Three Things You Need To Know: America’s Changing Shopping Centers—Part 2—Coronavirus Crisis Could Trigger Long-Delayed Mall Consolidation Coresight Research July 9, 2020 We present Three Things You Need To Know on America’s Changing Shopping Centers: Part 2—Coronavirus Crisis Could Trigger Long-Delayed Mall Consolidation. Find the full report here. This document was generated for
Insight ReportRetail M&A Deals Unravel in the Wake of the Coronavirus Crisis Coresight Research July 9, 2020 Reasons to ReadWe are seeing a slew of companies reassess M&A deals due to Covid-19 impacts on sellers’ revenues, cash flow and liquidity. We discuss the decline in global M&A transaction volumes and explore the recent breakdown of such deals in the context of the coronavirus crisis, between companies across a number of retail sectors: Retail real estate—Simon Property Group and Taubman Luxury—LVMH and Tiffany & Co. Apparel—L Brands (Victoria’s Secret) and Sycamore Grocery—Ahold Delhaize’s Stop & Shop and King Kullen Grocery Click here to read Coresight Research’s ongoing coverage of the coronavirus pandemic, and visit our Coronavirus Tracker for more information on temporary store closures and key developments. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Market Navigators/Market OutlookUS Department Stores: Post-Crisis Outlook Coresight Research July 9, 2020 Reasons to ReadWe explore the impacts of the coronavirus crisis on the US department-store sector, the acceleration of store closures and the filing of Chapter 11 bankruptcies. We present our trend analysis and insights based on the Covid-19 response and outlook of the following key players in the department-store sector: JCPenney—including store optimization, Chapter 11 filing and curbside pickup Kohl’s—including store productivity at reopened stores, the rise of digital and the advantage of off-mall locations Macy’s—including the outperformance of Backstage locations and changes to its store portfolio Nordstrom—including from-store order fulfillment and e-commerce growth This report also highlights technology innovators that may support the sector moving forward, with solutions across 3D visualization, contactless sizing and returns. Click here to read our post-crisis outlook for the US apparel retail sector. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep Dive1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact Coresight Research July 8, 2020 Reasons to ReadThis report offers analysis of the first-quarter 2020 earnings of Coresight 100 companies based in the US. We assess the recent performance of retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. We discuss retailers across a number of sectors: Apparel and footwear—including NIKE and VF Corporation Beauty—including Estée Lauder and L’Oréal CPG—including Procter & Gamble and Colgate-Palmolive Department stores—including JCPenney, Macy’s and Nordstrom E-commerce—including Alibaba, Amazon and JD.com Electronics retail—Best Buy Luxury—including Ralph Lauren and Tapestry REITs—including Brookfield Property Partners and Simon Property Group Specialty retail—including Burlington Stores, L Brands and Ross Stores Food, drug and mass retail—including Dollar General, Kroger, Target and Walgreens Boots Alliance Home and home-improvement retail—including Home Depot and Lowe’s Click here to read the 4Q19 US Earnings Season Wrap-Up. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight Report2020 Tax Tracker, Week 22: Total Tax Refunds Down Almost 10% from Last Year Coresight Research July 8, 2020 Reasons to ReadEach year, the IRS reports tax return filings and refunds on a weekly basis, starting at the end of January until the April 15 deadline. This year, due to Covid-19, the US Department of the Treasury extended the deadline to file (and more importantly, to pay) July 15. In this report, we look at what happened in the 22nd week of the 2020 tax filing season, including: How the extended deadline has affected filings and refunds so far. The impact of the coronavirus shutdown on IRS operations. The current status of returns filed, processed and refunds issued. Read the 2020 Tax Tracker for week 21 here. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportRetail Robustness Index: July 2020 Update—A Revised Methodology Due to Changing Retail Environment Coresight Research July 8, 2020 Reasons to ReadCoresight Research’s Retail Robustness Index, first published on March 26, evaluated the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. This report updates the scores based on financial reports and store-reopening announcements. We also revise our methodology to factor in the major changes in the retail environment over the last three months. We rank the companies according to the following metrics: financial strength; financial health, sales capacity, product mix and management tenure. We highlight the top 10 retailers in our ranking and provide commentary on the companies that have seen the biggest score changes from the original index. This report follows the Retail Robustness Index: June 2020 Update and the original Retail Robustness Index published on March 26, 2020. Click here to view Coresight Research’s ongoing coverage of the coronavirus outbreak Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Deep DiveFacing the Challenges of Modern Retail with Prescriptive Analytics Coresight Research July 8, 2020 Reasons to ReadFacing increasing competition from e-commerce companies, physical