May 28, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 21: US Store Openings Up 60% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from Amazon, Hy-Vee and Scheels in the US and Farmfoods, Homebase, Marks & Spencer and Tesco in the UK.
May 25, 2021 Insight Report Premium Earnings Insights 1Q21, Week 2: Ross Stores and TJX Post Strong Results, While Kohl’s and Macy’s See a Slower RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 23, 2021 (and earlier), including BJ’s Wholesale Club, Home Depot, JD.com, Kohl’s, L Brands, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX and Walmart.
May 21, 2021 Insight Report Register for Free Access US Online Grocery Survey 2021: Post-Surge Prospects (Select Findings)Our fourth annual online grocery survey explores the development of US online grocery shoppers’ behavior and preferences, with a focus on the impact of Covid-19. In this free report, we present three key insights from our proprietary survey data.
May 21, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 20: Windsor Fashion To Open 150 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from Casey’s, Whole Foods Market, Windsor Fashion in the US and Amazon, Co-op, Happy Socks, Oliver Bonas and Wren Kitchens in the UK.
May 20, 2021 Deep Dive Premium US Online Grocery Survey 2021: Post-Surge ProspectsOur fourth annual online grocery survey explores the development of US online grocery shoppers’ behavior and preferences, with a focus on the impact of Covid-19. We explore how many shoppers are buying food and essentials online, how much they purchase online and which retailers they are buying from, among other findings.
May 19, 2021 Insight Report Premium April 2021 China Retail Sales: Growth Slows but Remains Strong, at 15% Year over YearWe review the latest data for retail sales in China, in total and by sector. In April 2021, sales growth slowed but remained strong, at 15% year over year, against weak pandemic-impacted comparatives from 2020.
May 18, 2021 Insight Report Premium Earnings Insights 1Q21, Week 1: Estée Lauder and L’Oréal Report Positive Sales Growth on a Two-Year BasisOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 16, 2021 (and earlier), including Amazon, Estée Lauder, Grocery Outlet, Guess?, Hanesbrands, L’Oréal, Tractor Supply Company, Wayfair and more, as well as selected REITs.
May 18, 2021 Insight Report Premium US Subscription E-Commerce Market: Channel Shifts and Discretionary Rebound Set To Support GrowthThe US subscription e-commerce market is set to see strong sales growth in 2021, building on high online shopping demand amid the pandemic in 2020. We discuss our market outlook for 2021, the competitive landscape in US subscription e-commerce and opportunities related to four trends we are watching in the market.
May 11, 2021 Deep Dive Premium Innovator Trends That Are Reshaping the Retail IndustryThe global Covid-19 pandemic has changed the way consumers shop and accelerated the adoption of various advanced technologies. We outline our expectations for the top innovator trends that are impacting the retail industry, covering contact-light shopping, personalized experiences, livestream e-commerce, last-mile delivery, micro-fulfillment centers and more.
May 11, 2021 Insight Report Premium Six Months to Singles’ Day: Set 11.11 on Your Retail CalendarSingles’ Day is the world’s largest online shopping event in terms of GMV, with Chinese e-commerce giants Alibaba and JD.com being the two major players. With six months to go until this year’s event, we discuss the reasons why brands and retailers should set Singles’ Day 2021 in their retail calendar—covering the recent performance of the annual shopping festival, examples of success by international brands, and the actions that brands and retailers can take now to plan for the event.
May 5, 2021 Store Tracker Databank Members US Store Tracker Extra, April 2021: Openings To Result in 50 Million Square Feet of New Retail Space This YearThe US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of April 30, 2021, versus the comparable period in 2020.
April 29, 2021 Insight Report Premium A Closer Look at China’s Five-Year Plan and Its Implications for RetailChina’s latest five-year plan provides guidance for the nation’s overall development over the period 2021–2025. We explore this plan and investigate its implications for retail, covering topics such as digital commerce, duty-free shopping, data security and digital currency.
April 23, 2021 Insight Report Premium High US Imports and Port Congestion Impacts To Be Drawn Out Through 2021The Covid-19 pandemic has upended various aspects of the retail supply chain and has resulted in a high level of US imports. We discuss the impact of this on ports and the rest of the supply chain.
April 7, 2021 Insight Report Premium 4Q20 US Retail Inventory Tracker: Discretionary Retailers Post Improved Inventory Turnover RatesOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q20 and assess why levels may have changed from the year-ago period—with most retailers posting improved inventory turnover levels.
April 6, 2021 Deep Dive Premium 4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed RecoveryWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter.
