To date, 183 of the 199 companies in our Retail/Restaurant Index have reported their EPS results for Q2 2024, representing 91% of the index. Of those companies that have reported their quarterly results, 72% announced profits that beat analysts’ expectations, while 4% delivered on-target results and 24% reported earnings that fell below estimates. The Q2 2024 blended earnings growth estimate now stands at 14.4%. The blended revenue growth estimate for the 199 companies in this index is 3.6% for Q2 2024. Of those companies that have reported their quarterly results so far, 51% announced revenue that exceeded analysts’ expectations and

To date, 181 of the 199 companies in our Retail/Restaurant Index have reported their EPS results for Q2 2024, representing 91% of the index. Of those companies that have reported their quarterly results, 72% announced profits that beat analysts’ expectations, while 4% delivered on-target results and 24% reported earnings that fell below estimates. The Q2 2024 blended earnings growth estimate now stands at 14.4%. The blended revenue growth estimate for the 199 companies in this index is 3.7% for Q2 2024. Of those companies that have reported their quarterly results so far, 51% announced revenue that exceeded analysts’ expectations and

To date, 191 of the 201 companies in our Retail/Restaurant Index have reported their EPS results for Q1 2024, representing 95% of the index. Of those companies that have reported their quarterly results, 73% announced profits that beat analysts’ expectations, while 1% delivered on-target results and 26% reported earnings that fell below estimates. The Q1 2024 blended earnings growth estimate now stands at 22.6%. The blended revenue growth estimate for the 201 companies in this index is 4.0% for Q1 2024. Of those companies that have reported their quarterly results so far, 53% announced revenue that exceeded analysts’ expectations and

To date, 183 of the 201 companies in our Retail/Restaurant Index have reported their EPS results for Q1 2024, representing 91% of the index. Of those companies that have reported their quarterly results, 73% announced profits that beat analysts’ expectations, while 1% delivered on-target results and 26% reported earnings that fell below estimates. The Q1 2024 blended earnings growth estimate now stands at 22.5%. The blended revenue growth estimate for the 201 companies in this index is 4.0% for Q1 2024. Of those companies that have reported their quarterly results so far, 53% announced revenue that exceeded analysts’ expectations and

To date, 186 of the 204 companies in our retail/restaurant index have reported their EPS results for Q4 2023, representing 91% of the index. Of those companies that have reported their quarterly results, 69% announced profits that beat analysts’ expectations, while 3% delivered on-target results and 28% reported earnings that fell below estimates. The Q4 2023 blended earnings growth estimate now stands at 36.7%. The blended revenue growth estimate for the 204 companies in this index is 4.6% for Q4 2023. Of those companies that have reported their quarterly results so far, 58% announced revenue that exceeded analysts’ expectations and

To date, 172 of the 199 companies in our Retail/Restaurant Index have reported their EPS results for Q2 2023, representing 86% of the index. Of those companies that have reported their quarterly results, 78% announced profits that beat analysts’ expectations, while 5% delivered on-target results and 17% reported earnings that fell below estimates. The Q2 2023 blended earnings growth estimate now stands at 19.9%. The blended revenue growth estimate for the 199 companies in this index is 3.3% for Q2 2023. Of those companies that have reported their quarterly results so far, 62% announced revenue that exceeded analysts’ expectations and

The Covid-19 Delta variant continues to trigger shifts in consumer sentiment, and this is reflected in retail sales and earnings results. Ninety‐nine percent of companies in the Refinitiv Retail/Restaurant Index have reported Q2 2021 earnings. During Q2 earnings calls, the Delta variant was mentioned by 65 different retailers. As people cope with the Delta variant, it is clear that their spending is focused on improving the stay‐at‐home experience. The latest U.S. retail sales numbers show that the strongest spending happened at non-store retailers, suggesting that consumers are still gravitating online and might still be avoiding in-person shopping. The latest Census

Eighty five percent of companies in our Retail/Restaurant Index have reported Q2 2021 EPS. Of the 174 companies in the index that have reported earnings to date, 86% have reported earnings above analyst expectations, 2% matched and 12% reported earnings below analyst expectations. The Q2 2021 blended earnings growth estimate is 157.9%. The Q2 2021 blended revenue growth estimate is 24.0%. Eighty-four percent have reported revenue above analyst expectations, and 16% reported revenue below analyst expectations. Exhibit 1: Refinitiv Earnings Dashboard Source: I/B/E/S data from Refinitiv Q2 2021 retail earnings The dollar stores are facing very difficult comparisons from a