Earnings Insights

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Insight Report | March 29, 2023 Premium

4Q22 US Earnings Season Wrap-Up: Retailers See Mixed Results as Discretionary Demand Remains Weak

We offer analysis of the fourth quarter of 2022 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps.

Insight Report | March 14, 2023 Premium

Earnings Insights 4Q22, Week 7: BJ’s Wholesale, Dick’s, JD.com and Ulta Beauty Post Strong Sales Growth; Gap Sees 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 BJ’s Wholesale, Dick’s Sporting Goods and Gap, among others.

Deep Dive | March 9, 2023 Premium

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.

Insight Report | February 28, 2023 Premium

Earnings Insights 4Q22, Week 5: Floor & Decor, TJX and Walmart Post Solid Sales Momentum; Alibaba and Home Depot See Slowed Growth

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 Alibaba, Bath & Body Works, Floor & Decor Holdings and more.

Insight Report | February 20, 2023 Premium

Earnings Insights 4Q22, Week 4: Crocs Posts Strong Sales Momentum; Herbalife Sees Sales Declines

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 features highlights from Crocs and Herbalife Nutrition.

Insight Report | February 14, 2023 Premium

Earnings Insights 4Q22, Week 3: CVS and L’Oréal Report Strong Sales Momentum; Capri, Coty and VF Corp See Declines

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 Capri Holdings, Coty, CVS Health and more.

Deep Dive | February 7, 2023 Premium

Earnings Insights 4Q22, Week 2: Colgate-Palmolive, Deckers and Skechers Post Strong Results; Amazon’s Online Sales Slow

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 Amazon, The Clorox Company and more.

Insight Report | January 31, 2023 Premium

Earnings Insights 4Q22, Week 1: Albertsons and Tractor Supply See Strong Momentum; Procter & Gamble and Levi Post Sales Declines

Our weekly Earnings Insights reports feature 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 Albertsons Companies, Kimberly-Clark Corporation and Levi Strauss & Co, among others.

Deep Dive | December 20, 2022 Premium

3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary Pressures

This report offers analysis of the third quarter of 2022 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps.

Insight Report | December 6, 2022 Premium

Earnings Insights 3Q22, Week 6: Dollar General, Kroger and Ulta Beauty Post Strong Results; Big Lots and PVH See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from Big Lots, Dollar General, Five Below, Kroger and Petco, among others.

Insight Report | November 29, 2022 Premium

Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from American Eagle Outfitters, Best Buy and Burlington Stores, among others.

Insight Report | November 22, 2022 Premium

Earnings Insights 3Q22, Week 4: Bath & Body Works, BJ’s, Macy’s and Walmart Raise Guidance; Alibaba and Target See Slow Growth

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from Alibaba, Bath & Body Works and BJ’s Wholesale Club, among others.

Insight Report | November 15, 2022 Premium

Earnings Insights 3Q22, Week 3: Capri, Ralph Lauren and Sprouts Report Strong Results; Hanesbrands and Qurate Post Sales Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Coty, Hanesbrands, Qurate Retail, Ralph Lauren and Sprouts Farmers Market, among others.

Insight Report | November 8, 2022 Premium

Earnings Insights 3Q22, Week 2: Crocs, CVS, Gildan, Weis and Floor & Decor Post Strong Results; Carter, Estée Lauder, Clorox and Wayfair See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Carter’s, Clorox, CVS Health, Estée Lauder, Floor & Decor Holdings and Gildan Activewear, among others.

Insight Report | November 1, 2022 Premium

Earnings Insights 3Q22, Week 1: Albertsons, Columbia, Deckers and Tractor Supply Post Strong Results; Amazon’s Online Sales Bounce Back

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies such as Albertsons, Amazon, Columbia Sportswear, Deckers Outdoor and Kimberly-Clark Corporation, among others.