US Off-Price Retail: Strategies in the Physical and Digital Channels

What's Inside

As the US off-price sector becomes increasingly competitive, we discuss how major retailers are looking to drive growth across the physical and digital channels, considering brick-and-mortar expansion over the past 10 years, store productivity, trends in physical retail and digital growth.

This report covers Burlington Stores, Nordstrom Rack, Ross Stores (Ross Dress for Less and dd’s Discounts) and The TJX Companies (which includes US banners T.J. Maxx, Marshalls, Sierra, HomeGoods and Homesense).

Read Coresight Research’s Earnings Insights series for more management commentary at major US retailers as they report quarterly earnings.

Contents (Click to navigate)

What’s the Story?

Why It Matters

Physical and Digital Strategies in Off-Price Retail: Coresight Research Analysis

Market Overview

Bullish Brick-and-Mortar Expansion

Store Productivity: Retail Sales per Square Foot in Fiscal 2020

Trends in Brick-and-Mortar Retail

Digital Growth

What We Think