Reasons to Read

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report second-quarter 2021 earnings.

We condense what retail companies are reporting regarding the following key content:

• Management commentary on demand trends in the second quarter (where reported)—including comparable sales growth, details on consumer demand by category or channel, and qualitative insights
• How recent performance reflects the impacts of, or recovery from, the Covid-19 pandemic
• The outlook for demand, as reflected in revenue guidance or more qualitative commentary

This week, there are highlights from companies that reported in the week ended August 29, 2021, across multiple sectors: apparel and footwear (Guess?), apparel specialty (Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters), beauty (Coty and Ulta Beauty), department stores (Nordstrom), discount stores (Dollar General, Dollar Tree and Ollie’s Bargain Outlet), e-commerce (JD.com), electronics (Best Buy), home and home-improvement (Williams-Sonoma) and off-price (Burlington Stores).

Click here to read Week 4 of the Earnings Insights 2Q21 series.

Click here to read 1Q21 Earnings Season Wrap-Up