4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic
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4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic

Primary Analyst:
Coresight Research
Contributors
Primary Analyst:
Coresight Research
Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research
Infographic


Appendix

Appendix Figure 1. 4Q24: Selected Retail Companies’ Performance Against Revenue Expectations, Tabulated

Missed Revenue Expectations In Line with Revenue Expectations Beat Revenue Expectations
Apparel and Footwear
Columbia Sportswear; Crocs, Inc.; Skechers U.S.A., Inc. Adidas AG; Birkenstock Holdings; Deckers Outdoor Corporation; Levi Strauss & Co.; NIKE, Inc.; Ralph Lauren Corporation; Under Armour, Inc.; VF Corporation
Beauty
Bath & Body Works; Beiersdorf Aktiengesellschaft; Coty; Estée Lauder Companies; Ulta Beauty L’Oréal S.A
Consumer Packaged Goods
Mondelēz International; PepsiCo Kimberly-Clark Corporation; Reckitt Benckiser Group plc; Unilever PLC Clorox Company; Coca-Cola Company; Colgate-Palmolive; Danone S.A.; Haleon Plc; Nestlé S.A.; Procter & Gamble
Department Stores
Kohl’s Corporation; Macy’s
Discount Stores
Five Below Dollar General; Dollar Tree
Drugstores
CVS Health; Walgreens Boots Alliance
E-Commerce
eBay Inc. Alibaba; Amazon.com; Coupang, Inc.; JD.com; MercadoLibre, Inc.; PDD Holdings; Zalando SE
Electronics
Best Buy Co.
Food and Grocery
Alimentation Couche-Tard Inc.; Kroger; Woolworths Group Limited Albertsons Companies; Sprouts Farmers Market, Inc. Coles Group Limited; Koninklijke Ahold Delhaize N.V.
Home and Home-Improvement
Floor & Decor; Tractor Supply Company The Home Depot; Lowe’s Companies; Wayfair; Williams-Sonoma
Luxury
Moncler Group Hermès International; Kering SA; LVMH Moët Hennessy; Prada S.p.A.; Tapestry
Mass Merchandisers
Target Corporation; Walmart
Petcare
Petco Health and Wellness Company Chewy, Inc.
Specialty Apparel
Foot Locker; Ross Stores Industria de Diseño Textil, S.A.; Lululemon Athletica; Urban Outfitters Abercrombie & Fitch Co.; American Eagle Outfitters, Inc.; Aritzia; Burlington Stores; Dick’s Sporting Goods; Fast Retailing Co., Ltd.; Gap, Inc.; The TJX Companies
Warehouse Clubs
Costco Wholesale BJ’s Wholesale Club
Latest company results: We term the period under review “4Q24,” which ended around January 31, 2025, for most covered companies (although how quarters are characterized can vary by company)
Note: Beating or meeting estimates does not necessarily indicate positive results, especially as retailers navigate inflationary pressures and still-high interest rates
Source: Company reports/Coresight Research