FILED UNDER Earnings· Public Markets· Tracker

Consumer brand earnings
reports, 2023,
by quarter.

158 earnings reports from 42 public companies, published in 2023, each linked to its filing or release.

Maintained by
Taylor Sicard
Type
Living tracker
Entries
158 reports logged
Window
2023
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 2023, 158 earnings reports from 42 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
158 earnings reports published in 2023.
158
Reports logged
42
Companies tracked
4
Quarters covered
2023
Year
Window covered: 2023. 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 2023, 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 202341 reports logged
CompanyQuarterReportedRevenueGrowthGuidanceSource
BrazeBRZE · Commerce infrastructure
FY2024 Q3December 6, 2023$123.96M+33.1%sec.gov
ChewyCHWY · Public DTC brands
FY2023 Q3December 6, 2023$2.74B+8.2%sec.gov
SalesforceCRM · Commerce infrastructure
FY2024 Q3November 29, 2023$8.72B+11.3%sec.gov
Global-eGLBE · Commerce infrastructure
FY2023 Q3November 15, 2023$133.6M+27%Q4 2023 FY 2023 Previous FY 2023 (in millions) GMV (1) $1,125 - $1,175 $3,493 - $3,543 $3,480 - $3,640 Revenue $178 - $186 $563 - $571 $570 - $596sec.gov
On HoldingONON · Public DTC brands
FY2023 Q3November 14, 2023$538.16M+46.5%On is raising its previous net sales outlook for the full year 2023 to CHF 1.79 billion.sec.gov
The Trade DeskTTD · Ad platforms
FY2023 Q3November 9, 2023$493.27M+24.9%sec.gov
WixWIX · Commerce infrastructure
FY2023 Q3November 9, 2023$393.8M+14%We expect Q4 revenue to be $400 - $405 million, or 13 - 14% growth y/y.sec.gov
YETIYETI · Public DTC brands
FY2022 Q3November 9, 2023$433.56M+0%sec.gov
AffirmAFRM · Payments and BNPL
FY2024 Q1November 8, 2023$179.43M+28.3%sec.gov
AppLovinAPP · Ad platforms
FY2023 Q3November 8, 2023$864.26M+21.2%sec.gov
Commerce.comCMRC · Commerce infrastructure
FY2023 Q3November 8, 2023$78.05M+7.8%sec.gov
HubSpotHUBS · Commerce infrastructure
FY2023 Q3November 8, 2023$557.56M+25.6%sec.gov
Reynolds Consumer ProductsREYN · CPG strategics
FY2023 Q3November 8, 2023$935M-0.3%sec.gov
Warby ParkerWRBY · Public DTC brands
FY2023 Q3November 8, 2023$169.85M+14.2%sec.gov
CelsiusCELH · Public DTC brands
FY2023 Q3November 7, 2023$384.76M+104.4%sec.gov
KlaviyoKVYO · Commerce infrastructure
FY2023 Q3November 7, 2023$175.81M+47.5%sec.gov
Oddity TechODD · Public DTC brands
FY2023 Q3November 7, 2023$94.47M+37%4Q 2023 Outlook Net Revenue $82-85 millionsec.gov
ToastTOST · Payments and BNPL
FY2023 Q3November 7, 2023$1.03B+37.2%sec.gov
Church & DwightCHD · CPG strategics
FY2023 Q3November 3, 2023$1.46B+10.5%sec.gov
BlockXYZ · Payments and BNPL
FY2023 Q3November 2, 2023$5.62B+24.4%sec.gov
FIGSFIGS · Public DTC brands
FY2023 Q3November 2, 2023$142.36M+10.7%sec.gov
