Insight Report 19 minutes PremiumEarnings Insights 3Q21, Week 2: Hanesbrands, Under Armour and Estée Lauder Post Strong Sales Growth; Capri Sees Slow Recovery Coresight Research November 9, 2021 What's InsideOur 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. This report is for paying subscribers only. Already a paying subscriber? Please log in to see the entire report.If you wish to learn more about our subscription plans and become a paying subscriber, click here. This document was generated for Other research you may be interested in: Essentials In-Store, Discretionary Online: China Consumer Survey InsightsChina Retail Unveiled: In-Depth Insights Presented at FIRA 2024 Annual MeetingUS Retail and Consumer Outlook, August 2023US Apparel and Footwear—Retail 2024 Sector Outlook: While Resilience Remains, E-Commerce Continues To Cede Share to Physical Stores
