Insight ReportEarnings Insights 1Q22, Week 4: Target and Walmart Sound Alarm Bells over Discretionary Demand; Kohl’s and Lowe’s See Sales Decline Coresight Research May 25, 2022 Reasons to ReadOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report first-quarter 2022 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 22, 2022, across multiple sectors: apparel and footwear (Deckers Outdoor), beauty brands and retailers (Bath & Body Works), department stores (Kohl’s), e-commerce (JD.com), home and home-improvement retailers (The Home Depot), mass merchandisers (Target), off-price retailers (TJX Companies) and warehouse clubs (BJ’s). Click here to read Week 3 of the Earnings Insight 1Q22 series. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Weekly US Store Openings and Closures Tracker 2025, Week 44: Carter’s To Close 150 StoresUS Store Tracker Extra, April 2025: JD Sports and 7-Eleven Drive Total Opened Retail Space to Over 67 Million Square FeetShoptalk Spring 2025 “Shark Reef” Startup Pitch: Event Format and CompetitorsThree Data Points We’re Watching This Week, Week 16: US Easter Expectations
