Product TypeStore Tracker Product TypeStore Tracker | July 31, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 31: Ascena Retail Set To Shut More than 1,000 Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ascena Retail Group, Neiman Marcus and Tailored Brands in the US, and Ben Sherman and Furniture Oakland in the UK.Read More
Product TypeInsight Report Product TypeInsight Report | July 28, 2020 premium US Back to School 2020: The Outlook for Retail amid Uncertainty and a Gloomy Economic Backdrop Launching our US Back to School 2020 series, we outline our expectations for the season this year, which is being shaped by the coronavirus crisis. We discuss the core market drivers behind our estimates of consumer spending in the US—including consumer focus on health and safety, the impact of Covid-19 on discretionary retail, potential school and college reopening models and the economic backdrop. Read More
Product TypeStore Tracker Product TypeStore Tracker | July 28, 2020 premium US Retail Bankruptcies: Store Closures Set To Spike amid Acceleration in Bankruptcy Filings In the wake of the coronavirus crisis, a number of US retailers have filed for bankruptcy. We outline recent developments and their implications for the retail industry, as well as our expectations for the acceleration of bankruptcy filings and store closures through the remainder of the year.Read More
Product TypeStore Tracker Product TypeStore Tracker | July 24, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 30: Ascena Retail Files for Bankruptcy; Tailored Brands Plans To Close up to 500 Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Aldi, Amazon and Ascena Retail in the US, and Jigsaw, Johnson Shoes and Stella McCartney in the UK.Read More
Product TypeInsight Report Product TypeInsight Report | July 23, 2020 premium REITs Becoming Retailers: Mall Owners Are Looking To Acquire Struggling Retailers Amid the rise of bankruptcies in the retail industry and increasing brick-and-mortar store closures due to the coronavirus pandemic, we discuss a selection of US retailers that are potentially facing acquisition by mall owners—and we analyze the strategy behind REITs becoming retailers. Read More
Product TypeInsight Report Product TypeInsight Report | July 22, 2020 premium Livestreaming E-Commerce Takes Off in the US China has a relatively mature livestreaming e-commerce market, but we are now also seeing momentum in the US as brands and retailers further explore the use of social media platforms to engage with consumers and boost sales. We discuss selected retailers’ and social media platforms’ moves into livestreaming e-commerce in the US and consider the impact of in-video checkout functionality and social media influencers on consumer shopping behavior. Read More
Product TypeInsight Report Product TypeInsight Report | July 17, 2020 premium June 2020 US Retail Sales: Total Sales Jump 9%; Declines Ease in Apparel while Several Nonfood Sectors Surge Discretionary sectors witnessed the easing of sales declines in June, suggesting pent-up demand in nonfood categories post lockdowns. On a year-over-year basis, total US retail sales excluding gasoline and automobiles saw extraordinary growth in the context of a post-crisis environment. Read More
Product TypeStore Tracker Product TypeStore Tracker | July 17, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 29: Muji USA and RTW Retailwinds File for Bankruptcy Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Muji USA, PVH Corp. and RTW Retailwinds in the US, and Halfords, Lidl and Peter Jones China in the UK.Read More
Product TypeEvent Coverage Product TypeEvent Coverage | July 17, 2020 premium Open for Business with Chris Baldwin, BJ’s Wholesale Club: Empathy and Personalization in Club-Store Retail As part of our Open for Business webinar series, we hosted Chris Baldwin, Chairman of BJ’s Wholesale Club. We present an edited transcript from this webinar, in which Baldwin offered insights into changing consumer demand amid the coronavirus crisis—covering key topics such as personalization and assortment localization. Read More
Product TypeStore Tracker Product TypeStore Tracker | July 10, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 28: Brooks Brothers, G-Star Raw, Lucky Brand and Sur La Table File for Bankruptcy Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Brooks Brothers and G-Star Raw in the US, and John Lewis, Little Mistress and Soletrader in the UK.Read More
Product TypeDeep Dive Product TypeDeep Dive | July 8, 2020 premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact First-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary. Read More
Product TypeInsight Report Product TypeInsight Report | July 7, 2020 premium H&M and Inditex Change Course, Closing Stores To Focus More on E-Commerce H&M and Inditex (owner of Zara), the world’s two biggest clothing specialist retailers, have announced plans to close a greater number of stores in the wake of the coronavirus crisis. For H&M, 2020 will be the first year for many years that it will see a reduction in total store numbers. We look at their plans and explore the implications. Read More
Product TypeEvent Coverage Product TypeEvent Coverage | July 7, 2020 premium Fashinnovation’s Worldwide Talks 2020—Second Edition: Sustainability, Innovation and Inclusivity Industry leaders in the fashion industry came together for two days of discussion amid the coronavirus pandemic. We present key insights from the second edition of Fashinnovation’s Worldwide Talks 2020, a digital event that highlighted the major themes of sustainability and innovation in the fashion industry.Read More
Product TypeStore Tracker Product TypeStore Tracker | July 3, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 27: Microsoft To Close All US Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Microsoft and Space NK in the US, and Harveys Furniture, Monsoon Accessorize and TM Lewin in the UK.Read More
Product TypeDeep Dive Product TypeDeep Dive | July 1, 2020 premium Five Trends Shaping Apparel Sourcing The apparel sourcing industry is experiencing uncertainty due to unpredictable changes to tariffs and trade, the widespread coronavirus pandemic and fast-moving upgrades of technology in the supply chain. We outline five key apparel-sourcing trends and discuss how apparel retailers and brands can adapt to consumer expectations while controlling sourcing costs. Read More
