Earnings Insights Our Earnings Insights reports look at key commentary and qualitative insights from major US retailers and brand owners on their performance in each quarter, covering revenues, earnings per share and comps, as well as the impacts of inflation and interest rates. Each limited series—with reports published on a weekly basis—explores the most recent fiscal quarter, concluding with a quarterly wrap-up. Insight Report | November 20, 2024Earnings Insights 3Q24, Week 4: Sales Growth for Alibaba, Home Depot and JD.com PremiumInsight Report | November 13, 2024Earnings Insights 3Q24, Week 3: Ralph Lauren, Qurate, Wayfair and Others Provide Holiday 2024 Updates Alongside Earnings PremiumInsight Report | November 6, 2024Earnings Insights 3Q24, Week 2: Sales Decline at Carter’s, Estée Lauder and Herbalife PremiumInsight Report | October 30, 2024Earnings Insights 3Q24, Week 1: Costco, P&G, Tractor Supply Company and Walgreens Among the Companies Reporting Positive Sales Growth PremiumDeep Dive | September 20, 20242Q24 US Earnings Season Wrap-Up: Most Companies Deliver Positive Sales Growth PremiumInsight Report | September 3, 2024Earnings Insights 2Q24, Week 6: Mixed Results from Bath & Body Works, Best Buy and Burlington PremiumInsight Report | August 27, 2024Earnings Insights 2Q24, Week 5: Ross Stores, Target and TJX Among the Companies Reporting Sales Growth This Week PremiumInsight Report | August 20, 2024Earnings Insights 2Q24, Week 4: Alibaba, JD.com and Walmart Report Positive Sales Growth PremiumInsight Report | August 13, 2024Earnings Insights 2Q24, Week 3: Clorox, Floor & Decor and Under Armour Among the Many Companies Reporting Sales Declines PremiumInsight Report | August 5, 2024Earnings Insights 2Q24, Week 2: Positive Results from Colgate-Palmolive, Crocs, Deckers Outdoor and More PremiumInsight Report | July 30, 2024Earnings Insights 2Q24, Week 1: Mixed Reports from Kimberly-Clark, Levi’s, Skechers and Walgreens PremiumDeep Dive | June 19, 20241Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales Results PremiumInsight Report | June 11, 2024Earnings Insights 1Q24, Week 7: The Latest Financial Commentary from Costco, Dollar Tree, Lululemon, PVH Corp. and More PremiumInsight Report | June 4, 2024Earnings Insights 1Q24, Week 6: Hearing from Burlington Stores, Dollar General, Foot Locker, Kohl’s and More PremiumInsight Report | May 28, 2024Earnings Insights 1Q24, Week 5: Ralph Lauren, Ross Stores and TJX See Sales Growth; Lowe’s and Target See Sales Decline PremiumInsight Report | May 21, 2024Earnings Insights 1Q24, Week 4: Alibaba and Walmart Report Sales Increases; The Home Depot and Under Armour See Sales Declines PremiumInsight Report | May 14, 2024Earnings Insights 1Q24, Week 3: Crocs and Coty See Sales Growth; Floor & Decor, Tapestry and Others See Sales Decline PremiumInsight Report | May 7, 2024Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales Declines PremiumInsight Report | April 30, 2024Earnings Insights 1Q24, Week 1: L’Oréal and Skechers Report Positive Sales Growth, Columbia Sportswear and Levi’s Post Sales Declines PremiumDeep Dive | April 9, 20244Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season PremiumInsight Report | March 13, 2024Earnings Insights 4Q23, Week 6: BJ’s, JD.com, Ross and Others Record Strong Performances; Big Lots and Kroger Witness Declines PremiumInsight Report | March 6, 2024Earnings Insights 4Q23, Week 5: Bath & Body Works, TJX Companies and Urban Outfitters See Sales Growth; Best Buy, Lowe’s and Others See Sales Decline PremiumInsight Report | February 27, 2024Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a Decline PremiumInsight Report | February 20, 2024Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales Declines PremiumInsight Report | February 13, 2024Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak Demand PremiumInsight Report | February 6, 2024Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales Decline PremiumDeep Dive | December 14, 20233Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic Uncertainty PremiumInsight Report | December 7, 2023Earnings Insights 3Q23, Week 6: Dollar Tree, PVH and Ulta Beauty Report Positive Sales Growth; Big Lots, Kroger and Petco See Sales Decline PremiumInsight Report | November 28, 2023Earnings Insights 3Q23, Week 5: Burlington and Urban Outfitters Report Solid Results; Kohl’s, Lowe’s and Others See Sales Decline PremiumInsight Report | November 21, 2023Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’s and Others See Sales Decline PremiumInsight Report | November 14, 2023Earnings Insights 3Q23, Week 3: Coty and Ralph Lauren Report Positive Sales Growth; Capri Holdings, Hanesbrands and Qurate Retail See Sales Decline PremiumInsight Report | November 7, 2023Earnings Insights 3Q23, Week 2: Crocs, CVS and Colgate-Palmolive Report Strong Results; Carter’s, Clorox, Estée Lauder and VF Corporation See Sales Decline PremiumDeep Dive | October 31, 2023Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online Sales PremiumDeep Dive | September 21, 20232Q23 US Earnings Season Wrap-Up: A Mixed Picture Due to Weak Demand and Higher Interest Rates PremiumInsight Report | September 5, 2023Earnings Insights 2Q23, Week 6: Five Below and Lululemon Report Solid Results; Academy Sports, Big Lots and Signet Jewelers See Sales Decline PremiumDeep Dive | August 30, 2023Earnings 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 PremiumInsight Report | August 22, 2023Earnings Insights 2Q23, Week 4: JD.com, Ross Stores, TJX and Walmart Report Strong Results; Home Depot and Target See Sales Decline PremiumInsight Report | August 15, 2023Earnings Insights 2Q23, Week 3: Alibaba Reports Double-Digit Growth; Capri Holdings, Hanesbrands, Qurate Retail and Under Armour See Sales Decline PremiumInsight Report | August 8, 2023Earnings Insights 2Q23, Week 2: Columbia Sportswear, Clorox, Floor & Decor and Sprouts Farmers Market Post Solid Results; Amazon Sees Online Sales Improve PremiumInsight Report | August 1, 2023Earnings Insights 2Q23, Week 1: Albertsons, Crocs, L’Oréal, Walgreens and More Post Positive Performance; Levi’s Sees Sales Decline PremiumDeep Dive | June 22, 20231Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary Demand PremiumInsight Report | June 6, 2023Earnings Insights 1Q23, Week 6: Five Below, Lululemon and PVH Post Strong Results; Capri Holdings, Macy’s and Nordstrom See Sales Decline PremiumInsight Report | May 31, 2023Earnings Insights 1Q23, Week 5: Burlington, Deckers, Dick’s and Ulta Post Strong Results; Big Lots, Foot Locker, Kohl’s and Others See Sales Decline PremiumInsight Report | May 24, 2023Earnings Insights 1Q23, Week 4: Ross Stores, TJX and Walmart Post Strong Results; Alibaba Sees Slow Growth PremiumInsight Report | May 16, 2023Earnings Insights 1Q23, Week 3: Coty, Tapestry and Under Armour Post Strong Sales Growth; Qurate Sales Decline PremiumInsight Report | May 9, 2023Earnings Insights 1Q23, Week 2: Colgate-Palmolive, CVS, Floor & Decor, L’Oréal and Sprouts Farmers Market Post Strong Results; Carter’s, Estée Lauder, Hanesbrands and Wayfair Sales Decline PremiumInsight Report | May 3, 2023Earnings Insights 1Q23, Week 1: Albertsons, Crocs, Procter & Gamble, Skechers and More Post Positive Results; Amazon’s Online Sales Improve PremiumInsight Report | March 29, 20234Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains Weak PremiumInsight Report | March 14, 2023Earnings Insights 4Q22, Week 7: BJ’s Wholesale, Dick’s, JD.com and Ulta Beauty Post Strong Sales Growth; Gap Sees Sales Decline PremiumDeep Dive | March 9, 2023Earnings 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 PremiumInsight Report | February 28, 2023Earnings Insights 4Q22, Week 5: Floor & Decor, TJX and Walmart Post Solid Sales Momentum; Alibaba and Home Depot See Slowed Growth PremiumInsight Report | February 20, 2023Earnings Insights 4Q22, Week 4: Crocs Posts Strong Sales Momentum; Herbalife Sees Sales Declines PremiumInsight Report | February 14, 2023Earnings Insights 4Q22, Week 3: CVS and L’Oréal