ShopifySHOP · Commerce infrastructure
FY2023 Q3November 2, 2023$1.71B+25%Full year revenue to grow at a mid-twenties percentage rate on a year-over-year basis, driven by fourth quarter revenue growth in the high-teens year over yearsec.gov
Estee LauderEL · CPG strategics
FY2024 Q1November 1, 2023$3.52B-10.5%sec.gov
Mondelez InternationalMDLZ · CPG strategics
FY2023 Q3November 1, 2023$9.03B+16.3%sec.gov
PayPalPYPL · Payments and BNPL
FY2023 Q3November 1, 2023$7.42B+8.4%sec.gov
RevolveRVLV · Public DTC brands
FY2023 Q3November 1, 2023$257.6M-4.1%sec.gov
e.l.f. BeautyELF · Public DTC brands
FY2024 Q2November 1, 2023$215.51M+76.1%sec.gov
PinterestPINS · Ad platforms
FY2023 Q3October 30, 2023$763.2M+11.5%sec.gov
ColgateCL · CPG strategics
FY2023 Q3October 27, 2023$4.92B+10.3%sec.gov
AmazonAMZN · Ad platforms
FY2023 Q3October 26, 2023$143.08B+12.6%sec.gov
DanoneBN · CPG strategics
FY2023 Q3October 26, 2023$7.46B+6.2%2023 guidance raised: like-for-like sales growth now expected between +6% and +7% (versus between +4% and +6% previously); moderate improvement in recurring operating margin confirmeddanone.com
KenvueKVUE · CPG strategics
FY2023 Q3October 26, 2023$3.92B+3.3%sec.gov
The Hershey CompanyHSY · CPG strategics
FY2023 Q3October 26, 2023$3.03B+11.1%sec.gov
UnileverUL · CPG strategics
FY2023 Q3October 26, 2023$16.42B+5.2%We continue to expect underlying sales growth for the full year to be above 5%, ahead of our multi-year range, with underlying price growth continuing to moderate.unilever.com
MetaMETA · Ad platforms
FY2023 Q3October 25, 2023$34.15B+23.2%sec.gov
AlphabetGOOGL · Ad platforms
FY2023 Q3October 24, 2023$76.69B+11%sec.gov
Coca-ColaKO · CPG strategics
FY2023 Q3October 24, 2023$11.95B+8%sec.gov
SnapSNAP · Ad platforms
FY2023 Q3October 24, 2023$1.19B+5.3%sec.gov
Procter & GamblePG · CPG strategics
FY2024 Q1October 18, 2023$21.87B+6.1%sec.gov
PepsiCo (PEP)PEP · CPG strategics
FY2023 Q3October 10, 2023$23.45B+6.7%sec.gov
Conagra BrandsCAG · CPG strategics
FY2024 Q1October 5, 2023$2.9B+0%sec.gov
Table Q2 · Q3 202341 reports logged
CompanyQuarterReportedRevenueGrowthGuidanceSource
BrazeBRZE · Commerce infrastructure
FY2024 Q2September 7, 2023$115.11M+33.6%sec.gov
ChewyCHWY · Public DTC brands
FY2023 Q2August 30, 2023$2.78B+14.3%sec.gov
SalesforceCRM · Commerce infrastructure
FY2024 Q2August 30, 2023$8.6B+11.4%sec.gov
AffirmAFRM · Payments and BNPL
FY2023 Q4August 24, 2023$175.46M+17.2%sec.gov
Estee LauderEL · CPG strategics
FY2023 Q4August 18, 2023$3.61B+1.3%sec.gov
On HoldingONON · Public DTC brands
FY2023 Q2August 15, 2023$497.62M+52.3%On is raising its outlook for net sales to reach at least CHF 1.76 billion in the fiscal year 2023, implying a full year growth rate of 44% and second half year growth rate of close to 30%.sec.gov
YETIYETI · Public DTC brands
