,377 | 19 | 1% |
| Home Depot | 1,112 | 934 | 178 | 19% |
| Target | 595 | 584 | 11 | 2% |
| TJX | 462 | 406 | 56 | 14% |
| Lowes | 449 | 449 | 0 | 0% |
| Starbucks | 432 | 382 | 50 | 13% |
| Costco | 421 | 357 | 64 | 18% |
| Yum Brands | 387 | 357 | 30 | 8% |
| Staples | 310 | 324 | (14) | -4% |
| GAP | 308 | 193 | 115 | 60% |
| Kroger | 243 | 198 | 45 | 23% |
| Bed Bath & Beyond | 233 | 229 | 4 | 2% |
| Kohls | 215 | 211 | 4 | 2% |
| Dollar General | 210 | 172 | 38 | 22% |
| Autozone | 203 | 191 | 12 | 6% |
| Ross Stores | 160 | 144 | 16 | 11% |
| Nordstrom | 146 | 127 | 19 | 15% |
| Whole Foods Market | 146 | 118 | 28 | 24% |
| Macy's | 145 | 139 | 6 | 4% |
| OReilly Automotive | 133 | 121 | 12 | 10% |
| Sherwin Williams | 117 | 90 | 27 | 30% |
| Dollar Tree | 117 | 105 | 12 | 11% |
| Amazon | 97 | 177 | (80) | -45% |
| Best Buy | 10 | 173 | (163) | -94% |
| JC Penney | (203) | 38 | (241) | -634% |
| Sears Holding | (211) | (272) | 61 | 22% |
| Total all 27 | 11,458 | 10,825 | 633 | 6% |
