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 first-quarter 2024 earnings.

This week, there are highlights from companies that reported in the week ended May 5, 2024, across seven sectors: apparel and footwear, beauty, consumer packaged goods (CPG), drugstores, e-commerce, 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: Amazon, Carter’s, Clorox, Colgate-Palmolive, CVS Health, Estée Lauder, Gildan Activewear, Herbalife Nutrition, Sprouts Farmers Market, Wayfair

Other relevant research:

• Earnings Insights 1Q24, Week 1: L’Oréal and Skechers Report Positive Sales Growth, Columbia Sportswear and Levi’s Post Sales Declines
• 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season