Deep Dive 143 minutes Premium2Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest Rates Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research September 21, 2023 What's InsideCoresight Research offers analysis of the second quarter of 2023 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Data in this report include: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Alibaba, Amazon, Albertsons Companies, Bath & Body Works, Best Buy, Carter’s, Clorox Company, Coty, Dollar General, Dollar Tree, The Home Depot, Kroger, Lowe’s, Macy’s, Nordstrom, Procter & Gamble, Target, Under Armour, Walmart Other relevant research: Earnings Insights 2Q23, Week 6: Five Below and Lululemon Report Solid Results; Academy Sports, Big Lots and Signet Jewelers See Sales Decline Earnings Insights 2Q23, Week 5: Burlington, Dollar Tree, Petco and Ulta Beauty Report Strong Results; Foot Locker, Gap, Kohl’s, Macy’s and Nordstrom See Sales Decline Earnings Insights 2Q23, Week 4: JD.com, Ross Stores, TJX and Walmart Report Strong Results; Home Depot and Target See Sales Decline 1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary Demand The Coresight 100 list 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: Introducing the New “Tech 25”: Retail-Tech Companies To Watch in 2024 and Beyond—InfographicEarnings Insights 3Q23, Week 5: Burlington and Urban Outfitters Report Solid Results; Kohl’s, Lowe’s and Others See Sales DeclineCGI and 3D Product Imagery: The Future of Visual Merchandising in E-Commerce—Free InfographicUS Consumer Tracker: Shoppers Show Reduced Awareness of Price Increases