1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact

What's Inside

This report offers analysis of the first-quarter 2020 earnings of Coresight 100 companies based in the US. We assess the recent performance of retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

We discuss retailers across a number of sectors:

• Apparel and footwear—including NIKE and VF Corporation
• Beauty—including Estée Lauder and L’Oréal
• CPG—including Procter & Gamble and Colgate-Palmolive
• Department stores—including JCPenney, Macy’s and Nordstrom
• E-commerce—including Alibaba, Amazon and JD.com
• Electronics retail—Best Buy
• Luxury—including Ralph Lauren and Tapestry
• REITs—including Brookfield Property Partners and Simon Property Group
• Specialty retail—including Burlington Stores, L Brands and Ross Stores
• Food, drug and mass retail—including Dollar General, Kroger, Target and Walgreens Boots Alliance
• Home and home-improvement retail—including Home Depot and Lowe’s

Click here to read the 4Q19 US Earnings Season Wrap-Up.