Earnings Insights 3Q22, Week 2: Crocs, CVS, Gildan, Weis and Floor & Decor Post Strong Results; Carter, Estée Lauder, Clorox and Wayfair See Sales Decline

What's Inside

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings.

This week, there are highlights from companies that reported in the week ended October 6, 2022, across multiple sectors: apparel and footwear brand owners, beauty brands and retailers, CPG, drugstore retailers, food retailers and home and home-improvement retailers.

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: Carter’s Inc., The Clorox Company, CVS Health Corporation, The Estée Lauder Companies, Floor & Decor Holdings and Gildan Activewear

Other relevant research: 

• Earnings Insights 3Q22, Week 1: Albertsons, Columbia, Deckers and Tractor Supply Post Strong Results; Amazon’s Online Sales Bounce Back
• 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods Erodes