September 7, 2020 Insight Report Premium Earnings Insights 2Q20, Week 5: Crisis Supports Structural Shifts, Benefitting Discount FormatsOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-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 September 6, including Dollar Tree, Five Below, Macy’s and PVH Corp.
September 4, 2020 Insight Report Premium The 12 Questions of US Holiday Retail 2020: Part 4—An Early Start to Holiday Shopping and a Green ChristmasCoresight Research has 12 questions about the upcoming holiday selling season, which promises to be the most interesting in our team’s collective memory. In the fourth report of the series, we present and provide answers to the final three questions, which explore the potential for an early start to the season this year and how growing consumer interest in sustainability could affect holiday shopping.
September 3, 2020 Insight Report Premium The 12 Questions of US Holiday Retail 2020: Part 3—Product Availability and the Supply ChainCoresight Research has 12 questions about the upcoming holiday selling season, which promises to be the most interesting in our team’s collective memory. In this third report of the series, we present and provide answers to two questions around the impact of Covid-19 on product availability and the supply chain—and what this means for retailers as they plan for the holidays.
September 2, 2020 Market Navigators/Market Outlook Premium Market Overview: US Discount Stores, Mass Merchandisers and Warehouse Clubs—Digital Sales Soar and Discounters Continue To ExpandIn this Market Overview, we explore the US discount store, mass merchant and warehouse club sectors and their future outlook. We consider the competitive landscape and the impact of the coronavirus pandemic on market growth and online sales. This report also discusses a number of key themes in the market, including expanding retail footprints, apparel resale and omnichannel initiatives.
August 31, 2020 Insight Report Premium Earnings Insights 2Q20, Week 4: Home Categories Continue To Outperform; Apparel Remains WeakOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-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 August 30, including Best Buy, Dollar General, Nordstrom and Ulta Beauty.
August 26, 2020 Deep Dive Premium Reviewing America’s Retail Bankruptcies amid the Coronavirus CrisisFollowing a large number of bankruptcy filings in 2019, retail failures have continued apace in 2020, driven by the Covid-19 crisis. We examine notable US bankruptcies from last year and in year-to-date 2020—including Ascena Retail Group, JCPenney, J.Crew and Neiman Marcus—and discuss the major factors behind these filings.
August 25, 2020 Insight Report Premium US Mall Closures: Impact of Covid-19 Likely To Accelerate Mall ConsolidationConsidering the impact of Covid-19 on mall consolidation, we present our estimates for mall closures in the next five years. We explore how department store and other anchor store closures are exacerbating the challenges faced by mall owners and the influence of tenant mix on near-term vulnerability—as well as opportunities for malls to adapt and survive, such as through repurposing space into fulfillment centers and tapping health-care and grocery retail.
August 25, 2020 Deep Dive Premium The US Women’s Intimates Market: Growth Opportunities at a Time of ChangeDriven by shifting consumer expectations and evolving lifestyle choices, the US women’s intimates industry is showing distinct signs of opportunity. We discuss growth opportunities in the US women’s underwear market, including shifts away from traditional retail, increased consumer and brand focus on inclusivity and diversity, and expanding definitions of the underwear category.
August 25, 2020 Insight Report Premium New Retail Briefing: Burberry Launches a Social Store with Tencent; JD.com Invests $100 Million in Li & FungWe discuss the recent developments in New Retail, including the opening of Burberry’s new “social retail” store with Tencent and the launch of Alibaba’s fifth Taobao Maker Festival, as well as flagship store openings on JD.com and the platform’s new business partnerships.
August 24, 2020 Insight Report Premium Earnings Insights 2Q20, Week 3: Home Categories Prove Strong and Apparel Weak as Discretionary Retail Sees an Uneven RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-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 August 23, including Estée Lauder, Kohl’s, L Brands and The TJX Companies.
August 20, 2020 Deep Dive Premium RetailTech: Demand-Forecasting Software—An Essential Link in the Supply ChainDemand forecasting lies at the core of every retailer’s operations and supply chain, since it affects nearly every other retail business function—from sales and inventory to promotions and margins. We present a market overview of demand-forecasting technology as well as profiles of selected solutions providers, ranging from industry giants to emerging businesses.
August 20, 2020 Insight Report Premium Apparel Retailers and Brands Launch New Products and Services To Adapt to the Changing Retail EnvironmentWith US consumers shopping online more now than prior to the Covid-19 pandemic, brands and retailers have had to deepen their digital capabilities to adapt to the growth of e-commerce. We explore how the apparel sector is remaining competitive in the fast-changing retail environment by launching new products and services to drive sales during and post crisis.
August 18, 2020 Store Tracker Databank Members US Store Closures: Retailers Refocus on Product over Experiences, Driving Up ClosuresAs one result of the “mask economy” due to Covid-19, retailers are refocusing on product over experiences—a reversal of the previous trend toward experiential retail. We discuss how this shift is leading to retail store closures in the US, as well as its impact on e-commerce fulfillment and the implications for retailers and real estate firms.
August 17, 2020 Insight Report Premium Earnings Insights 2Q20, Week 2: Canada Goose Stores See Slow Start in North America and EuropeOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-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 August 16, including ASOS and Canada Goose.
August 17, 2020 Deep Dive Premium US Survey Update: How Consumers Expect To Shop for the Holidays (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations amid the coronavirus crisis, with a focus on the implications for retail. This week, we focus on consumers’ expected shopping behaviors for the 2020 holiday season—comparing the results with our survey findings from a month ago. We also discuss shoppers’ current online spending habits and avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on August 12.
