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Earnings Insights 3Q23, Week 5: Burlington and Urban Outfitters Report Solid Results; Kohl’s, Lowe’s and Others See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended November 26, 2023, including American Eagle Outfitters, Best Buy, Burlington Stores, Guess?, Kohl’s, Lowe’s and Nordstrom.

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The 4-5-4 US Retail Calendar, 2024–25

The 4-5-4 US retail calendar is a guide to the fiscal year ending February 1, 2025. We note major holidays and calendar events within each week across the year and comparing when these fall to the prior year.

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What the Ozempic Economy Means for US Retail

US consumers are increasingly focusing on health and wellness with the rise of the Ozempic economy. We dive into the implications of widespread GLP-1 drug use on US retail, including the impacts on sectors such as grocery and apparel.

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