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What’s in there

Our weekly Insights into earnings The reports include highlights from recent management commentary from the major U.S. retailers in our Coresight 100 coverage list that are reporting their first-quarter 2024 results.

This week we feature highlights from companies that reported during the week ending June 9, 2024 in five sectors: apparel and footwear, beauty, discount stores, specialty apparel and big box stores.

The data in this report is:

  • Quarterly company data, including gross margins and sales data by brand (where applicable), channel and region

Companies mentioned in this report include: Bath & Body Works, Big Lots, Costco Wholesale, Dollar Tree, Five Below, Lululemon, PVH Corp.

Other relevant research:

  • Earnings Insights 1Q24, Week 6: News from Burlington Stores, Dollar General, Foot Locker, Kohl’s and more
  • Earnings Insights 1Q24, Week 5: Ralph Lauren, Ross Stores and TJX report sales growth; Lowe’s and Target report sales decline
  • Earnings Insights 1Q24, Week 4: Alibaba and Walmart report sales increases; The Home Depot and Under Armour report sales declines
  • Earnings Insights 1Q24, Week 3: Crocs and Coty report sales growth; Floor & Decor, Tapestry and others report sales decline
  • Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder report positive sales growth; Clorox and Wayfair report sales declines
  • Earnings Insights 1Q24, Week 1: L’Oréal and Skechers report positive sales growth, Columbia Sportswear and Levi’s report sales declines
  • Summary of the US reporting season for the fourth quarter of 2023: Many companies report better results after the holiday season

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