March 8, 2021 Insight Report Premium Earnings Insights 4Q20, Week 5: Discounters Stand Strong While Department Stores Remain Badly Hit and Apparel Specialists See Slow RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended March 7—namely, American Eagle Outfitters, BJ’s Wholesale Club, Burlington Stores, Dollar Tree, Foot Locker, Gap Inc., Grocery Outlet Holding Corp., Kohl’s, Kroger, Nordstrom, Ross Stores, Target and Urban Outfitters.
March 7, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Amazon Launches Its First UK Grocery Store as It Licenses “Just Walk Out” Technology in Travel RetailThis week’s note “From the Desk of Deborah Weinswig” discusses two new retail ventures using Amazon’s “Just Walk Out” technology.
March 5, 2021 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 9: TJX Companies To Open 81 Net US Stores in 2021Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Bath & Body Works, Bob’s Discount Furniture, Casper Sleep, Dick’s Sporting Goods, Hudson, Macy’s, Paper Source, Payless, Sprouts Farmers Market, TJX Companies and Victoria’s Secret in the US and Amazon, Sainsbury’s, Tesco and Thomas Pink in the UK.
March 5, 2021 Insight Report Premium February 2021 Leading Indicators of US Retail Sales: Without Additional Stimulus, Early Spring Sales Look Set To WeakenIn our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of the end of February 2021, covering the job market, income and savings, and housing.
March 4, 2021 Store Tracker Databank Members US Store Tracker Extra, February 2021: 2,222 Store Closures by Major US Retailers Will Result in 31 Million Square Feet of Closed Retail Space in 2021The 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 February 26, 2021, versus the comparable period in 2020.
March 4, 2021 Insight Report Premium Five Trends in the US CBD MarketDespite the negative impact of Covid-19 on the retail industry, the cannabidiol (CBD) market is booming in the US, driven by demand from increasingly health-oriented consumers. In this report, we discuss the top five trends in this growing market.
March 4, 2021 Insight Report Premium Sustainability Insights: 2021 Brings a Heightened Focus on Climate Change in RetailClimate change is a global issue that is seeing increased interest from investors, customers and employees alike. We discuss developments in environmental sustainability efforts globally, as well as how retailers can address their impact on climate change in the supply chain.
March 4, 2021 Insight Report Premium 2021 US Tax Tracker #1: IRS Issues $48 Billion in RefundsThe IRS kicked off the 2021 tax filing season on February 12 this year when it began accepting tax returns for 2020—a delay compared to the normal start in early January. The delays this year allowed the IRS more time to prepare for the Covid-19 Relief Bill, which took effect in the US in late December. The IRS expects to receive over 160 million individual tax returns in 2020.
March 3, 2021 Insight Report Free Report Coresight Research x Placer.ai: US Retail 2021—A Data-Driven Exploration of Retail Traffic Trends and the Future of MallsCoresight Research and location analytics provider Placer.ai hosted a webinar to delve into some of the key shifts impacting the retail industry in the US. In this free report, we present data-driven insights from the event, covering foot traffic trends at selected brands, the future of malls and consumer migration from cities to suburbs.
March 3, 2021 Market Navigators/Market Outlook Premium Market Outlook: Retail Technology Becomes Even More Crucial in 2021In this Market Outlook, we discuss the global retail technology market in a pandemic-impacted retail environment. We present data on the size of the global market and its major segments, and we outline the primary market drivers in 2021. This report explores the competitive landscape and key tech trends across the segments of cloud computing, enterprise software, supply chain software, AI platforms and retail hardware.
March 2, 2021 Deep Dive Premium US Retail amid Economic Recovery: Learnings from the Global Financial CrisisIn this report, we examine the impending economic and retail recovery from the coronavirus crisis in the US through the lens of recovery from the 2008 Global Financial Crisis (GFC). We discuss how lessons from the 2008 financial crisis are useful for understanding the shape and speed of the expected retail recovery from the coronavirus pandemic, as well as exploring the differences in the nature and cause of the two crises.
March 2, 2021 Free Data Graphic Free Report Three Things You Need To Know: US Consumer Tracker—Signs of a Return to StoresWe present Three Things You Need To Know on US Consumer Tracker: Signs of a Return to Stores.
March 1, 2021 Insight Report Premium Earnings Insights 4Q20, Week 4: Home Categories Stand Strong, While Apparel Sees Weak DemandOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 28—namely, Best Buy, Farfetch, Home Depot, L Brands, Lowe’s, Macy’s, The RealReal, The TJX Companies and Wayfair.
March 1, 2021 Insight Report Databank Members US Consumer Tracker: Signs of a Return to Stores (Select Findings)This free report features select findings from our latest survey of US consumers, undertaken on February 22, which asked respondents about their behavior, sentiment and expectations amid the coronavirus crisis.
March 1, 2021 Deep Dive Databank Members US Consumer Tracker: Signs of a Return to Stores (Full Report)Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we present findings on what product categories consumers had purchased in-store and online in the past two weeks, as well as what they are buying more of and less of than pre-pandemic. We also discuss what activities consumers have done in the past two weeks. Our consumer survey was undertaken on February 22.