retailers are embracing analytics more than ever before. However, there are issues in implementing a data-driven decision-making model, such as usability, capacity, labor and lack of accountability. In this report, we explore how prescriptive analytics can help retailers to address these issues and solve challenges, as well as boost revenues and increase their efficiency. This report includes insights and discussion around the following topics: Current retail challenges—including reduced efficiency, noncompliance and theft and fraud Reasons why retailers are unable to adequately address these challenges The nature and benefits of prescriptive analytics—which prompts action, unlike predictive analytics The five core capabilities of prescriptive analytics—including shrink prediction and sentiment analysis We also present a sector overview, which comprises a market forecast and a breakdown of market drivers. This report is sponsored by Zebra Technologies. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportH&M and Inditex Change Course, Closing Stores To Focus More on E-Commerce Coresight Research July 7, 2020 Reasons to ReadH&M and Inditex (owner of Zara), the world’s two biggest clothing specialist retailers, have announced plans to close a greater number of stores in the wake of the coronavirus crisis. We discuss: The long-term trend in store numbers at these retailers, including estimates for closures in 2020. The factors driving the acceleration in H&M’s and Inditex’s store-closure plans. The implications for total store closures and the demand for physical store space. Whether any apparel retailers can resist the momentum toward e-commerce and retain a focus on brick-and-motar stores. Click here to read our US Store Closures 2020 Outlook. Click here to read Coresight Research’s ongoing coverage of the coronavirus pandemic, and visit our Coronavirus Tracker for more information on temporary store closures and key developments. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Three Things You Need To Know: Beauty Insights—Opportunities in India’s Beauty and Personal Care Market Coresight Research July 7, 2020 We present Three Things You Need To Know on Beauty Insights: Opportunities in India’s Beauty and Personal Care Market. Find the full report here. This document was generated for
Event CoverageFashinnovation’s Worldwide Talks 2020—Second Edition: Sustainability, Innovation and Inclusivity Coresight Research July 7, 2020 Reasons to ReadIndustry leaders in the fashion industry came together for two days of discussion amid the coronavirus pandemic. The second edition of Fashinnovation’s Worldwide Talks 2020 was a digital event that highlighted the major themes of sustainability and innovation in the fashion industry. We present key insights from the event on June 5 and 8, covering the following topics: Environmental sustainability—including ethical practices, recycling and learnings from the Covid-19 environment Innovation—including digital runway shows and the use of artificial intelligence in fashion Inclusivity—such as amplifying diversity and transparency in the fashion industry We also offer our observations of how the coronavirus crisis has impacted consumer focus on sustainability. Click here to read about Fashinnovation’s first Worldwide Talks 2020 virtual event in April. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Flash ReportRetail 2020: 10 Trends in Global Retail—Post-Crisis Update Coresight Research July 7, 2020 Reasons to ReadWe provide our updated global retail trends for the remainder of 2020 and into 2021. We have identified five new retail trends and updated our top five existing retail trends in the wake of the coronavirus crisis. Among the themes we discuss are: How retail will be reshaped by the demands of a “mask economy” in stores and in e-commerce. The impacts of the Covid-19 crisis on sourcing by retailers. How some retail sectors will see more lasting impacts from the crisis. How the major pre-crisis themes of inclusivity and sustainability will remain at the top of many retailers’ agendas. Why the race to be a “super app” and the rollout of shopping festivals will both intensify. This report is available for free and can be accessed by registering for a free account. Coresight Research is publishing ongoing coverage on the coronavirus outbreak, which can be accessed here. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Flash ReportCoronavirus Insights: US Survey Update— How Covid-19 Has Changed the Way Consumers Shop for Apparel (Select Findings) Coresight Research July 6, 2020 Reasons to ReadThis report provides select findings from Coresight Research’s July 1 survey of US consumers on the coronavirus crisis. We asked respondents about the impact of the pandemic on their behaviors and expectations, with a focus on implications for retailers. This report is available for free and can be accessed by registering for a free account. Selected findings in this report include: The impact of the coronavirus outbreak on how consumers shop for clothing and footwear—such as by switching spending to online-only retailers or by availing alternative delivery options for online orders, including curbside pickup. Whether respondents are continuing to shop for apparel online, despite the reopening of brick-and-mortar stores. Whether lockdowns and store closures have prevented consumers from returning unwanted purchases. Our full report is available to premium subscribers and includes