Insight Report 23 minutes PremiumEarnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak Demand Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 13, 2024 What's InsideOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list as they report fourth-quarter 2023 earnings. This week, there are highlights from companies that reported in the week ended February 11, 2024, across five sectors: apparel and footwear, beauty, drugstores, e-commerce and luxury. 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: Alibaba, Amazon, Coty, CVS Health, Estée Lauder, Ralph Lauren, Tapestry, Under Armour, VF Corporation Other relevant research: Earnings Insights 4Q23, Week 1: Deckers, Clorox and Walgreens Report Strong Results; Columbia Sportswear Sees Sales Decline 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic Uncertainty 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: US Consumer Tracker: Presidents’ Day Shopping and Super Bowl Ad RecallWeekly US and UK Store Openings and Closures Tracker 2023, Week 42: US Store Openings Surpass 5,000Retail 2024: US E-Commerce Technology Trends—Generative AI, Retail Media and Other Revenue-Generating Opportunities To Transform the Online LandscapeCopley Place and Prudential Center—Demonstrating the Potential of Urban Mixed-Use Malls
