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Product TypeStore Tracker | premium

US Store Closures: Where Are Department Stores Closing?

The Covid-19 crisis has significantly impacted the US department store sector. We offer a state-wise depiction of the locations of over 1,300 store closures. We present maps of confirmed store closures by the major department stores that have filed for Chapter 11 bankruptcy this year—including JCPenney, Stage Stores and Stein Mart—as well as by other companies such as Macy’s and Nordstrom.

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Product TypeEvent Coverage |

Open for Business with Conor Flynn, Kimco Realty: The Future of Retail Real Estate

As part of our Open for Business webinar series, Coresight Research hosted Conor Flynn, CEO of Kimco Realty, to discuss how the REIT is working with tenants at its shopping centers to adapt to the transformed physical retail landscape. We present key insights into the future of retail real estate across three topics: resourceful use of space, tenants as partners and shifting store structures.

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Product TypeDeep Dive | premium

Reviewing America’s Retail Bankruptcies amid the Coronavirus Crisis

Following a large number of bankruptcy filings in 2019, retail failures have continued apace in 2020, driven by the Covid-19 crisis. We examine notable US bankruptcies from last year and in year-to-date 2020—including Ascena Retail Group, JCPenney, J.Crew and Neiman Marcus—and discuss the major factors behind these filings.

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Product TypeInsight Report | premium

US Mall Closures: Impact of Covid-19 Likely To Accelerate Mall Consolidation

Considering the impact of Covid-19 on mall consolidation, we present our estimates for mall closures in the next five years. We explore how department store and other anchor store closures are exacerbating the challenges faced by mall owners and the influence of tenant mix on near-term vulnerability—as well as opportunities for malls to adapt and survive, such as through repurposing space into fulfillment centers and tapping health-care and grocery retail.

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Product TypeStore Tracker | premium

US Store Closures: Retailers Refocus on Product over Experiences, Driving Up Closures

As one result of the “mask economy” due to Covid-19, retailers are refocusing on product over experiences—a reversal of the previous trend toward experiential retail. We discuss how this shift is leading to retail store closures in the US, as well as its impact on e-commerce fulfillment and the implications for retailers and real estate firms.

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Product TypeStore Tracker | premium

US Store Closures: Apparel Sector Accelerates Toward Record Number of Store Closures

Store closures are continuing to mount across various discretionary sectors in the US retail industry against the backdrop of Covid-19—with the apparel sector having seen a high number of permanent closures and bankruptcies so far in 2020. We provide an overview of these developments and discuss the outlook for the sector over the remainder of the year.

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