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 March 5, 2023, across ten sectors: apparel and footwear, department stores, discount stores, e-commerce, electronics, food and grocery, home and home-improvement, mass merchandisers, specialty apparel and warehouse clubs. 

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: Best Buy, Big Lots, Burlington Stores, Carter’s and Dollar Tree

Other relevant research: 

• Earnings Insights 4Q22, Week 5: Floor & Decor, TJX and Walmart Post Solid Sales Momentum; Alibaba and Home Depot See Slowed Growth
• Earnings Insights 4Q22, Week 4: Crocs Posts Strong Sales Momentum; Herbalife Sees Sales Declines
• 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary Pressures
• The Coresight 100 List