Product TypeInsight Report April 6, 2020 premium Coronavirus Insights: Learnings from NIKE’s and Lululemon’s China Experiences Despite the impact of the coronavirus, NIKE and Lululemon each reported favorable earnings on March 24, 2020 and March 26, 2020, respectively. With China embracing signs of recovery from the coronavirus crisis, we discuss the lessons learned by the two athletic apparel companies from their experiences in the country.Read More
Product TypeStore Tracker April 3, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 14: GameStop Announces Store Closures Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Fairway Market, GameStop and Shoe Carnival in the US and BrightHouse and Jack Wills in the UK.Read More
Product TypeInsight Report March 30, 2020 premium February 2020 Monthly Consumer Update: US, UK and China Global consumer markets were buffeted last month as the coronavirus outbreak once limited to one country spread to become a global pandemic. Recent figures show consumer spending took a pounding in China, experienced an uncharacteristic surge in the US and grew in the UK.Read More
Product TypeStore Tracker March 24, 2020 premium US Store Closures 2020 Outlook: Coronavirus Outbreak Set To Trigger Unprecedented Number of Closures With a number of temporary store closures already in effect in the US due to the coronavirus outbreak, this report assesses the outlook for physical retail over the remainder of 2020. We compare year-to-date store closure data with 2019 and discuss a potential rise in bankruptcies, which may become a reality for many struggling retailers. We also predict the total number of closures we expect to see in the US in the full-year 2020.Read More
Product TypeDeep Dive March 23, 2020 premium 4Q19 US Earnings Season Wrap-Up Fourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.Read More
Product TypeStore Tracker March 20, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 12: Modell’s Sporting Goods Files for Chapter 11 Bankruptcy; Coronavirus Triggers Temporary Store Closures Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Gap, Modell’s Sporting Goods and Neiman Marcus in the US and Dixons Carphone and Laura Ashley in the UK.Read More
Product TypeDeep Dive March 19, 2020 premium US Off-Price Retail: Two Companies Dominate the Market Consumer demand remains high for off-price retail in the US. We present the defining characteristics of this typically brick-and-mortar market and discuss the top retailers by US market share—including Burlington, Nordstrom, Ross Stores and TJX Companies, Inc—with two players being particularly dominant. This report also discusses the physical footprint expansion of selected retailers, the role of e-commerce, growing product categories in the market and how traditional department stores are leveraging off-price channels.Read More
Product TypeInsight Report March 19, 2020 premium China Retail Sales Slide During Coronavirus Shutdown: Implications for US Retail As US retail (and citizenry) brace for the impact of the worsening COVID-19 outbreak, China is slowly but surely recovering. What lessons can US retail learn from their Chinese counterparts to navigate this uncertain time?Read More
Product TypeCompany Profile March 18, 2020 premium VF Corporation (NYSE: VFC) The four pillars of VF’s five-year plan, announced in 2017: reshaping the company’s brand portfolio, transforming to a consumer-centric model, elevating direct-to-consumer led by digital, and investing in Asia, especially China. Since announcing , VF has transformed its brand portfolio with asset purchases (including Williamson-Dickie, Icebreaker and Altra) and divestitures (such as Nautica and Majestic), allowing the company to focus on activity-based outdoor, active and work lifestyle products. During the first half of 2019, VF plans a tax-free spinoff of its jeans and outlet businesses, which generate around $2.5 billion in sales, to be called Kontoor Brands. This separation supportsRead More
Product TypeInsight Report March 18, 2020 premium Coronavirus Insights: US Retail Braces for Worsening Outbreak The situation in the US is changing rapidly as local, state and federal governments moves to slow the spread of coronavirus. Retail is getting ready for a tough few months as closures hammer earnings.Read More
Product TypeInsight Report March 17, 2020 premium Consumer Tech Briefing: Technology To Reduce Returns, Enhance Product Listings and Boost Brand Engagement Each month, our Consumer Tech Briefing series discusses recent developments in the world of technology. This month, we focus on digital tools that have been launched recently to provide consumers with a richer, more informed shopping experience both online and in brick-and-mortar stores.Read More
Product TypeFlash Report March 13, 2020 premium Coronavirus Briefing: US Retailers Hit by Both Demand and Supply Chain Issues US retailers are assessing the impact of the coronavirus. As US retail companies reported 4Q19 earnings, many noted sharply lower sales in China and outlined the impact of supply-chain disruptions. However, suppressed retail demand in the US market is likely yet to come. Read More
Product TypeStore Tracker March 13, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 11: Art Van Furniture Files for Chapter 11 Bankruptcy Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Art Van Furniture, Kroger and Nordstrom in the US and John Lewis Partnership in the UK.Read More
Product TypeInsight Report March 12, 2020 premium Xcel Brands x Coresight Research Monthly Fashion Trend Report: March 2020—Top Trends Include Slit Skirts and Tie-Front Tops The Monthly Fashion Trend Report highlights the top growing and accelerating fashion silhouettes consumers are searching for and provides actionable insights for functional business units. This report looks at what’s happening with slit skirts and tie-front tops.Read More
Product TypeInsight Report March 11, 2020 premium Xcel Brands x Coresight Research Monthly Fashion Trend Data Report: March 2020 The Monthly Fashion Data Report highlights the top growing and accelerating fashion silhouettes consumers are searching for and provides actionable insights for functional business units. This report looks at what’s happening with slit skirts and tie-front tops.Read More
