24 minutes

Earnings Insights 2Q23, Week 1: Albertsons, Crocs, L’Oréal, Walgreens and More Post Positive Performance; Levi’s Sees Sales Decline

Primary Analyst:
Aditya Kaushik, Analyst
Contributors
Primary Analyst:
Aditya Kaushik, Analyst
Sector Lead: Anand Kumar, Associate Director of Retail Research
Other Contributors:
Arun Sriram, Analyst
Marie Driscoll, CFA, Managing Director of Beauty and Luxury
Royce Baretto, Analyst
Sunny Zheng, Analyst
Insight Report

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 2023 earnings.

This week, there are highlights from companies that reported in the week ended June 30, 2023, across six sectors: apparel and footwear, beauty, consumer packaged goods, drugstores, food and grocery, and home and home-improvement. 

Data in this report are:

  • Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: Albertsons Companies, Crocs, Deckers Outdoor, Kimberly-Clark Corporation, Levi Strauss, L’Oréal, Skechers, Tractor Supply Company, Walgreens Boots Alliance

Other relevant research: 

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