4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most

What's Inside

This report offers analysis of the fourth-quarter 2021 earnings 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, NIKE, Ralph Lauren, Skechers U.S.A., Under Armor, and V.F. Corporation.
Apparel specialty retailers—American Eagle Outfitters, Dick’s Sporting Goods, Foot Locker, Gap 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, JD.com and Qurate Retail
Electronics retailers—Best Buy
Food, drug and mass retailers (discount stores)—Big Lots, Dollar General, and Dollar Tree
Food, drug and mass retailers (drugstores)—CVS Health and Walgreens Boots Alliance
Food, drug and mass retailers (food retailers)—Albertsons Companies, Kroger, and Sprouts Farmers 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, Home Depot, Lowe’s, 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