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2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Recovery

Second-quarter 2020 retail earnings include recovery from the Covid-19 crisis. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales.

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Product TypeDeep Dive | premium

1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact

First-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary.

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Product TypeDeep Dive | premium

US Apparel Retail: Post-Crisis Outlook

We explore the impacts of the coronavirus crisis on the apparel retail sector and present an outlook for the remainder of 2020 based on a three-phase V-shaped recovery. To analyze the sector, we look closely at select US retailers, including American Eagle Outfitters, Gap Inc. and Hanesbrands. We summarize our key estimates for 2020 in an infographic.

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Product TypeDeep Dive | premium

4Q19 US Earnings Season Wrap-Up

Fourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.

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Gildan Activewear Inc. (NYSE: GIL)

Gildan Activewear is one of the largest vertically integrated apparel manufacturers globally. Headquartered in Montréal, Canada, the company sells its products to wholesale distributors, screenprinters/embellishers and retailers, as well as directly to consumers through Gildan-branded platforms.

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