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Product TypeMarket Outlook | premium

Market Outlook: US Drugstore Retail—Telehealth Adoption Accelerates and Competition Heats Up in Health Care

In this Market Outlook, we explore the US drugstore retail sector and its future outlook. We consider the competitive landscape, market innovators and disruptors, 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 store openings from CVS, Walgreens and Walmart, increased telehealth adoption and the growth of drugstore retail e-commerce.

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Product TypeDeep Dives | premium

2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Recovery

Second-quarter 2020 retail earnings include recovery from the Covid-19 crisis. 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. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales.

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Product TypeInsight Report | premium

2Q20 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover as Stores Reopen

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 2Q20 and assess why levels may have changed from the year-ago period—with most retailers posting higher inventory turnover as stores reopen.

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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 TypeDeep Dives | premium

Retail Reimagined: Coresight Research Ebook

In Coresight Research’s Retail Reimagined ebook, we offer a thematic outlook to the post-crisis world, exploring eight key retail trends in how brands and retailers can engage with consumers (e.g., gamification, social media), adopt innovative ways of selling (e.g., livestreaming, community group buying, shopping festivals, contact-light retail) and deliver products in an efficient way. 

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Product TypeInsight Report | premium

Retail Reimagined: Advancing Last-Mile Delivery with Technology

As part of our Retail Reimagined series, which explores the outlook for retail in a post-crisis world, we discuss how brands and retailers are rethinking last-mile delivery—with safety and convenience for consumers being top of mind. We explore the innovative approaches and advanced technologies being adopted in China and the US, including autonomous robots and drones, smart parcel lockers and dark stores.

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Product TypeInsight Report | premium

Earnings Insights 2Q20, Week 1: Retailers’ Path to Recovery Is Being Led by Digital Business

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 August 9 and earlier, including Amazon, Capri Holdings, CVS Health and VF Corporation.

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Product TypeDeep Dives | 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 TypeInsight Report | premium

Coronavirus Insights: US Drugstore Chains and Big-Box Pharmacy Retailers Roll Out Drive-Thru Coronavirus Testing Sites

As some US states begin to reopen businesses and lift stay-at-home orders, the need for increased testing has become a focal point to slow the spread of the coronavirus. We discuss how the concept of drive-thru testing is undergoing mass expansion across the nation, due to the efforts of drugstore chains and pharmacy retailers.

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Product TypeDeep Dives | 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 Dives | 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 TypeInsight Report | premium

Coronavirus Insights: US Drugstores Step Up; Potential Drug Shortages Could Be a Long-Term Concern

With the coronavirus continuing to spread globally, US drugstore chains CVS, Rite Aid and Walgreens are responding to the shifting landscape by rolling out key initiatives. We discuss the supportive measures that these companies are implementing, and we consider the potential long-term drug shortages that could result from the coronavirus outbreak.

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Product TypeDeep Dives | premium

US Drugstores Adapt to a Digital Age within Healthcare and Beauty

With the drugstore retail sector evolving in the face of digital disruption, we explore how two traditional pharmacy chains—CVS and Walgreens—are responding to competition from e-pharmacy startups and other online rivals. We discuss a number of key strategies that the two companies are implementing to expand their offerings.

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Product TypeDeep Dives | 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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