FY2022 Q2August 10, 2023$402.56M-4.2%sec.gov
AppLovinAPP · Ad platforms
FY2023 Q2August 9, 2023$750.16M-3.4%sec.gov
Oddity TechODD · Public DTC brands
FY2023 Q2August 9, 2023$151.31M+55%3Q 2023 Outlook Net Revenue $81-85 millionsec.gov
Reynolds Consumer ProductsREYN · CPG strategics
FY2023 Q2August 9, 2023$940M+4.9%sec.gov
The Trade DeskTTD · Ad platforms
FY2023 Q2August 9, 2023$464.25M+23.2%sec.gov
Warby ParkerWRBY · Public DTC brands
FY2023 Q2August 9, 2023$166.09M+11%sec.gov
CelsiusCELH · Public DTC brands
FY2023 Q2August 8, 2023$325.88M+111.6%sec.gov
Global-eGLBE · Commerce infrastructure
FY2023 Q2August 8, 2023$133.3M+53%Q3 2023 FY 2023 Previous FY 2023 (in millions) GMV (1) $840 - $880 $3,480 - $3,640 $3,400 - $3,550 Revenue $136 - $142 $570 - $596 $562 - $590sec.gov
ToastTOST · Payments and BNPL
FY2023 Q2August 8, 2023$978M+44.9%sec.gov
AmazonAMZN · Ad platforms
FY2023 Q2August 3, 2023$134.38B+10.8%sec.gov
BlockXYZ · Payments and BNPL
FY2023 Q2August 3, 2023$5.53B+25.7%sec.gov
Commerce.comCMRC · Commerce infrastructure
FY2023 Q2August 3, 2023$75.44M+10.6%sec.gov
FIGSFIGS · Public DTC brands
FY2023 Q2August 3, 2023$138.13M+13%sec.gov
WixWIX · Commerce infrastructure
FY2023 Q2August 3, 2023$390M+13%We expect Q3 revenue to be $386 - $391 million, or 12 - 13% growth y/y.sec.gov
HubSpotHUBS · Commerce infrastructure
FY2023 Q2August 2, 2023$529.14M+25.5%sec.gov
PayPalPYPL · Payments and BNPL
FY2023 Q2August 2, 2023$7.29B+7.1%sec.gov
RevolveRVLV · Public DTC brands
FY2023 Q2August 2, 2023$273.73M-5.6%sec.gov
ShopifySHOP · Commerce infrastructure
FY2023 Q2August 2, 2023$1.69B+31%For the third quarter of 2023, we expect: • Revenue to grow at a low-twenties percentage rate on a year-over-year basissec.gov
PinterestPINS · Ad platforms
FY2023 Q2August 1, 2023$708.02M+6.3%sec.gov
e.l.f. BeautyELF · Public DTC brands
FY2024 Q1August 1, 2023$216.34M+76.5%sec.gov
Church & DwightCHD · CPG strategics
FY2023 Q2July 28, 2023$1.45B+9.7%sec.gov
ColgateCL · CPG strategics
FY2023 Q2July 28, 2023$4.82B+7.5%sec.gov
Procter & GamblePG · CPG strategics
FY2023 Q4July 28, 2023$20.55B+5.3%sec.gov
Mondelez InternationalMDLZ · CPG strategics
FY2023 Q2July 27, 2023$8.51B+17%sec.gov
NestleNSRGY · CPG strategics
FY2023 H1July 27, 2023$51.86B+8.7%increasing organic sales growth guidance to a range of 7% to 8%.nestle.com
The Hershey CompanyHSY · CPG strategics
FY2023 Q2July 27, 2023$2.49B+5%sec.gov
Coca-ColaKO · CPG strategics
FY2023 Q2July 26, 2023$11.97B+5.7%sec.gov
DanoneBN · CPG strategics
FY2023 H1July 26, 2023$15.3B+8.4%2023 guidance reiterated: like-for-like sales growth between +4 and +6%; moderate improvement in recurring operating margindanone.com
MetaMETA · Ad platforms
FY2023 Q2July 26, 2023$32B+11%sec.gov
AlphabetGOOGL · Ad platforms
FY2023 Q2July 25, 2023$74.6B+7.1%sec.gov
