What's Inside

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings.

This week, there are highlights from companies that reported in the week ended January 31, 2025, across seven sectors: apparel and footwear, consumer packaged goods, drugstores, food and grocery, home and home improvement, luxury and specialty apparel.

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, Aritzia, Burberry, Deckers Outdoors, Fast Retailing, H&M, JD Sports, Kimberly-Clark, LVMH, Next, Ocado, Procter & Gamble, Richemont, Tesco, Tractor Supply Company, VF Corporation, Walgreens Boots Alliance

Other relevant research:

• Explore all our Earnings Insights reports, including quarterly wrap-ups.
• The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies.
• The US Holiday Retail 2024 Databank tracks key retail metrics for the holiday season, including hiring and delivery surcharges.