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 20, 2022, across multiple sectors: apparel and footwear specialty retailers, beauty brands and retailers, department stores, e-commerce, home and home-improvement, mass merchandisers, off-price retailers and warehouse clubs.

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: Alibaba, Bath & Body Works, BJ’s Wholesale Club, Gap Inc. and Kohl’s Corporation

Other relevant research: 

• Earnings Insights 3Q22, Week 3: Capri, Ralph Lauren and Sprouts Report Strong Results; Hanesbrands and Qurate Post Sales Declines
• 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