Insight Report 25 minutes PremiumEarnings 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 What's InsideOur 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. This report is for paying subscribers only. Already a paying subscriber? Please log in to see the entire report.If you wish to learn more about our subscription plans and become a paying subscriber, click here. This document was generated for Other research you may be interested in: Innovator Profile: Drop Facilitates Seamless and Scalable Selling on Social MediaRetail Shrink and ORC: Self-Checkout Challenges and a Rise in Shoplifting OffensesEarnings Insights 2Q23, Week 2: Columbia Sportswear, Clorox, Floor & Decor and Sprouts Farmers Market Post Solid Results; Amazon Sees Online Sales Improve4Q23 US Livestreaming Tracker: Trust and Quality Drive Purchase Decisions in Live-Video Commerce