Insight Report | June 8, 2020 Premium Earnings Insights 1Q20, Week 3: Reopened Apparel Stores See Sales Productivity of Over 70% Versus Last YearOur 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
Insight Report | May 25, 2020 Premium April 2020 UK Retail Sales: Huge Declines in Discretionary Sectors Conceal Meaningful Sales Retention through E-CommerceTotal UK retail sales further declined in April, largely due to the enforced closure of nonessential retailers due to the coronavirus pandemic. However, deep declines conceal a meaningful retention of sales through e-commerce. We review April data for UK retail in total and by sector. Read More
Insight Report | May 25, 2020 Premium Earnings Insights 1Q20, Week 1: What US Retailers Are Reporting on the Coronavirus Impact and OutlookOur 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 weeks ended May 17 and May 24, including Best Buy, Kohl’s and VF Corporation. Read More
Analyst Corner | May 24, 2020 Register for Free Access Weinswig’s Weekly: May 24, 2020—Physical Retail Stores Have Started To ReopenThis week’s note “From the Desk of Deborah Weinswig” looks at the return of brick-and-mortar retail in the US as stores reopen following Covid-19 shutdowns. Read More
Event Presentation | May 20, 2020 Premium 2020: Recap of the First Quarter with PlanalyticsOn May 20, 2020, Coresight Research presented a wrap-up of the first quarter of 2020 at a virtual webinar hosted in partnership with business weather intelligence firm Planalytics. This presentation provides a spring retail update, a weather-driven recap of the quarter and weather-related insights for the second quarter of 2020. Read More
| May 18, 2020 Free Report Coresight Research x IRI: US CPG Sales TrackerThe monthly US CPG Sales Tracker provides data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. The tracker is produced by Coresight Research and IRI, a global leader in innovative solutions and services for consumer, retail and media companies. Read More
Insight Report | May 18, 2020 Premium April 2020 US Retail Sales: Discretionary Sectors Post Huge Declines; Food Stores and Nonstore Retailers Save Total Sales from Double-Digit FallWith nonessential retail shut down for the full month of April due to the coronavirus, US retail sales nosedived in discretionary sectors, following deep declines in March. Lower levels of food stockpiling by consumers also saw growth slow in the grocery sector. Read More
Analyst Corner | May 17, 2020 Register for Free Access Weinswig’s Weekly: May 17, 2020—Gauging the Lockdown-Driven Slump in Europe Discretionary RetailThis week’s note “From the Desk of Deborah Weinswig” looks at a number of recent data points on European discretionary retail sales, with a focus on apparel. Read More
Event Presentation | May 13, 2020 Premium Evolution of China Retail Business ModelsOn May 13, 2020, Coresight Research presented Evolution of China retail business models during lockdown What’s changed in China China consumer survey data insights Read More
Flash Report | May 12, 2020 Register for Free Access Target To Acquire Deliv’s Delivery TechnologyTarget is set to acquire technology from delivery services provider Deliv in May 2020. We outline Deliv’s capabilities and the benefits that its technology will offer Target, as well as discussing Target’s previous acquisitions in the delivery space. Read More
Insight Report | May 11, 2020 Premium Six Months to Singles’ Day: Opportunities for Brands and Retailers To Mitigate the Impact of the CoronavirusWith six months to go until Singles’ Day 2020, the world’s largest 24-hour online shopping event, brands and retailers looking to participate in the event should start to plan now. We outline the actions that brands can take to get ready, as well as the opportunities that the shopping festival presents, particularly this year as the impacts of the coronavirus have hit retail hard. Read More
Flash Report | May 8, 2020 Register for Free Access Neiman Marcus Files for Chapter 11 Bankruptcy, the First Department-Store Retailer To Do So Due to the Coronavirus Neiman Marcus began Chapter 11 bankruptcy proceedings on May 7, 2020, making it the first US department-store retailer to file for bankruptcy amid the ongoing coronavirus crisis. We outline the proceedings and discuss the company’s recent struggles in the luxury market. Read More
Store Tracker | May 8, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 19: J.Crew and Neiman Marcus File For Chapter 11 BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Five Below, J.Crew and Nordstrom in the US and The Oasis and Warehouse Group and Sainsbury’s in the UK. Read More
Insight Report | May 6, 2020 Premium Reshaping Supply Chains for the 2020s: Five Forces Impacting Supply ChainsIn our Reshaping Supply Chains for the 2020s series, we analyze the technologies and trends that are enabling the evolution of the supply chain. In this first report, we discuss five forces that are influencing change in retail supply chains as we head into the 2020s, which we expect to endure in a post-coronavirus world. Read More
Insight Report | May 4, 2020 Premium US Mother’s Day Retail Preview 2020: Spending Could Halve as Lockdowns Limit Shopper OptionsWith Mother’s Day just around the corner, we assess the planned spending of US consumers on the occasion this year, amid the coronavirus crisis. We consider the outlook for retail in light of current shopping trends and propose actions that retailers could take to engage with consumers for Mother’s Day. Read More
