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, discover highlights from major companies that reported in the week ended February 21, 2025, across six sectors: apparel and footwear, e-commerce, food and grocery, home and home improvement, luxury and mass merchandisers.

Alongside this report, you can assess selected earnings highlights, including earnings and EPS (earnings per share) data, via the infographic download above.

Data in this research report include:

• Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: Birkenstock, Floor & Décor, Hermès, MercadoLibre, Sprouts Farmers Market, Walmart, Wayfair

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.