SnapSNAP · Ad platforms
FY2023 Q2July 25, 2023$1.07B-3.9%sec.gov
UnileverUL · CPG strategics
FY2023 H1July 25, 2023$32.83B+9.1%We expect underlying sales growth for the full year to be above 5%, ahead of our multi-year range, with underlying price growth continuing to moderate through the year.unilever.com
KenvueKVUE · CPG strategics
FY2023 Q2July 20, 2023$4.01B+5.4%sec.gov
Conagra BrandsCAG · CPG strategics
FY2023 Q4July 13, 2023$2.97B+2.2%sec.gov
PepsiCo (PEP)PEP · CPG strategics
FY2023 Q2July 13, 2023$22.32B+10.4%sec.gov
Table Q3 · Q2 202339 reports logged
CompanyQuarterReportedRevenueGrowthGuidanceSource
BrazeBRZE · Commerce infrastructure
FY2024 Q1June 8, 2023$101.78M+31.3%sec.gov
KenvueKVUE · CPG strategics
FY2023 Q1June 2, 2023$3.85B+7.3%sec.gov
ChewyCHWY · Public DTC brands
FY2023 Q1May 31, 2023$2.78B+14.7%sec.gov
SalesforceCRM · Commerce infrastructure
FY2024 Q1May 31, 2023$8.25B+11.3%sec.gov
e.l.f. BeautyELF · Public DTC brands
FY2023 Q4May 24, 2023$187.36M+78.2%sec.gov
Global-eGLBE · Commerce infrastructure
FY2023 Q1May 22, 2023$117.6M+54%Q2 2023 FY 2023 Previous FY 2023 (in millions) GMV (1) $755 - $785 $3,400 - $3,550 $3,360 - $3,520 Revenue $125 - $130 $562 - $590 $557 - $584sec.gov
WixWIX · Commerce infrastructure
FY2023 Q1May 17, 2023$374.1M+10%We expect Q2 revenue to be $380 - $385 million, or 10 - 12% growth y/y.sec.gov
On HoldingONON · Public DTC brands
FY2023 Q1May 16, 2023$470.62M+78.3%On is raising its net sales outlook for the full fiscal year ending December 31, 2023 to at least CHF 1.74 billion.sec.gov
YETIYETI · Public DTC brands
FY2022 Q1May 11, 2023$302.8M+3.1%sec.gov
AppLovinAPP · Ad platforms
FY2023 Q1May 10, 2023$715.4M+14.4%sec.gov
Reynolds Consumer ProductsREYN · CPG strategics
FY2023 Q1May 10, 2023$852M+4.2%sec.gov
The Trade DeskTTD · Ad platforms
FY2023 Q1May 10, 2023$382.8M+21.4%sec.gov
AffirmAFRM · Payments and BNPL
FY2023 Q3May 9, 2023$148.48M+3%sec.gov
ToastTOST · Payments and BNPL
FY2023 Q1May 9, 2023$819M+53.1%sec.gov
Warby ParkerWRBY · Public DTC brands
FY2023 Q1May 9, 2023$171.97M+12.2%sec.gov
PayPalPYPL · Payments and BNPL
FY2023 Q1May 8, 2023$7.04B+8.6%sec.gov
BlockXYZ · Payments and BNPL
FY2023 Q1May 4, 2023$4.99B+26%sec.gov
Commerce.comCMRC · Commerce infrastructure
FY2023 Q1May 4, 2023$71.76M+8.6%sec.gov
FIGSFIGS · Public DTC brands
FY2023 Q1May 4, 2023$120.23M+9.2%sec.gov
ShopifySHOP · Commerce infrastructure
FY2023 Q1May 4, 2023$1.51B+25%For the second quarter of 2023, we expect: • Revenue to grow at a similar rate to the first quarter growth rate on a year-over-year basissec.gov
Estee LauderEL · CPG strategics
FY2023 Q3May 3, 2023$3.75B-11.6%sec.gov
HubSpotHUBS · Commerce infrastructure
FY2023 Q1May 3, 2023$501.62M+26.8%sec.gov
RevolveRVLV · Public DTC brands
FY2023 Q1May 3, 2023$279.61M-1.4%sec.gov
ColgateCL · CPG strategics
FY2023 Q1April 28, 2023$4.77B+8.4%sec.gov
AmazonAMZN · Ad platforms
FY2023 Q1April 27, 2023$127.36B+9.4%sec.gov
Church & DwightCHD · CPG strategics
FY2023 Q1April 27, 2023$1.43B+10.2%sec.gov
Mondelez InternationalMDLZ · CPG strategics
FY2023 Q1April 27, 2023$9.17B+18.1%sec.gov
PinterestPINS · Ad platforms
FY2023 Q1April 27, 2023$602.58M+4.8%sec.gov
SnapSNAP · Ad platforms
FY2023 Q1April 27, 2023$988.61M-7%sec.gov
The Hershey CompanyHSY · CPG strategics
FY2023 Q1April 27, 2023$2.99B+12.1%sec.gov
UnileverUL · CPG strategics
FY2023 Q1April 27, 2023$15.98B+10.5%We will deliver another year of strong underlying sales growth in 2023, with an improved volume performance compared to 2022.unilever.com
DanoneBN · CPG strategics
FY2023 Q1April 26, 2023$7.52B+10.5%2023 guidance upgrade: like-for-like sales growth now expected between +4 and +6%; moderate improvement in recurring operating margin confirmeddanone.com
MetaMETA · Ad platforms
FY2023 Q1April 26, 2023$28.64B+2.6%sec.gov
NestleNSRGY · CPG strategics
FY2023 Q1April 25, 2023$26.32B+9.3%Full-year 2023 outlook confirmed: we expect organic sales growth between 6% and 8% and underlying trading operating profit margin between 17.0% and 17.5%.nestle.com
PepsiCo (PEP)PEP · CPG strategics
FY2023 Q1April 25, 2023$17.85B+10.2%sec.gov
Coca-ColaKO · CPG strategics
FY2023 Q1April 24, 2023$10.98B+4.7%sec.gov
Procter & GamblePG · CPG strategics
FY2023 Q3April 21, 2023$20.07B+3.5%sec.gov
AlphabetGOOGL · Ad platforms
FY2023 Q1April 20, 2023$69.79B+2.6%sec.gov
Conagra BrandsCAG · CPG strategics
FY2023 Q3April 5, 2023$3.09B+5.9%sec.gov
Table Q4 · Q1 202337 reports logged
CompanyQuarterReportedRevenueGrowthGuidanceSource
BrazeBRZE · Commerce infrastructure
FY2023 Q4March 30, 2023$98.67M+40.1%sec.gov
ChewyCHWY · Public DTC brands
FY2022 Q4March 22, 2023$2.71B+13.4%sec.gov
On HoldingONON · Public DTC brands
FY2022 Q4March 21, 2023$410.82M+91.9%On anticipates reaching net sales of at least CHF 1.7 billion, a gross profit margin of approximately 58.5% and an adjusted EBITDA margin of 15.0% for the full year 2023.sec.gov
SalesforceCRM · Commerce infrastructure
FY2023 Q4March 1, 2023$8.38B+14.4%sec.gov
FIGSFIGS · Public DTC brands
FY2022 Q4February 28, 2023$144.9M+12.6%sec.gov
Warby ParkerWRBY · Public DTC brands
FY2022 Q4February 28, 2023$146.49M+10.2%sec.gov
BlockXYZ · Payments and BNPL
FY2022 Q4February 23, 2023$4.65B+14%sec.gov
Commerce.comCMRC · Commerce infrastructure
FY2022 Q4February 23, 2023$72.43M+11.6%sec.gov
RevolveRVLV · Public DTC brands
FY2022 Q4February 23, 2023$259.15M+8.1%sec.gov
DanoneBN · CPG strategics
FY2022 FYFebruary 22, 2023$29.87B+7.8%2023 guidance in line with mid-term targets: like-for-like sales growth between +3 and +5% with moderate improvement in recurring operating margindanone.com
