Deep Dive 11 minutes Premium4Q19 US Earnings Season Wrap-Up Coresight Research March 23, 2020 What's InsideThis report offers analysis of the fourth-quarter 2019 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 Capri Holdings REITs—including Brookfield Property Partners 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 3Q19 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: NRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’sWeekly US Store Openings and Closures Tracker 2025, Week 12: Forever 21 To Close All Stores; Dollar General Announces Major Store Expansion PlanThree Data Points We’re Watching This Week, Week 9: Beauty Shopping in FocusJCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US Retail