March 23, 2020 Deep Dive Premium 4Q19 US Earnings Season Wrap-UpFourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.
March 20, 2020 Insight Report Premium Coronavirus Insights: Battening Down the Hatches—Assessing Major US Retailers’ Prospects to Weather the StormAs a global pandemic keeps shoppers home and stores close, many want to know which retailers are best positioned. But there is no standard roadmap for a situation like this—so Coresight Research created one.
March 20, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 12: Modell’s Sporting Goods Files for Chapter 11 Bankruptcy; Coronavirus Triggers Temporary Store ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Gap, Modell’s Sporting Goods and Neiman Marcus in the US and Dixons Carphone and Laura Ashley in the UK.
March 19, 2020 Deep Dive Premium US Off-Price Retail: Two Companies Dominate the MarketConsumer demand remains high for off-price retail in the US. We present the defining characteristics of this typically brick-and-mortar market and discuss the top retailers by US market share—including Burlington, Nordstrom, Ross Stores and TJX Companies, Inc—with two players being particularly dominant. This report also discusses the physical footprint expansion of selected retailers, the role of e-commerce, growing product categories in the market and how traditional department stores are leveraging off-price channels.
March 18, 2020 Deep Dive Premium America’s Changing Shopping Centers: Part 1—Where the Mall Stands NowThe first report in our series America’s Changing Shopping Centers offers a data-rich exploration of where malls stand now. In particular, we look at how the rationalization of mall space has lagged store closures, suggesting a correction could be overdue.
March 18, 2020 Flash Report Register for Free Access Amazon Suspends Inbound Shipments of Non-Essential Products from Marketplace SellersAs the coronavirus outbreak spreads in the US, online has surged as shoppers shun stores and crowded locations. Faced with unprecedented demand, Amazon suspends support for third-party sellers for all but essential items.
March 17, 2020 Flash Report Register for Free Access Amazon Plans To Add 100,000 Workers, Bucking the COVID-19 Employment TrendAs coronavirus angst drives people to hoard toilet paper and shun crowded places (including most retail locations), many in retail may worry about their prospects. But Amazon plans to hire 100,000 people—and give them a raise.
March 13, 2020 Flash Report Register for Free Access Coronavirus Briefing: US Retailers Hit by Both Demand and Supply Chain IssuesUS retailers are assessing the impact of the coronavirus. As US retail companies reported 4Q19 earnings, many noted sharply lower sales in China and outlined the impact of supply-chain disruptions. However, suppressed retail demand in the US market is likely yet to come.
March 13, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 11: Art Van Furniture 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 Art Van Furniture, Kroger and Nordstrom in the US and John Lewis Partnership in the UK.
March 11, 2020 Flash Report Register for Free Access Coronavirus Briefing: How Tech Companies in China Are Leveraging AI and Cloud Computing To Battle the CoronavirusWith the number of new cases of coronavirus reported in China falling—but numbers climbing in other parts of the world—China’s technology giants have been working on AI and machine learning-assisted research and diagnostic tools. And making them available to the world.
March 6, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 10: Stage Stores To Close Stores; Ross To Open More StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Dick’s Sporting Goods, 7-Eleven and Stage Stores in the US and BrightHouse and McColl’s in the UK.
March 5, 2020 Market Navigators/Market Outlook Premium Market Overview: Apparel—Changing Consumer Attitudes Drive E-Commerce and Socially Engaged BusinessOur Market Overview for apparel offers a data-rich analysis of the global clothing market, with more detailed metrics for the US, the UK and China. In addition, our analysts offer their perspectives on the fashion market in 2020 and further ahead.
March 5, 2020 Event Coverage Register for Free Access Highlights from Target’s 2020 Financial Community MeetingAt Target’s investment community meeting, the company outlined the progress it has made in deploying digital solutions to solve common store problems, to grow its online business and get more value from the Shipt acquisition. The company also outlined plans for the store of the future.
March 4, 2020 Flash Report Register for Free Access Coronavirus Briefing: Four Coronavirus-Driven Digital Trends and Their Post-Outbreak ProspectsOnline services of all sorts have boomed in China since the coronavirus outbreak, compounded by delays to official back-to-work (and back-to-school) dates after the long Chinese New Year holidays, quarantines and the avoidance of public places (even work) by most consumers. Will the digital shopping trend continue once the outbreak is over?
March 4, 2020 Flash Report Register for Free Access Hudson’s Bay Company Goes Private; CEO Steps DownHudson’s Bay Company announced it has completed its privatization, along with management changes and a that it intends to pursue the same strategy as a private company it did as a listed company.
