Product TypeInsight Report Product TypeInsight Report | September 14, 2020 premium Earnings Insights 2Q20, Week 6 and Wrap-Up: Digital Businesses Lead Retail Recovery Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-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 week ended September 13, including American Eagle Outfitters, Casey’s General Stores and Kroger. This is the final report in the second-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.Read More
Product TypeDeep Dive Product TypeDeep Dive | September 10, 2020 premium Autonomous Retail in China: Opportunities for Brands In China, alternative retail formats are becoming more desirable for brands and retailers to meet consumer demand for safety and convenience in the wake of the coronavirus crisis. We discuss the rise of “autonomous retail,” our term for a labor-light, technology-heavy retail segment that encompasses unstaffed stores, vending machines and unstaffed shelves.Read More
Product TypeStore Tracker Product TypeStore Tracker | August 7, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 32: Lord & Taylor and Tailored Brands 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 Lord & Taylor and Tailored Brands in the US, and Amazon, DW Sports and Hotter in the UKRead More
Product TypeDeep Dive Product TypeDeep Dive | July 8, 2020 premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact First-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary. Read More
Product TypeStore Tracker Product TypeStore Tracker | June 19, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 25: The Children’s Place To Close Hundreds of Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Chico’s, Guess and The Children’s Place in the US, and Poundstretcher and Travis Perkins in the UK.Read More
Product TypeStore Tracker Product TypeStore Tracker | June 12, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 24: Signet Jewelers To Close Many Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from RH, RTW Retailwinds and Signet Jewelers in the US, and Debenhams and Monsoon Accessorize in the UK.Read More
Product TypeStore Tracker Product TypeStore Tracker | June 9, 2020 premium US Store Closures 2020 Outlook: Covid-19 Update—Prolonged Impact Set To Drive Up Closures This report assesses the outlook for physical retail over the remainder of 2020—updating our previous expectations in light of the escalating impact of the coronavirus crisis. 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 update our prediction for the total number of closures we expect to see in the US in the full-year 2020. Read More
Product TypeStore Tracker Product TypeStore Tracker | May 22, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 21: JCPenney Files for Bankruptcy; Pier 1 Imports To Liquidate Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from JCPenney, Nordstrom and Pier 1 Imports in the US and Antler and Johnson Shoes Company in the UK.Read More
Product TypeStore Tracker Product TypeStore Tracker | May 15, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 20: Stage Stores 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 GNC, Loves Furniture and Stage Stores in the US and Debenhams in the UK.Read More
Product TypeDeep Dive Product TypeDeep Dive | May 13, 2020 premium Operating in a Post-Coronavirus World: How Indian Retailers Can Navigate the Road to Recovery The 2020 coronavirus pandemic has seen the Indian government impose restrictions to curb the spread of the virus. We discuss the wide-ranging impacts of the ongoing lockdown on India’s retail sector and explore how retailers have responded to the crisis. In addition to examining the challenges that lie ahead, we present a three-pronged approach for retailers to survive the post-coronavirus recovery period and emerge stronger.Read More
Product TypeInsight Report Product TypeInsight Report | May 4, 2020 premium US Mother’s Day Retail Preview 2020: Spending Could Halve as Lockdowns Limit Shopper Options With Mother’s Day just around the corner, we assess the planned spending of US consumers on the occasion this year, amid the coronavirus crisis. We consider the outlook for retail in light of current shopping trends and propose actions that retailers could take to engage with consumers for Mother’s Day.Read More
Product TypeInsight Report 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 TypeInsight Report Product TypeInsight Report | March 27, 2020 premium Coronavirus Insights: US Grocery Retail Poised for a Double-Digit Upswing, with Much Stronger Growth Online With restaurants closed in increasing swaths of the US, consumers have little choice but to cook and eat more at home. Grocery retail stands to see billions in spend migrate from restaurants to grocery—especially online. Read More
Product TypeStore Tracker 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 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
