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 March 10, 2024, across seven sectors: department stores, discount stores, e-commerce, food and grocery, mass merchandisers, 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 include: American Eagle Outfitters, Big Lots, BJ’s Warehouse Club, Burlington Stores, Foot Locker, JD.com, Kroger, Nordstrom, Ross Stores, Target
Other relevant research:
- Earnings Insights 4Q23, Week 5: Bath & Body Works, TJX Companies and Urban Outfitters See Sales Growth; Best Buy, Lowe’s and Others See Sales Decline
- Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales Declines
- Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak Demand
- Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales Decline
- The Coresight 100 list
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