Product TypeInsight Report April 6, 2020 premium Coronavirus Insights: Learnings from NIKE’s and Lululemon’s China Experiences Despite the impact of the coronavirus, NIKE and Lululemon each reported favorable earnings on March 24, 2020 and March 26, 2020, respectively. With China embracing signs of recovery from the coronavirus crisis, we discuss the lessons learned by the two athletic apparel companies from their experiences in the country.Read More
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 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 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 TypeStore Tracker March 20, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 12: Modell’s Sporting Goods Files for Chapter 11 Bankruptcy; Coronavirus Triggers Temporary 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 Gap, Modell’s Sporting Goods and Neiman Marcus in the US and Dixons Carphone and Laura Ashley in the UK.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 13, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 11: Art Van Furniture Files 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 Art Van Furniture, Kroger and Nordstrom in the US and John Lewis Partnership in the UK.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 TypeMarket Overview March 5, 2020 premium Market Overview: Apparel—Changing Consumer Attitudes Drive E-Commerce and Socially Engaged Business Our Market Overview for apparel offers a data-rich analysis of the global clothing market, with more detailed metrics for the US, the UK and China. In addition, our analysts offer their perspectives on the fashion market in 2020 and further ahead.Read More
Product TypeStore Tracker February 28, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 9: Modell’s Sporting Goods To Close Stores Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon and Modell’s Sporting Goods in the US and Boux Avenue in the UK.Read More
Product TypeStore Tracker February 20, 2020 premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 8: Pier 1 Imports Files 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 At Home and Pier 1 Imports in the US and Marks & Spencer and Shoe Zone in the UK.Read More
