Insight Report 16 minutes PremiumEarnings Insights 3Q21, Week 6: Ulta, Kroger, Dollar General and Five Below Post Strong Results; Ollie’s Lowers Guidance Coresight Research December 7, 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 December 5, 2021, across multiple sectors: apparel and footwear brand owners (PVH Corp.), beauty brands and retailers (Ulta Beauty) discount stores (Dollar General, Five Below and Ollie’s Bargain Outlet) and food retailers (Kroger). Click here to read Week 5 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: September 2023 US Retail Sales: Retail Spending Outpaces Retail Inflation as Consumers Remain HealthyUS Apparel and Beauty Spending Tracker, June 2023: Clothing, Footwear and Beauty Spending Growth Up; Women’s and Girls’ Clothing OutperformNRF 2023 Insights Sharing WebinarUsing the Coresight Research 3x3x3 Framework To Navigate a “Chutes and Ladders” Economy: Insights Presented at Golden Seeds 2023 Annual Summit
