Reasons to Read

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