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Mar 2026
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TRANSACTION INTELLIGENCE - MAR 2026 GLOBALLY

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10.1M
Revenue
Mar 26
1.9M
Sessions
Mar 26
1.5-2.0%
Conv. rate
Mar 26
$300-325
AOV
Mar 26
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Theory.com is an e-commerce platform offering a wide range of clothing and accessories for men and women. Their product inventory includes tailored suits, dresses, shirts, pants, blazers, and shoes, among others. The website provides customers with detailed information on size options, materials used, and features an easy-to-navigate interface for hassle-free browsing and shopping experiences.

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theory.com Annual Revenue and Growth

theory.com's annual sales on its online store amounted to $110.7M in 2025, up 5-10% from the previous year. For 2026, revenue is expected to grow by 10-20%. The trend is expected to accelerate.

Annual Revenue (GMV)2025
$110.7M
Annual growth forecast2025/2026
10-20%
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eCommerce Revenue
theory.com revenue by year

theory.com's monthly revenueOVER TIME
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Over the past three months, theory.com revenue has experienced decline of 22%, compared to the preceding three months.

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theory.com revenue decline for last six months
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OVERVIEW
In March 2026, theory.com, operating in the lifestyle/fashion and apparel industry, generated $10,064,991 in online sales, significantly below the leading competitor, shein.com, at $945,812,338, with a conversion rate of 1.50-2.00%, under the high benchmark of 3.14%; their average order value (AOV) ranged from $300 to $325, slightly below the high of $377 in the sector, and achieved 1,940,809 sessions, far from shein.com's 298,145,068 but above the median of 36,457 sessions for the industry.
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theory.com competitors

In March 2026, theory.com stands out amongst its competitors in terms of revenue, with a total of $10,064,991. While its revenue is lower compared to larger competitors like anntaylor.com ($21,060,745) and theoutnet.com ($24,026,987), theory.com excels in its conversion rate, ranging from 1.50-2.00%. This conversion rate is on par with other competitors like theoryskate.com and theoutnet.com. When it comes to Average Order Value (AOV), theory.com falls within the range of $300-$325, putting it in a competitive position against akrikks.com, onequince.com, and anntaylor.com. In terms of transactions and sessions, theory.com sees a healthy number of transactions (32,514) and sessions (1,940,809), placing it in a favorable position compared to some of its competitors.

theoryskate.com screenshot
#1 theoryskate.com
20.8K
Revenue
13.1K
Sessions
1.5-2.0%
Conv. rate
$75-100
AOV
akrikks.com screenshot
#2 akrikks.com
19.7K
Revenue
14.5K
Sessions
0.0-0.5%
Conv. rate
$275-300
AOV
anntaylor.com screenshot
#3 anntaylor.com
21.1M
Revenue
5.3M
Sessions
3.5-4.0%
Conv. rate
$100-125
AOV
theoutnet.com screenshot
#4 theoutnet.com
24M
Revenue
3.9M
Sessions
1.5-2.0%
Conv. rate
$375-400
AOV
onequince.com screenshot
#5 onequince.com
883.3K
Revenue
250.4K
Sessions
2.5-3.0%
Conv. rate
$125-150
AOV
theory.com vs top market performers
theory.com
top retailers
conversion rate vs average order value for theory.com and its competitors
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Revenue share by device at theory.com

In March large majority of sales on theory.com, 90% was finalized on desktop devices, with 10% of sales coming from mobile devices (mobile web only, excluding app usage, if relevant).

In March large majority of sales on theory.com, 90% was finalized on desktop devices, with 10% of sales coming from mobile devices (mobile web only, excluding app usage, if relevant).
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theory.com channels

Identify top traffic channels that drive growth for theory.comand discover how performance of traffic channels has changed over time.

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theory.com Google Ads spend

Evaluate theory.com's Google search ad spend, ad clicks and cost-per-click. Review performance over time and gain deeper view into their ad campaign spend.

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theory.com devices

Review theory.com's performance across desktop and mobile devices. Analyze how revenue, conversion rate, transactions, AOV and sessions vary depending on the device shoppers use.

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theory.com top markets

Explore theory.com's key markets, identifying countries that contribute the highest revenue, transactions, and sessions, along with those with the highest Google search ad spend.

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theory.com country & global rank

Assess the ranking of theory.com among other retailers within its primary country and worldwide.

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