Weekly earnings insights

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Insight Report | November 16, 2021 Premium

Earnings Insights 3Q21, Week 3: Tapestry and The RealReal Post Strong Results; Canada Goose Sees Weak Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended November 7, 2021, including beauty brand Coty, food retailer Grocery Outlet, luxury companies Canada Goose and Tapestry and luxury e-commerce company The RealReal.

Insight Report | August 31, 2021 Premium

Earnings Insights 2Q21, Week 5: Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters Post Strong Results; Ulta Beauty Raises Guidance

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 29, 2021, including apparel specialty retailers Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters.

Insight Report | August 17, 2021 Premium

Earnings Insights 2Q21, Week 3: eBay and The RealReal Maintain Strong Growth Momentum; Canada Goose Sees Sales Recovery Slow

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 15, 2021—namely, eBay, Canada Goose, Grocery Outlet and The RealReal.

Insight Report | August 10, 2021 Premium

Earnings Insights 2Q21, Week 2: Hanesbrands and VF Corporation See Robust Recovery; Macerich and Simon Property Group Raise Guidance

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 8, 2021—including Alibaba, Hanesbrands, Macerich, Simon Property Group and VF Corporation.

Insight Report | August 3, 2021 Premium

Earnings Insights 2Q21, Week 1: Prime Day Supports Amazon Growth, L’Oréal Sees Robust Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 1, 2021—namely, Amazon, L’Oréal and Unibail-Rodamco-Westfield.

Insight Report | June 14, 2021 Premium

Earnings Insights 1Q21, Week 5: Stitch Fix and RH Maintain Strong Growth Momentum

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended June 13, 2021—namely, RH and Stitch Fix.

Insight Report | June 8, 2021 Premium

Earnings Insights 1Q21, Week 4: Big Lots, Five Below and Lululemon Post Strong Results, While PVH Corp. Sees a Slower Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended June 6, 2021—namely, Big Lots, Five Below, Lululemon Athletica and PVH Corp.

Insight Report | June 2, 2021 Premium

Earnings Insights 1Q21, Week 3: American Eagle Outfitters, Foot Locker, Gap and Urban Outfitters Report Strong Sales Growth

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 30, 2021, including American Eagle Outfitters, Dollar Geeral, Foot Locker, Gap, Guess?, Ulta Beauty, Urban Outfitters, VF Corporation, Williams-Sonoma and more.

Insight Report | May 25, 2021 Premium

Earnings Insights 1Q21, Week 2: Ross Stores and TJX Post Strong Results, While Kohl’s and Macy’s See a Slower Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 23, 2021 (and earlier), including BJ’s Wholesale Club, Home Depot, JD.com, Kohl’s, L Brands, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX and Walmart.

Insight Report | May 18, 2021 Premium

Earnings Insights 1Q21, Week 1: Estée Lauder and L’Oréal Report Positive Sales Growth on a Two-Year Basis

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 16, 2021 (and earlier), including Amazon, Estée Lauder, Grocery Outlet, Guess?, Hanesbrands, L’Oréal, Tractor Supply Company, Wayfair and more, as well as selected REITs.

Insight Report | March 15, 2021 Premium

Earnings Insights 4Q20, Week 6: Discounters and E-Commerce Players See Continued Strength; Substantial Recovery for Beauty Category

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended March 14—namely, Big Lots, Dick’s Sporting Goods, JD.com, Stitch Fix and Ulta Beauty.

Insight Report | March 1, 2021 Premium

Earnings Insights 4Q20, Week 4: Home Categories Stand Strong, While Apparel Sees Weak Demand

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 28—namely, Best Buy, Farfetch, Home Depot, L Brands, Lowe’s, Macy’s, The RealReal, The TJX Companies and Wayfair.

Insight Report | February 22, 2021 Premium

Earnings Insights 4Q20, Week 3: Walmart and CVS Health Remain Strong, While L’Oréal Sees Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 21—namely, beauty brand owner L’Oréal, drugstore retailer CVS Health and mass merchandiser Walmart.

Insight Report | February 15, 2021 Premium

Earnings Insights 4Q20, Week 2: Apparel and Beauty Brand Owners Experience Mixed Recovery; REITs Remain Badly Hit

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 14—namely, brand owners Coty, Estée Lauder, Hanesbrands and Under Armour, as well as three REITs: Macerich Company, Simon Property Group and Unibail-Rodamco-Westfield.

Insight Report | February 8, 2021 Premium

Earnings Insights 4Q20, Week 1: E-Commerce Players Stand Strong, While Luxury Retailers Witness Mixed Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 7, namely Alibaba, Amazon, Brookfield Property Partners, Canada Goose, Capri Holdings, eBay, Ralph Lauren and Tapestry.