Product TypeInsight Report Product TypeInsight Report | April 23, 2021 premium High US Imports and Port Congestion Impacts To Be Drawn Out Through 2021 The Covid-19 pandemic has upended various aspects of the retail supply chain and has resulted in a high level of US imports. We discuss the impact of this on ports and the rest of the supply chain.Read More
Product TypeInsight Report Product TypeInsight Report | April 20, 2021 premium Retail Robustness Index: April 2021 Update—Relative Stability Amid Renewed Temporary Closures and Management Changes Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The April 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in January 2021.Read More
Product TypeInsight Report Product TypeInsight Report | April 7, 2021 premium 4Q20 US Retail Inventory Tracker: Discretionary Retailers Post Improved Inventory Turnover Rates Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q20 and assess why levels may have changed from the year-ago period—with most retailers posting improved inventory turnover levels.Read More
Product TypeDeep Dive Product TypeDeep Dive | April 6, 2021 premium 4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter.Read More
Product TypeInsight Report Product TypeInsight Report | March 8, 2021 premium Earnings Insights 4Q20, Week 5: Discounters Stand Strong While Department Stores Remain Badly Hit and Apparel Specialists See Slow Recovery Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended March 7—namely, American Eagle Outfitters, BJ’s Wholesale Club, Burlington Stores, Dollar Tree, Foot Locker, Gap Inc., Grocery Outlet Holding Corp., Kohl’s, Kroger, Nordstrom, Ross Stores, Target and Urban Outfitters. Read More
Product TypeStore Tracker Product TypeStore Tracker | March 4, 2021 premium US Store Tracker Extra, February 2021: 2,222 Store Closures by Major US Retailers Will Result in 31 Million Square Feet of Closed Retail Space in 2021 The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of February 26, 2021, versus the comparable period in 2020.Read More
Product TypeStore Tracker Product TypeStore Tracker | February 4, 2021 premium US Store Tracker Extra, January 2021: Major US Retailers Announce 24 Million Square Feet of Closed Retail Space in 2021 In Coresight Research’s new US Store Tracker Extra monthly series, we offer insight into retailers’ store closure and opening announcements on a monthly basis—supplementing our Weekly US and UK Store Openings and Closures Tracker report. We include retailer-level details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings at the end of each month in 2021 versus the comparable period in 2020.Read More
Product TypeStore Tracker Product TypeStore Tracker | January 29, 2021 premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 4: Francesca’s To Close 276 Stores Following Bankruptcy Sale Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, American Eagle Outfitters, Conn’s HomePlus, Costco, Francesca’s, Godiva and L’Occitane in the US and Frasers Group and JYSK in the UK.Read More
Product TypeStore Tracker Product TypeStore Tracker | January 28, 2021 premium US and UK Store Closures Review 2020 and US Outlook 2021 We review store closures and openings in the US and the UK for the full-year 2020. We break down the numbers by sector and analyze the key retailers that significantly contributed to total openings and closures over the course of the year. We also present our projections of US store closures and openings in 2021.Read More
Product TypeInsight Report Product TypeInsight Report | January 7, 2021 premium Retail Robustness Index: January 2021 Update—Scores Rebound as Product Mix Shifts Back to Normalized Levels Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The January 2021 update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in December 2020.Read More
Product TypeDeep Dive Product TypeDeep Dive | January 4, 2021 premium 2021 Retail and Technology Outlook Against the challenging coronavirus-impacted retail environment, Coresight Research’s analysts provide directional outlooks and sector headwinds and tailwinds for 2021. We discuss the trends and data points that we expect to see during the year ahead, covering 10 channels, sectors or markets, with a focus on the US. Read More
Product TypeDeep Dive Product TypeDeep Dive | December 23, 2020 premium 3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain Momentum We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter.Read More
Product TypeInsight Report Product TypeInsight Report | December 14, 2020 premium Earnings Insights 3Q20, Week 6: Home-Goods Retailers, Discounters and Warehouse Clubs Outperform; Apparel Sees Strong Recovery Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-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 December 13, namely Big Lots, Costco, Lululemon Athletica, RH and Stitch Fix. This is the final report in the third-quarter Earnings Insights series.Read More
Product TypeInsight Report Product TypeInsight Report | November 30, 2020 premium Holiday 2020: US Black Friday Insights—“The Quietest in 20 Years” Our observations and insights on US Black Friday demand, based on our store checks, consumer survey and discussions with retailers, as well as select third-party data points on store traffic and e-commerce sales.Read More
Product TypeInsight Report Product TypeInsight Report | November 23, 2020 premium Earnings Insights 3Q20, Week 3: Off-Pricers See Strong Improvement, but Department Stores Remain Badly Hit; Sales Surge in Home Improvement Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-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 November 22, including Home Depot, Kohl’s, Macy’s, Target, The TJX Companies and Walmart. Read More
