What's Inside

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report third-quarter 2021 earnings.

We condense what retail companies are reporting regarding the following key content:

• Management commentary on demand trends in the third 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 November 7, 2021, across multiple sectors: apparel and footwear brand owners (Hanesbrands, Under Armour and Ralph Lauren), beauty brands (Estée Lauder), drugstore retailers (CVS Health), home and home-improvement (Wayfair), luxury companies (Capri Holdings) and REITS (Macerich and Simon Property Group).

Click here to read Week 1 of the Earnings Insights 3Q21 series.

Click here to read 2Q21 Earnings Season Wrap-Up.