What's Inside

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Data in this report include:

• Quarterly data from companies, including gross margins and sales data by brand (where applicable), channel and geography

Companies mentioned in this report include: Alibaba, Amazon, Bath & Body Works, Best Buy, Burlington Stores, Capri Holdings, Coty, CVS Health, Dollar General, Dollar Tree, Kroger, Lowe’s, Macy’s, PVH, Ross Stores, Tapestry, Target, Ulta Beauty, Under Armour, Walmart, Walgreens Boots Alliance

Other relevant research: 

• Earnings Insights 4Q23, Week 6: BJ’s, JD.com, Ross and Others Record Strong Performances; Big Lots and Kroger Witness Declines
• Earnings Insights 4Q23, Week 5: Bath & Body Works, TJX Companies and Urban Outfitters See Sales Growth; Best Buy, Lowe’s and Others See Sales Decline
• Earnings Insights 4Q23, Week 4: Gildan Activewear, Sprouts Farmers Market and Walmart See Strong Sales Growth; The Home Depot Sees a Decline
• Earnings Insights 4Q23, Week 3: Crocs, Herbalife and L’Oréal See Strong Sales Growth; Capri Holdings and Hanesbrands Report Sales Declines
• Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak Demand
• Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales Decline
• The Coresight 100 list