Insight Report Premium4Q25 US Earnings Season Wrap-Up: 80% of Companies Grow Sales and About 75% Beat EPS Consensus Amid Broad Strength in Discount, Specialty Apparel and Value Retail Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research May 6, 2026 Reasons to ReadDiscover how leading retailers and brands performed in 4Q25 amid resilient sales growth and mounting margin pressures. Read this report to discover answers to these and other questions: Which retail sectors outperformed—and which lagged—during 4Q25 earnings season? How are consumer preferences shifting toward value, discount and essential retail channels? What is driving the continued strength of e-commerce players despite profitability pressures? How are tariffs, macroeconomic uncertainty and cost pressures impacting margins and earnings? Which companies are winning or losing market share across apparel, beauty, CPG and beyond? Companies mentioned in this report include: Adidas; Nike; Walmart; Target; Amazon; Alibaba; Costco; Macy’s; Kohl’s; Dollar General; Ulta Beauty; Estée Lauder; L’Oréal; Coca-Cola; Procter & Gamble; Nestlé; PepsiCo; Home Depot; Lowe’s; Kering; LVMH and more. Data in this report include: company revenue growth and EPS performance; year-over-year sales comparisons across sectors Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
