Deep Dive 44 minutes PremiumEarnings Insights 2Q23, Week 5: Burlington, Dollar Tree, Petco and Ulta Beauty Report Strong Results; Foot Locker, Gap, Kohl’s, Macy’s and Nordstrom See Sales Decline Anand Kumar, Associate Director of Retail Research Sector Lead: Anand Kumar, Associate Director of Retail Research August 30, 2023 What's InsideOur 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 27, 2023, across eight sectors: apparel and footwear, beauty, department stores, discount stores, home and home-improvement, pet care, specialty apparel and warehouse clubs. 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: Coty, BJ’s Wholesale Club, Burlington Stores, Dollar Tree, Lowe’s, Petco Health and Wellness Company, Guess?, Kohl’s, Macy’s, Nordstrom, Ulta Beauty, Urban Outfitters Other relevant research: Earnings Insights 2Q23, Week 4: JD.com, Ross Stores, TJX and Walmart Report Strong Results; Home Depot and Target See Sales Decline 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 Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Financial Sentiment Falls to 14-Month Low Ahead of Reciprocal Tariffs, But Policy Measures Aim to Stabilize Economy: China Consumer Survey InsightsUS Tariffs: Divergence Between Consumer and Business Sentiment and What It Means for RetailConsumer Sentiment—The Big Surprise in a Week of Shocks; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—Infographic
