Key takeaways
In 2021, 140 earnings reports from 39 public companies that shape consumer brands are logged here, from ad platforms and commerce software to payments, public DTC brands and the CPG majors. Each row gives revenue, growth and a link to the filing or release it came from.
- Reports are grouped by the calendar quarter they were published in.
- The latest reports are on the main earnings tracker.
Source: Taylor Sicard, Taylor Sicard Consulting · Updated
Part of The Index · TSC living data trackers
Live tracker · Generated from the deal store
Last generated September 21, 2026
140 earnings reports published in 2021.
140
Reports logged
39
Companies tracked
4
Quarters covered
2021
Year
Window covered: 2021. Every figure on this page is computed from the underlying records when the page is built; none is maintained by hand.
01/2021 reports
PLATE 01 · BY QUARTER
Every report published
in 2021, by quarter.
Growth is computed from the revenue the company reported a year earlier where the source was a filing, and is the company's own figure where the source was its release.
Table Q1 · Q4 202138 reports logged
| Company | Quarter | Reported | Revenue | Growth | Guidance | Source |
|---|---|---|---|---|---|---|
BrazeBRZE · Commerce infrastructure | FY2022 Q3 | December 20, 2021 | $63.97M | +62.6% | sec.gov | |
ChewyCHWY · Public DTC brands | FY2021 Q3 | December 9, 2021 | $2.21B | +24.1% | sec.gov | |
SalesforceCRM · Commerce infrastructure | FY2022 Q3 | November 30, 2021 | $6.86B | +26.6% | sec.gov | |
On HoldingONON · Public DTC brands | FY2021 Q3 | November 16, 2021 | $244.16M | +67.6% | On is expecting net sales of CHF 710.0 million and adjusted EBITDA of CHF 92.0 million for the full fiscal year 2021. | sec.gov |
CelsiusCELH · Public DTC brands | FY2021 Q3 | November 12, 2021 | $94.91M | +157.6% | sec.gov | |
Warby ParkerWRBY · Public DTC brands | FY2021 Q3 | November 12, 2021 | $137.37M | +32% | sec.gov | |
YETIYETI · Public DTC brands | FY2021 Q3 | November 12, 2021 | $362.64M | +23.1% | sec.gov | |
WixWIX · Commerce infrastructure | FY2021 Q3 | November 11, 2021 | $320.8M | +26% | Q4’21 Outlook Y/Y growth Revenue $324 - 333 million 15 - 18% | sec.gov |
AffirmAFRM · Payments and BNPL | FY2022 Q1 | November 10, 2021 | $111.64M | +12.5% | sec.gov | |
AppLovinAPP · Ad platforms | FY2021 Q3 | November 10, 2021 | $726.95M | +90.4% | sec.gov | |
FIGSFIGS · Public DTC brands | FY2021 Q3 | November 10, 2021 | $102.7M | +33.7% | sec.gov | |
Global-eGLBE · Commerce infrastructure | FY2021 Q3 | November 9, 2021 | $59.1M | +77% | Q4 2021 Prior FY 21 Updated FY 2021 (in millions) GMV (1) $465 - $475 $1,350 - $1,370 $1,410 - $1,420 Revenue $76.4 – $78.4 $227.0 – $231.0 $239.0 – $241.0 | sec.gov |
ToastTOST · Payments and BNPL | FY2021 Q3 | November 9, 2021 | $486.38M | +105.4% | sec.gov | |
