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Coronavirus Briefing: US Retailers Hit by Both Demand and Supply Chain Issues

What's Inside

Major US retailers are assessing the impact of the outbreak in China on their businesses, in supply chain and retail demand—and they are looking for clues as to how things could play out in other coronavirus-affected markets in the coming months.

This report looks at:

  • Major brands’ and retailers’ exposure to the China market—and the likely impact.
  • US retailers’ reliance on suppliers in China—and what it means for their supply chains.
  • The impact on Chinese tourist-reliant businesses—and what it could mean if global tourism falls.

Brands and retailers discussed include American Eagle Outfitters, Best Buy, Estée Lauder, Gap, Kohl’s, Macy’s, Nike, Under Armour, VF Corporation and Wayfair.

Click here to view Coresight Research’s ongoing coverage of the coronavirus outbreak.


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