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 20, 2023, across six sectors: beauty, e-commerce, home and home-improvement, luxury, mass merchandisers and specialty apparel.
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: Estée Lauder, Home Depot, JD.com, Ross Stores, Tapestry, Target, The TJX Companies, Walmart
Other relevant research:
- Earnings Insights 2Q23, Week 3: Alibaba Reports Double-Digit Growth; Capri Holdings, Hanesbrands, Qurate Retail and Under Armour See Sales Decline
- Earnings Insights 2Q23, Week 2: Columbia Sportswear, Clorox, Floor & Decor and Sprouts Farmers Market Post Solid Results; Amazon Sees Online Sales Improve
- Earnings Insights 2Q23, Week 1: Albertsons, Crocs, L’Oréal, Walgreens and More Post Positive Performance; Levi’s Sees Sales Decline
- The Coresight 100 list
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