Deep Dive 10 minutes Premium

1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust Recovery

What's Inside

This report offers analysis of the first-quarter 2021 earnings of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

We discuss companies across a number of sectors:

  • Apparel and footwear brand owners—Guess?, Hanesbrands, Levi Strauss & Co, NIKE, PVH Corp., Ralph Lauren, Under Armour and VF Corporation
  • Apparel specialty retailers—American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap, L Brands, Lululemon Athletica and Urban Outfitters
  • Off-price retailers—Burlington Stores, Ross Stores and The TJX Companies
  • Online apparel retailers—Stitch Fix
  • Beauty brands and retailers—Coty, Estée Lauder, L’Oréal and Ulta Beauty
  • Department stores—Kohl’s, Macy’s and Nordstrom
  • E-commerce platforms—Alibaba, Amazon, eBay and
  • Electronics retailers—Best Buy
  • Food, drug and mass retailers (discount stores)—Big Lots, Dollar General, Dollar Tree, Five Below, Ollie’s Bargain Outlet
  • Food, drug and mass retailers (drugstores)—CVS Health and Walgreens Boots Alliance
  • Food, drug and mass retailers (food retailers)—Grocery Outlet and Kroger
  • Food, drug and mass retailers (mass merchandisers)—Target and Walmart
  • Food, drug and mass retailers (warehouse clubs)—BJ’s Wholesale Club and Costco
  • Home and home-improvement retailers—Home Depot, Lowe’s, RH, Tractor Supply, Wayfair and Williams-Sonoma
  • Luxury companies—Canada Goose, Capri Holdings and Tapestry
  • Luxury e-commerce—Farfetch and The RealReal
  • REITs—Brookfield Property Partners, Macerich Company, Simon Property Group and Unibail-Rodamco-Westfield

Click here to read the 4Q20 US Earnings Season Wrap-Up.

In addition, Coresight Research’s monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators, focusing on the US, the UK and China.

This report is for paying subscribers only. Already a paying subscriber? Please log in to see the entire report.
If you wish to learn more about our subscription plans and become a paying subscriber, click here.