Deep Dive 8 minutes Premium3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong Quarter Coresight Research December 23, 2021 What's InsideThis report offers analysis of the third-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, 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 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 and Walgreens Boots Alliance 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 REITs—Macerich Company and Simon Property Group Click here to read the 2Q21 US Earnings Season Wrap-Up. This report is for paying subscribers only. Already a paying subscriber? Please log in to see the entire report.If you wish to learn more about our subscription plans and become a paying subscriber, click here. This document was generated for Other research you may be interested in: August 2023 Monthly Consumer Update: US, UK and ChinaSeasonal Shopping, 2Q24—Expectations for Memorial Day, Mother’s Day, Father’s Day and Holiday 2024: US Consumer Survey Insights ExtraAmazon Prime Day 2023: Small Businesses and Livestreaming Underpin the ~$10 Billion Shopping FestivalWeekly US and UK Store Openings and Closures Tracker 2024, Week 10: Rite Aid (US) and The Body Shop (UK) Confirm Further Store Closures