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
Store Tracker | May 8, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 19: J.Crew and Neiman Marcus File For Chapter 11 BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Five Below, J.Crew and Nordstrom in the US and The Oasis and Warehouse Group and Sainsbury’s in the UK. Read More
Insight Report | January 21, 2020 Premium December 2019 UK Holiday 2019 Retail Sales and Trading Review: December Recovery Too Modest To Rescue Total Holiday SalesWith soft total growth, UK retail saw a weak 2019 holiday season overall. Beneficiaries of shifts to e-commerce and discount channels were the exceptions. Read More
Company Earnings Update | September 26, 2019 Register for Free Access Sainsbury’s (LSE: SBRY) 2Q20 Trading Update: Closing Stores as 1H20 Profits Set to DipIn 2Q20, Sainsbury’s reported a sequential improvement in sales growth. The company sees an opportunity to cut costs by £500 million over five years. Read More
Company Earnings Update | July 4, 2019 Register for Free Access Sainsbury’s (LSE: SBRY) 1Q20 Trading Update: Comp Decline Worsens, Outlook Remains BearishSainsbury’s reported comparable sales ex fuel fell 1.6% year over year in 1Q10, compared to a 0.9% decline in the previous quarter and missing the consensus estimate of a 1.4% decline recorded by StreetAccount. Read More
Company Earnings Update | May 2, 2019 Register for Free Access Sainsbury’s (LSE: SBRY) FY19 Results: Improvement in Adjusted Profit Metrics but Comparable Sales Continue to DeclineSainsbury’s reported FY19 adjusted profits ahead of expectations, but comparable sales continued to slide in the final quarter. Following the company’s abandonment of a merger with rival Asda, management outlined plans to invest in stores and technology. Read More
Flash Report | April 26, 2019 Register for Free Access UK Competition Authority Blocks Sainsbury’s-Asda MergerOn April 25, 2019, the UK’s Competition and Markets Authority blocked the planned merger of Sainsbury’s and Walmart-owned Asda, which are, respectively, the UK’s second- and third-largest grocery retailers. Read More
Deep Dive | April 18, 2019 Premium Aldi and Lidl’s Impact in the UK: Reviewing Five Fightback Strategies Among Nondiscount Grocery RetailersAldi and Lidl have brought major disruption to the UK grocery market — and they could be on course to add another £9 billion of combined sales over the next five years. In this report, we review five measures major UK grocery retailers have taken to fight Aldi and Lidl, and how successful each has been. Read More
Market Outlook | April 17, 2019 Premium Europe’s Legacy Retailers Squeezed by Muted Consumer Demand and Structural Shifts: Sector Overview — European RetailThis report covers European retailing, with a focus on the UK, Germany and France. Structural trends challenging middleground legacy retailers include an ongoing attrition of market share to online and discount channels. Read More
Flash Report | February 21, 2019 Register for Free Access Sainsbury’s-Asda Merger In Doubt: Is It Time for Sainsbury’s to Refocus?On February 20, 2019, the CMA published its provisional findings on the merger of Sainsbury’s and Asda, indicating that it could be a bad deal for consumers, through “a poorer shopping experience, and reductions in the range and quality of products offered.” The commentary was a shot across the bow for Sainsbury’s, which is effectively acquiring Asda, and throws the deal into serious doubt — driving down Sainsbury’s share price some 15.5%. Read More
Insight Report | January 21, 2019 Premium UK Holiday 2018 Retail Sales and Trading Wrap-Up: December Growth Slows as Uncertainty Accelerates Structural Shift Away from the MidmarketMomentum in the retail sector decelerated meaningfully in December, as measured by both value and volume (real terms). Value sales growth slowed from 4.2% in November to 2.1% in December. This was despite a number of retailers reporting a better month in December following an unusually tough November. Across November and December in aggregative (our definition of the holiday period), sales were up 3.0% year over year. Read More
Market Outlook | January 8, 2019 Premium Sector Overview: European Retail — Germany’s Shoppers Cut BackApparently alarmed by world events such as Brexit and tariff wars, and in a context of slowly climbing inflation, German consumers have retrenched their discretionary spending. Read More
Company Earnings Update | November 9, 2018 Register for Free Access Sainsbury’s (LSE: SBRY) 1H19 Results: Further Tepid Retail Sales Growth; Exceptional Costs Hit Bottom LineIn 1H19, Sainsbury’s reported further modest growth in comparable sales, with comps up 0.6%. Total retail sales were up just 1.2%. Read More
