Insight Report 23 minutes PremiumEarnings Insights 4Q21, Week 2: Capri, Estée Lauder and Ralph Lauren Raise Guidance; Online Retail Continues to Falter at Amazon Coresight Research February 8, 2022 What's InsideOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2021 earnings. We condense what retail companies are reporting regarding the following key content: Management commentary on demand trends in the fourth 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 February 6, 2022, across multiple sectors: apparel and footwear brand owners (Columbia Sportswear, Deckers Outdoor Corporation, Hanesbrands, Ralph Lauren, Skechers and VF Corporation), beauty brands and retailers (Estée Lauder), CPG (Clorox and Colgate-Palmolive), e-commerce companies (Amazon) and luxury (Capri Holdings). Click here to read Week 1 of the Earnings Insight 4Q21 series. Click here to read 3Q21 Earnings Season Wrap-Up. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Holiday 2024—Deck the Halls! Holiday Shopping Accelerates, with Décor Top of the List: US Consumer Survey InsightsUS, UK, EU & China Quarterly Economic Update, 3Q23: Growth in the US, France and China as Possibility of German Recession LoomsTapestry’s Acquisition of Capri Holdings Paves the Way for an American Luxury PowerhouseThinking Differently About Tech and Data To Drive Profit: The 3x3x3 Framework
