Deep Dive 143 minutes Premium3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary Pressures Coresight Research December 20, 2022 Table of Contents Contents Introduction Retail’s Trajectory Over the Quarter Companies’ Revenue and EPS Summary Analysis Apparel and Footwear Brand Owners Apparel Specialty Retailers Off-Price Retailers Beauty Brands and Retailers CPG Department Stores E-Commerce Platforms Electronics Retailers Food, Drug and Mass Retailers: Discount Stores Food, Drug and Mass Retailers: Drugstores Food, Drug and Mass Retailers: Food Retailers Food, Drug and Mass Retailers: Mass Merchandisers Food, Drug and Mass Retailers: Warehouse Clubs Home and Home-Improvement Retailers Jewelry Retailers Luxury Companies Pet Care Retailers Looking Forward What's InsideThis report offers analysis of the third 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. Data in this report include: Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography Companies mentioned in this report include: Academy Sports and Outdoors, Amazon, the Clorox Company, Foot Locker and Signet Jewelers Other relevant research: 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods Erodes Earnings Insights 3Q22, Week 6: Dollar General, Kroger and Ulta Beauty Post Strong Results; Big Lots and PVH See Sales Decline Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom See Sales Decline Earnings Insights 3Q22, Week 4: Bath & Body Works, BJ’s, Macy’s and Walmart Raise Guidance; Alibaba and Target See Slow Growth This report is for Premium subscribers only. Learn more about subscriptions here.If you are a Premium subscriber, please log in. Other research you may be interested in: