FILED UNDER Earnings· Public Markets· Tracker

Consumer brand earnings
reports, 2022,
by quarter.

152 earnings reports from 39 public companies, published in 2022, each linked to its filing or release.

Maintained by
Taylor Sicard
Type
Living tracker
Entries
152 reports logged
Window
2022
About the author
Taylor Sicard

Co-founded WIN Brands Group, a DTC operator and acquirer with a multi-brand portfolio, where reading public-company earnings was a standing part of the operating rhythm: Meta and Google prints to plan media budgets, Shopify and Klaviyo to time feature adoption, and the CPG majors to read where category demand and acquirer appetite were heading. Was an early Shopify employee and has advised SaaS companies scaling past $100M. Tracks these earnings because the biggest brands report the weather smaller brands are about to operate in.

Full background →
Key takeaways

In 2022, 152 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
152 earnings reports published in 2022.
152
Reports logged
39
Companies tracked
4
Quarters covered
2022
Year
Window covered: 2022. Every figure on this page is computed from the underlying records when the page is built; none is maintained by hand.
Earnings by year
2020202120222023202420252026

Every report published
in 2022, 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 202237 reports logged
CompanyQuarterReportedRevenueGrowthGuidanceSource
BrazeBRZE · Commerce infrastructure
FY2023 Q3December 13, 2022$93.12M+45.6%sec.gov
ChewyCHWY · Public DTC brands
FY2022 Q3December 8, 2022$2.53B+14.5%sec.gov
SalesforceCRM · Commerce infrastructure
FY2023 Q3November 30, 2022$7.84B+14.2%sec.gov
Global-eGLBE · Commerce infrastructure
FY2022 Q3November 16, 2022$105.6M+79%Q4 2022 FY 2022 Previous FY 2022 (in millions) GMV $808 - $848 $2,419 - $2,459 $2,450 – $2,550 Revenue $135.5 - $141.5 $404.7 - $410.7 $406 - $426sec.gov
On HoldingONON · Public DTC brands
FY2022 Q3November 16, 2022$367.36M+50.4%On is raising its previous guidance by CHF 25 million and now expects net sales of CHF 1.125 billion and an increased adjusted EBITDA of CHF 148 million for the full year 2022.sec.gov
FIGSFIGS · Public DTC brands
FY2022 Q3November 10, 2022$128.59M+25.2%sec.gov
ToastTOST · Payments and BNPL
FY2022 Q3November 10, 2022$752M+54.6%sec.gov
Warby ParkerWRBY · Public DTC brands
FY2022 Q3November 10, 2022$148.78M+8.3%sec.gov
WixWIX · Commerce infrastructure
FY2022 Q3November 10, 2022$345.8M+8%For Q4, we expect total revenue to be $349 to $354 million, representing approximately 5 - 6% y/y growth.sec.gov
AppLovinAPP · Ad platforms
FY2022 Q3November 9, 2022$713.1M-1.9%sec.gov
The Trade DeskTTD · Ad platforms
FY2022 Q3November 9, 2022$394.77M+31.1%sec.gov
AffirmAFRM · Payments and BNPL
FY2023 Q1November 8, 2022$139.86M+25.3%sec.gov
