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Earnings Insights 2Q23, Week 5: Burlington, Dollar Tree, Petco and Ulta Beauty Report Strong Results; Foot Locker, Gap, Kohl’s, Macy’s and Nordstrom See Sales Decline

Our weekly Earnings Insights reports present insights on the performance of major retailers within our Coresight 100 coverage list, featuring management commentary on second-quarter 2023 earnings. This week, we offer highlights from companies that reported in the week ended August 27, 2023, which include Coty, Dollar Tree, Kohl’s and Urban Outfitters.

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Beauty Market Video: Key Themes

In this Insights Video, we present highlights from our Market Navigator on US beauty retailing. We discuss growth drivers and the competitive landscape in the market, and explore key themes in US beauty.

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Research Preview: The Future of Malls

We offer an early look at research from our forthcoming report, The Future of Malls: Analyzing Mall Retail Dynamics Through 2030. In that report, we will provide quantitative predictions and analyze sector dynamics for US malls through 2030.

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