Insight Report | December 7, 2020 Premium Earnings Insights 3Q20, Week 5: Discounters Stand Strong and Beauty Sees Strong Recovery; Declines Continue for Some Apparel BrandsOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-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 December 6, including Dollar General, Five Below, Kroger, PVH Corp and Ulta Beauty. 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
Insight Report | November 10, 2020 Premium The 12 Weeks of Holidays: #7: Outlook for the US Apparel and Footwear SectorApparel and footwear retailers are having to rethink their approach to the holidays this year, due to the impacts of the Covid-19 pandemic. As part of The 12 Weeks of Holidays series, we provide an outlook for the sector, including our estimates for consumer spending during the holiday period. We also discuss e-commerce fulfillment, digital sales growth, the winning trends in apparel and insights into how select retailers are preparing for the holidays. Read More
Market Outlook | November 3, 2020 Premium The US Menswear Market: More Casual, More CompetitiveThe US menswear market is becoming more focused on comfortwear, casualwear and activewear, with these categories trending among consumers amid the Covid-19 pandemic. We explore the market shift and discuss what brands and retailers are doing to differentiate themselves in an increasingly competitive environment—including through value private labels, technical innovation and collaborations. 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 13, 2020 Premium US Apparel Retail: Post-Crisis Outlook—Fall 2020 UpdateWe explore the continued impacts of the Covid-19 crisis on the US apparel retail sector and present an outlook for the remainder of 2020 and into 2021. In addition to commentary from US apparel brands and retailers, we discuss the adoption of new selling models, expansion in the digital channel and technological innovation, among other key trends. We summarize our key estimates in an infographic. Read More
Deep Dive | October 1, 2020 Premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 RecoverySecond-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. Read More
Insight Report | September 30, 2020 Premium Reshaping Supply Chains for the 2020s: #5—Technologies That Are Fueling Sales GrowthIn our Reshaping Supply Chains for the 2020s series, we analyze the technologies and trends that are enabling the evolution of the supply chain. In this report, we discuss what retailers are doing to optimize sales management and the strategies and technologies that will drive sales growth. Read More
Insight Report | September 14, 2020 Premium Earnings Insights 2Q20, Week 6 and Wrap-Up: Digital Businesses Lead Retail RecoveryOur 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. Read More
Insight Report | September 7, 2020 Premium Earnings Insights 2Q20, Week 5: Crisis Supports Structural Shifts, Benefitting Discount FormatsOur 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. Read More
Insight Report | July 22, 2020 Premium Livestreaming E-Commerce Takes Off in the USChina has a relatively mature livestreaming e-commerce market, but we are now also seeing momentum in the US as brands and retailers further explore the use of social media platforms to engage with consumers and boost sales. We discuss selected retailers’ and social media platforms’ moves into livestreaming e-commerce in the US and consider the impact of in-video checkout functionality and social media influencers on consumer shopping behavior. Read More
Store Tracker | July 17, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 29: Muji USA and RTW Retailwinds File for BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Muji USA, PVH Corp. and RTW Retailwinds in the US, and Halfords, Lidl and Peter Jones China in the UK. Read More
Deep Dive | July 8, 2020 Premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 ImpactFirst-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. Read More
Deep Dive | July 1, 2020 Premium Five Trends Shaping Apparel SourcingThe apparel sourcing industry is experiencing uncertainty due to unpredictable changes to tariffs and trade, the widespread coronavirus pandemic and fast-moving upgrades of technology in the supply chain. We outline five key apparel-sourcing trends and discuss how apparel retailers and brands can adapt to consumer expectations while controlling sourcing costs. Read More
Insight Report | July 1, 2020 Premium Reshaping Supply Chains for the 2020s: #2—Demand ForecastingIn our Reshaping Supply Chains for the 2020s series, we analyze the technologies and trends that are enabling the evolution of the supply chain. In this report, we discuss the importance of demand forecasting in retail and the evolution of technology solutions to address pain points in the process. Read More