Earnings Insights 1Q21, Week 2: Ross Stores and TJX Post Strong Results, While Kohl’s and Macy’s See a Slower Recovery

What's Inside

Our weekly Earnings Insights  reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report first-quarter 2021 earnings.

We condense what retail companies are reporting regarding the following key content:

• Management commentary on demand trends in the first quarter (where reported)—including comparable sales growth, details on consumer demand by category or channel, and qualitative insights
• How recent performance reflects the impacts of, or recovery from, the Covid-19 pandemic
• The outlook for demand, as reflected in revenue guidance or more qualitative commentary

This week, there are highlights from companies that reported in the week ended May 23, 2021 (or earlier), including BJ’s Wholesale Club, Home Depot, JD.com, Kohl’s, L Brands, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX and Walmart.

Click here to read the Earnings Insight 1Q21, Week 1 and here to read our wrap-up report for 4Q20.