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: 

• Earnings Insights 3Q23, Week 3: Coty and Ralph Lauren Report Positive Sales Growth; Capri Holdings, Hanesbrands and Qurate Retail See Sales Decline
• Earnings Insights 3Q23, Week 2: Crocs, CVS and Colgate-Palmolive Report Strong Results; Carter’s, Clorox, Estée Lauder and VF Corporation See Sales Decline
• Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online Sales
• The Coresight 100 list