Reynolds Consumer ProductsREYN · CPG strategics
FY2022 Q3November 8, 2022$938M+7.1%sec.gov
The Hershey CompanyHSY · CPG strategics
FY2022 Q3November 4, 2022$2.73B+15.6%sec.gov
BlockXYZ · Payments and BNPL
FY2022 Q3November 3, 2022$4.52B+17.4%sec.gov
CelsiusCELH · Public DTC brands
FY2022 Q3November 3, 2022$188.23M+98.3%sec.gov
Commerce.comCMRC · Commerce infrastructure
FY2022 Q3November 3, 2022$72.39M+22.1%sec.gov
PayPalPYPL · Payments and BNPL
FY2022 Q3November 3, 2022$6.85B+10.7%sec.gov
Estee LauderEL · CPG strategics
FY2023 Q1November 2, 2022$3.93B-10.5%sec.gov
HubSpotHUBS · Commerce infrastructure
FY2022 Q3November 2, 2022$443.96M+30.9%sec.gov
RevolveRVLV · Public DTC brands
FY2022 Q3November 2, 2022$268.71M+10.1%sec.gov
e.l.f. BeautyELF · Public DTC brands
FY2023 Q2November 2, 2022$122.35M+33.2%sec.gov
Mondelez InternationalMDLZ · CPG strategics
FY2022 Q3November 1, 2022$7.76B+8.1%sec.gov
Church & DwightCHD · CPG strategics
FY2022 Q3October 28, 2022$1.32B+0.4%sec.gov
ColgateCL · CPG strategics
FY2022 Q3October 28, 2022$4.46B+0.9%sec.gov
AmazonAMZN · Ad platforms
FY2022 Q3October 27, 2022$127.1B+14.7%sec.gov
DanoneBN · CPG strategics
FY2022 Q3October 27, 2022$7.92B+9.5%2022 guidance upgraded: LFL net sales growth now expected between +7 and +8%, versus +5 to +6% previously; recurring operating margin above 12% confirmeddanone.com
PinterestPINS · Ad platforms
FY2022 Q3October 27, 2022$684.55M+8.2%sec.gov
ShopifySHOP · Commerce infrastructure
FY2022 Q3October 27, 2022$1.37B+22%Both GMV and total revenue in 2022 to be more evenly distributed across the four quarters, similar to 2021sec.gov
UnileverUL · CPG strategics
FY2022 Q3October 27, 2022$17.06B+10.6%We now expect underlying sales growth for the full year 2022 to be above 8%, with more negative underlying volume growth than in the first nine months.unilever.com
MetaMETA · Ad platforms
FY2022 Q3October 26, 2022$27.71B-4.5%sec.gov
AlphabetGOOGL · Ad platforms
FY2022 Q3October 25, 2022$69.09B+6.1%sec.gov
Coca-ColaKO · CPG strategics
FY2022 Q3October 25, 2022$11.06B+10.2%sec.gov
SnapSNAP · Ad platforms
FY2022 Q3October 20, 2022$1.13B+5.7%sec.gov
Procter & GamblePG · CPG strategics
FY2023 Q1October 19, 2022$20.61B+1.3%sec.gov
PepsiCo (PEP)PEP · CPG strategics
FY2022 Q3October 12, 2022$21.97B+8.8%sec.gov
Conagra BrandsCAG · CPG strategics
FY2023 Q1October 6, 2022$2.9B+9.5%sec.gov
Table Q2 · Q3 202238 reports logged
CompanyQuarterReportedRevenueGrowthGuidanceSource
BrazeBRZE · Commerce infrastructure
FY2023 Q2September 12, 2022$86.13M+54.5%sec.gov
ChewyCHWY · Public DTC brands
FY2022 Q2August 30, 2022$2.43B+12.8%sec.gov
AffirmAFRM · Payments and BNPL
FY2022 Q4August 25, 2022$149.7M+38.7%sec.gov
SalesforceCRM · Commerce infrastructure
FY2023 Q2August 24, 2022$7.72B+21.8%sec.gov
Estee LauderEL · CPG strategics
