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
Product TypeInsight Report Product TypeInsight Report | September 1, 2020 premium The 12 Questions of US Holiday Retail 2020: Part 1—Changed Consumer Behavior 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 first report of the series, we present and provide answers to our first four questions, which focus on changed consumer behaviors. We consider the potential impacts of social distancing, work-from-home trends and reduced gifting opportunities on holiday spending this year. Read More
Product TypeInsight Report Product TypeInsight Report | August 31, 2020 premium Earnings Insights 2Q20, Week 4: Home Categories Continue To Outperform; Apparel Remains Weak 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 August 30, including Best Buy, Dollar General, Nordstrom and Ulta Beauty. Read More
Product TypeStore Tracker Product TypeStore Tracker | August 7, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 32: Lord & Taylor and Tailored Brands File for Bankruptcy Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Lord & Taylor and Tailored Brands in the US, and Amazon, DW Sports and Hotter in the UKRead More
Product TypeEvent Coverage Product TypeEvent Coverage | August 6, 2020 premium Open for Business with Joel Anderson, Five Below: Staying Resilient and Adapting to the New Environment As part of our Open for Business webinar series, we hosted Joel Anderson, President and CEO of discount-store chain Five Below, Inc. We present an edited transcript from this webinar, in which Anderson offered insights into how the company has adapted to the changing environment and consumer behaviors amid the coronavirus crisis—covering key topics such as store reopening and self-checkout.Read More
Product TypeInsight Report Product TypeInsight Report | August 4, 2020 premium Retail Robustness Index: August 2020 Update—Higher Scores Due to Increases in Store Reopenings 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 August update updates 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 July. Read More
Product TypeDeep Dive Product TypeDeep Dive | July 28, 2020 premium Innovator Intelligence: Decoding Customer Data To Redefine Success in Category Management As part of our Innovator Intelligence series, we discuss key trends impacting retail category management and how retailers and manufacturers can leverage technologies such as big data and artificial intelligence to become more shopper-centric. We also explore Centricity, an analytics company that leverages AI and machine learning to understand changing shopper demand in real time. Read More
Product TypeStore Tracker Product TypeStore Tracker | July 24, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 30: Ascena Retail Files for Bankruptcy; Tailored Brands Plans To Close up to 500 Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Aldi, Amazon and Ascena Retail in the US, and Jigsaw, Johnson Shoes and Stella McCartney in the UK.Read More
Product TypeStore Tracker Product TypeStore Tracker | July 17, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 29: Muji USA and RTW Retailwinds File for Bankruptcy Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Muji USA, PVH Corp. and RTW Retailwinds in the US, and Halfords, Lidl and Peter Jones China in the UK.Read More
Product TypeStore Tracker Product TypeStore Tracker | July 10, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 28: Brooks Brothers, G-Star Raw, Lucky Brand and Sur La Table File for Bankruptcy Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Brooks Brothers and G-Star Raw in the US, and John Lewis, Little Mistress and Soletrader in the UK.Read More
Product TypeDeep Dive Product TypeDeep Dive | July 8, 2020 premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact First-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. 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. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary. Read More
Product TypeInsight Report Product TypeInsight Report | July 8, 2020 premium Retail Robustness Index: July 2020 Update—A Revised Methodology Due to Changing Retail Environment Coresight Research’s Retail Robustness Index, first published on March 26, evaluated the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. This report updates the scores based on financial reports and store-reopening announcements. We also revise our methodology to factor in the major changes in the retail environment over the last three months. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update. Read More
