Product TypeInsight Report June 1, 2020 premium Earnings Insights 1Q20, Week 2: Evidence of Pent-Up Consumer Demand as US Lockdowns Ease and Stores Reopen Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-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 May 31, including Burlington Stores, Dollar General and Ulta Beauty.Read More
Product TypeInsight Report May 21, 2020 premium Coronavirus Insights: China Launches New “55 Shopping Festival” To Give Retail a Post-Lockdown Boost To stimulate the economy and encourage consumers to release pent-up demand post Covid-19, the Shanghai Municipal People’s Government co-launched a new, large-scale shopping holiday with the retail industry at the beginning of May 2020. We discuss the scale and impact of the omnichannel 55 Shopping Festival, exploring how it is driving purchasing behavior in retail and tourism.Read More
Product TypeStore Tracker May 8, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 19: J.Crew and Neiman Marcus File For Chapter 11 Bankruptcy Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Five Below, J.Crew and Nordstrom in the US and The Oasis and Warehouse Group and Sainsbury’s in the UK.Read More
Product TypeInsight Report May 6, 2020 premium Reshaping Supply Chains for the 2020s: Part 1—Five Forces Impacting Supply Chains In our Reshaping Supply Chains for the 2020s series, we analyze the technologies and trends that are enabling the evolution of the supply chain. In this first report, we discuss five forces that are influencing change in retail supply chains as we head into the 2020s, which we expect to endure in a post-coronavirus world.Read More
Product TypeStore Tracker May 1, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 18: JCPenney Seeks Bankruptcy Funding, Inches Closer to Bankruptcy Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Gap Inc. and JCPenney in the US and Animal, Debenhams and John Lewis in the UK.Read More
Product TypeStore Tracker April 23, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 17: Neiman Marcus May File for Bankruptcy Imminently Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Dollar General, Lord & Taylor and Neiman Marcus in the US and Cath Kidston and Debenhams in the UK.Read More
Product TypeDeep Dive April 13, 2020 premium European Apparel Retailing: Value and E-Commerce Continue To Set the Pace In this report, we look at the European apparel retail sector, with a focus on France, Germany and the UK. In addition to discussing apparel sales in these regions, we discuss how online pure plays are on an upward growth trajectory, bucking the doom-and-gloom trend, as well as efforts by European value retailers to expand their reach and footprint. We also consider multibrand e-commerce players’ moves in the sportswear space and sustainability efforts.Read More
Product TypeInsight Report April 8, 2020 premium US Easter Retail Preview 2020: Retailers Must Offer Optimism and Seize the Few Opportunities amid Coronavirus Crisis With Easter just around the corner, we assess the planned spending of US consumers on the holiday this year amid the coronavirus crisis. We consider the outlook for retail this Easter in light of current shopping trends and propose actions that retailers could take to engage with consumers over the holiday—both to drive sales in the short term and to build stronger customer relationships for long-term gains.Read More
Product TypeDeep Dive April 2, 2020 premium 4Q19 US Retail Inventory Tracker: Higher Inventory Turnover Due to Solid Holiday Sales and Disciplined Approaches 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 4Q19 and assess why levels may have changed from the year-ago period. The coronavirus crisis means 4Q trends will not be an accurate guide to 2020, but those retailers heading into the storm with cleaner stock levels will enjoy an advantage over more heavily stocked rivals.Read More
Product TypeStore Tracker March 27, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 13: RTW Retailwinds Announces 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 Five Below, Ollie’s Bargain Outlet and RTW Retailwinds in the US and Frasers Group and Laura Ashley in the UK.Read More
Product TypeStore Tracker March 24, 2020 premium US Store Closures 2020 Outlook: Coronavirus Outbreak Set To Trigger Unprecedented Number of Closures With a number of temporary store closures already in effect in the US due to the coronavirus outbreak, this report assesses the outlook for physical retail over the remainder of 2020. We compare year-to-date store closure data with 2019 and discuss a potential rise in bankruptcies, which may become a reality for many struggling retailers. We also predict the total number of closures we expect to see in the US in the full-year 2020.Read More
Product TypeDeep Dive March 23, 2020 premium 4Q19 US Earnings Season Wrap-Up Fourth-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.Read More
Product TypeInsight Report March 20, 2020 premium Coronavirus Insights: Battening Down the Hatches—Assessing Major US Retailers’ Prospects to Weather the Storm As 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.Read More
Product TypeFlash Report March 13, 2020 premium Coronavirus Briefing: US Retailers Hit by Both Demand and Supply Chain Issues US 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. Read More
Product TypeStore Tracker February 14, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 7: Skechers Plans To Open More Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Skechers and Under Armour in the US and Beales in the UK.Read More
