Product TypeInsight Report May 25, 2020 premium Earnings Insights 1Q20, Week 1: What US Retailers Are Reporting on the Coronavirus Impact and Outlook Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2020 earnings. We condense what retail companies are reporting with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the weeks ended May 17 and May 24, including Best Buy, Kohl’s and VF Corporation.Read More
Product TypeInsight Report May 12, 2020 premium April 2020 US Same-Store Sales: Costco Comps Decline, but E-Commerce Almost Doubles and Food Sales Surge Over 30% Coronavirus lockdowns are adversely impacting same-store sales growth, but online comps are surging following strong results in March. This report looks at the April same-store sales results of Costco and Buckle.Read More
Product TypeInsight Report April 23, 2020 premium From Steak to Chicken: Coronavirus-Driven Downturn Likely To Prompt a Wave of Trading Down in US Grocery The economic crisis resulting from the coronavirus pandemic will likely lead to a surge in trading down in nondiscretionary retailing, with value becoming the key priority for US consumers. Shoppers are seeking cheaper options as they look to mitigate the impact of economic uncertainty. We explore this trend, using data from the Global Recession of 2007–2009 to inform our insights.Read More
Product TypeInsight Report April 15, 2020 premium March 2020 US Same-Store Sales: Costco Sees Food Sales Surge over 30%, but Softlines Down by Double Digits The impact of the coronavirus continues to be experienced by retailers globally, negatively affecting comps growth but resulting in a surge in online shopping and essential purchases (such as food). This report looks at the March same-store sales results of Costco and Buckle.Read More
Product TypeInsight Report April 8, 2020 premium US Easter Retail Preview 2020: Retailers Must Offer Optimism and Seize the Few Opportunities amid Coronavirus Crisis With Easter just around the corner, we assess the planned spending of US consumers on the holiday this year amid the coronavirus crisis. We consider the outlook for retail this Easter in light of current shopping trends and propose actions that retailers could take to engage with consumers over the holiday—both to drive sales in the short term and to build stronger customer relationships for long-term gains.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 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 TypeStore Tracker February 14, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 7: Skechers Plans To Open More Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Skechers and Under Armour in the US and Beales in the UK.Read More
Product TypeStore Tracker January 31, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 5: Lucky’s Market and Papyrus File for Bankruptcy Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Gap, Lucky’s Market and Papyrus in the US and Hawkin’s Bazaar in the UK.Read More
Product TypeInsight Report January 30, 2020 premium Holiday 2019: US Retail Wrap-Up US retail enjoyed a solid holiday season: Consumers shrugged off concerns and boosted spending healthily over last year. Spending rose despite concerns over the economy, trade issues with China that could have pushed up prices at the register and increasing domestic political uncertainty. Read More
Product TypeStore Tracker January 24, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 4: Bose and Papyrus To Close All Stores in the US Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Bose, Casey’s and Papyrus in the US and Arcadia in the UK.Read More
Product TypeInsight Report January 17, 2020 premium December 2019 US Holiday Retail Sales and Comparable Sales Review: Solid Total Growth Not Enough To Support Challenged Sectors US holiday retail and comparable sales show a relatively strong macro environment, but mixed results in retail. Some retailers posted strong comparabale sales growth, but for others the holiday shopping season delivered fairly modest gains.Read More
Product TypeStore Tracker January 16, 2020 premium Reviewing 2019 US and UK Store Closures We review store closures and openings in the US and UK for the full-year 2019. We break down the numbers by sector and analyze the key retailers that significantly contributed to total openings and closures over the course of the year.Read More
