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25 minutes

Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’s and Others See Sales Decline

Primary Analyst:
Madhav Pitaliya, Analyst
Contributors
Primary Analyst:
Madhav Pitaliya, Analyst
Sector Lead: Anand Kumar, Associate Director of Retail Research
Other Contributors:
Aditya Kaushik, Analyst
Echo Gong, Senior Analyst
Insight Report

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 19, 2023, across five sectors: beauty, department store, e-commerce, home and home-improvement, mass merchandisers and specialty apparel.

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, Gap, The Home Depot, JD.com, Macy’s, Ross Stores, Target, The TJX Companies, Walmart, Williams-Sonoma

Other relevant research: 

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