Earnings Insights 4Q20, Week 4: Home Categories Stand Strong, While Apparel Sees Weak Demand

What's Inside

Our 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 28, 2021—namely, Best Buy, Farfetch, Home Depot, L Brands, Lowe’s, Macy’s, The RealReal, The TJX Companies and Wayfair.

Read the Earnings Insight 4Q20, Week 3 report here.

Click here to read the final report in the Earnings Insights 3Q20 series.