Insight ReportEarnings Insights 3Q23, Week 5: Burlington and Urban Outfitters Report Solid Results; Kohl’s, Lowe’s and Others See Sales Decline Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 28, 2023 Reasons to ReadOur 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 26, 2023, across six sectors: apparel and footwear, department stores, electronics retailers, home and home-improvement, specialty apparel and warehouse clubs. 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: American Eagle Outfitters, Best Buy, BJ’s Wholesale Club, Burlington Stores, Dick’s Sporting Goods, Guess?, Kohl’s, Lowe’s, Nordstrom, Urban Outfitters Other relevant research: Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’s and Others See Sales Decline Earnings Insights 3Q23, Week 3: Coty and Ralph Lauren Report Positive Sales Growth; Capri Holdings, Hanesbrands and Qurate Retail See Sales Decline Earnings Insights 3Q23, Week 2: Crocs, CVS and Colgate-Palmolive Report Strong Results; Carter’s, Clorox, Estée Lauder and VF Corporation See Sales Decline Earnings Insights 3Q23, Week 1: Deckers, Skechers, L’Oréal and Procter & Gamble Report Solid Results; Amazon Sees Further Improvement in Online Sales The Coresight 100 list Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Analyst Corner—US Convenience Store Retailing: Battling Headwinds and Seeking New Opportunities, with Sujeet NaikUS Tariffs on Canada and Mexico: What US Consumers ThinkHoliday Bites—Prime Big Deal Days, Walmart Deals, Target Circle Week and Kohl’s Cyber Deals: Consumer Participation—Data GraphicAgentic Commerce—How Should Retailers Leverage GEO to Maximize AI-Engine Visibility?