PayPalPYPL · Payments and BNPL | FY2021 Q3 | November 8, 2021 | $6.18B | +13.2% | sec.gov | |
The Trade DeskTTD · Ad platforms | FY2021 Q3 | November 8, 2021 | $301.09M | +39.3% | sec.gov | |
BlockXYZ · Payments and BNPL | FY2021 Q3 | November 4, 2021 | $3.84B | +26.7% | sec.gov | |
Commerce.comCMRC · Commerce infrastructure | FY2021 Q3 | November 4, 2021 | $59.28M | +49.2% | sec.gov | |
PinterestPINS · Ad platforms | FY2021 Q3 | November 4, 2021 | $632.93M | +43% | sec.gov | |
Reynolds Consumer ProductsREYN · CPG strategics | FY2021 Q3 | November 4, 2021 | $876M | +9.9% | sec.gov | |
HubSpotHUBS · Commerce infrastructure | FY2021 Q3 | November 3, 2021 | $339.19M | +48.5% | sec.gov | |
RevolveRVLV · Public DTC brands | FY2021 Q3 | November 3, 2021 | $244.06M | +61.6% | sec.gov | |
e.l.f. BeautyELF · Public DTC brands | FY2022 Q2 | November 3, 2021 | $91.86M | +27% | sec.gov | |
Estee LauderEL · CPG strategics | FY2022 Q1 | November 2, 2021 | $4.39B | +23.3% | sec.gov | |
Mondelez InternationalMDLZ · CPG strategics | FY2021 Q3 | November 2, 2021 | $7.18B | +7.8% | sec.gov | |
Church & DwightCHD · CPG strategics | FY2021 Q3 | October 29, 2021 | $1.31B | +5.7% | sec.gov | |
ColgateCL · CPG strategics | FY2021 Q3 | October 29, 2021 | $4.41B | +6.3% | sec.gov | |
AmazonAMZN · Ad platforms | FY2021 Q3 | October 28, 2021 | $110.81B | +15.3% | sec.gov | |
ShopifySHOP · Commerce infrastructure | FY2021 Q3 | October 28, 2021 | $1.12B | +46% | sec.gov | |
The Hershey CompanyHSY · CPG strategics | FY2021 Q3 | October 28, 2021 | $2.36B | +6.3% | sec.gov | |
Coca-ColaKO · CPG strategics | FY2021 Q3 | October 27, 2021 | $10.04B | +16.1% | sec.gov | |
AlphabetGOOGL · Ad platforms | FY2021 Q3 | October 26, 2021 | $65.12B | +41% | sec.gov | |
MetaMETA · Ad platforms | FY2021 Q3 | October 25, 2021 | $29.01B | +35.1% | sec.gov | |
SnapSNAP · Ad platforms | FY2021 Q3 | October 21, 2021 | $1.07B | +57.3% | sec.gov | |
UnileverUL · CPG strategics | FY2021 Q3 | October 21, 2021 | $14.58B | +2.5% | we are confident that we will be well within our multi-year framework of 3-5% for the full year | unilever.com |
DanoneBN · CPG strategics | FY2021 Q3 | October 19, 2021 | $6.65B | +3.8% | 2021 guidance reiterated: return to profitable growth in H2, and FY recurring operating margin broadly in line with 2020 | danone.com |
Procter & GamblePG · CPG strategics | FY2022 Q1 | October 19, 2021 | $20.34B | +5.3% | sec.gov | |
Conagra BrandsCAG · CPG strategics | FY2022 Q1 | October 7, 2021 | $2.65B | -1% | sec.gov | |
PepsiCo (PEP)PEP · CPG strategics | FY2021 Q3 | October 5, 2021 | $20.19B | +11.6% | sec.gov |
Table Q2 · Q3 202136 reports logged
| Company | Quarter | Reported | Revenue | Growth | Guidance | Source |
|---|---|---|---|---|---|---|
