Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report second-quarter 2021 earnings.

We condense what retail companies are reporting regarding the following key content:

• Management commentary on demand trends in the second quarter (where reported)—including comparable sales growth, details on consumer demand by category or channel, and qualitative insights
• How recent performance reflects the impacts of, or recovery from, the Covid-19 pandemic
• The outlook for demand, as reflected in revenue guidance or more qualitative commentary

This week, there are highlights from companies that reported in the week ended August 8, 2021, across multiple sectors: apparel and footwear brand owners (Hanesbrands and VF Corporation), drugstore retailers (CVS Health), e-commerce players (Alibaba), home-goods retailers (Wayfair), luxury companies (Capri Holdings) and REITs (Macerich and Simon Property Group.

Click here to read Week 1 of the Earnings Insights 2Q21 series.

Click here to read 1Q21 Earnings Season Wrap-Up.