Earnings Insights 4Q21, Week 2: Capri, Estée Lauder and Ralph Lauren Raise Guidance; Online Retail Continues to Falter at Amazon

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 February 6, 2022, across multiple sectors: apparel and footwear brand owners (Columbia Sportswear, Deckers Outdoor Corporation, Hanesbrands, Ralph Lauren, Skechers and VF Corporation), beauty brands and retailers (Estée Lauder), CPG (Clorox and Colgate-Palmolive), e-commerce companies (Amazon) and luxury (Capri Holdings).

Click here to read Week 1 of the Earnings Insight 4Q21 series.

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