Warby ParkerWRBY · Public DTC brands | FY2021 Q2 | September 21, 2021 | $131.56M | sec.gov | ||
AffirmAFRM · Payments and BNPL | FY2021 Q4 | September 9, 2021 | $107.92M | sec.gov | ||
ChewyCHWY · Public DTC brands | FY2021 Q2 | September 1, 2021 | $2.16B | +26.8% | sec.gov | |
SalesforceCRM · Commerce infrastructure | FY2022 Q2 | August 25, 2021 | $6.34B | +23.1% | sec.gov | |
Estee LauderEL · CPG strategics | FY2021 Q4 | August 19, 2021 | $3.94B | +62% | sec.gov | |
Global-eGLBE · Commerce infrastructure | FY2021 Q2 | August 16, 2021 | $57.3M | +92% | Q3 2021 Prior FY 21 Updated FY 2021 (in millions) GMV $328 - $338 $1,210 - $1,255 $1,350 - $1,370 Revenue $54.3 – $56.3 $209.0 – $213.5 $227.0 – $231.0 | sec.gov |
CelsiusCELH · Public DTC brands | FY2021 Q2 | August 12, 2021 | $65.07M | +116.6% | sec.gov | |
FIGSFIGS · Public DTC brands | FY2021 Q2 | August 12, 2021 | $101.12M | +57.6% | sec.gov | |
AppLovinAPP · Ad platforms | FY2021 Q2 | August 11, 2021 | $668.81M | +123.4% | sec.gov | |
WixWIX · Commerce infrastructure | FY2021 Q2 | August 11, 2021 | $316.4M | +34% | Q3’21 Outlook Y/Y growth Revenue $311 - 317 million 22 - 25% | sec.gov |
The Trade DeskTTD · Ad platforms | FY2021 Q2 | August 9, 2021 | $279.97M | +100.9% | sec.gov | |
Commerce.comCMRC · Commerce infrastructure | FY2021 Q2 | August 5, 2021 | $49.01M | +35% | sec.gov | |
YETIYETI · Public DTC brands | FY2021 Q2 | August 5, 2021 | $357.67M | +44.8% | sec.gov | |
HubSpotHUBS · Commerce infrastructure | FY2021 Q2 | August 4, 2021 | $310.79M | +52.6% | sec.gov | |
RevolveRVLV · Public DTC brands | FY2021 Q2 | August 4, 2021 | $228.61M | +60.1% | sec.gov | |
e.l.f. BeautyELF · Public DTC brands | FY2022 Q1 | August 4, 2021 | $97.05M | +50.4% | sec.gov | |
BlockXYZ · Payments and BNPL | FY2021 Q2 | August 2, 2021 | $4.68B | +143.3% | sec.gov | |
Reynolds Consumer ProductsREYN · CPG strategics | FY2021 Q2 | August 2, 2021 | $847M | +6.1% | sec.gov | |
Church & DwightCHD · CPG strategics | FY2021 Q2 | July 30, 2021 | $1.27B | +6.4% | sec.gov | |
ColgateCL · CPG strategics | FY2021 Q2 | July 30, 2021 | $4.26B | +9.3% | sec.gov | |
Procter & GamblePG · CPG strategics | FY2021 Q4 | July 30, 2021 | $18.95B | +7.1% | sec.gov | |
AmazonAMZN · Ad platforms | FY2021 Q2 | July 29, 2021 | $113.08B | +27.2% | sec.gov | |
DanoneBN · CPG strategics | FY2021 H1 | July 29, 2021 | $12.78B | +1.6% | 2021 guidance reiterated: return to profitable growth in H2, and FY recurring operating margin broadly in line with 2020 | danone.com |
NestleNSRGY · CPG strategics | FY2021 H1 | July 29, 2021 | $46.82B | +8.1% | we expect full-year organic sales growth between 5% and 6% | nestle.com |
PinterestPINS · Ad platforms | FY2021 Q2 | July 29, 2021 | $613.21M | +125% | sec.gov | |
The Hershey CompanyHSY · CPG strategics | FY2021 Q2 | July 29, 2021 | $1.99B | +16.5% | sec.gov | |
