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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.

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3Q19 US Earnings Season Wrap-Up

Third-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery.

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ICSC New York Deal Making 2019 Wrap-Up

ICSC New York Deal Making 2019 highlighted the reinvention of physical retail, which is being driven by innovations in the use of space, the proliferation of omnichannel shoppers and a widespread focus on sustainability. A number of technologies are being implemented by retailers to undertake a transition from a profits-first approach to a consumer-centric operational model.

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Insights from ICSC New York Deal Making 2019

The Coresight Research team is attending ICSC New York Deal Making 2019 from December 10 to 12 in New York City. Key insights from the conference include the importance of experiential retail, the growth of “Buy Online, Pick Up in Store” services and the impact of value-for-money concepts on outlet centres.

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ICSC Research Connections: Experiences, Services, Fun and Commerce Too!

On October 27–29, Coresight Research attended attended and presented at ICSC’s Research Connections conference in Florida. Our key insights from the event include the heightened consumer expectation for experiences, an increasing focus on sustainability for retailers and shopping-center developers and the synergistic effect of online and physical retail.

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