FY2022 Q4August 18, 2022$3.56B-9.5%sec.gov
Global-eGLBE · Commerce infrastructure
FY2022 Q2August 16, 2022$87.3M+52%Q3 2022 FY 2022 (in millions) GMV $600 - $614 $2,450 - $2,550 Revenue $99.5 - $102.5 $406 - $426sec.gov
On HoldingONON · Public DTC brands
FY2022 Q2August 16, 2022$326.7M+66.6%On is raising its previous guidance and now expects net sales of at least CHF 1.1 billion and adjusted EBITDA of CHF 145 million for the full year 2022.sec.gov
ToastTOST · Payments and BNPL
FY2022 Q2August 11, 2022$675M+58.5%sec.gov
Warby ParkerWRBY · Public DTC brands
FY2022 Q2August 11, 2022$149.62M+13.7%sec.gov
AppLovinAPP · Ad platforms
FY2022 Q2August 10, 2022$776.23M+16.1%sec.gov
WixWIX · Commerce infrastructure
FY2022 Q2August 10, 2022$345.2M+9%For Q3, we expect total revenue to be $341 to $345 million, representing 7 - 8% y/y growth.sec.gov
Reynolds Consumer ProductsREYN · CPG strategics
FY2022 Q2August 9, 2022$896M+5.8%sec.gov
The Trade DeskTTD · Ad platforms
FY2022 Q2August 9, 2022$376.96M+34.6%sec.gov
BlockXYZ · Payments and BNPL
FY2022 Q2August 4, 2022$4.4B-5.9%sec.gov
Commerce.comCMRC · Commerce infrastructure
FY2022 Q2August 4, 2022$68.2M+39.2%sec.gov
FIGSFIGS · Public DTC brands
FY2022 Q2August 4, 2022$122.25M+20.9%sec.gov
HubSpotHUBS · Commerce infrastructure
FY2022 Q2August 4, 2022$421.75M+35.7%sec.gov
RevolveRVLV · Public DTC brands
FY2022 Q2August 3, 2022$290.05M+26.9%sec.gov
e.l.f. BeautyELF · Public DTC brands
FY2023 Q1August 3, 2022$122.6M+26.3%sec.gov
CelsiusCELH · Public DTC brands
FY2022 Q2August 2, 2022$154.02M+136.7%sec.gov
PayPalPYPL · Payments and BNPL
FY2022 Q2August 2, 2022$6.81B+9.1%sec.gov
PinterestPINS · Ad platforms
FY2022 Q2August 1, 2022$665.93M+8.6%sec.gov
Church & DwightCHD · CPG strategics
FY2022 Q2July 29, 2022$1.33B+4.2%sec.gov
ColgateCL · CPG strategics
FY2022 Q2July 29, 2022$4.48B+5.3%sec.gov
Procter & GamblePG · CPG strategics
FY2022 Q4July 29, 2022$19.52B+3%sec.gov
AmazonAMZN · Ad platforms
FY2022 Q2July 28, 2022$121.23B+7.2%sec.gov
NestleNSRGY · CPG strategics
FY2022 H1July 28, 2022$51.07B+8.1%we expect organic sales growth between 7% and 8%. The underlying trading operating profit margin is now expected around 17.0%nestle.com
The Hershey CompanyHSY · CPG strategics
FY2022 Q2July 28, 2022$2.37B+19.3%sec.gov
DanoneBN · CPG strategics
FY2022 H1July 27, 2022$14.39B+7.4%2022 guidance updated: LFL net sales growth now expected between +5 and +6%, recurring operating margin above 12% confirmeddanone.com
MetaMETA · Ad platforms
FY2022 Q2July 27, 2022$28.82B-0.9%sec.gov
ShopifySHOP · Commerce infrastructure
FY2022 Q2July 27, 2022$1.3B+16%Both GMV and total revenue in 2022 to be more evenly distributed across the four quarters, similar to 2021sec.gov
AlphabetGOOGL · Ad platforms
FY2022 Q2July 26, 2022$69.69B+12.6%sec.gov
Coca-ColaKO · CPG strategics