MetaMETA · Ad platforms | FY2021 Q2 | July 28, 2021 | $29.08B | +55.6% | sec.gov | |
PayPalPYPL · Payments and BNPL | FY2021 Q2 | July 28, 2021 | $6.24B | +18.6% | sec.gov | |
ShopifySHOP · Commerce infrastructure | FY2021 Q2 | July 28, 2021 | $1.12B | +57% | sec.gov | |
AlphabetGOOGL · Ad platforms | FY2021 Q2 | July 27, 2021 | $61.88B | +61.6% | sec.gov | |
Mondelez InternationalMDLZ · CPG strategics | FY2021 Q2 | July 27, 2021 | $6.64B | +12.4% | sec.gov | |
SnapSNAP · Ad platforms | FY2021 Q2 | July 22, 2021 | $982.11M | +116.2% | sec.gov | |
UnileverUL · CPG strategics | FY2021 H1 | July 22, 2021 | $27.86B | +5.4% | we are confident that we will deliver underlying sales growth in 2021 well within our multi-year framework of 3-5%, despite more challenging comparators in the second half | unilever.com |
Coca-ColaKO · CPG strategics | FY2021 Q2 | July 21, 2021 | $10.13B | +41.7% | sec.gov | |
Conagra BrandsCAG · CPG strategics | FY2021 Q4 | July 13, 2021 | $2.74B | -16.7% | sec.gov | |
PepsiCo (PEP)PEP · CPG strategics | FY2021 Q2 | July 13, 2021 | $19.22B | +20.5% | sec.gov |
Table Q3 · Q2 202134 reports logged
| Company | Quarter | Reported | Revenue | Growth | Guidance | Source |
|---|---|---|---|---|---|---|
ChewyCHWY · Public DTC brands | FY2021 Q1 | June 10, 2021 | $2.14B | +31.7% | sec.gov | |
Global-eGLBE · Commerce infrastructure | FY2021 Q1 | June 3, 2021 | $46.2M | +134% | Q2 2021 FY 2021 (in millions) GMV $ 273 - $285 $ 1,210 - $1,255 Revenue $ 46.8 – $48.8 $ 209.0 – $213.5 | sec.gov |
SalesforceCRM · Commerce infrastructure | FY2022 Q1 | May 27, 2021 | $5.96B | +22.6% | sec.gov | |
e.l.f. BeautyELF · Public DTC brands | FY2021 Q4 | May 26, 2021 | $92.67M | +24% | sec.gov | |
CelsiusCELH · Public DTC brands | FY2021 Q1 | May 13, 2021 | $50.03M | +77.5% | sec.gov | |
YETIYETI · Public DTC brands | FY2021 Q1 | May 13, 2021 | $247.55M | +41.9% | sec.gov | |
AppLovinAPP · Ad platforms | FY2021 Q1 | May 12, 2021 | $603.88M | +132.1% | sec.gov | |
WixWIX · Commerce infrastructure | FY2021 Q1 | May 12, 2021 | $304.1M | +41% | Q2 2021 Outlook Y/Y growth Revenue $308 - 312 million 30 - 32% | sec.gov |
Commerce.comCMRC · Commerce infrastructure | FY2021 Q1 | May 11, 2021 | $46.66M | +40.7% | sec.gov | |
AffirmAFRM · Payments and BNPL | FY2021 Q3 | May 10, 2021 | $111.81M | +52.6% | sec.gov | |
The Trade DeskTTD · Ad platforms | FY2021 Q1 | May 10, 2021 | $219.81M | +36.8% | sec.gov | |
BlockXYZ · Payments and BNPL | FY2021 Q1 | May 6, 2021 | $5.06B | +266.2% | sec.gov | |
RevolveRVLV · Public DTC brands | FY2021 Q1 | May 6, 2021 | $178.91M | +22.5% | sec.gov | |
HubSpotHUBS · Commerce infrastructure | FY2021 Q1 | May 5, 2021 | $281.37M | +41.4% | sec.gov | |
PayPalPYPL · Payments and BNPL | FY2021 Q1 | May 5, 2021 | $6.03B | +30.6% | sec.gov | |
