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US Department Store Insights, 4Q20: Elevated Digital Sales and Strength in Home and Active Categories

Coresight 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.

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US Consumer Tracker: Shopper Behaviors and Expectations as We Head Toward Easter (Full Report)

Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we present findings on consumers’ spending expectations for Easter 2021. We discuss what activities respondents have done in the past two weeks and consumer avoidance of public places. We also cover what product categories respondents had purchased in-store and online in the past two weeks and what consumers are buying more of and less of than pre-pandemic. Our consumer survey was undertaken on March 22.

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US Consumer Tracker: More Consumers Return to Stores for Apparel Purchases (Full Report)

Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we present findings on what categories consumers have purchased and which retailers they have purchased food and nonfood products from. We also discuss consumer avoidance of public places and what consumers are buying more of and less of than pre-pandemic. Our consumer survey was undertaken on March 15.

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Target Financial Community Meeting 2021: Focus on Fulfillment, Partnerships and Store Expansion This Year

The Coresight Research team attended Target’s virtual Financial Community Meeting on March 2, 2021. We present our top takeaways from the event, including the company’s continued investment in its supply chain, its assortment expansion through partnerships and private-label launches, and its focus on digital and flexible fulfillment capabilities.

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US Consumer Tracker: Consumers Get Back to Socializing (Full Report)

Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we present findings on what activities consumers have done, including key trends from the past three months and breakdowns by income group. We also discuss consumer avoidance of public places and what consumers are buying more of and less of than pre-pandemic. Our consumer survey was undertaken on March 8.

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Weekly US and UK Store Openings and Closures Tracker 2021, Week 10: US Openings Exceed Closures as Discount Chains Expand

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Abercrombie & Fitch, Burlington Stores, Chico’s, Dick’s Sporting Goods, Dollar Tree, Foxtrot Market, Gap, Grocery Outlet, NIKE, Ross Stores and The Children’s Place in the US and Clarks and Morrisons in the UK.

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