Report Strong Sales Momentum; Capri, Coty and VF Corp See Declines PremiumDeep Dive | February 7, 2023Earnings Insights 4Q22, Week 2: Colgate-Palmolive, Deckers and Skechers Post Strong Results; Amazon’s Online Sales Slow PremiumInsight Report | January 31, 2023Earnings Insights 4Q22, Week 1: Albertsons and Tractor Supply See Strong Momentum; Procter & Gamble and Levi Post Sales Declines PremiumDeep Dive | December 20, 20223Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary Pressures PremiumInsight Report | December 6, 2022Earnings Insights 3Q22, Week 6: Dollar General, Kroger and Ulta Beauty Post Strong Results; Big Lots and PVH See Sales Decline PremiumInsight Report | November 29, 2022Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom See Sales Decline PremiumInsight Report | November 22, 2022Earnings Insights 3Q22, Week 4: Bath & Body Works, BJ’s, Macy’s and Walmart Raise Guidance; Alibaba and Target See Slow Growth PremiumInsight Report | November 15, 2022Earnings Insights 3Q22, Week 3: Capri, Ralph Lauren and Sprouts Report Strong Results; Hanesbrands and Qurate Post Sales Declines PremiumInsight Report | November 8, 2022Earnings Insights 3Q22, Week 2: Crocs, CVS, Gildan, Weis and Floor & Decor Post Strong Results; Carter, Estée Lauder, Clorox and Wayfair See Sales Decline PremiumInsight Report | November 1, 2022Earnings Insights 3Q22, Week 1: Albertsons, Columbia, Deckers and Tractor Supply Post Strong Results; Amazon’s Online Sales Bounce Back PremiumDeep Dive | September 20, 20222Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods Erodes PremiumInsight Report | September 5, 2022Earnings Insights 2Q22, Week 6: Five Below and Lululemon Report Strong Results; Best Buy, Big Lots, PVH and Signet Sales Decline PremiumInsight Report | August 30, 2022Earnings Insights 2Q22, Week 5: Burlington, Dick’s, Gap and Macy’s See Sales Drop; Dollar General, Nordstrom and Ulta Beauty Report Strong Results PremiumInsight Report | August 23, 2022Earnings Insights 2Q22, Week 4: Sales Fall at Kohl’s, Ross and TJX as Shoppers Cut Back; Walmart Revises Guidance PremiumInsight Report | August 16, 2022Earnings Insights 2Q22, Week 3: Capri and Ralph Lauren Report Strong Results; Hanesbrands and Qurate Post Sales Declines PremiumInsight Report | August 9, 2022Earnings Insights 2Q22, Week 2: Colgate, Crocs, CVS, Floor & Decor, L’Oréal and Sprouts Post Strong Results; Alibaba Sales Remain Flat PremiumInsight Report | August 2, 2022Earnings Insights 2Q22, Week 1: Albertsons, Deckers, Kimberly-Clark and Tractor Supply Raise Guidance; Amazon Online Sales Flat PremiumDeep Dive | June 22, 20221Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves Resilient PremiumInsight Report | June 7, 2022Earnings Insights 1Q22, Week 6: Capri Holdings, Lululemon and RH Post Solid Results; Big Lots’ Sales Decline PremiumInsight Report | May 31, 2022Earnings Insights 1Q22, Week 5: Guess, Macy’s, Ralph Lauren and Urban Outfitters Post Strong Results; Burlington, Gap and Ross Sales Decline PremiumInsight Report | May 25, 2022Earnings Insights 1Q22, Week 4: Target and Walmart Sound Alarm Bells over Discretionary Demand; Kohl’s and Lowe’s See Sales Decline PremiumInsight Report | May 17, 2022Earnings Insights 1Q22, Week 3: Coty, Tapestry and Weis Post Strong Results; Qurate’s Sales Decline PremiumInsight Report | May 11, 2022Earnings Insights 1Q22, Week 2: Crocs, Estée Lauder, Floor & Decor and Gildan Post Strong Results PremiumInsight Report | May 3, 2022Earnings Insights 1Q22, Week 1: Albertsons, Columbia Sportswear and Kimberly-Clark Raise Guidance; Amazon First-Party Sales Decline PremiumDeep Dive | March 28, 20224Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and Retailers PremiumInsight Report | March 15, 2022Earnings Insights 4Q21, Week 7: Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty Report Strong Sales Growth PremiumInsight Report | March 8, 2022Earnings Insights 4Q21, Week 6: Qurate and Best Buy’s Sales Falter, While American Eagle, Nordstrom, Target and Urban Outfitters