What's Inside

Our 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 18, 2024, across five sectors: apparel and footwear, beauty, CPG (consumer packaged goods) 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: Capri Holdings, Crocs, Hanesbrands, Herbalife Nutrition, L’Oréal

Other relevant research: 

• Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak Demand
• 3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic Uncertainty
• The Coresight 100 list