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 This report is for paying subscribers only. Already a paying subscriber? Please log in to see the entire report.If you wish to learn more about our subscription plans and become a paying subscriber, click here. This document was generated for Other research you may be interested in: The State of AI: Revisiting 2023 and Looking Ahead to 2024US Consumer Tracker: Consumers Settle in to Inflation-Combatting StrategiesWeinswig’s Weekly: Growing Signs of Economic OptimismInnovator Profile: EyeLevel.ai Is Truth Serum for AI, Enabling the Build of Hallucination-Free Apps with up to 95% Accuracy
