Insight Report | January 12, 2021 Premium Chinese New Year: Five Strategies for International Brands and Retailers To Capitalize on the HolidayChinese New Year, also called Spring Festival, is the most important holiday of the year in Chinese culture, falling on February 11–17 in 2021. We discuss five ways in which international brands and retailers can capitalize on this retail opportunity in 2021 and future years, covering new products, red packets, themed campaigns, livestreaming and logistics. Read More
Analyst Corner | January 10, 2021 Register for Free Access Weinswig’s Weekly: Why Didn’t 25,000 US Stores Close in 2020?This week’s note “From the Desk of Deborah Weinswig” discusses why US store closures during 2020 didn’t reach the levels anticipated amid the Covid-19 crisis. Read More
Store Tracker | January 8, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 1: Macy’s To Close 45 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Charming Charlie and Macy’s in the US and Arcadia Group in the UK. Read More
Insight Report | January 7, 2021 Premium The TJX Companies: A Timeline of Key EventsThe TJX Companies, an off-price apparel and home goods retailer, has been steadily growing its revenues and physical footprint. This report provides a timeline of significant events in the company’s history over the past four years, as well as data on total revenue growth and comparable store sales across the TJX segments from fiscal year 2015 to 2020. Read More
Deep Dive | January 4, 2021 Premium 2021 Retail and Technology OutlookAgainst the challenging coronavirus-impacted retail environment, Coresight Research’s analysts provide directional outlooks and sector headwinds and tailwinds for 2021. We discuss the trends and data points that we expect to see during the year ahead, covering 10 channels, sectors or markets, with a focus on the US. Read More
Analyst Corner | January 3, 2021 Register for Free Access Weinswig’s Weekly: 2021 Outlook: Looking Forward to a Healthier Retail Environment as the Year ProgressesThe Coresight Research team wish you a healthy and prosperous new year. We will continue to provide research to guide you through 2021 and our eventual emergence from the period of crisis, including through our consumer tracker, sector coverage, thematic reports and Innovator research. Read More
Store Tracker | December 31, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 53: Shopko Optical To Open 50 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Pet Supplies and Shopko Optical in the US and LK Bennett in the UK. Read More
Analyst Corner | December 27, 2020 Register for Free Access Weinswig’s Weekly: Coresight Research Plans for 2021—Hot Topics in Retail and TechnologyAs the year draws to a close, the Coresight Research team would like to thank you for your continued readership and support throughout 2020. The year was difficult for many, and we hope that our research has helped guide you through the period of crisis. We will continue to do so in 2021, including through our consumer tracker, sector coverage, thematic reports and Innovator research. Read More
Store Tracker | December 24, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 52: NIKE Plans To Open 30 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Guitar Center, NIKE and rue21 in the US and Arcadia Group, Debenhams, Flannels and Gap in the UK. Read More
Deep Dive | December 23, 2020 Premium 3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain MomentumWe 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 third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter. Read More
Insight Report | December 22, 2020 Premium November 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in November 2020, we saw strong retail sales growth in the US, while the UK maintained growth momentum and China reported a positive increase in retail sales for the fourth consecutive month. We also consider wage growth and food and fuel prices in these three markets. Read More
Analyst Corner | December 20, 2020 Register for Free Access Weinswig’s Weekly: Renewed Lockdowns Come at a Crucial Time for RetailThis week’s note “From the Desk of Deborah Weinswig” discusses the impact of renewed Covid-19 lockdowns on retail globally. Read More
Insight Report | December 18, 2020 Premium November 2020 UK Retail Sales: Total Sales Jump 7.6% Despite Lockdown RestrictionsWe review data for UK retail in total and by sector for November 2020—a month that saw a solid year-over-year increase in UK retail sales, supported by strength in e-commerce amid a four-week national Covid-19 lockdown. Read More
Store Tracker | December 18, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 51: First Look at 2021 ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Designer Brands in the US and Frasers Group in the UK. We also provide a first look at 2021 major US and UK store closures and openings announced to date. Read More
Insight Report | December 14, 2020 Premium Retail-Tech Landscape: Retail Real EstateWe have observed an increasing number of startups focusing on retail real estate to forge new partnerships and help mall operators cope with the pressures caused by the Covid-19 pandemic. This Retail-Tech Landscape comprises selected startups globally that we believe have the potential to help mall operators stay relevant amid the Covid-19 crisis and reach their customers in a more efficient way. Read More