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 2024 earnings. We also explore recent holiday-related commentary from these companies.

This week, there are highlights from companies that reported in the week ended December 8, 2024, across seven sectors: apparel and footwear, beauty, discount stores, food and grocery, jewelry retailers, petcare 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: American Eagle Outfitters, Dollar General, Dollar Tree, Five Below, Foot Locker, Kroger, Lululemon Athletica, PVH, Signet Jewelers, Ulta Beauty

Other relevant research:

• Explore all our Earnings Insights reports, including quarterly wrap-ups.
• The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies.
• The US Holiday Retail 2024 Databank tracks key retail metrics for the holiday season, including hiring and delivery surcharges.