Insight ReportUS Department Store Insights, 4Q20: Elevated Digital Sales and Strength in Home and Active Categories Coresight Research March 30, 2021 Reasons to ReadCoresight Research’s new US Department Store Insights quarterly series covers the recent performance of Kohl’s, Macy’s and Nordstrom, highlighting trends in comparable sales, revenue, digital sales, product categories and areas of note by management. In this report, we look at the performance of the three retailers in the fourth quarter of 2020 (4Q20, ended January 30, 2021) and discuss relevant fiscal 2020 highlights. Contents US Department Store Insights 4Q20: In Detail Comparable Sales: Improvements at Kohl’s and Macy’s, Quarter over Quarter, Versus a Deepening Decline at Nordstrom Revenue: Year-over-Year Declines Across the Three Department Stores Digital Sales: High E-Commerce Penetration in 4Q20 but Not a Standout Quarter Sales Growth: Kohl’s Sees the Highest Digital Sales Growth and Lowest Physical Sales Decline, Year over Year Product Categories: Home, Active and Beauty Categories Remain Strong; Apparel Is Struggling Area of Note by Management: New, Younger Customers What We Think Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Groceryshop 2025 Day Two: Unlocking Growth with AI, GLP-1 Shifts and Retail MediaEssential Guide to Shoptalk Spring 2026: Retail in the Age of AI—Balancing Automation and Human-Centric ExperiencesAnalyst Corner—Trimming Waistlines and Spending: Exploring New Data on GLP-1’s Impact on Consumer Purchases, with John MercerAnalyst Corner: Understand Who Shops Where in US Retail, with John Mercer
