Insight Report 25 minutes PremiumEarnings Insights 1Q22, Week 4: Target and Walmart Sound Alarm Bells over Discretionary Demand; Kohl’s and Lowe’s See Sales Decline Coresight Research May 25, 2022 What's InsideOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report first-quarter 2022 earnings. We condense what retail companies are reporting regarding the following key content: Management commentary on demand trends in the first 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 May 22, 2022, across multiple sectors: apparel and footwear (Deckers Outdoor), beauty brands and retailers (Bath & Body Works), department stores (Kohl’s), e-commerce (JD.com), home and home-improvement retailers (The Home Depot), mass merchandisers (Target), off-price retailers (TJX Companies) and warehouse clubs (BJ’s). Click here to read Week 3 of the Earnings Insight 1Q22 series. 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: TrailblazerDX 2023: Keynote Address—Salesforce Jumps on the Generative AI Bandwagon with Einstein GPTM&A in US Food and Beverage CPG: Three Key Themes—Category Expansion, Brand Focus and Evolving Consumer NeedsEarnings Insights 4Q22, Week 2: Colgate-Palmolive, Deckers and Skechers Post Strong Results; Amazon’s Online Sales SlowWhere Do Shoppers Cross the Aisle?: US Consumer Tracker Extra, May 2023