Post Strong Results PremiumInsight Report | March 1, 2022Earnings Insights 4Q21, Week 5: Gildan, Home Depot, Lowe’s, Macy’s and TJX Post Strong Results; Alibaba Sees Soft Sales Expansion PremiumInsight Report | February 23, 2022Earnings Insights 4Q21, Week 4: E-Commerce Almost Flat at Walmart; Strong Sales at Crocs and Under Armour PremiumInsight Report | February 14, 2022Earnings Insights 4Q21, Week 3: L’Oréal and CVS Post Strong Results; Coty and Tapestry Raise Guidance PremiumInsight Report | February 8, 2022Earnings Insights 4Q21, Week 2: Capri, Estée Lauder and Ralph Lauren Raise Guidance; Online Retail Continues to Falter at Amazon PremiumInsight Report | January 31, 2022Earnings Insights 4Q21, Week 1: Levi’s and Tractor Supply Post Robust Sales Growth; Walgreens Raises EPS Guidance for Full Year PremiumDeep Dive | December 23, 20213Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong Quarter PremiumInsight Report | December 7, 2021Earnings Insights 3Q21, Week 6: Ulta, Kroger, Dollar General and Five Below Post Strong Results; Ollie’s Lowers Guidance PremiumInsight Report | November 30, 2021Earnings Insights 3Q21, Week 5: American Eagle Outfitters, Dick’s, Foot Locker and Urban Outfitters Post Strong Results; Gap Revises Down Its Guidance PremiumInsight Report | November 23, 2021Earnings Insights 3Q21, Week 4: Target, Walmart, Ross Stores and TJX Maintain Growth Momentum; Alibaba Revises Guidance Down PremiumInsight Report | November 16, 2021Earnings Insights 3Q21, Week 3: Tapestry and The RealReal Post Strong Results; Canada Goose Sees Weak Recovery PremiumInsight Report | November 9, 2021Earnings Insights 3Q21, Week 2: Hanesbrands, Under Armour and Estée Lauder Post Strong Sales Growth; Capri Sees Slow Recovery PremiumInsight Report | November 2, 2021Earnings Insights 3Q21, Week 1: Levi’s and VF Corp See Substantial Recovery; Online Momentum Falters at Amazon and eBay PremiumDeep Dive | September 30, 20212Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Post Strong Results PremiumInsight Report | September 7, 2021Earnings Insights 2Q21, Week 6: American Eagle Outfitters Maintains Strong Growth Momentum; PVH Corp. Sees Gradual Recovery PremiumInsight Report | August 31, 2021Earnings Insights 2Q21, Week 5: Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters Post Strong Results; Ulta Beauty Raises Guidance PremiumInsight Report | August 24, 2021Earnings Insights 2Q21, Week 4: Ross Stores and TJX See Robust Recovery; Kohl’s, Macy’s, Target and Walmart Raise Guidance PremiumInsight Report | August 17, 2021Earnings Insights 2Q21, Week 3: eBay and The RealReal Maintain Strong Growth Momentum; Canada Goose Sees Sales Recovery Slow PremiumInsight Report | August 10, 2021Earnings Insights 2Q21, Week 2: Hanesbrands and VF Corporation See Robust Recovery; Macerich and Simon Property Group Raise Guidance PremiumInsight Report | August 3, 2021Earnings Insights 2Q21, Week 1: Prime Day Supports Amazon Growth, L’Oréal Sees Robust Recovery PremiumDeep Dive | June 28, 20211Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust Recovery PremiumInsight Report | June 14, 2021Earnings Insights 1Q21, Week 5: Stitch Fix and RH Maintain Strong Growth Momentum PremiumInsight Report | June 8, 2021Earnings Insights 1Q21, Week 4: Big Lots, Five Below and Lululemon Post Strong Results, While PVH Corp. Sees a Slower Recovery PremiumInsight Report | June 2, 2021Earnings Insights 1Q21, Week 3: American Eagle Outfitters, Foot Locker, Gap and Urban Outfitters Report Strong Sales Growth PremiumInsight Report | May 25, 2021Earnings Insights 1Q21, Week 2: Ross Stores and TJX Post Strong Results, While Kohl’s and Macy’s See a Slower Recovery PremiumInsight Report | May 18, 2021Earnings Insights 1Q21, Week 1: Estée Lauder and L’Oréal Report Positive Sales Growth on a Two-Year Basis PremiumDeep Dive | April 6, 20214Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery PremiumInsight Report | March 23, 2021Earnings Insights 4Q20, Week 7: Home-Goods and Discount Remain Strong; Apparel