What's Inside

This report offers analysis of the second-quarter 2021 earnings of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

We discuss companies across a number of sectors:

• Apparel and footwear brand owners—Guess?, Hanesbrands, Levi Strauss & Co, NIKE, PVH Corp., Ralph Lauren, Under Armour and VF Corporation
• Apparel specialty retailers—American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap, Lululemon Athletica and Urban Outfitters
• Off-price retailers—Burlington Stores, Ross Stores and The TJX Companies
• Online apparel retailers—Stitch Fix
• Beauty brands and retailers—Bath & Body Works, Coty, Estée Lauder, L’Oréal and Ulta Beauty
• Department stores—Kohl’s, Macy’s and Nordstrom
• E-commerce platforms—Alibaba, Amazon, eBay and JD.com
• Electronics retailers—Best Buy
• Food, drug and mass retailers (discount stores)—Big Lots, Dollar General, Dollar Tree, Five Below, Ollie’s Bargain Outlet
• Food, drug and mass retailers (drugstores)—CVS Health
• Food, drug and mass retailers (food retailers)—Grocery Outlet and Kroger
• Food, drug and mass retailers (mass merchandisers)—Target and Walmart
• Food, drug and mass retailers (warehouse clubs)—BJ’s Wholesale Club and Costco
• Home and home-improvement retailers—Home Depot, Lowe’s, RH, Tractor Supply, Wayfair and Williams-Sonoma
• Luxury companies—Canada Goose, Capri Holdings and Tapestry
• Luxury e-commerce—Farfetch and The RealReal