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Product TypeInsight Report | 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 Wiliams-Sonoma.

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Tractor Supply Company (NASDAQ: TSCO)

Tractor Supply Company is a US-based retailer of farm maintenance products, lawn and garden, light truck equipment, work clothing, and other home and home-improvement products. Headquartered in Brentwood, Tennessee, the company operates 1,904 Tractor Supply stores across 49 US states.

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Product TypeInsight Report | 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.

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Product TypeInsight Report | premium

Singles’ Day 2020: Analyzing New Retail Strategies

Started as an online-only shopping festival, Singles’ Day has been shifting toward an omnichannel presence, leveraging Alibaba’s concept of “New Retail” to extend the event to offline retail. We discuss three key New Retail strategies that brands and Alibaba’s Tmall platform launched for this year’s Double 11: offline experiential events, such as pop-up shops; 3D virtual showrooms; and online coupons.

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Product TypeInsight Report | premium

Singles’ Day 2020: Analyzing New Entrants

As part of our coverage of Singles’ Day 2020, we explore new entrants on Alibaba’s Tmall platform and their approach to leveraging the shopping festival for China market entry or expansion. We cover entrants from different sectors, including apparel, beauty, home furnishing and luxury.

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Product TypeMarket Outlook | premium

US Home and Home-Improvement Retail: Post-Crisis Outlook—Fall 2020 Update

We explore the continued impacts of the Covid-19 crisis on the US home and home-improvement sector and present an outlook for the remainder of 2020 and into 2021. To analyze the sector, we look closely at select US retailers—including Home Depot, Lowe’s RH and Willams-Sonoma—as well as the effects of consumer trends in e-commerce.

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Product TypeInsight Report | premium

Retail Robustness Index: November 2020 Update—Most Metrics Improve Slightly

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. The November 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 October.

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