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 TypeStore Tracker Product TypeStore Tracker | April 16, 2021 premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 15: UK Retailers Open New Stores as Lockdown Restrictions Ease Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Roche Bros in the US and Frasers Group, Gym+Coffee, Kurt Geiger, Monsoon Accessorize, No Chaos, The Original Factory Shop and Zara in the UK.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 TypeStore Tracker Product TypeStore Tracker | March 31, 2021 premium US Store Tracker Extra, March 2021: Openings Set To Outpace Closures by Almost 9 Million Square Feet 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 March 26, 2021, versus the comparable period in 2020.Read More
Product TypeStore Tracker Product TypeStore Tracker | March 26, 2021 premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 12: US Openings Continue To Outpace Closures Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from 7-Eleven, Alimentation Couche-Tard, At Home, Designer Brands, Fabletics, Hobby Lobby, Kroger and Signet Jewelers in the US and Beales, Decathlon, Dunelm, John Lewis, Joules and Mango in the UK.Read More
Product TypeInsight Report Product TypeInsight Report | March 23, 2021 premium Earnings Insights 4Q20, Week 7: Home-Goods and Discount Remain Strong; Apparel Sees Mixed 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 21—namely, Dollar General, Five Below, NIKE, Ollie’s Bargain Outlet and Williams-Sonoma.Read More
Product TypeStore Tracker Product TypeStore Tracker | March 19, 2021 premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 11: Big Lots To Open up to 60 Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Primark, Psycho Bunny and Toys“R”Us in the US and Greggs, John Lewis and Thorntons in the UK.Read More
Product TypeInsight Report Product TypeInsight Report | March 15, 2021 premium Earnings Insights 4Q20, Week 6: Discounters and E-Commerce Players See Continued Strength; Substantial Recovery for Beauty Category 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 14—namely, Big Lots, Dick’s Sporting Goods, JD.com, Stitch Fix and Ulta Beauty. Read More
Product TypeStore Tracker Product TypeStore Tracker | March 12, 2021 premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 10: US Openings Exceed Closures as Discount Chains Expand Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Abercrombie & Fitch, Burlington Stores, Chico’s, Dick’s Sporting Goods, Dollar Tree, Foxtrot Market, Gap, Grocery Outlet, NIKE, Ross Stores and The Children’s Place in the US and Clarks and Morrisons in the UK.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 5, 2021 premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 9: TJX Companies To Open 81 Net US Stores in 2021 Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Bath & Body Works, Bob’s Discount Furniture, Casper Sleep, Dick’s Sporting Goods, Hudson, Macy’s, Paper Source, Payless, Sprouts Farmers Market, TJX Companies and Victoria’s Secret in the US and Amazon, Sainsbury’s, Tesco and Thomas Pink in the UK.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 TypeInsight Report Product TypeInsight Report | February 23, 2021 premium The New Value Retailers: Online Marketplaces Challenge Brick-and-Mortar Budget Formats The value retail sector is expanding beyond traditional brick-and-mortar budget formats (including discount variety retailers such as dollar stores) with the emergence of online value marketplaces. We see the growth of these e-commerce platforms as presenting challenges to predominantly offline retailers in the value retail sector. We discuss the key online players, with a focus on the US, the UK and China.Read More
Product TypeStore Tracker Product TypeStore Tracker | February 19, 2021 premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 7: Läderach To Open 34 New Stores in the US Market Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon Fresh, DICK’S Sporting Goods, Läderach, and Tempur Sealy in the US and Asda, B&M, Home Bargains, Lidl and Toolstation in the UK.Read More
