1Q20 US Retail Inventory Tracker: Discretionary Sectors Post Lower Inventory Turnover as Lockdowns Hit

What's Inside

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, across the following sectors:

• Apparel specialty retail—including Ascena Retail and Burlington Stores
• Department stores—including JCPenney, Kohl’s and Macy’s
• Food, drug and mass retail—including Target and Walmart
• Home and home-improvement retail—including The Home Depot and Lowe’s
• Luxury retail—including Ralph Lauren and Tapestry
• Beauty retail—Ulta Beauty

In this quarter, inventory levels across multiple sectors were heavily impacted by the coronavirus crisis.

Click here to read the previous report in this series, which looks at 4Q19