Product TypeStore Tracker July 3, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 27: Microsoft To Close All US Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Microsoft and Space NK in the US, and Harveys Furniture, Monsoon Accessorize and TM Lewin in the UK.Read More
Product TypeInsight Report July 2, 2020 premium 1Q20 US Retail Inventory Tracker: Discretionary Sectors Post Lower Inventory Turnover as Lockdowns Hit 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 1Q20 and assess why levels may have changed from the year-ago period—with many companies witnessing heavy impacts from the coronavirus crisis. Read More
Product TypeStore Tracker June 26, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 26: GNC Files 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 Francesca’s, GNC and JCPenney in the US, and Hotter, Lee Longlands and Monsoon Accessorize in the UK.Read More
Product TypeInsight Report June 25, 2020 premium US Independence Day Retail Preview 2020: Consumer Spending Expected To Decline Versus Last Year With Independence Day just around the corner, we estimate total US consumer spending on the occasion this year, in the context of easing coronavirus lockdowns. We propose actions that retailers could take to drive sales for Independence Day. Read More
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 TypeInsight Report June 17, 2020 premium May 2020 US Retail Sales: Total Year-over-Year Growth Turns Positive; Declines at Discretionary Sectors Ease While Food Stores and Nonstore Retailers See Strong Growth Most sectors witnessed the easing of sales declines in May, as US consumers resumed spending following the reopening of stores post lockdown. Growth in total US retail sales excluding gasoline and automobiles turned positive on a year-over-year basis, driven by double-digit growth at food stores, home-improvement retailers and nonstore retailers.Read More
Product TypeInsight Report June 15, 2020 premium 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. Read More
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 TypeDeep Dive June 11, 2020 premium US Home and Home-Improvement Retail: Post-Crisis Outlook We explore the impacts of the coronavirus crisis on the home and home-improvement sector—including on sales, spending, store closures and retailer bankruptcies—and present an outlook for the remainder of 2020. To analyze the sector, we look closely at select US retailers, including Home Depot, RH and Willams-Sonoma. We summarize our key estimates for 2020 in an infographicRead More
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 TypeInsight Report June 9, 2020 premium JD.com Kicks Off This Year’s 6.18 Shopping Festival: A Boost for Online and Offline Retail Post Crisis JD.com launched its annual 6.18 Shopping Festival on May 25, 2020, marking the start of the event’s pre-sale period. We explore how the e-commerce platform has upgraded its services for this year’s festival, including by integrating physical retail promotions for a boundaryless shopping experience.Read More
Product TypeInsight Report June 8, 2020 premium Earnings Insights 1Q20, Week 3: Reopened Apparel Stores See Sales Productivity of Over 70% Versus Last Year 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 7, including American Eagle Outfitters, Gap Inc. and RH. Read More
Product TypeStore Tracker June 5, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 23: Tuesday Morning Files 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 Burlington Stores, Dollar Tree and Tuesday Morning in the US, and ALDO and Monsoon Accessorize in the UK.Read More
Product TypeInsight Report June 3, 2020 premium 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.Read More
Product TypeInsight Report June 1, 2020 premium Earnings Insights 1Q20, Week 2: Evidence of Pent-Up Consumer Demand as US Lockdowns Ease and Stores Reopen 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 May 31, including Burlington Stores, Dollar General and Ulta Beauty.Read More