further findings: A full list of what activities respondents have done in the past two weeks and what they expect to do in the next two weeks Whether respondents are currently avoiding public areas or travel—and which types of places or travel they are avoiding Whether respondents are buying more or less of any retail categories as a result of the Covid-19 outbreak and, if so, which types of products Whether US shoppers are making more purchases online during the coronavirus outbreak and, if so, which categories Our latest research provides an update to our previous reports, which were based on surveys undertaken on June 24, June 17, June 10, June 3, May 27, May 20, May 13, May 6, April 29, April 22, April 15, April 8, April 1, March 25 and March 17–18. In addition to this survey, Coresight Research is publishing ongoing coverage on the coronavirus outbreak, which can be accessed here. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for
Question of the WeekWhat Five Trends Are Shaping Apparel Sourcing? Coresight Research July 6, 2020 QUESTION OF THE WEEK: What Five Trends Are Shaping Apparel Sourcing? We identify five key trends that are shaping apparel sourcing: Companies are looking for new sourcing destinations and more are likely to move sourcing out of China; companies are adding onshoring or nearshoring to their sourcing mix; technology, including the Internet of Things, robotics and 3D design, is playing a greater role; sustainable sourcing is becoming the norm; and retailer-supplier collaboration presents win-win opportunities. This document was generated for
Deep DiveCoronavirus Insights: US Survey Update—How Covid-19 Has Changed the Way Consumers Shop for Apparel (Full Report) Coresight Research July 6, 2020 Reasons to ReadCoresight Research’s July 1 survey provides a detailed update on US consumers’ behaviors, concerns and expectations amid the coronavirus crisis, with a focus on the implications for US retail. This week, we focus on changing consumer shopping behaviors in the apparel category, asking new questions about product returns. Our findings cover the following: The impact of the coronavirus outbreak on how consumers shop for clothing and footwear—such as by switching spending to online-only retailers or by availing alternative delivery options for online orders, including curbside pickup Whether respondents are continuing to shop for apparel online, despite the reopening of brick-and-mortar stores Whether lockdowns and store closures have prevented consumers from returning unwanted purchases, and their plans for keeping or returning these items—including returns by mail or in store We discuss a number of survey findings on consumers’ current and expected behaviors, covering the following: What activities respondents have done in the past two weeks and what they expect to do in the next two weeks Whether respondents are currently avoiding public areas or travel—and which types of places or travel they are avoiding We also provide trended data for a number of our regular weekly questions on spending and shopping: Whether respondents are buying more or less of any retail categories as a result of the Covid-19 outbreak and, if so, which types of products Whether US shoppers are making more purchases online during the coronavirus outbreak and, if so, which categories Whether respondents expect to retain behaviors from the coronavirus outbreak period over the long term—and if so, which behaviors The findings provide an update to our previous reports, which were based on surveys undertaken on June 24, June 17, June 10, June 3, May 27, May 20, May 13, May 6, April 29, April 22, April 15, April 8, April 1, March 25 and March 17–18. If you do not have a premium subscription, you can access select findings in a complimentary abridged report. In addition to this survey, click here to view additional coverage of the coronavirus outbreak. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
Insight ReportCoronavirus Insights: US Luxury Is Well Positioned To Recover Post Crisis Coresight Research July 6, 2020 Reasons to ReadAs a discretionary retail sector, luxury was dealt a significant blow by the coronavirus crisis this year. In this report, we assess how the coronavirus pandemic has affected the US luxury market, and its potential path to recovery—using proprietary consumer survey data. We discuss the impacts of Covid-19 on the Chinese and US luxury markets: Depressed demand and spending opportunity in China Lower spending, fewer visits to malls and less traveling in the US Actions taken by luxury companies to help fight the pandemic Looking ahead to the recovery of the US market post crisis, we consider the following key content: Signs of recovery for the US market—including changing consumer sentimentand store reopenings Positive factors for sustained market improvement—including a consumer preference for product over experience and demand for enduring value Expectations for the US luxury market to return to growth following a Covid-19 overhang—using the 2008 financial crisis as a guide Learnings from the China luxury market, in which there has been a rapid return of demand—including recent management commentary on luxury companies’ performance in China This report includes highlights from Capri Holdings, Chanel, Kering, LVMH and Tiffany & Co. Click here to view Coresight Research’s ongoing coverage of the coronavirus outbreak in China. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
