Insight Report 10 minutes PremiumEarnings Insights 1Q20, Week 2: Evidence of Pent-Up Consumer Demand as US Lockdowns Ease and Stores Reopen Coresight Research June 1, 2020 What's InsideOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers within our Coresight 100 coverage list, as they report first-quarter 2020 earnings. We condense what retail companies are reporting regarding the following key content, with a focus on the impact of the coronavirus crisis: Management commentary on demand trends in the first quarter and subsequent weeks (where reported)—including comparable sales growth, details on consumer demand by category or channel and qualitative insights Sales retention rates through e-commerce as nonfood retailers have been forced to temporarily close nonessential stores Details on early performance of reopened stores, where these have been provided The outlook for demand, as reflected in revenue guidance or more qualitative commentary on the shape or strength of demand—helping to build a picture of what US retail expects the recovery in consumer demand to look like This week, there are highlights from companies that reported in the week ended May 31, including Burlington Stores, Dollar General and Ulta Beauty. Read the Earnings Insights 1Q20, Week 1 report here. This report is for paying subscribers only. Already a paying subscriber? Please log in to see the entire report.If you wish to learn more about our subscription plans and become a paying subscriber, click here. This document was generated for Other research you may be interested in: The True Cost of Apparel Returns: Alarming Return Rates Require Loss-Minimization SolutionsFive Ways AI Is Being Used in Apparel and Footwear RetailEarnings Insights 4Q22, Week 4: Crocs Posts Strong Sales Momentum; Herbalife Sees Sales DeclinesWeekly US and UK Store Openings and Closures Tracker 2023, Week 20: US Closures Up by Three-Quarters vs. 2022