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 19, 2024, across five sectors: apparel and footwear, e-commerce, food and grocery, home and home-improvement, and mass merchandisers.

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: Alibaba, The Home Depot, JD.com, Under Armour, Walmart, Weis Markets

Other relevant research:

• Earnings Insights 1Q24, Week 3: Crocs and Coty See Sales Growth; Floor & Decor, Tapestry and Others See Sales Decline
• Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales Declines
• 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