Insight ReportEarnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales Decline Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 6, 2024 Reasons to ReadOur 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 2023 earnings. This week, there are highlights from companies that reported in the week ended February 4, 2024, across five sectors: apparel and footwear, consumer packaged goods (CPG), 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, Clorox, Colgate-Palmolive, Columbia Sportswear, Deckers Outdoor, Kimberly-Clark, Levi Strauss & Co, Procter & Gamble, Skechers, Tractor Supply Company, Walgreens Boots Alliance Other relevant research: The Coresight 100 list Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Analyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav PitaliyaAnalyst Corner—Trimming Waistlines and Spending: Exploring New Data on GLP-1’s Impact on Consumer Purchases, with John MercerPersonal Financial Sentiment Improves: Weekly US Consumer Sentiment, Week 19, 2025—InfographicSeasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights Extra
