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 March 16, 2025, across six sectors: apparel and footwear, beauty, department stores, discount stores, specialty apparel and warehouse clubs.

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:

• US retail sales growth, October 2024–February 2025
• 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, Costco Wholesale, Dick’s Sporting Goods, Dollar General, Gap Inc., Industria de Diseño Textil (Inditex), Kohl’s, Puma, Ulta Beauty

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.