FY2022 Q2July 26, 2022$11.32B+11.8%sec.gov
Mondelez InternationalMDLZ · CPG strategics
FY2022 Q2July 26, 2022$7.27B+9.5%sec.gov
UnileverUL · CPG strategics
FY2022 H1July 26, 2022$31.97B+8.1%We now expect underlying sales growth to be above that range, driven by price with some further pressure on volume.unilever.com
SnapSNAP · Ad platforms
FY2022 Q2July 21, 2022$1.11B+13.1%sec.gov
Conagra BrandsCAG · CPG strategics
FY2022 Q4July 14, 2022$2.91B+6.2%sec.gov
PepsiCo (PEP)PEP · CPG strategics
FY2022 Q2July 12, 2022$20.23B+5.2%sec.gov
Table Q3 · Q2 202238 reports logged
CompanyQuarterReportedRevenueGrowthGuidanceSource
BrazeBRZE · Commerce infrastructure
FY2023 Q1June 13, 2022$77.5M+61.9%sec.gov
ChewyCHWY · Public DTC brands
FY2022 Q1June 1, 2022$2.43B+13.7%sec.gov
SalesforceCRM · Commerce infrastructure
FY2023 Q1May 31, 2022$7.41B+24.3%sec.gov
e.l.f. BeautyELF · Public DTC brands
FY2022 Q4May 25, 2022$105.14M+13.4%sec.gov
On HoldingONON · Public DTC brands
FY2022 Q1May 17, 2022$263.98M+67.9%On is therefore raising its guidance for the full fiscal year 2022 and now expects net sales of at least CHF 1.04 billion.sec.gov
Global-eGLBE · Commerce infrastructure
FY2022 Q1May 16, 2022$76.3M+65%Q2 2022 FY 2022 Previous FY 2022 (in millions) GMV (1) $495 - $505 $2,280 - $2,400 $2,445 - $2,495 Revenue $82.5 - $84.5 $383 - $403 $411 - $421sec.gov
Warby ParkerWRBY · Public DTC brands
FY2022 Q1May 16, 2022$153.22M+10.3%sec.gov
WixWIX · Commerce infrastructure
FY2022 Q1May 16, 2022$341.6M+14%As of today, we expect total revenue in Q2’22 to be $342 - $346 million, representing 8 - 10% y/y growth.sec.gov
AffirmAFRM · Payments and BNPL
FY2022 Q3May 12, 2022$144.22M+29%sec.gov
FIGSFIGS · Public DTC brands
FY2022 Q1May 12, 2022$110.1M+26.4%sec.gov
ToastTOST · Payments and BNPL
FY2022 Q1May 12, 2022$535M+89.7%sec.gov
AppLovinAPP · Ad platforms
FY2022 Q1May 11, 2022$625.42M+3.6%sec.gov
Reynolds Consumer ProductsREYN · CPG strategics
FY2022 Q1May 10, 2022$818M+11.7%sec.gov
The Trade DeskTTD · Ad platforms
FY2022 Q1May 10, 2022$315.32M+43.5%sec.gov
BlockXYZ · Payments and BNPL
FY2022 Q1May 5, 2022$3.96B-21.7%sec.gov
HubSpotHUBS · Commerce infrastructure
FY2022 Q1May 5, 2022$395.6M+40.6%sec.gov
ShopifySHOP · Commerce infrastructure
FY2022 Q1May 5, 2022$1.2B+22%Year-over-year revenue growth to be lower in the first half and highest in the fourth quarter of 2022sec.gov
CelsiusCELH · Public DTC brands
FY2022 Q1May 3, 2022$133.39M+166.6%sec.gov
Estee LauderEL · CPG strategics
FY2022 Q3May 3, 2022$4.25B+9.9%sec.gov
RevolveRVLV · Public DTC brands
FY2022 Q1May 3, 2022$283.5M+58.5%sec.gov
Commerce.comCMRC · Commerce infrastructure
FY2022 Q1May 2, 2022$66.05M+41.6%sec.gov
ColgateCL · CPG strategics
FY2022 Q1April 29, 2022$4.4B+1.3%sec.gov
AmazonAMZN · Ad platforms
FY2022 Q1April 28, 2022$116.44B+7.3%sec.gov