Reynolds Consumer ProductsREYN · CPG strategics | FY2021 Q1 | May 5, 2021 | $732M | +5.9% | sec.gov | |
Estee LauderEL · CPG strategics | FY2021 Q3 | May 3, 2021 | $3.86B | +15.5% | sec.gov | |
ColgateCL · CPG strategics | FY2021 Q1 | April 30, 2021 | $4.34B | +6% | sec.gov | |
AmazonAMZN · Ad platforms | FY2021 Q1 | April 29, 2021 | $108.52B | +43.8% | sec.gov | |
Church & DwightCHD · CPG strategics | FY2021 Q1 | April 29, 2021 | $1.24B | +6.3% | sec.gov | |
The Hershey CompanyHSY · CPG strategics | FY2021 Q1 | April 29, 2021 | $2.3B | +12.7% | sec.gov | |
UnileverUL · CPG strategics | FY2021 Q1 | April 29, 2021 | $13.28B | +5.7% | We are confident that we will deliver underlying sales growth in 2021 within our multi-year framework of 3-5%, with the first half around the top of this range. | unilever.com |
MetaMETA · Ad platforms | FY2021 Q1 | April 28, 2021 | $26.17B | +47.6% | sec.gov | |
ShopifySHOP · Commerce infrastructure | FY2021 Q1 | April 28, 2021 | $988.6M | +110% | sec.gov | |
AlphabetGOOGL · Ad platforms | FY2021 Q1 | April 27, 2021 | $55.31B | +34.4% | sec.gov | |
Mondelez InternationalMDLZ · CPG strategics | FY2021 Q1 | April 27, 2021 | $7.24B | +7.9% | sec.gov | |
PinterestPINS · Ad platforms | FY2021 Q1 | April 27, 2021 | $485.23M | +78.4% | sec.gov | |
NestleNSRGY · CPG strategics | FY2021 Q1 | April 22, 2021 | $23.63B | +7.7% | continued increase in organic sales growth towards a mid single-digit rate | nestle.com |
SnapSNAP · Ad platforms | FY2021 Q1 | April 22, 2021 | $769.58M | +66.4% | sec.gov | |
DanoneBN · CPG strategics | FY2021 Q1 | April 20, 2021 | $6.11B | -3.3% | 2021 guidance reiterated: Back to like-for-like growth as of Q2; return to profitable growth in H2 | danone.com |
Procter & GamblePG · CPG strategics | FY2021 Q3 | April 20, 2021 | $18.11B | +5.2% | sec.gov | |
Coca-ColaKO · CPG strategics | FY2021 Q1 | April 19, 2021 | $9.02B | +4.9% | sec.gov | |
PepsiCo (PEP)PEP · CPG strategics | FY2021 Q1 | April 15, 2021 | $14.82B | +6.8% | sec.gov | |
Conagra BrandsCAG · CPG strategics | FY2021 Q3 | April 8, 2021 | $2.77B | +8.5% | sec.gov |
Table Q4 · Q1 202132 reports logged
| Company | Quarter | Reported | Revenue | Growth | Guidance | Source |
|---|---|---|---|---|---|---|
ChewyCHWY · Public DTC brands | FY2020 Q4 | March 30, 2021 | $2.04B | +50.8% | sec.gov | |
CelsiusCELH · Public DTC brands | FY2020 Q4 | March 11, 2021 | $35.66M | +47.9% | sec.gov | |
SalesforceCRM · Commerce infrastructure | FY2021 Q4 | February 25, 2021 | $5.82B | +19.9% | sec.gov | |
RevolveRVLV · Public DTC brands | FY2020 Q4 | February 24, 2021 | $140.75M | -4.6% | sec.gov | |
BlockXYZ · Payments and BNPL | FY2020 Q4 | February 23, 2021 | $3.16B | +140.5% | sec.gov | |
Commerce.comCMRC · Commerce infrastructure | FY2020 Q4 | February 22, 2021 | $43.14M | +39.1% | sec.gov | |
