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 November 11, 2022, across multiple sectors: apparel and footwear brand owners, beauty brands and retailers, e-commerce, food retailers and luxury companies.

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 Inc., Hanesbrands Inc., Qurate Retail, Inc., Ralph Lauren Corporation and Sprouts Farmers Market, Inc.

Other relevant research: 

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