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Tuesday's Featured Article Can These 3 Names Be 2026's Biggest Retail Comebacks?Author: Nathan Reiff. Date Posted: 2/26/2026. 
Key Points - Some of the most promising retail names have had a rocky few quarters, falling by as much as 28% in the last year.
- However, analysts see MercadoLibre, On Holding, and Chewy all posting strong double-digit earnings growth and seeing impressive upside potential in the near-term.
- These companies could benefit from fintech adoption in Latin America, a fast-growing Asia-Pacific market, and expansion into the vet care space, respectively.
- Special Report: [Sponsorship-Ad-6-Format3]
Nearly two months into 2026, some early top-performing stocks have already outpaced the broader market. That's not hard to do given the S&P 500 is up less than 1% year-to-date (YTD), but big rallies from leaders like Valaris PLC (NYSE: VAL) — up about 80% since the start of the year — would be impressive even in a stronger market. Investors care more about future performance than past returns. Three retail companies stand out for their potential growth prospects. Although these names have roughly matched or underperformed the S&P 500 so far this year, a combination of analyst support, price and earnings forecasts, and other factors suggest they may be worth watching through 2026. A Key Fintech and E-Commerce Player in a High-Potential Region The largest gold buyer in the world is expected to release a revolutionary way to invest in gold in 2026, potentially changing how everyday Americans save their wealth with a click of a button. Gold would need to climb another $4,500 for you to double your money at current prices. But one gold stock trading around $1.60 only needs to rise another $1.60 for you to double. That's the conservative estimate of what could happen when this new investment method becomes available to the public. Get the details on this opportunity before the 2026 launch. A dominant e-commerce player in Latin America, MercadoLibre Inc. (NASDAQ: MELI) is also a go-to for fintech services, including payments and point-of-sale solutions. The company expanded rapidly, adding roughly 7.8 million buyers in the third quarter of 2025 and growing revenue about 39% year-over-year (YOY). Investors reviewing the company's Q4 earnings on Feb. 24 should watch for signs that margin compression is easing — a challenge that persisted into the second half of 2025 as MercadoLibre invested in free shipping, product development, logistics and other areas to support long-term growth. Tailwinds for growth in Latin American equities, driven in part by commodity strength and the dollar's performance, could help MELI shares. The Latin American fintech market remains underpenetrated, and MercadoLibre benefits from a significant structural advantage due to its wide regional footprint. Management expects the e-commerce business to double in the coming years. Analysts agree, forecasting near-term earnings growth of roughly 44% and upside potential near 50%. MELI shares have slipped more than 5% YTD, yet 15 of 18 analysts rate the stock a Buy, reflecting strong bullish sentiment on Wall Street. A Swiss Sportswear Firm Keeping Nike On the Run Swiss company On Holding AG (NYSE: ONON) is best known for its running shoes and performance apparel, driven by distinctive technology and sole architecture. While Nike Inc. (NYSE: NKE) dominates the broader market, On has steadily built a loyal following and grew net sales about 25% YOY in the latest quarter. On is not just growing its footwear business — it's taking share from larger rivals, helped by a strong apparel performance: net apparel sales climbed 87% YOY last quarter. The biggest gains came in the Asia-Pacific region, where net sales surged more than 94% YOY in the latest reported period. Despite potential currency headwinds, On's gross profit margin remains high at 65.7%, reflecting cost discipline and a focus on high-return markets. Management recently raised full-year 2025 guidance, expecting net sales growth of 34% YOY on a constant-currency basis. Analysts expect continued growth, forecasting earnings gains north of 30% and potential share-price upside near 26%. ONON is up about 1% YTD, and 20 of 24 analysts rate the stock a Buy. Despite Recent Difficulties, Chewy Could Be on a Major Growth Trajectory Pet-product e-commerce leader Chewy Inc. (NYSE: CHWY) is down more than 28% over the past year and trading near a 52-week low. Still, autoship sales rose 13.6% YOY in the most recent quarter, signaling that recurring revenue may be strengthening. At the same time, Chewy has improved profitability and gross margin, and cash flow climbed to about $176 million in Q3 2025. Near-term demand could remain muted as consumers contend with inflation, but Chewy's expansion into veterinary care is opening new revenue streams. Wall Street views that expansion as a key catalyst, projecting roughly 87.5% earnings growth in the coming year and significant upside in the share price. CHWY carries a Moderate Buy consensus, based on 17 Buy ratings and 4 Holds.
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