Deep Dive 10 minutes Premium4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery Coresight Research April 6, 2021 What's InsideThis report offers analysis of the fourth-quarter 2020 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—Hanesbrands, Levi Strauss & Co, NIKE, PVH Corp., Under Armour and VF Corporation Apparel specialty retailers—American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap Inc., 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 JD.com Electronics retailers—Best Buy Food, drug and mass retailers (discount stores)—Big Lots, Dollar General, Dollar Tree, Five Below, Grocery Outlet, Ollie’s Bargain Outlet Food, drug and mass retailers (drugstores)—CVS Health and Walgreens Boots Alliance Food, drug and mass retailers (food retailers)—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, Ralph Lauren 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 3Q20 US Earnings Season Wrap-Up. In addition, Coresight Research’s monthly reports keep you up to date on US and UK retail sales, US retail traffic and in-store metrics and key global consumer indicators. 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. This document was generated for Other research you may be interested in: Showfields and Neighborhood Goods Store Closures Reveal Challenges to the Physical Concession ModelJanuary and February 2023 China Retail Sales: Total Sales Pick Up as Most Sectors Report Positive GrowthUS Consumer Tracker: Consumers May Slowly Be Getting Out and About MoreAugust 2023 US Housing Market Indicators: Mortgage Rate Increases to Highest in Over 21 Years
