Flash Report | April 17, 2020 Register for Free Access Bankruptcy Looms at JCPenney; Amazon and Kohl’s Could BenefitJCPenney is reported to be preparing to file for bankruptcy as the coronavirus crisis forces it to close its stores. We review recent developments, the company’s sales mix and which retailers could gain shoppers should JCPenney close its doors for good. Read More
Store Tracker | April 17, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 16: True Religion Apparel Files 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 JCPenney and True Religion Apparel in the US and Debenhams in the UK. Read More
Market Outlook | April 16, 2020 Premium Market Overview: Luxury—Taking a Back Seat to the Global PandemicIn this market overview, we explore the personal luxury goods market landscape and consider the top 20 companies and top 15 brands in the global market by revenue. We discuss the impact of the ongoing coronavirus pandemic on both supply and demand in the luxury industry, as well as considering the importance of China’s luxury shoppers in today’s environment. Read More
Insight Report | April 15, 2020 Premium March 2020 US Same-Store Sales: Costco Sees Food Sales Surge over 30%, but Softlines Down by Double DigitsThe impact of the coronavirus continues to be experienced by retailers globally, negatively affecting comps growth but resulting in a surge in online shopping and essential purchases (such as food). This report looks at the March same-store sales results of Costco and Buckle. Read More
Deep Dive | April 15, 2020 Premium RetailTech: SAP—Pivoting from ERP Software to Customer ExperienceSAP started out life in Germany in the 1970s supplying financial software and later expanded to manage virtually every element of an industrial business. Now, the company is moving into areas that create major value propositions for retail clients. Read More
Deep Dive | April 14, 2020 Premium Amazon Apparel Consumer Survey 2020: Amazon Cements Its Lead in US Fashion MarketIn our third annual consumer-survey report on Amazon’s position in apparel, we explore how many US shoppers are buying clothing and footwear on Amazon, why, and where (if anywhere) they are switching spending from—among many other findings. Read More
Insight Report | April 14, 2020 Premium Insights from China: How Brands Can Harness the Power of KOLs and KOCsKey opinion leaders (KOLs) and key opinion consumers (KOCs) are social media influencers whose product reviews can drive sales in particular sectors by mobilizing consumer spending. We discuss how brand and retailers can tap into the China market by leveraging influencers as a marketing strategy Read More
Deep Dive | April 13, 2020 Premium European Apparel Retailing: Value and E-Commerce Continue To Set the PaceIn this report, we look at the European apparel retail sector, with a focus on France, Germany and the UK. In addition to discussing apparel sales in these regions, we discuss how online pure plays are on an upward growth trajectory, bucking the doom-and-gloom trend, as well as efforts by European value retailers to expand their reach and footprint. We also consider multibrand e-commerce players’ moves in the sportswear space and sustainability efforts. Read More
Store Tracker | April 10, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 15: Dean & DeLuca Files 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 Dean & DeLuca and Walgreens in the US and Arcadia Group, Debenhams and Walgreens Boots Alliance in the UK. Read More
Flash Report | April 8, 2020 Register for Free Access Macy’s CFO Announces Departure, One Week after Companywide Furlough and Delisting from S&P 500Macy’s has seen a string of developments in the past week, with the latest being the departure of its CFO, effective May 31, 2020. This comes on the heels of a companywide furlough and the company’s delisting from the S&P 500 last week. Read More
Flash Report | April 8, 2020 Register for Free Access Gap Cancels Shipments of Summer Orders and Stops Fall Production due to the Coronavirus Pandemic: Retailers Prepare for the Long HaulFollowing the temporary closure of all of its stores from March 19, Gap Inc. is reportedly going to cancel shipments of summer order and halt fall production due to the impacts of the ongoing coronavirus pandemic. We outline the measures that the company is said to be taking and consider the wider disruption of the outbreak on retail supply chains. Read More
Deep Dive | April 7, 2020 Premium New Retail Models in the Global Beauty MarketAs part of our series exploring new models of retailing across different sectors and channels, we focus on the innovative strategies being implemented by brands and retailers in the global beauty market, including Sephora and Ulta Beauty. We discuss how brands are leveraging technologies to improve the shopping experience, implementing save-a-sale programs and embracing cross-channel retail to drive shopper engagement. Read More
Insight Report | April 6, 2020 Free Report Coronavirus Insights: Learnings from NIKE’s and Lululemon’s China ExperiencesDespite the impact of the coronavirus, NIKE and Lululemon each reported favorable earnings on March 24, 2020 and March 26, 2020, respectively. With China embracing signs of recovery from the coronavirus crisis, we discuss the lessons learned by the two athletic apparel companies from their experiences in the country. Read More
Store Tracker | April 3, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 14: GameStop Announces Store ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Fairway Market, GameStop and Shoe Carnival in the US and BrightHouse and Jack Wills in the UK. Read More
Deep Dive | April 2, 2020 Premium 4Q19 US Retail Inventory Tracker: Higher Inventory Turnover Due to Solid Holiday Sales and Disciplined ApproachesIn 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 4Q19 and assess why levels may have changed from the year-ago period. The coronavirus crisis means 4Q trends will not be an accurate guide to 2020, but those retailers heading into the storm with cleaner stock levels will enjoy an advantage over more heavily stocked rivals. Read More