Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report third-quarter 2024 earnings.

This week, there are highlights from companies that reported in the week ended November 3, 2024, across five sectors: apparel and footwear, beauty, consumer packaged goods, food and grocery, and home and home improvement.

Data in this report are:

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

Companies mentioned in this report include: Carter’s, Colgate-Palmolive, Columbia Sportswear, Crocs, Deckers Outdoor, Estée Lauder, Floor & Decor, Herbalife Nutrition, Sprouts Farmers Market

Other relevant research:

• VF Corporation Investor Day 2024: New Strategic Focus on Scalability and Financial Resilience
• Explore all our Earnings Insights reports, including quarterly wrap-ups.
• The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies.