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 2023 earnings.

This week, there are highlights from companies that reported in the week ended August 6, 2023, across six sectors: apparel and footwear, consumer packaged goods, 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, The Clorox Company,  Columbia Sportswear Company, CVS Health, Gildan Activewear, Sprouts Farmers Market, VF Corporation, Wayfair

Other relevant research: 

• Earnings Insights 2Q23, Week 1: Albertsons, Crocs, L’Oréal, Walgreens and More Post Positive Performance; Levi’s Sees Sales Decline
• 1Q23 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Weak Discretionary Demand
• Earnings Insights 1Q23, Week 6: Five Below, Lululemon and PVH Post Strong Results; Capri Holdings, Macy’s and Nordstrom See Sales Decline
• The Coresight 100 list