Deep Dive 10 minutes Premium2Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Post Strong Results Coresight Research September 30, 2021 What's InsideThis report offers analysis of the second-quarter 2021 earnings of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. We discuss companies across a number of sectors: Apparel and footwear brand owners—Guess?, Hanesbrands, Levi Strauss & Co, NIKE, PVH Corp., Ralph Lauren, Under Armour and VF Corporation Apparel specialty retailers—American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap, Lululemon Athletica and Urban Outfitters Off-price retailers—Burlington Stores, Ross Stores and The TJX Companies Online apparel retailers—Stitch Fix Beauty brands and retailers—Bath & Body Works, Coty, Estée Lauder, L’Oréal and Ulta Beauty Department stores—Kohl’s, Macy’s and Nordstrom E-commerce platforms—Alibaba, Amazon, eBay and JD.com Electronics retailers—Best Buy Food, drug and mass retailers (discount stores)—Big Lots, Dollar General, Dollar Tree, Five Below, Ollie’s Bargain Outlet Food, drug and mass retailers (drugstores)—CVS Health Food, drug and mass retailers (food retailers)—Grocery Outlet and Kroger Food, drug and mass retailers (mass merchandisers)—Target and Walmart Food, drug and mass retailers (warehouse clubs)—BJ’s Wholesale Club and Costco Home and home-improvement retailers—Home Depot, Lowe’s, RH, Tractor Supply, Wayfair and Williams-Sonoma Luxury companies—Canada Goose, Capri Holdings and Tapestry Luxury e-commerce—Farfetch and The RealReal This report is for paying subscribers only. Already a paying subscriber? Please log in to see the entire report.If you wish to learn more about our subscription plans and become a paying subscriber, click here. This document was generated for Other research you may be interested in: December 2022 US Retail Traffic and In-Store Metrics: Traffic Growth Turns PositiveApril 2024 US Retail Sales: Solid Sales Growth Continues; Home-Improvement Retailers ReboundWeekly US and UK Store Openings and Closures Tracker 2024, Week 30: Conn’s and Carpetright Close Stores Following Bankruptcy FilingsHoliday 2023: US Retail Wrap-Up—Strong Performance in E-Commerce and Clothing Sectors Drives Growth