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

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

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