Global-eGLBE · Commerce infrastructure
FY2022 Q4February 22, 2023$139.9M+69%Q1 2023 FY 2023 (in millions) GMV (1) $645 - $675 $3,360 - $3,520 Revenue $108 - $114 $557 - $584sec.gov
WixWIX · Commerce infrastructure
FY2022 Q4February 22, 2023$355M+6%Assuming no deterioration in the macro environment, we expect total revenue in Q1’23 to be $367-$371 million, representing approximately 7-9% y/y growth.sec.gov
HubSpotHUBS · Commerce infrastructure
FY2022 Q4February 16, 2023$469.66M+27.2%sec.gov
NestleNSRGY · CPG strategics
FY2022 FYFebruary 16, 2023$105.73B+8.3%We expect organic sales growth between 6% and 8% and underlying trading operating profit margin between 17.0% and 17.5%.nestle.com
ToastTOST · Payments and BNPL
FY2022 Q4February 16, 2023$769M+50.6%sec.gov
ShopifySHOP · Commerce infrastructure
FY2022 Q4February 15, 2023$1.73B+26%For the first quarter of 2023 we expect: • Revenue growth in the high-teen percentages on a year over year basissec.gov
The Trade DeskTTD · Ad platforms
FY2022 Q4February 15, 2023$490.74M+24%sec.gov
Coca-ColaKO · CPG strategics
FY2022 Q4February 14, 2023$10.12B+7%sec.gov
PayPalPYPL · Payments and BNPL
FY2022 Q4February 9, 2023$7.38B+6.7%sec.gov
PepsiCo (PEP)PEP · CPG strategics
FY2022 Q4February 9, 2023$28B+10.9%sec.gov
UnileverUL · CPG strategics
FY2022 FYFebruary 9, 2023$64.91B+9%We will again deliver strong underlying sales growth in 2023, with improving volume performance and competitiveness as the year progresses.unilever.com
AffirmAFRM · Payments and BNPL
FY2023 Q2February 8, 2023$163.14M+6.2%sec.gov
AppLovinAPP · Ad platforms
FY2022 Q4February 8, 2023$702.31M-11.5%sec.gov
Reynolds Consumer ProductsREYN · CPG strategics
FY2022 Q4February 8, 2023$1.06B+7.5%sec.gov
PinterestPINS · Ad platforms
FY2022 Q4February 6, 2023$877.21M+3.6%sec.gov
Church & DwightCHD · CPG strategics
FY2022 Q4February 3, 2023$1.44B+4.9%sec.gov
AlphabetGOOGL · Ad platforms
FY2022 Q4February 2, 2023$76.05B+1%sec.gov
AmazonAMZN · Ad platforms
FY2022 Q4February 2, 2023$149.2B+8.6%sec.gov
Estee LauderEL · CPG strategics
FY2023 Q2February 2, 2023$4.62B-16.6%sec.gov
The Hershey CompanyHSY · CPG strategics
FY2022 Q4February 2, 2023$2.65B+14%sec.gov
MetaMETA · Ad platforms
FY2022 Q4February 1, 2023$32.16B-4.5%sec.gov
e.l.f. BeautyELF · Public DTC brands
FY2023 Q3February 1, 2023$146.54M+49.3%sec.gov
Mondelez InternationalMDLZ · CPG strategics
FY2022 Q4January 31, 2023$8.7B+13.5%sec.gov
SnapSNAP · Ad platforms
FY2022 Q4January 31, 2023$1.3B+0.1%sec.gov
ColgateCL · CPG strategics
FY2022 Q4January 27, 2023$4.63B+5.1%sec.gov
Procter & GamblePG · CPG strategics
FY2023 Q2January 19, 2023$20.77B-0.9%sec.gov
Conagra BrandsCAG · CPG strategics
FY2023 Q2January 5, 2023$3.31B+8.3%sec.gov
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