Insight Report 23 minutes PremiumEarnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak Demand Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 13, 2024 What's InsideOur 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 11, 2024, across five sectors: apparel and footwear, beauty, drugstores, e-commerce and luxury. 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: Alibaba, Amazon, Coty, CVS Health, Estée Lauder, Ralph Lauren, Tapestry, Under Armour, VF Corporation Other relevant research: Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales Decline 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic Uncertainty 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: July 2023 US Housing Market Indicators: Third Consecutive Month of Strong Sales Growth for New HomesShoptalk 2023 Day Four: AI, Engagement and Omnichannel Dominate DiscussionsShoptalk 2024 Day Three: A Thoughtful Approach to GenAI; Retail Innovation in ChinaWeekly US and UK Store Openings and Closures Tracker 2024, Week 19: Apparel Retailer rue21 To Close All Stores
