Flash Report | July 7, 2020 Register for Free Access Retail 2020: 10 Trends in Global Retail—Post-Crisis UpdateWe provide an update on our global retail trends for 2020 in the wake of the coronavirus crisis. Retail will see impacts as companies prepare for a socially distanced “mask economy,” while supply chains will be impacted and some retail sectors will see lingering effects from the Covid-19 outbreak. Read More
Store Tracker | July 3, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 27: Microsoft To Close All US StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Microsoft and Space NK in the US, and Harveys Furniture, Monsoon Accessorize and TM Lewin in the UK. Read More
Deep Dive | June 30, 2020 Premium America’s Changing Shopping Centers: Part 2—Coronavirus Crisis Could Trigger Long-Delayed Mall ConsolidationAs US states relax stay-at-home restrictions, several property owners are reopening malls in a phased manner. In this report—the second in our America’s Changing Shopping Centers series—we discuss the challenges that the coronavirus crisis has created for shopping malls through 2020 and beyond. Read More
Insight Report | June 29, 2020 Premium VF Corporation: A Timeline of Key EventsThis report explores the recent history of VF Corporation, one of the world’s largest apparel, footwear and accessories companies. We look at key events over the last three years, during which time the company has undergone restructuring but remained committed to its sustainability and responsibility strategy. We also provide a timeline of VF Corporation’s product offering changes, executive changes and expansion over the past decade. Read More
Store Tracker | June 26, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 26: GNC Files for BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Francesca’s, GNC and JCPenney in the US, and Hotter, Lee Longlands and Monsoon Accessorize in the UK. Read More
Insight Report | June 25, 2020 Premium Coronavirus Insights: China’s Post-Crisis Retail Outlook—How Shanghai Stores Won Back Young Shoppers after LockdownThe Coresight Research team recently observed the current retail environment in Shanghai to assess the return of shoppers to the brick-and-mortar format in the wake of the Covid-19 crisis in China. We visited the flagship stores of two retailers that are focused on attracting young consumers: Harmay, a beauty retailer; and The Beast Shop, a lifestyle brand. Read More
Store Tracker | June 19, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 25: The Children’s Place To Close Hundreds of StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Chico’s, Guess and The Children’s Place in the US, and Poundstretcher and Travis Perkins in the UK. Read More
Insight Report | June 18, 2020 Premium Aldi’s One-Year Anniversary in China: Key Learnings for International GrocersWith discount supermarket Aldi celebrating its one-year anniversary in China, we discuss the retailer’s success in the market and the learnings it could offer to other foreign grocers. We explore the five key components of Aldi’s strategy in the China market—including the retailer’s adoption of technology in a new retail model, its focus on fresh food, the implementation of cost-saving strategies and the role of online stores in offering imported goods to consumers. Read More
Insight Report | June 17, 2020 Premium Retail-Tech Landscape: Technology Companies Supporting Store ReopeningsWe continue our Retail-Tech Landscape report series, which spotlights innovative technology companies that are disrupting the retail industry. This landscape focuses on technology companies whose solutions can support retailers in reopening stores as they emerge from coronavirus lockdowns. Our landscape infographic summarizes these companies. Read More
Store Tracker | June 12, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 24: Signet Jewelers To Close Many StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from RH, RTW Retailwinds and Signet Jewelers in the US, and Debenhams and Monsoon Accessorize in the UK. Read More
Flash Report | June 11, 2020 Register for Free Access Ulta Beauty Management Discusses Its Covid-19 Experience and Expectations for the Post-Crisis RealityUlta Beauty management attended two events this week, in which they discussed the company’s experiences during the coronavirus pandemic and expectations going forward. We summarize the key insights—including store reopenings, the acceleration of virtual try-on technology, beauty trends and growth categories. Read More
Market Outlook | June 11, 2020 Premium US Home and Home-Improvement Retail: Post-Crisis OutlookWe explore the impacts of the coronavirus crisis on the home and home-improvement sector—including on sales, spending, store closures and retailer bankruptcies—and present an outlook for the remainder of 2020. To analyze the sector, we look closely at select US retailers, including Home Depot, RH and Willams-Sonoma. We summarize our key estimates for 2020 in an infographic Read More
Insight Report | June 10, 2020 Premium US Father’s Day Retail Preview 2020: Uncertain Outlook as Demand Will Be Tested in First Post-Lockdown Shopping HolidayWith Father’s Day just around the corner, we estimate total US consumer spending on the occasion this year, in the context of easing coronavirus lockdowns. We propose actions that retailers could take to engage with shoppers and drive sales for Father’s Day. Read More
Event Coverage | June 10, 2020 Register for Free Access Open for Business with Alex Gourlay, Co-COO of Walgreens Boots Alliance: Adapting to Coronavirus-Led Consumer Shifts in the Food, Drug and Mass SectorAs part of our Open for Business webinar series, we hosted Alex Gourlay, Co-COO of Walgreens Boots Alliance. We present the transcript from this webinar, in which Gourlay offered insights into how his company responded quickly to the coronavirus crisis and leveraged digital opportunities to connect with consumers. Read More
Store Tracker | June 9, 2020 Premium US Store Closures 2020 Outlook: Covid-19 Update—Prolonged Impact Set To Drive Up ClosuresThis report assesses the outlook for physical retail over the remainder of 2020—updating our previous expectations in light of the escalating impact of the coronavirus crisis. We compare year-to-date store closure data with 2019 and discuss a potential rise in bankruptcies, which may become a reality for many struggling retailers. We also update our prediction for the total number of closures we expect to see in the US in the full-year 2020. Read More