Church & DwightCHD · CPG strategics
FY2022 Q1April 28, 2022$1.3B+4.7%sec.gov
The Hershey CompanyHSY · CPG strategics
FY2022 Q1April 28, 2022$2.67B+16.1%sec.gov
UnileverUL · CPG strategics
FY2022 Q1April 28, 2022$14.9B+7.3%We now expect underlying sales growth in 2022 to be towards the top end of the previously guided range of 4.5% to 6.5%.unilever.com
MetaMETA · Ad platforms
FY2022 Q1April 27, 2022$27.91B+6.6%sec.gov
PayPalPYPL · Payments and BNPL
FY2022 Q1April 27, 2022$6.48B+7.5%sec.gov
PinterestPINS · Ad platforms
FY2022 Q1April 27, 2022$574.88M+18.5%sec.gov
AlphabetGOOGL · Ad platforms
FY2022 Q1April 26, 2022$68.01B+23%sec.gov
Mondelez InternationalMDLZ · CPG strategics
FY2022 Q1April 26, 2022$7.76B+7.3%sec.gov
PepsiCo (PEP)PEP · CPG strategics
FY2022 Q1April 26, 2022$16.2B+9.3%sec.gov
Coca-ColaKO · CPG strategics
FY2022 Q1April 25, 2022$10.49B+16.3%sec.gov
NestleNSRGY · CPG strategics
FY2022 Q1April 21, 2022$24.86B+7.6%expect organic sales growth around 5% and underlying trading operating profit margin between 17.0% and 17.5%nestle.com
SnapSNAP · Ad platforms
FY2022 Q1April 21, 2022$1.06B+38.1%sec.gov
DanoneBN · CPG strategics
FY2022 Q1April 20, 2022$6.73B+7.1%2022 guidance reiterated, supported by pricing actions, mix management and productivity efforts: price-led like-for-like sales growth between +3 and +5% and a recurring operating margin above 12%danone.com
Procter & GamblePG · CPG strategics
FY2022 Q3April 20, 2022$19.38B+7%sec.gov
Conagra BrandsCAG · CPG strategics
FY2022 Q3April 7, 2022$2.91B+5.1%sec.gov
Table Q4 · Q1 202239 reports logged
CompanyQuarterReportedRevenueGrowthGuidanceSource
BrazeBRZE · Commerce infrastructure
FY2022 Q4March 30, 2022$70.43Msec.gov
ChewyCHWY · Public DTC brands
FY2021 Q4March 29, 2022$2.39B+16.9%sec.gov
On HoldingONON · Public DTC brands
FY2021 Q4March 18, 2022$214.03M+53.7%On is therefore updating its guidance for the full fiscal year 2022 and now expects net sales of at least CHF 990 million, adjusted EBITDA of CHF 130.0 million, and a corresponding adjusted EBITDA margin of 13.1%.sec.gov
Warby ParkerWRBY · Public DTC brands
FY2021 Q4March 17, 2022$132.89Msec.gov
CelsiusCELH · Public DTC brands
FY2021 Q4March 1, 2022$104.25M+192.3%sec.gov
SalesforceCRM · Commerce infrastructure
FY2022 Q4March 1, 2022$7.33B+25.9%sec.gov
Commerce.comCMRC · Commerce infrastructure
FY2021 Q4February 28, 2022$64.9M+50.4%sec.gov
BlockXYZ · Payments and BNPL
FY2021 Q4February 24, 2022$4.08B+29.1%sec.gov
DanoneBN · CPG strategics
FY2021 FYFebruary 23, 2022$26.22B+3.4%The company will also take this opportunity to unveil guidance for 2022 and for the mid-term.danone.com
RevolveRVLV · Public DTC brands
FY2021 Q4February 23, 2022$239.81M+70.4%sec.gov
NestleNSRGY · CPG strategics
