Store Tracker | December 24, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 52: NIKE Plans To Open 30 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Guitar Center, NIKE and rue21 in the US and Arcadia Group, Debenhams, Flannels and Gap in the UK. Read More
Deep Dive | December 23, 2020 Premium 3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain MomentumWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter. Read More
Store Tracker | December 18, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 51: First Look at 2021 ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Designer Brands in the US and Frasers Group in the UK. We also provide a first look at 2021 major US and UK store closures and openings announced to date. Read More
Insight Report | December 18, 2020 Premium November 2020 US Retail Sales: Total Growth Remains Very StrongUS retail sales continued to see strong growth in November, continuing October’s rebound. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in November 2020. Read More
Insight Report | December 17, 2020 Premium The US Outdoor Apparel and Footwear Market: Strong Growth Opportunities for Brands and RetailersThe stay-at-home measures imposed in the US due to the Covid-19 pandemic have seen more consumers place higher value on outdoor activities in recent months. The outdoor apparel and footwear industry is set to benefit from strong demand moving forward. We discuss the opportunities that this niche market presents to brands and retailers, covering its growth potential, key drivers of growth and competitive landscape. Read More
Deep Dive | December 16, 2020 Premium What’s Next for the Digitally Native DTC Apparel and Footwear Market?In this report, we discuss key trends in the US digitally native DTC (direct-to-consumer) clothing and footwear market. We examine what brands are doing to better serve this market and leverage the opportunities it presents, with examples from digitally native DTC brands including Allbirds, Bonobos and Outdoor Voices. Read More
Insight Report | December 14, 2020 Premium Earnings Insights 3Q20, Week 6: Home-Goods Retailers, Discounters and Warehouse Clubs Outperform; Apparel Sees Strong RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended December 13, namely Big Lots, Costco, Lululemon Athletica, RH and Stitch Fix. This is the final report in the third-quarter Earnings Insights series. Read More
Event Coverage | December 11, 2020 Register for Free Access Retailers United “Help America Stay Open” Pitch Event Recap: Five Competing Startups, One $10,000 Grant WinnerOn December 8, 2020, Deborah Weinswig, Coresight Research CEO and Founder, emceed Retailers United’s second pitch competition, in which five US retail startups competed for a $10,000 grant. We offer insights from the “Help America Stay Open” digital pitch event, providing highlights from the presentations of the five competing startups, as well as from the pitches of the three participating RevTech Ventures-backed companies. Read More
Store Tracker | December 11, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 50: Francesca’s Files for Bankruptcy; Dollar General To Open Over 1,000 Stores in 2021Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Francesca’s, Dollar General, Sephora and Wayfair in the US and Cath Kidston and Debenhams in the UK. Read More
Insight Report | December 11, 2020 Premium November 2020 US Retail Traffic and In-Store Metrics: Traffic Declines by 37%; Black Friday UnderperformsNovember 2020 saw a total US nonfood store traffic decline of 37% year over year, as several states reinstated Covid-19 restrictions and Black Friday weekend saw a shift to e-commerce. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Insight Report | December 10, 2020 Premium The 12 Weeks of Holidays: #11—Our Predictions for a Digital December in US RetailWe present our expectations for a digital December and analyze the implications for US retailers. We cover recent retail traffic trends, mobile commerce and digital selling tools, popular online product categories, and online-order fulfillment and last mile-delivery. This report is part of The 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season. Read More
Deep Dive | December 8, 2020 Premium Six Ways Covid-19 Will Continue To Impact US Retailers and ConsumersCoronavirus vaccines are now in production, and there are indications that the US economy is on the road to recovery from the global pandemic. We analyze six ways in which pandemic-driven changes to the economy, retail and consumer behavior will affect the US retail industry moving forward. These include impacts related to unemployment rates and changed business operations—such as work-from-home practices and reduced travel—and the outlook for the service industry. Read More
Insight Report | December 7, 2020 Premium Earnings Insights 3Q20, Week 5: Discounters Stand Strong and Beauty Sees Strong Recovery; Declines Continue for Some Apparel BrandsOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended December 6, including Dollar General, Five Below, Kroger, PVH Corp and Ulta Beauty. Read More
Event Coverage | December 4, 2020 Register for Free Access Retailers United “Help America Stay Open” Pitch Event Preview (Part 1): Five Retail Startups To Compete for $10,000On December 8, 2020, Deborah Weinswig, Coresight Research CEO and Founder, will emcee Retailers United’s second pitch competition, in which five US retail startups will compete for a $10,000 grant and mentorship from industry leaders. In this report, we outline the event’s structure and the judges involved, and profile the five startup contestants. Read More
Store Tracker | December 4, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 49: Sycamore Acquires Ann Taylor and Other Ascena Brands; UK’s Debenhams To Be Wound DownOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Abercrombie & Fitch and Dick’s Sporting Goods in the US and Arcadia Group and Debenhams in the UK Read More
