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1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves Resilient

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This 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, 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.

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