US Department Stores: Post-Crisis Outlook

What's Inside

We explore the impacts of the coronavirus crisis on the US department-store sector, the acceleration of store closures and the filing of Chapter 11 bankruptcies.

We present our trend analysis and insights based on the Covid-19 response and outlook of the following key players in the department-store sector:

• JCPenney—including store optimization, Chapter 11 filing and curbside pickup
• Kohl’s—including store productivity at reopened stores, the rise of digital and the advantage of off-mall locations
• Macy’s—including the outperformance of Backstage locations and changes to its store portfolio
• Nordstrom—including from-store order fulfillment and e-commerce growth

This report also highlights technology innovators that may support the sector moving forward, with solutions across 3D visualization, contactless sizing and returns.

Click here to read our post-crisis outlook for the US apparel retail sector.