Insight Report 13 minutes PremiumEarnings Insights 4Q20, Week 2: Apparel and Beauty Brand Owners Experience Mixed Recovery; REITs Remain Badly Hit Coresight Research February 15, 2021 What's InsideOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2020 earnings. We condense what retail companies are reporting regarding the following key content: Management commentary on demand trends in the fourth quarter (where reported)—including comparable sales growth, details on consumer demand by category or channel, and qualitative insights The impact of the Covid-19 pandemic on recent performance The outlook for demand, as reflected in revenue guidance or more qualitative commentary This week, there are highlights from companies that reported in the week ended February 14, 2021—namely, brand owners Coty, Estée Lauder, Hanesbrands and Under Armour, as well as three REITs: Macerich Company, Simon Property Group and Unibail-Rodamco-Westfield. Read the Earnings Insight 4Q20, Week 1 report here. Click here to read the final report in the Earnings Insights 3Q20 series. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Breathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for ChinaMarket Outlook: US Convenience Store Retailing—Charting New Paths Through Structural HeadwindsShoptalk Spring 2025 “Shark Reef” Startup Pitch: Recap—12 Innovators, Two WinnersConsumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights
