Deep Dive 124 minutes Premium1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves Resilient Coresight Research June 22, 2022 What's InsideThis report offers analysis of the first 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, considering consensus estimates and year-over-year changes. We discuss companies across several sectors: Apparel and footwear brand owners—Carter’s, Columbia Sportswear Company, Crocs, Deckers Outdoor Corporation, Gildan Activeware, Guess?, Hanesbrands, Levi Strauss & Co, PVH Corp., Ralph Lauren, Skechers U.S.A., Under Armour, and V.F. Corporation. Apparel specialty retailers—Academy Sports and Outdoors, American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap, Lululemon Athletica and Urban Outfitters Off-price retailers—Burlington Stores, Ross Stores and The TJX Companies Beauty brands and retailers—Bath & Body Works, Coty, Estée Lauder, L’Oréal S.A and Ulta Beauty CPG companies—Clorox Company, Colgate-Palmolive Company, Herablife Nutrition, Kimberly-Clark Corporation and Procter & Gamble Company Department stores—Kohl’s, Macy’s and Nordstrom E-commerce platforms—Alibaba, Amazon, JD.com and Qurate Retail Electronics retailers—Best Buy Food, drug and mass retailers (discount stores)—Big Lots, Dollar General, Dollar Tree and Five Below Food, drug and mass retailers (drugstores)—CVS Health and Walgreens Boots Alliance Food, drug and mass retailers (food retailers)—Albertsons Companies, Sprouts Farmers Market and Weis Market 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—Floor & Décor Holdings, The Home Depot, Lowe’s, RH, Tractor Supply Company, Wayfair and Williams-Sonoma Jewelry Retailers—Signet Jewelers Limited Luxury companies—Capri Holdings and Tapestry Pet care retailers—Petco Health and Wellness Company Click here to read the 4Q21 US Earnings Season Wrap-Up. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: US Tariffs: Who Wins, Who Loses and What It Means for the EconomyShoptalk Spring 2025: Day One—Creating Value Is Critical to Success; Tech-Powered Personalization Permeates Panel DiscussionsSteadiness Continues: Weekly US Consumer Sentiment, Week 15, 2025—InfographicAnalyst Corner: Can Technology Adoption Decelerate the Store Closure Trend? Three Recommendations from Manik Bhatia
