Deep Dive 104 minutes Premium4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and Retailers Coresight Research March 28, 2022 What's InsideThis 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 Click here to read the 3Q21 US Earnings Season Wrap-Up. Contents (Click to navigate) Introduction 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 This report is for subscribers only. Learn more about subscriptions here.If you are a subscriber, please log in. This document was generated for Other research you may be interested in: Retail Around the World: Coresight Research Observations, February 2023Consumers Focus on Essentials: China Consumer Survey InsightsJuly 2023 US Retail Traffic and In-Store Metrics: Signs of a Nonfood Recovery as YoY Declines EaseUS Apparel and Beauty Spending Tracker, September 2023: Clothing and Footwear Growth Softens Substantially, While Beauty Growth Remains Resilient
