May 31, 2022 Insight Report Premium Earnings Insights 1Q22, Week 5: Guess, Macy’s, Ralph Lauren and Urban Outfitters Post Strong Results; Burlington, Gap and Ross Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 29, 2022, namely Alibaba, American Eagle Outfitters, Best Buy and Dollar General, among others.
May 25, 2022 Insight Report Premium Earnings Insights 1Q22, Week 4: Target and Walmart Sound Alarm Bells over Discretionary Demand; Kohl’s and Lowe’s See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 22, 2022, namely Bath & Body Works, BJ’s, Deckers Outdoor and The Home Depot, among others.
May 17, 2022 Insight Report Premium Earnings Insights 1Q22, Week 3: Coty, Tapestry and Weis Post Strong Results; Qurate’s Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 15, 2022, namely Coty, Qurate Retail, Tapestry and Under Armour, among others.
May 11, 2022 Insight Report Premium Earnings Insights 1Q22, Week 2: Crocs, Estée Lauder, Floor & Decor and Gildan Post Strong ResultsOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 8, 2022, namely Carter’s, the Clorox Company, CVS Health and Estée Lauder, among others.
May 3, 2022 Insight Report Premium Earnings Insights 1Q22, Week 1: Albertsons, Columbia Sportswear and Kimberly-Clark Raise Guidance; Amazon First-Party Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 1, 2022, namely Albertsons, Amazon, Columbia Sportswear and Kimberly-Clark.
March 28, 2022 Deep Dive Premium 4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and RetailersWe analyze the fourth quarter of 2021 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.
March 15, 2022 Insight Report Premium Earnings Insights 4Q21, Week 7: Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty Report Strong Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended March 13, 2022, namely Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty.
March 8, 2022 Insight Report Premium Earnings Insights 4Q21, Week 6: Qurate and Best Buy’s Sales Falter, While American Eagle, Nordstrom, Target and Urban Outfitters Post Strong ResultsOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended March 6, 2022, including American Eagle, Best Buy, Nordstrom, Qurate, Target and Urban Outfitters.
March 1, 2022 Insight Report Premium Earnings Insights 4Q21, Week 5: Gildan, Home Depot, Lowe’s, Macy’s and TJX Post Strong Results; Alibaba Sees Soft Sales ExpansionOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 27, 2022, including Gildan, Home Depot, Lowe’s, Macy’s and TJX.
February 23, 2022 Insight Report Premium Earnings Insights 4Q21, Week 4: E-Commerce Almost Flat at Walmart; Strong Sales at Crocs and Under ArmourOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 20, 2022: Crocs, Under Armour and Walmart.
February 14, 2022 Insight Report Premium Earnings Insights 4Q21, Week 3: L’Oréal and CVS Post Strong Results; Coty and Tapestry Raise GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 13, 2022, namely Coty, CVS Health, L’Oréal and Tapestry.
February 8, 2022 Insight Report Premium Earnings Insights 4Q21, Week 2: Capri, Estée Lauder and Ralph Lauren Raise Guidance; Online Retail Continues to Falter at AmazonOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 6, 2022, including Amazon, Capri Holdings, Estée Lauder and Ralph Lauren.
January 31, 2022 Insight Report Premium Earnings Insights 4Q21, Week 1: Levi’s and Tractor Supply Post Robust Sales Growth; Walgreens Raises EPS Guidance for Full YearOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended January 30, 2022: Levi’s, Walgreens Boots Alliance and Tractor Supply Company.
December 23, 2021 Deep Dive Premium 3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong QuarterWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes.
December 7, 2021 Insight Report Premium Earnings Insights 3Q21, Week 6: Ulta, Kroger, Dollar General and Five Below Post Strong Results; Ollie’s Lowers GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended December 5, 2021, including apparel and footwear brand owner PVH Corp, beauty brand Ulta Beauty, discount stores Dollar General, Five Below and Ollie’s Bargain Outlet and food retailer Kroger.
