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Earnings Insights 1Q20, Week 4 and Wrap-Up: Retailers Cite Pent-Up Demand as They Report Higher-than-Anticipated Sales Productivity Rates

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 week ended June 14, including Five Below, Macy’s and PVH Corp. This is the fourth and final report in the first-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.

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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.

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Retail Robustness Index: June 2020 Update—Assessing Resilience as Stores Reopen

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. This report updates the scores based on financial reports and retailer store-reopening announcements in the context of easing lockdown. Alongside the report, our infographic summarizes key changes since we first published our Retail Robustness Index.

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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.

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4Q19 US Retail Inventory Tracker: Higher Inventory Turnover Due to Solid Holiday Sales and Disciplined Approaches

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 4Q19 and assess why levels may have changed from the year-ago period. The coronavirus crisis means 4Q trends will not be an accurate guide to 2020, but those retailers heading into the storm with cleaner stock levels will enjoy an advantage over more heavily stocked rivals.

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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.

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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.

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Dollar General: A Timeline of Key Events

This report charts the rise of Dollar General from its humble beginnings as a single wholesale outlet in a small town in Kentucky to a discounting behemoth with over 16,000 stores in 44 states. We look at key events that have propelled the company to household name status—and its ambitious plans for future growth.

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