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Earnings Insights 1Q24, Week 5: Ralph Lauren, Ross Stores and TJX See Sales Growth; Lowe’s and Target See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 26, 2024, including Deckers Outdoor, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX Companies and Urban Outfitters.

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Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 5, 2024, including Amazon, Clorox, CVS Health, Estée Lauder and Sprouts Farmers Market, among others.

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Earnings Insights 1Q24, Week 1: L’Oréal and Skechers Report Positive Sales Growth, Columbia Sportswear and Levi’s Post Sales Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended April 28, 2024, including Albertsons, L’Oréal, Skechers and Tractor Supply Company, among others.

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Earnings Insights 4Q23, Week 6: BJ’s, JD.com, Ross and Others Record Strong Performances; Big Lots and Kroger Witness Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended March 10, 2024, including American Eagle Outfitters, BJ’s Warehouse Club, Burlington Stores, Foot Locker, JD.com, Kroger, Nordstrom and Target, among others.

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Data Dive: Global Tech Layoffs—Cyclical or Structural?

We review data on layoffs in the global technology industry and pose the question of whether workforce reductions are cyclical, due to a slower economic cycle and a reaction to pandemic-era expansion, or structural, amid the rise of artificial intelligence (AI) and generative AI (GenAI).

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Earnings Insights 4Q23, Week 5: Bath & Body Works, TJX Companies and Urban Outfitters See Sales Growth; Best Buy, Lowe’s and Others See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended March 3, 2024, including Bath & Body Works, Carter’s, Lowe’s and Macy’s.

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