Deep Dive | February 9, 2023 Premium Inclusivity in Retail: Trends from 2022, Opportunities for 2023Inclusivity—providing equal access for people who might otherwise be excluded or marginalized—is a key trend in retail. We explore progress in 2022 and present our expectations for the development of inclusivity in retail in 2023, across areas such as adaptive, gender-free and extended-size offerings. Read More
Deep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies. Read More
Insight Report | November 29, 2021 Premium The 12 Weeks of Holidays 2021: #9—Black Friday Insights from the US and CanadaThe Coresight Research team undertook its annual tour of stores for Black Friday, visiting stores in the US and Canada. We offer our observations and insights on the shopping event this year. Read More
Insight Report | November 9, 2021 Premium Inclusivity on Social Media: Digital Brand Strategies To Represent and Promote DiversityAs part of our coverage of inclusivity as a key trend in retail, we explore how brands and retailers can represent the diverse US population and communicate their commitments to diversity and inclusivity to consumers through social media. Read More
Insight Report | July 20, 2021 Premium Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management ChangesCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The July 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in April 2021. Read More
Insight Report | December 10, 2020 Premium Retail Robustness Index: December 2020 Update—Shifting Consumer Demand Hits a Number of Top Retailers’ ScoresCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The December update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in November. Read More
Insight Report | November 12, 2020 Premium Retail Robustness Index: November 2020 Update—Most Metrics Improve SlightlyCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October. Read More
Flash Report | October 26, 2020 Register for Free Access Introducing the New Coresight 100: The Companies Reinventing RetailWith 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies. Read More
Market Outlook | October 20, 2020 Premium US Department Stores: Post-Crisis Outlook—Fall 2020 UpdateWe explore the continued impacts of the Covid-19 crisis on the US department store sector and present an outlook for the remainder of 2020 and into 2021. In addition to discussing major players in the department store sector, we explore key trends to provide insight and analysis on focus sales categories, delivery services, fulfillment and digital sales. We summarize our key estimates in an infographic. Read More
Insight Report | September 24, 2020 Premium 2Q20 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover as Stores ReopenIn 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. Read More
Store Tracker | September 23, 2020 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. Read More
Deep Dive | August 26, 2020 Premium Reviewing America’s Retail Bankruptcies amid the Coronavirus CrisisFollowing 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. Read More
Insight Report | August 4, 2020 Premium US Store Closures: Department Store Closures Exacerbate Challenges Faced by Mall OwnersStore closures are continuing to mount across various discretionary sectors in the US retail industry—with the rise in department store closures and bankruptcies a particular cause for concern for mall owners. We provide an overview of announced department store closures and bankruptcy filings and discuss the implications for mall owners and the retail industry as a whole. Read More
Insight Report | July 23, 2020 Premium REITs Becoming Retailers: Mall Owners Are Looking To Acquire Struggling RetailersAmid 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
Market Outlook | July 9, 2020 Premium US Department Stores: Post-Crisis OutlookWe explore the impacts of the coronavirus crisis on the US department-store sector and present an outlook for the remainder of 2020. This report also highlights technology innovators that may support the sector moving forward. We summarize our key estimates for 2020 and beyond in an infographic. Read More