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 second-quarter 2020 earnings. We condense what retail companies are reporting regarding the following key content, with a focus on the impact of the coronavirus crisis:
- Management commentary on demand trends in the second quarter (where reported)—including comparable sales growth, details on consumer demand by category or channel and qualitative insights
- The strength of e-commerce following temporary store closures
- Details on the performance of reopened stores, where these have been provided
- The outlook for demand, as reflected in revenue guidance or more qualitative commentary on the shape or strength of demand—helping to build a picture of a potential US retail recovery in consumer demand
This week, there are highlights from companies that reported in the week ended August 9 and earlier, including Amazon, Capri Holdings, CVS Health and VF Corporation.
Click here to read our wrap-up report for first-quarter 2020 earnings.
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