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4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery

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This 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
  • 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.

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