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 27, 2022, across multiple sectors: apparel and footwear brand owners, apparel and footwear specialty retailers, department stores, discount stores, e-commerce, electronics retailers and off-price 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: American Eagle Outfitters, Best Buy, Burlington Stores, Dick’s Sporting Goods and Dollar Tree

Other relevant research: 

• Earnings Insights 3Q22, Week 4: Bath & Body Works, BJ’s, Macy’s and Walmart Raise Guidance; Alibaba and Target See Slow Growth
• 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