DanoneBN · CPG strategics | FY2020 FY | February 19, 2021 | $25.51B | -1.5% | Back to growth as of Q2, return to profitable growth in H2 | danone.com |
NestleNSRGY · CPG strategics | FY2020 FY | February 18, 2021 | $94.42B | +3.6% | continued increase in organic sales growth towards a mid single-digit rate. Underlying trading operating profit margin with continued moderate improvement. | nestle.com |
The Trade DeskTTD · Ad platforms | FY2020 Q4 | February 18, 2021 | $319.9M | +48.1% | sec.gov | |
ShopifySHOP · Commerce infrastructure | FY2020 Q4 | February 17, 2021 | $977.7M | +94% | sec.gov | |
WixWIX · Commerce infrastructure | FY2020 Q4 | February 17, 2021 | $282.5M | +38% | Q1 2021 Outlook Y/Y growth Revenue $291 - 296 million 35 - 37% | sec.gov |
AffirmAFRM · Payments and BNPL | FY2021 Q2 | February 11, 2021 | $110.45M | -15% | sec.gov | |
HubSpotHUBS · Commerce infrastructure | FY2020 Q4 | February 11, 2021 | $252.06M | +35.4% | sec.gov | |
PepsiCo (PEP)PEP · CPG strategics | FY2020 Q4 | February 11, 2021 | $22.45B | +8.8% | sec.gov | |
YETIYETI · Public DTC brands | FY2020 Q4 | February 11, 2021 | $375.77M | +26.3% | sec.gov | |
Coca-ColaKO · CPG strategics | FY2020 Q4 | February 10, 2021 | $8.61B | -11.6% | sec.gov | |
Reynolds Consumer ProductsREYN · CPG strategics | FY2020 Q4 | February 9, 2021 | $888M | +6.3% | sec.gov | |
Estee LauderEL · CPG strategics | FY2021 Q2 | February 5, 2021 | $4.85B | +5% | sec.gov | |
PinterestPINS · Ad platforms | FY2020 Q4 | February 4, 2021 | $705.62M | +76.4% | sec.gov | |
SnapSNAP · Ad platforms | FY2020 Q4 | February 4, 2021 | $911.32M | +62.5% | sec.gov | |
The Hershey CompanyHSY · CPG strategics | FY2020 Q4 | February 4, 2021 | $2.19B | +5.7% | sec.gov | |
UnileverUL · CPG strategics | FY2020 FY | February 4, 2021 | $54.76B | +1.9% | unilever.com | |
PayPalPYPL · Payments and BNPL | FY2020 Q4 | February 3, 2021 | $6.12B | +23.3% | sec.gov | |
e.l.f. BeautyELF · Public DTC brands | FY2021 Q3 | February 3, 2021 | $88.56M | +9.7% | sec.gov | |
AlphabetGOOGL · Ad platforms | FY2020 Q4 | February 2, 2021 | $56.9B | +23.5% | sec.gov | |
AmazonAMZN · Ad platforms | FY2020 Q4 | February 2, 2021 | $125.56B | +43.6% | sec.gov | |
Church & DwightCHD · CPG strategics | FY2020 Q4 | January 29, 2021 | $1.3B | +13.2% | sec.gov | |
ColgateCL · CPG strategics | FY2020 Q4 | January 29, 2021 | $4.32B | +7.7% | sec.gov | |
Mondelez InternationalMDLZ · CPG strategics | FY2020 Q4 | January 28, 2021 | $7.3B | +5.6% | sec.gov | |
MetaMETA · Ad platforms | FY2020 Q4 | January 27, 2021 | $28.07B | +33.2% | sec.gov | |
Procter & GamblePG · CPG strategics | FY2021 Q2 | January 20, 2021 | $19.75B | +8.3% | sec.gov | |
Conagra BrandsCAG · CPG strategics | FY2021 Q2 | January 7, 2021 | $3B | +6.2% | sec.gov |
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