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

What's Inside

Our 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 2024 earnings.

This week, there are highlights from companies that reported in the week ended May 5, 2024, across seven sectors: apparel and footwear, beauty, consumer packaged goods (CPG), drugstores, e-commerce, food and grocery, and home and home improvement.

Data in this report are:

• Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: Amazon, Carter’s, Clorox, Colgate-Palmolive, CVS Health, Estée Lauder, Gildan Activewear, Herbalife Nutrition, Sprouts Farmers Market, Wayfair

Other relevant research:

• Earnings Insights 1Q24, Week 1: L’Oréal and Skechers Report Positive Sales Growth, Columbia Sportswear and Levi’s Post Sales Declines
• 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season