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Product TypeInsight Report | premium

Earnings Insights 2Q20, Week 6 and Wrap-Up: Digital Businesses Lead Retail Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended September 13, including American Eagle Outfitters, Casey’s General Stores and Kroger. This is the final report in the second-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.

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Product TypeInsight Report | premium

Earnings Insights 2Q20, Week 5: Crisis Supports Structural Shifts, Benefitting Discount Formats

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended September 6, including Dollar Tree, Five Below, Macy’s and PVH Corp.

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Product TypeMarket Overview | premium

Market Overview: US Discount Stores, Mass Merchandisers and Warehouse Clubs—Digital Sales Soar and Discounters Continue To Expand

In this Market Overview, we explore the US discount store, mass merchant and warehouse club sectors and their future outlook. We consider the competitive landscape and the impact of the coronavirus pandemic on market growth and online sales. This report also discusses a number of key themes in the market, including expanding retail footprints, apparel resale and omnichannel initiatives.

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Product TypeDeep Dive | 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.

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Product TypeInsight Report | premium

1Q20 US Retail Inventory Tracker: Discretionary Sectors Post Lower Inventory Turnover as Lockdowns Hit

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 1Q20 and assess why levels may have changed from the year-ago period—with many companies witnessing heavy impacts from the coronavirus crisis.

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Product TypeDeep Dive | 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.

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Product TypeDeep Dive | 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.

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Product TypeFlash Report | premium

Coronavirus Briefing: China’s PMI Slumps as Disruption Continues in Supply Chain; International Demand Could Be the Next Challenge

The effects of the coronavirus outbreak on retail are being felt across the globe. With supply-chain disruption continuing, China’s PMI has slumped, with factory activity falling to an all-time low in February 2020. We consider the impact of the virus to China’s exports market going into the second quarter of the year.

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Product TypeDeep Dive | premium

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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Product TypeCompany Profile | premium

Big Lots (NYSE: BIG)

Big Lots Inc. is a US-based discount retailer headquartered in Columbus, Ohio. The company offers products in various categories, including furniture, food, décor and more. The company was incorporated in 1986 and was previously known as Consolidated Stores Corporation until it adopted its current name in May 2001. The company runs its operations entirely in the US.

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Product TypeCompany Earnings Update | premium

Big Lots (NASDAQ: BIG) 2Q19 Results: Revenue In Line But Comps Fall Short; Guides for Lower Comps

Big Lots reported 2Q19 revenues of $1.25 billion, up 2.5% year over year and in line with the consensus estimate. Comps increased 1.2%, on top of a 1.6% increase in the second quarter of last year. The company maintained its 2019 adjusted EPS guidanceof $3.70-$3.85 and updated its comp guidance to flat to slightly positive, from low-single-digit previously.

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