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 second-quarter 2022 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 28, 2022, across multiple sectors: apparel and footwear brand owners (Guess?), apparel specialty retailers (Dick’s Sporting Goods and Foot Locker, among others), beauty brand owners and retailers (Coty and Ulta Beauty), department stores (Macy’s and Nordstrom), discount stores (Dollar General and Dollar Tree), e-commerce (JD.com), home and home-improvement retailers (Williams-Sonoma), pet care retailers (Petco Health and Wellness Company) and off-price retailers (Burlington Stores).

Click here to read Week 4 of the Earnings Insights 2Q22 series.