Earnings Insights 4Q22, Week 1: Albertsons and Tractor Supply See Strong Momentum; Procter & Gamble and Levi Post Sales Declines

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 fourth-quarter 2022 earnings.

This week, there are highlights from companies that reported in the week ended January 29, 2023, across multiple sectors: apparel and footwear, consumer packaged goods, department stores, drugstores, food and grocery and home and home-improvement.

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: Albertsons Companies, Kimberly-Clark Corporation, Levi Strauss & Co and Procter & Gamble

Other relevant research: 

• 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary Pressures
• Earnings Insights 3Q22, Week 6: Dollar General, Kroger and Ulta Beauty Post Strong Results; Big Lots and PVH See Sales Decline
• Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom See Sales Decline
• The Coresight 100 List