March 23, 2020 Question of the Week Free Report What Product Category Has the Highest Buying-to-Discovery Ratio on Instagram among US Social Media Shoppers?QUESTION OF THE WEEK: What Product Category Has the Highest Buying-to-Discovery Ratio on Instagram among US Social Media Shoppers?
March 23, 2020 Deep Dive Premium 4Q19 US Earnings Season Wrap-UpFourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.
March 23, 2020 Insight Report Premium Coronavirus Insights: US Drugstores Step Up; Potential Drug Shortages Could Be a Long-Term ConcernWith the coronavirus continuing to spread globally, US drugstore chains CVS, Rite Aid and Walgreens are responding to the shifting landscape by rolling out key initiatives. We discuss the supportive measures that these companies are implementing, and we consider the potential long-term drug shortages that could result from the coronavirus outbreak.
March 22, 2020 Analyst Corner Register for Free Access Weinswig’s Weekly—March 22, 2020This week’s note “From the Desk of Deborah Weinswig” outlines a new series of online events from Coresight Research, so everyone can join, even if they are in isolation.
March 20, 2020 Insight Report Premium Coronavirus Insights: Battening Down the Hatches—Assessing Major US Retailers’ Prospects to Weather the StormAs a global pandemic keeps shoppers home and stores close, many want to know which retailers are best positioned. But there is no standard roadmap for a situation like this—so Coresight Research created one.
March 20, 2020 Flash Report Register for Free Access Coronavirus Insights: Survey Finds US Shoppers Are Bracing for the Long Haul (Select Findings)This free report features select insights from Coresight Research’s March 2020 survey of US consumers on the subject of the coronavirus. We asked how concerned they are, what their job/income concerns are, what kind of places they are avoiding and whether their behaviors will change in the long term.
March 20, 2020 Insight Report Premium Coronavirus Insights: Survey Finds US Shoppers Are Bracing for the Long Haul, Say New Behaviors Will Stick (Full Report)As the US gets serious about tackling the suddenly worsening coronavirus outbreak, consumers are bracing for impact. Coresight Research surveyed US consumers to find out how concerned they are, what they are concerned about specifically and how that concern will change buying habits.
March 20, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 12: Modell’s Sporting Goods Files for Chapter 11 Bankruptcy; Coronavirus Triggers Temporary Store ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Gap, Modell’s Sporting Goods and Neiman Marcus in the US and Dixons Carphone and Laura Ashley in the UK.
March 19, 2020 Deep Dive Premium RetailTech: Sensormatic Solutions—Johnson Controls’ Retail Tech FoundryJohnson Controls has for decades dominated the retail security sector, helping stores manage shrink with innovative digital solutions. Now, the company is leveraging its dominant market position to launch new digitally enabled service offerings.
March 19, 2020 Deep Dive Premium US Off-Price Retail: Two Companies Dominate the MarketConsumer demand remains high for off-price retail in the US. We present the defining characteristics of this typically brick-and-mortar market and discuss the top retailers by US market share—including Burlington, Nordstrom, Ross Stores and TJX Companies, Inc—with two players being particularly dominant. This report also discusses the physical footprint expansion of selected retailers, the role of e-commerce, growing product categories in the market and how traditional department stores are leveraging off-price channels.
March 19, 2020 Insight Report Premium China Retail Sales Slide During Coronavirus Shutdown: Implications for US RetailAs US retail (and citizenry) brace for the impact of the worsening COVID-19 outbreak, China is slowly but surely recovering. What lessons can US retail learn from their Chinese counterparts to navigate this uncertain time?
March 19, 2020 Insight Report Premium February 2020 US Retail Sales: Growth Strengthens as Grocery Stores See Coronavirus-Driven Panic BuyingRetail sales jumped in February following already impressive gains in January. But the wealth was not spread evenly as growth was largely driven by coronavirus panic buying.
March 18, 2020 Insight Report Premium Coronavirus Insights: US Retail Braces for Worsening OutbreakThe situation in the US is changing rapidly as local, state and federal governments moves to slow the spread of coronavirus. Retail is getting ready for a tough few months as closures hammer earnings.
March 18, 2020 Insight Report Premium 2020 Tax Tracker, Week 6: Average Refund Size Almost Equal to Last YearAs of week six of the US tax refund season, the number of returns processed by the IRS is down marginally year over year, while the total value of tax refunds is almost equal to last year.
March 18, 2020 Deep Dive Premium America’s Changing Shopping Centers: Part 1—Where the Mall Stands NowThe first report in our series America’s Changing Shopping Centers offers a data-rich exploration of where malls stand now. In particular, we look at how the rationalization of mall space has lagged store closures, suggesting a correction could be overdue.
