Earnings Insights 3Q23, Week 2: Crocs, CVS and Colgate-Palmolive Report Strong Results; Carter’s, Clorox, Estée Lauder and VF Corporation 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 2023 earnings.

This week, there are highlights from companies that reported in the week ended November 5, 2023, across six sectors: apparel and footwear, beauty, consumer packaged goods (CPG), drugstores, food and grocery, and home and home-improvement.

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: Clorox Company, Crocs, CVS Health, Estée Lauder, Floor and Decor Holdings, Gildan Activewear, Herbalife Nutrition, Sprouts Farmers Market, VF Corporation, Wayfair

Other relevant research: 

• Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online Sales
• Earnings Insights 2Q23, Week 5: Burlington, Dollar Tree, Petco and Ulta Beauty Report Strong Results; Foot Locker, Gap, Kohl’s, Macy’s and Nordstrom See Sales Decline
• The Coresight 100 list