Deep Dive | September 3, 2024 Premium Department Stores in Focus—Kohl’s and Macy’s Lead the Way: US Consumer Survey InsightsWhich department stores are popular, and what are department-store shoppers buying? We analyze new survey findings to assess US consumers’ behaviors and sentiment—this week, with an added focus on the department store sector. Read More
Company Profile | June 10, 2024 Premium Marks and Spencer (LSE: MKS) Company ProfileMarks and Spencer is a UK-based retailer of apparel, food and home products. Headquartered in London, the company operates stores in the UK and 38 other countries. Read More
Insight Report | March 1, 2024 Premium Macy’s Announces 150 Store Closures—A Turnaround Effort To Drive PerformanceOn February 27, 2024, Macy’s announced its “A Bold New Chapter” strategy. As part of this strategy, Macy’s announced its plans to close approximately 150 underproductive Macy’s locations. We detail this development and its implications for Macy’s and the US department store sector. Read More
Insight Report | December 21, 2023 Premium Macy’s $5.8 Billion Buyout Bid: A Symphony of Risk and OpportunityTwo hedge funds, Arkhouse Management and Brigade Capital, are reported to have joined forces to bid on a takeover of Macy’s for $5.8 billion. We dive into the opportunities and risks that the bid presents and its impacts for the US department store sector. Read More
Market Outlook | December 7, 2023 Premium US Department Stores—Retail 2024 Sector Outlook: Soft Sales Growth; Opportunities in Different Store Formats and Alternative ModelsDiscover the prospects for department store retailing in the US in 2024, as well as themes to watch in the sector. Read More
Market Outlook | October 18, 2023 Premium Market Navigator: US Department Stores—Softness Ahead Despite Opportunities in Experiences and Alternative ModelsWe present our definitive guide on the US department store sector. In this Market Navigator report, we explore the sector’s size, trajectory, growth factors and competitive landscape; provide consumer survey analysis; and cover themes and innovators we are watching in the space. Read More
Market Outlook | October 11, 2023 Premium Research Preview: Market Navigator—US Department StoresThis Research Preview provides an early look at our forthcoming Market Navigator on US department stores. We analyze market growth, the competitive landscape, key themes and more. Read More
Market Outlook | July 18, 2023 Premium Market Outlook: Department Stores in China—Consumer Shift Toward E-Commerce Squeezes SalesWe dive into the Chinese department stores sector—covering its size and competitive landscape, as well as factors and themes impacting its growth—to offer insights that can help relevant department stores, brands and retailers. Read More
Free Data Graphic | February 9, 2023 Free Report Coresight Bites: US Department Stores—Market OutlookWe present Coresight Bites: US Department Stores—Market Outlook Read More
Deep Dive | February 7, 2023 Premium Market Outlook: UK Department Stores—Slimmed Down and Shaping UpWe analyze how UK department stores are adapting to reach modern consumers. We analyze the size and growth prospects of the market and detail the competitive landscape and key themes we are watching. Read More
Market Outlook | February 6, 2023 Premium Market Outlook: US Department Stores—Innovation Amid New ChallengesWe explore how US department stores are innovating amid new challenges. We analyze the size and growth prospects of the market and detail the competitive landscape and key themes we are watching. Read More
Deep Dive | January 17, 2023 Premium E-Commerce Outlook: US Department Stores—Digital Slows as Consumers Shop in StoresWe explore the US department store sector’s recent online performance and future e-commerce prospects, as well the strategies that major players Kohl’s, Macy’s and Nordstrom are implementing in the online space. Read More