Product TypeStore Tracker Product TypeStore Tracker | January 8, 2021 premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 1: Macy’s To Close 45 Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Charming Charlie and Macy’s in the US and Arcadia Group in the UK.Read More
Product TypeInsight Report Product TypeInsight Report | January 7, 2021 premium Retail Robustness Index: January 2021 Update—Scores Rebound as Product Mix Shifts Back to Normalized Levels Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The January 2021 update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in December 2020.Read More
Product TypeInsight Report Product TypeInsight Report | January 7, 2021 premium The TJX Companies: A Timeline of Key Events The TJX Companies, an off-price apparel and home goods retailer, has been steadily growing its revenues and physical footprint. This report provides a timeline of significant events in the company’s history over the past four years, as well as data on total revenue growth and comparable store sales across the TJX segments from fiscal year 2015 to 2020. Read More
Product TypeInsight Report Product TypeInsight Report | January 5, 2021 premium 3Q20 US Retail Inventory Tracker: Inventory Turnover Rates Increase Year over Year for Most Retailers In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 3Q20 and assess why levels may have changed from the year-ago period—with most retailers posting increased inventory turnover levels. Read More
Product TypeDeep Dive Product TypeDeep Dive | January 4, 2021 premium 2021 Retail and Technology Outlook Against the challenging coronavirus-impacted retail environment, Coresight Research’s analysts provide directional outlooks and sector headwinds and tailwinds for 2021. We discuss the trends and data points that we expect to see during the year ahead, covering 10 channels, sectors or markets, with a focus on the US. Read More
Product TypeStore Tracker Product TypeStore Tracker | December 31, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 53: Shopko Optical To Open 50 Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Pet Supplies and Shopko Optical in the US and LK Bennett in the UK.Read More
Product TypeStore Tracker Product TypeStore Tracker | December 24, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 52: NIKE Plans To Open 30 Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Guitar Center, NIKE and rue21 in the US and Arcadia Group, Debenhams, Flannels and Gap in the UK.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 23, 2020 premium 3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain Momentum We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter.Read More
Product TypeInsight Report Product TypeInsight Report | December 18, 2020 premium November 2020 US Retail Sales: Total Growth Remains Very Strong US retail sales continued to see strong growth in November, continuing October’s rebound. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in November 2020.Read More
Product TypeStore Tracker Product TypeStore Tracker | December 11, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 50: Francesca’s Files for Bankruptcy; Dollar General To Open Over 1,000 Stores in 2021 Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Francesca’s, Dollar General, Sephora and Wayfair in the US and Cath Kidston and Debenhams in the UK.Read More
Product TypeInsight Report Product TypeInsight Report | December 10, 2020 premium The 12 Weeks of Holidays: #11—Our Predictions for a Digital December in US Retail We present our expectations for a digital December and analyze the implications for US retailers. We cover recent retail traffic trends, mobile commerce and digital selling tools, popular online product categories, and online-order fulfillment and last mile-delivery. This report is part of The 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season.Read More
Product TypeStore Tracker Product TypeStore Tracker | December 4, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 49: Sycamore Acquires Ann Taylor and Other Ascena Brands; UK’s Debenhams To Be Wound Down Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Abercrombie & Fitch and Dick’s Sporting Goods in the US and Arcadia Group and Debenhams in the UKRead More
Product TypeInsight Report Product TypeInsight Report | November 30, 2020 premium Holiday 2020: US Black Friday Insights—“The Quietest in 20 Years” Our observations and insights on US Black Friday demand, based on our store checks, consumer survey and discussions with retailers, as well as select third-party data points on store traffic and e-commerce sales.Read More
Product TypeInsight Report Product TypeInsight Report | November 30, 2020 premium Earnings Insights 3Q20, Week 4: Apparel Specialists See Strong Recovery; Home Categories Remain Strong Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-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 November 29, namely American Eagle Outfitters, Best Buy, Burlington Stores, Dick’s Sporting Goods, Dollar Tree, Gap Inc., Nordstrom, Urban Outfitters and Williams-Sonoma.Read More
Product TypeInsight Report Product TypeInsight Report | November 23, 2020 premium Earnings Insights 3Q20, Week 3: Off-Pricers See Strong Improvement, but Department Stores Remain Badly Hit; Sales Surge in Home Improvement Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-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 November 22, including Home Depot, Kohl’s, Macy’s, Target, The TJX Companies and Walmart. Read More
