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Earnings Insights 4Q22, Week 6: Burlington, Dollar Tree, Kroger and Urban Outfitters Post Strong Sales Growth; Carter’s, Kohl’s, Lowe’s and Qurate Retail See Sales Decline

The Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from Best Buy, Big Lots, Burlington Stores, Carter’s and Dollar Tree, among others.

Insights Video: US Retail and Consumer Outlook

In this Insights Video, we discuss the US retail and consumer outlook. We consider whether real declines in retail sales will continue, whether US retail is overinflated, why we may be entering an era of renewed services spending—and why the consumer economy resembles a game of chutes and ladders.