FY2021 FYFebruary 17, 2022$97.55B+7.5%we expect organic sales growth around 5% and underlying trading operating profit margin between 17.0% and 17.5%nestle.com
YETIYETI · Public DTC brands
FY2021 Q4February 17, 2022$443.12M+17.9%sec.gov
AppLovinAPP · Ad platforms
FY2021 Q4February 16, 2022$793.47M+55.6%sec.gov
Global-eGLBE · Commerce infrastructure
FY2021 Q4February 16, 2022$82.7M+54%Q1 2022 FY 2022 (in millions) GMV (1) $446 - $456 $2,445 - $2,495 Revenue $74.5 - $76.5 $411 - $421sec.gov
ShopifySHOP · Commerce infrastructure
FY2021 Q4February 16, 2022$1.38B+41%our financial outlook anticipates revenue growth for the full year 2022 that is lower than the 57% revenue growth achieved in 2021, but still rapid and outpacing the growth of ecommercesec.gov
The Trade DeskTTD · Ad platforms
FY2021 Q4February 16, 2022$395.6M+23.7%sec.gov
WixWIX · Commerce infrastructure
FY2021 Q4February 16, 2022$328.3M+16%As of today, we expect total revenue in Q1 2022 to be $338M - $343M, representing 11% - 13% y/y growth.sec.gov
ToastTOST · Payments and BNPL
FY2021 Q4February 15, 2022$510.62Msec.gov
AffirmAFRM · Payments and BNPL
FY2022 Q2February 10, 2022$153.65M+39.1%sec.gov
Coca-ColaKO · CPG strategics
FY2021 Q4February 10, 2022$9.46B+9.9%sec.gov
HubSpotHUBS · Commerce infrastructure
FY2021 Q4February 10, 2022$369.31M+46.5%sec.gov
PepsiCo (PEP)PEP · CPG strategics
FY2021 Q4February 10, 2022$25.25B+12.4%sec.gov
UnileverUL · CPG strategics
FY2021 FYFebruary 10, 2022$56.59B+4.5%We expect underlying sales growth in 2022 to be in the range of 4.5% to 6.5%.unilever.com
Reynolds Consumer ProductsREYN · CPG strategics
FY2021 Q4February 9, 2022$990M+11.5%sec.gov
AmazonAMZN · Ad platforms
FY2021 Q4February 3, 2022$137.41B+9.4%sec.gov
Estee LauderEL · CPG strategics
FY2022 Q2February 3, 2022$5.54B+14.1%sec.gov
PinterestPINS · Ad platforms
FY2021 Q4February 3, 2022$846.65M+20%sec.gov
SnapSNAP · Ad platforms
FY2021 Q4February 3, 2022$1.3B+42.4%sec.gov
The Hershey CompanyHSY · CPG strategics
FY2021 Q4February 3, 2022$2.33B+6.4%sec.gov
MetaMETA · Ad platforms
FY2021 Q4February 2, 2022$33.67B+19.9%sec.gov
e.l.f. BeautyELF · Public DTC brands
FY2022 Q3February 2, 2022$98.12M+10.8%sec.gov
AlphabetGOOGL · Ad platforms
FY2021 Q4February 1, 2022$75.33B+32.4%sec.gov
PayPalPYPL · Payments and BNPL
FY2021 Q4February 1, 2022$6.92B+13.1%sec.gov
Church & DwightCHD · CPG strategics
FY2021 Q4January 28, 2022$1.37B+5.7%sec.gov
ColgateCL · CPG strategics
FY2021 Q4January 28, 2022$4.4B+1.8%sec.gov
Mondelez InternationalMDLZ · CPG strategics
FY2021 Q4January 27, 2022$7.66B+4.9%sec.gov
Procter & GamblePG · CPG strategics
FY2022 Q2January 19, 2022$20.95B+6.1%sec.gov
FIGSFIGS · Public DTC brands
FY2021 Q4January 10, 2022$128.7Msec.gov
Conagra BrandsCAG · CPG strategics
FY2022 Q2January 6, 2022$3.06B+2.1%sec.gov
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