Sees Mixed Recovery PremiumInsight Report | March 15, 2021Earnings Insights 4Q20, Week 6: Discounters and E-Commerce Players See Continued Strength; Substantial Recovery for Beauty Category PremiumInsight Report | March 8, 2021Earnings Insights 4Q20, Week 5: Discounters Stand Strong While Department Stores Remain Badly Hit and Apparel Specialists See Slow Recovery PremiumInsight Report | March 1, 2021Earnings Insights 4Q20, Week 4: Home Categories Stand Strong, While Apparel Sees Weak Demand PremiumInsight Report | February 22, 2021Earnings Insights 4Q20, Week 3: Walmart and CVS Health Remain Strong, While L’Oréal Sees Recovery PremiumInsight Report | February 15, 2021Earnings Insights 4Q20, Week 2: Apparel and Beauty Brand Owners Experience Mixed Recovery; REITs Remain Badly Hit PremiumInsight Report | February 8, 2021Earnings Insights 4Q20, Week 1: E-Commerce Players Stand Strong, While Luxury Retailers Witness Mixed Recovery PremiumDeep Dive | December 23, 20203Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain Momentum PremiumInsight Report | December 14, 2020Earnings Insights 3Q20, Week 6: Home-Goods Retailers, Discounters and Warehouse Clubs Outperform; Apparel Sees Strong Recovery PremiumInsight Report | December 7, 2020Earnings Insights 3Q20, Week 5: Discounters Stand Strong and Beauty Sees Strong Recovery; Declines Continue for Some Apparel Brands PremiumInsight Report | November 30, 2020Earnings Insights 3Q20, Week 4: Apparel Specialists See Strong Recovery; Home Categories Remain Strong PremiumInsight Report | November 23, 2020Earnings Insights 3Q20, Week 3: Off-Pricers See Strong Improvement, but Department Stores Remain Badly Hit; Sales Surge in Home Improvement PremiumInsight Report | November 16, 2020Earnings Insights 3Q20, Week 2: Beauty Categories Witness Strong Recovery; Crisis Continues To Support Discount Formats PremiumInsight Report | November 9, 2020Earnings Insights 3Q20, Week 1: Home Categories Prove Strong, While Beauty and Apparel Witness Substantial Improvement PremiumDeep Dive | October 1, 20202Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Recovery PremiumInsight Report | September 14, 2020Earnings Insights 2Q20, Week 6 and Wrap-Up: Digital Businesses Lead Retail Recovery PremiumInsight Report | September 7, 2020Earnings Insights 2Q20, Week 5: Crisis Supports Structural Shifts, Benefitting Discount Formats PremiumInsight Report | August 31, 2020Earnings Insights 2Q20, Week 4: Home Categories Continue To Outperform; Apparel Remains Weak PremiumInsight Report | August 24, 2020Earnings Insights 2Q20, Week 3: Home Categories Prove Strong and Apparel Weak as Discretionary Retail Sees an Uneven Recovery PremiumInsight Report | August 17, 2020Earnings Insights 2Q20, Week 2: Canada Goose Stores See Slow Start in North America and Europe PremiumInsight Report | August 10, 2020Earnings Insights 2Q20, Week 1: Retailers’ Path to Recovery Is Being Led by Digital Business PremiumDeep Dive | July 8, 20201Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact PremiumInsight Report | June 15, 2020Earnings Insights 1Q20, Week 4 and Wrap-Up: Retailers Cite Pent-Up Demand as They Report Higher-than-Anticipated Sales Productivity Rates PremiumInsight Report | June 8, 2020Earnings Insights 1Q20, Week 3: Reopened Apparel Stores See Sales Productivity of Over 70% Versus Last Year PremiumInsight Report | June 1, 2020Earnings Insights 1Q20, Week 2: Evidence of Pent-Up Consumer Demand as US Lockdowns Ease and Stores Reopen PremiumInsight Report | May 25, 2020Earnings Insights 1Q20, Week 1: What US Retailers Are Reporting on the Coronavirus Impact and Outlook PremiumDeep Dive | March 23, 20204Q19 US Earnings Season Wrap-Up PremiumDeep Dive | December 17, 20193Q19 US Earnings Season Wrap-Up PremiumDeep Dive | October 2, 20192Q19 US Earnings Season Wrap-Up PremiumCompany Earnings Update | June 25, 20191Q19 US Earnings-Season Wrap-UpRegister for Free AccessInsight Report | October 8, 20182Q18 US Earnings-Season Wrap-Up: Gauging Winners and Losers Premium
