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