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 February 7, 2025, across four sectors: apparel and footwear, beauty, consumer packaged goods 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: Clorox Company, Colgate‑Palmolive, Columbia Sportswear, The Estée Lauder Companies, Mondelēz International, PepsiCo, Ralph Lauren, Tapestry, Under Armour

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.