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Earnings Insights 3Q23, Week 2: Crocs, CVS and Colgate-Palmolive Report Strong Results; Carter’s, Clorox, Estée Lauder and VF Corporation See Sales Decline

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 2023 earnings. This week, there are highlights from companies that reported in the week ended November 5, 2023, including Clorox, Floor and Decor Holdings and VF Corporation.

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Discount Decades—US Grocery Discounters: Poised for Growth Amid Inflation and Economic Uncertainty

As part of our new, forward-looking Discount Decades series, we discuss the future of the main players operating in the US grocery discounter landscape, namely Aldi US, Save A Lot, Grocery Outlet and Lidl US. We discuss their revenues, profitability, store expansion, demographic profiles and success strategies, and assess their potential for future growth.

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