Earnings Insights 4Q21, Week 1: Levi’s and Tractor Supply Post Robust Sales Growth; Walgreens Raises EPS Guidance for Full Year

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 2021 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
• How recent performance reflects the impacts of, or recovery from, the Covid-19 pandemic
• 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 January 30, 2022, across multiple sectors: apparel and footwear brand owners (Levi’s), drugstore retailers (Walgreens Boots Alliance) and home-improvement retailers (Tractor Supply Company).

Click here to read the 3Q21 Earnings Season Wrap-Up.