Deep Dive 129 minutes Premium

4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season

What's Inside

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Data in this report include:

  • Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: Alibaba, Amazon, Bath & Body Works, Best Buy, Burlington Stores, Capri Holdings, Coty, CVS Health, Dollar General, Dollar Tree, Kroger, Lowe’s, Macy’s, PVH, Ross Stores, Tapestry, Target, Ulta Beauty, Under Armour, Walmart, Walgreens Boots Alliance

Other relevant research: 

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