Insight Report 11 minutes PremiumEarnings Insights 2Q20, Week 5: Crisis Supports Structural Shifts, Benefitting Discount Formats Coresight Research September 7, 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 second-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 second quarter (where reported)—including comparable sales growth, details on consumer demand by category or channel and qualitative insights The strength of e-commerce following temporary store closures Details on the 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 a potential US retail recovery in consumer demand This week, there are highlights from companies that reported in the week ended September 6, including Dollar Tree, Five Below, Macy’s and PVH Corp. Read the Earnings Insight 2Q20, Week 4 report here. Click here to read our wrap-up report for first-quarter 2020 earnings. 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: Sportswear Brands in 1Q23: High Costs and Promotions Erode Margins, but Key Brands Remain Positive for Full-Year 2023China Consumer Tracker: Shops Regain PopularityEarnings Insights 4Q22, Week 7: BJ’s Wholesale, Dick’s, JD.com and Ulta Beauty Post Strong Sales Growth; Gap Sees Sales DeclineRetail Challenges Boost Edge Technology Investment: Research Preview