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Earnings Insights 4Q21, Week 2: Capri, Estée Lauder and Ralph Lauren Raise Guidance; Online Retail Continues to Falter at Amazon

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 6, 2022, including Amazon, Capri Holdings, Estée Lauder and Ralph Lauren.

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US Jewelry Market: Specialists To Maintain Growth Momentum in 2022

We explore continued growth momentum in the US jewelry market. We analyze data on the sector’s size and present our estimates for growth in 2021, 2022 and beyond. We outline the competitive landscape and consider the innovators that are enabling e-commerce expansion in the sector. This report also discusses a number of key themes in the market—including sustainability, jewelry specialists expanding their addressable market and usage of data analytics.

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