What's Inside

We review recent quarterly earnings for companies in the Coresight 100, our focus list of retailers and brand owners, covering revenues, earnings per share (EPS) and comps, and considering consensus estimates and year-over-year changes. In this report we cover the fourth quarter of 2024 (4Q24), in which more than half the covered companies posted positive year-over-year sales growth rates.

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, Best Buy, CVS Health, Carrefour, Chewy, Costco Wholesale, Dollar General, Dollar Tree, Foot Locker, Gap, Inc., The Home Depot, JD.com, Kohl’s, Kroger, Lowe’s, Lululemon Athletica, Macy’s, Petco, Ross Stores, Skechers, Target, The TJX Companies, Ulta Beauty, Walgreens Boots Alliance, Walmart

Other relevant research: 

• Explore all our Earnings Insights reports, including previous quarterly wrap-ups.
• The Coresight 100 list
• The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies.