14 minutes

Coronavirus Insights: What Will a Retail Recovery Look Like?

Primary Analyst: Coresight Research
Contributors
Primary Analyst: Coresight Research
Other Contributors:
John Harmon, CFA, Associate Director of Technology Research
Insight Report

What's Inside

There are signs that US state governments are already developing plans and timelines to restart the economy following the coronavirus crisis. This report looks at what a retail recovery in the US could look like.

Our discussion is centered around five stages of downturn and recovery for discretionary retail. We define these stages, with a focus on the reopening of stores, for which we envision three phases.

We also consider the factors that will affect consumer purchasing power and buying conviction in the medium term, including the following:

  • Consumers’ ability to shop—taking into account unemployment rates
  • Consumer’s willingness to shop
  • Labor availability

Click here to read our guide for nonfood brands and retailers in Western markets to help them navigate the coronavirus—based around the themes of reacting in the short term and adapting in the medium to long term.

Click here to view Coresight Research’s ongoing coverage of the coronavirus outbreak.

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