Social Media Today - [Report] A Consumer Retail Outlook

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A Consumer Retail Outlook
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visible alpha Presents
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While retail sales expectations are just shy of converging to pre-pandemic norms, do operating margins have a chance to catch up?
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Download the Report
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Expected sales growth is almost back to pre-pandemic levels
Covid-19 Waves
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Profitability Expectations
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Pre-Covid-19
35-72
Basis Points Decline
Year-Over-Year
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Summer 2022
200-300
Basis Points Decline
Year-Over-Year
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Space However, summer 2022 expectations for operating margins sharply declined, likely due to further complications from Covid-19, inflation, and supply-chain disruptions. Space
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Expectations for operating margins are varied across industries.
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Analysts are bullish on large diversified retailers (Costco, Walmart) and discount retailers (Dollar Tree, Dollar General), and they are bearish on department stores (Kohl's, Burlington).
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Expectations across industries
Margin Improvement vs Comparable Sales Growth
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Read our latest analysis to learn more about how comparable sales & operating margin growth impact the outlook of the consumer retail industry.
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Space Visible Alpha provides timely, interactive access directly to sell-side analyst models and deep consensus estimates on thousands of companies globally and across 150+ industries. Powerful visualization tools enable investment professionals and investor relations teams to uncover and explore investment controversies. Quickly understand the market’s view on a company and easily conduct relative analysis to extract actionable insights from sell-side models at an unrivaled level of granularity. Space
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