Product TypeStore Tracker April 3, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 14: GameStop 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 Fairway Market, GameStop and Shoe Carnival in the US and BrightHouse and Jack Wills in the UK.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 TypeInsight Report April 2, 2020 premium Coronavirus Insights: China Embraces Signs of Recovery Since the coronavirus broke out in Wuhan in January, China has implemented unprecedented measures to control the spread of the virus. The nationwide lockdown looks to have been a success—we discuss signs that indicate the country is now on the road to recovery. We consider the implications for brands, as well as what the “new normal” might look like for China’s residents and businesses as the nation looks to move on from the coronavirus.Read More
Product TypeDeep Dive March 31, 2020 premium Coronavirus Insights: A Look Back To Look Ahead—The Great Recession of 2007–2009 and Today We look back at the Great Recession of 2007–2009, to apply learnings from the sales performance of the US retail industry to the current coronavirus situation. We break down our analysis of the impact of the recession on the retail industry by sector and consider the implications for how retailers will fare the coronavirus pandemic.Read More
Product TypeInsight Report March 30, 2020 premium East-to-West Learnings: How Grocery Retailers in China Have Addressed Labor Shortages During the Coronavirus Crisis We look at the labor imbalance in China that has been caused by the coronavirus pandemic and how supermarket chains and grocery retailers are responding by launching co-employment initiatives with restaurant chains. We consider how retailers in the US could learn from China’s new employment models as the coronavirus situation worsens in the West.Read More
Product TypeInsight Report March 27, 2020 premium Coronavirus Insights: US Grocery Retail Poised for a Double-Digit Upswing, with Much Stronger Growth Online With restaurants closed in increasing swaths of the US, consumers have little choice but to cook and eat more at home. Grocery retail stands to see billions in spend migrate from restaurants to grocery—especially online. 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 19, 2020 premium China Retail Sales Slide During Coronavirus Shutdown: Implications for US Retail As US retail (and citizenry) brace for the impact of the worsening COVID-19 outbreak, China is slowly but surely recovering. What lessons can US retail learn from their Chinese counterparts to navigate this uncertain time?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 March 6, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 10: Stage Stores To Close Stores; Ross 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 Dick’s Sporting Goods, 7-Eleven and Stage Stores in the US and BrightHouse and McColl’s in the UK.Read More
Product TypeEvent Coverage March 5, 2020 premium Highlights from Target’s 2020 Financial Community Meeting At Target’s investment community meeting, the company outlined the progress it has made in deploying digital solutions to solve common store problems, to grow its online business and get more value from the Shipt acquisition. The company also outlined plans for the store of the future.Read More
Product TypeFlash Report March 4, 2020 premium Walmart To Launch Loyalty Program Called Walmart+ Walmart looks to be muscling in on Amazon’s turf with the launch of a new loyalty program called Walmart+, which the company will launch in March. Just how similar is Walmart+ likely to be to Amazon Prime? Read More
Product TypeFlash Report March 3, 2020 premium Walmart Launches Third-Party Vendor Fulfillment Services on Its Marketplace On February 24, 2020, Walmart launched fulfillment services for third-party vendors on its marketplace, offering services similar to Amazon. Read More
Product TypeFlash Report February 27, 2020 premium Coronavirus Briefing: Four Positive Takeaways from the Outbreak for Retailers in China As the coronavirus outbreak continues, we consider the positive takeaways for retailers in China. We discuss the effects of the current consumer preference for e-commerce over brick-and-mortar shopping, in both grocery and nonsectors sectors; the marketing opportunities provided by Chinese super app WeChat; and the increasing consumer focus on health and wellness. Read More
