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Product TypeInsight Report | 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.

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Product TypeDeep Dive | premium

US Consumer Tracker: More Consumers Direct Third-Round Stimulus Checks into Discretionary Retail (Full Report)

Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we present findings on how consumers spent or plan to spend their third-round stimulus checks. We discuss what product categories respondents had purchased in-store and online in the past two weeks and what consumers are buying more of and less of than pre-pandemic. We also cover what activities respondents have done in the past two weeks and consumer avoidance of public places. Our consumer survey was undertaken on March 29.

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Product TypeDeep Dive | 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.

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Product TypeStore Tracker | 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.

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Product TypeDeep Dive | premium

US Consumer Tracker: Shopper Behaviors and Expectations as We Head Toward Easter (Full Report)

Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we present findings on consumers’ spending expectations for Easter 2021. We discuss what activities respondents have done in the past two weeks and consumer avoidance of public places. We also cover what product categories respondents had purchased in-store and online in the past two weeks and what consumers are buying more of and less of than pre-pandemic. Our consumer survey was undertaken on March 22.

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Product TypeStore Tracker | 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.

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Product TypeDeep Dive | premium

US Consumer Tracker: More Consumers Return to Stores for Apparel Purchases (Full Report)

Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we present findings on what categories consumers have purchased and which retailers they have purchased food and nonfood products from. We also discuss consumer avoidance of public places and what consumers are buying more of and less of than pre-pandemic. Our consumer survey was undertaken on March 15.

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