Insight Report 23 minutes PremiumEarnings Insights 2Q21, Week 4: Ross Stores and TJX See Robust Recovery; Kohl’s, Macy’s, Target and Walmart Raise Guidance Coresight Research August 24, 2021 What's InsideOur 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 2021 earnings. We condense what retail companies are reporting regarding the following key content: 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 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 August 22, 2021, across multiple sectors: Beauty brands and retailers (Bath & Body Works and Estée Lauder), department stores (Macy’s and Kohl’s), home-goods retailers (Home Depot and Lowe’s), luxury (Tapestry), luxury e-commerce (Farfetch), mass merchandisers (Target), off-price retailers (Ross Stores and TJX) and warehouse clubs (BJ’s Wholesale Club). Click here to read Week 3 of the Earnings Insights 2Q21 series. Click here to read 1Q21 Earnings Season Wrap-Up. 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: Shoptalk 2024 Day One: Game-Changing AI, Multi-Benefit Associate Apps and the Keys to Success for Retail Media (Not for the Faint-Hearted)US Back to School 2023: Top Categories and Apparel BrandsRetail Shrink and ORC: US Small Business Owners’ Perspectives on Retail Theft, Plus New Measures To Combat Theft in New York, the UK and Australia3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic Uncertainty