November 23, 2020 Insight Report Premium Earnings Insights 3Q20, Week 3: Off-Pricers See Strong Improvement, but Department Stores Remain Badly Hit; Sales Surge in Home ImprovementOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended November 22, including Home Depot, Kohl’s, Macy’s, Target, The TJX Companies and Walmart.
November 16, 2020 Insight Report Premium Earnings Insights 3Q20, Week 2: Beauty Categories Witness Strong Recovery; Crisis Continues To Support Discount FormatsOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended November 15, namely Coty, CVS Health, Grocery Outlet and The RealReal.
November 9, 2020 Insight Report Premium Earnings Insights 3Q20, Week 1: Home Categories Prove Strong, While Beauty and Apparel Witness Substantial ImprovementOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended November 8, namely Amazon, Canada Goose, Capri Holdings, Hanesbrands, The Estée Lauder Companies, Under Armour and Wayfair.
October 1, 2020 Deep Dive Premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 RecoverySecond-quarter 2020 retail earnings include recovery from the Covid-19 crisis. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales.
September 14, 2020 Insight Report Premium Earnings Insights 2Q20, Week 6 and Wrap-Up: Digital Businesses Lead Retail RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended September 13, including American Eagle Outfitters, Casey’s General Stores and Kroger. This is the final report in the second-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.
September 7, 2020 Insight Report Premium Earnings Insights 2Q20, Week 5: Crisis Supports Structural Shifts, Benefitting Discount FormatsOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended September 6, including Dollar Tree, Five Below, Macy’s and PVH Corp.
August 31, 2020 Insight Report Premium Earnings Insights 2Q20, Week 4: Home Categories Continue To Outperform; Apparel Remains WeakOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended August 30, including Best Buy, Dollar General, Nordstrom and Ulta Beauty.
August 24, 2020 Insight Report Premium Earnings Insights 2Q20, Week 3: Home Categories Prove Strong and Apparel Weak as Discretionary Retail Sees an Uneven RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended August 23, including Estée Lauder, Kohl’s, L Brands and The TJX Companies.
August 17, 2020 Insight Report Premium Earnings Insights 2Q20, Week 2: Canada Goose Stores See Slow Start in North America and EuropeOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended August 16, including ASOS and Canada Goose.
August 10, 2020 Insight Report Premium Earnings Insights 2Q20, Week 1: Retailers’ Path to Recovery Is Being Led by Digital BusinessOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended August 9 and earlier, including Amazon, Capri Holdings, CVS Health and VF Corporation.
July 8, 2020 Deep Dive Premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 ImpactFirst-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary.
June 15, 2020 Insight Report Premium Earnings Insights 1Q20, Week 4 and Wrap-Up: Retailers Cite Pent-Up Demand as They Report Higher-than-Anticipated Sales Productivity RatesOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended June 14, including Five Below, Macy’s and PVH Corp. This is the fourth and final report in the first-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.
June 8, 2020 Insight Report Premium Earnings Insights 1Q20, Week 3: Reopened Apparel Stores See Sales Productivity of Over 70% Versus Last YearOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended June 7, including American Eagle Outfitters, Gap Inc. and RH.
June 1, 2020 Insight Report Premium Earnings Insights 1Q20, Week 2: Evidence of Pent-Up Consumer Demand as US Lockdowns Ease and Stores ReopenOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended May 31, including Burlington Stores, Dollar General and Ulta Beauty.
May 25, 2020 Insight Report Premium Earnings Insights 1Q20, Week 1: What US Retailers Are Reporting on the Coronavirus Impact and OutlookOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2020 earnings. We condense what retail companies are reporting with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the weeks ended May 17 and May 24, including Best Buy, Kohl’s and VF Corporation.
