27 minutes

Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales Decline

Primary Analyst:
Madhav Pitaliya, Analyst
Contributors
Primary Analyst:
Madhav Pitaliya, Analyst
Sector Lead: Anand Kumar, Associate Director of Retail Research
Other Contributors:
Aditya Kaushik, Analyst
Sujeet Naik, 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 fourth-quarter 2023 earnings.

This week, there are highlights from companies that reported in the week ended February 4, 2024, across five sectors: apparel and footwear, consumer packaged goods (CPG), 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, Clorox, Colgate-Palmolive, Columbia Sportswear, Deckers Outdoor, Kimberly-Clark, Levi Strauss & Co, Procter & Gamble, Skechers, Tractor Supply Company, Walgreens Boots Alliance

Other relevant research: 

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