Earnings Insights 4Q22, Week 7: BJ’s Wholesale, Dick’s, JD.com and Ulta Beauty Post Strong Sales Growth; Gap Sees Sales Decline

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 12, 2023, across four sectors: beauty, e-commerce, 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 are: BJ’s Wholesale, Dick’s Sporting Goods, Gap, JD.com and Ulta Beauty

Other relevant research: 

• Earnings Insights 4Q22, Week 6: Burlington, Dollar Tree, Kroger and Urban Outfitters Post Strong Sales Growth; Carter’s, Kohl’s, Lowe’s and Qurate Retail See Sales Decline
• Earnings Insights 4Q22, Week 5: Floor & Decor, TJX and Walmart Post Solid Sales Momentum; Alibaba and Home Depot See Slowed Growth
• 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary Pressures
• The Coresight 100 List