What's Inside

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report second-quarter 2022 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 July 31, 2022, across multiple sectors: apparel and footwear brand owners (Columbia Sportswear Company, Deckers Outdoor Corporation, Levi Strauss & Co, Skechers and VF Corporation), CPG (Kimberly-Clark Corporation), drugstore retailers (Walgreens Boots Alliance), e-commerce (Amazon), food retailers (Albertsons Companies) and home and home-improvement retailers (Tractor Supply Company).

Click here to read our US Earnings Season Wrap-Up of the first quarter of fiscal 2022.