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Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak Demand

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 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: 

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