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Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 25, 2024, including The Home Depot, Sprouts Farmers Market, Walmart and Wayfair.

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Tapestry, Inc. (NYSE: TPR) Company Profile

Tapestry is a US-based luxury brand owner that sells accessories, handbags and lifestyle products. Headquartered in New York, the company owns the brands Coach, Kate Spade, and Stuart Weitzman, and operates in China, the UK, the US and more than 50 other countries.

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Walgreens Boots Alliance (NASDAQ: WBA) Company Profile

Walgreens Boots Alliance is a US-based retailer of health and wellness products, beauty products and pharmaceuticals. Headquartered in Deerfield, Illinois, the company operates stores in Chile, Germany, Ireland, Mexico, the Netherlands, Norway, Thailand, the UK and the US.

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Industry Insights: Decoding Shein and Temu

We present the fundamentals of Chinese e-commerce leaders Shein and Temu, covering their business models, supply chains and technologies. Explore the companies’ development timelines and uncover key insights into the factors driving their success. We also reveal 10 essential actions for retailers to take to rival Shein and Temu, spanning marketing, logistics and more.

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