Product TypeStore Tracker Product TypeStore Tracker | November 20, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 47: Ascena To Close All Justice Stores and Francesca’s To Close Over 100 Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ascena Retail Group, Francesca’s and Herman Miller in the US and Poundland and WHSmith in the UK.Read More
Product TypeInsight Report Product TypeInsight Report | November 16, 2020 premium Earnings Insights 3Q20, Week 2: Beauty Categories Witness Strong Recovery; Crisis Continues To Support Discount Formats 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 15, namely Coty, CVS Health, Grocery Outlet and The RealReal. Read More
Product TypeInsight Report Product TypeInsight Report | November 12, 2020 premium Retail Robustness Index: November 2020 Update—Most Metrics Improve Slightly Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November 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 October. Read More
Product TypeInsight Report Product TypeInsight Report | November 9, 2020 premium The Inaugural 10.10 Shopping Festival: From Concept to Creation—and the Five Factors That Drove Its Success Coresight Research launched the 10.10 Shopping Festival exactly one month ago, to bring fun and excitement back to the retail industry and to help retailers and shoppers address the disruption caused by Covid-19. We provide insights into the creation and launch of the inaugural 10.10 Shopping Festival, which took place on October 9–12, and the five key factors that drove its success. Read More
Product TypeStore Tracker Product TypeStore Tracker | October 30, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 44: Carter’s and Gap Inc. Announce Store Closures Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Carter’s, Gap Inc. and Ross Stores in the US and Flannels in the UK.Read More
Product TypeFlash Report Product TypeFlash Report | October 26, 2020 Register for free access Introducing the New Coresight 100: The Companies Reinventing Retail With 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies. Read More
Product TypeInsight Report Product TypeInsight Report | October 14, 2020 premium Big Billion Days 2020 Preview: Flipkart Offers Pre-Booking and Daily Shopping Games To Drive Sales Launched in 2014, the Big Billion Days shopping festival is the annual flagship shopping event of Walmart-owned Indian retailer Flipkart. The Big Billion days sale will take place on October 16–21 this year. We explore a preview of key features of this year’s Big Billion Days shopping festival, including pre-booking, shopping games, offers and promotions, and upcoming events by retail competitors.Read More
Product TypeInsight Report Product TypeInsight Report | October 9, 2020 premium Retail Robustness Index: October 2020 Update—Average Financial Health Metric Deteriorates Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The October 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 September.Read More
Product TypeStore Tracker Product TypeStore Tracker | October 2, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 40: Allbirds To Increase Store Footprint Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Allbirds and Ascena Retail Group in the US and Aldi and B&M in the UK.Read More
Product TypeDeep Dive Product TypeDeep Dive | October 1, 2020 premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Recovery Second-quarter 2020 retail earnings include recovery from the Covid-19 crisis. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales. Read More
Product TypeInsight Report Product TypeInsight Report | September 24, 2020 premium 2Q20 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover as Stores Reopen In 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 2Q20 and assess why levels may have changed from the year-ago period—with most retailers posting higher inventory turnover as stores reopen.Read More
Product TypeInsight Report Product TypeInsight Report | September 16, 2020 premium Retail Robustness Index: September 2020 Update—Store Reopenings Drive Higher Index Values Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The September 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 August. Read More
Product TypeInsight Report Product TypeInsight Report | September 14, 2020 premium Earnings Insights 2Q20, Week 6 and Wrap-Up: Digital Businesses Lead Retail Recovery Our 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 13, including American Eagle Outfitters, Casey’s General Stores and Kroger. This is the final report in the second-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.Read More
Product TypeInsight Report Product TypeInsight Report | September 7, 2020 premium Earnings Insights 2Q20, Week 5: Crisis Supports Structural Shifts, Benefitting Discount Formats Our 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. Read More
Product TypeInsight Report Product TypeInsight Report | September 2, 2020 premium The 12 Questions of US Holiday Retail 2020: Part 2—The Consumer’s Propensity To Spend Coresight 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 second report of the series, we present and provide answers to three questions, which focus on the US consumer’s propensity to spend. We consider how the employment situation, a “wealth effect” and the upcoming presidential election will impact holiday spending. Read More
