Store Tracker | October 2, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 40: Allbirds To Increase Store FootprintOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Allbirds and Ascena Retail Group in the US and Aldi and B&M in the UK. Read More
Deep Dive | October 1, 2020 Premium US Businesswear Market: Working from Home Accelerates Casualization, Hitting the Formal Clothing MarketThe rapid shift toward working from home in the wake of the coronavirus pandemic has accelerated the longstanding casualization trend in US workplace dress codes, with significant impacts for the formal businesswear market. We discuss the US businesswear market, future trends and what retailers and brands are doing to better serve this area of the apparel industry amid changing work habits. Read More
Insight Report | October 1, 2020 Premium Sustainability at Tapestry: Three Brands United by a Single VisionWe discuss the environmental, social and corporate governance goals of Tapestry, a US-based, multinational, luxury fashion holding company. This report kicks off our new series exploring the commitments of selected major retailers to sustainability, through the lens of Coresight Research’s EnCORE framework. Read More
Deep Dive | October 1, 2020 Premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 RecoverySecond-quarter 2020 retail earnings include recovery from the Covid-19 crisis. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales. Read More
Event Coverage | September 30, 2020 Register for Free Access Coresight Research x IBM: Redefining Sustainability for the New Era of RetailWe present key insights from the “Redefining Sustainability for a New Era of Retail” webinar, which was hosted by Coresight Research and IBM and featured speakers from The North Face and Tapestry. The webinar included discussion of Coresight Research’s EnCORE framework for sustainability in retail, and explored how retailers can set and achieve bold sustainability goals to improve the triple bottom line: planet, people and profits. Read More
Store Tracker | September 25, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 39: Ascena Retail Will Close More StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Ascena Retail Group and Lululemon Athletica in the US and J.Crew and Next in the UK. Read More
Insight Report | September 24, 2020 Premium 2Q20 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover as Stores ReopenIn our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 2Q20 and assess why levels may have changed from the year-ago period—with most retailers posting higher inventory turnover as stores reopen. Read More
Market Outlook | September 24, 2020 Premium US E-Commerce: Post-Crisis OutlookWe explore the impacts of the Covid-19 pandemic on US e-commerce. We present our trend analysis and insights into the online channel’s development in the second quarter of 2020. We also discuss three post-crisis US e-commerce trends across the themes of digital investment, omnichannel capabilities and drones/autonomous vehicles. Read More
Flash Report | September 21, 2020 Register for Free Access Coresight Research, Shopkick and Fashwire Introduce the New 10.10 Shopping FestivalTogether with Shopkick and Fashwire, Coresight Research is excited to announce the inaugural 10.10 Shopping Festival, a US-based event that will take place on October 9–11, 2020. We detail the rationale behind launching the event, the participation of the partner companies and the opportunities that this new shopping festival offers to brands, retailers and consumers. With both an online and offline presence, 10.10 will provide a gamified shopping experience and pull forward holiday shopping this year. Read More
Store Tracker | September 18, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 38: Century 21 To Close All StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Century 21 and Sur La Table in the US and Quiz and Waitrose in the UK. Read More
Insight Report | September 18, 2020 Premium August 2020 US Retail Traffic and In-Store Metrics: Traffic Declines by 41%, Easing Toward the End of the MonthAugust 2020 saw total US nonfood store traffic decline by nearly 41% year over year, with nonessential businesses continuing to reopen and some states revisiting their reopening plans on indoor malls as the spikes in coronavirus cases slowed toward the end of the month. We review store traffic changes through the month and the sectors most impacted by the current crisis. Read More
Deep Dive | September 17, 2020 Free Report The Time for Sustainability in Retail Is NowEmployees, investors and consumers expect sustainability to be addressed at the companies for which they work, in which they invest and by the brands from which they buy. In this free report, sponsored by IBM, we discuss the development of sustainability in retail and present Coresight Research’s EnCORE framework, which is designed to help retailers and brands frame their approach to sustainability. Read More
Insight Report | September 17, 2020 Premium August 2020 US Retail Sales: Further Strong Year-over-Year GrowthBuilding on strong growth momentum in total US retail sales in July 2020, US retail sales continued to rebound strongly in August, driven by multiple nonfood sectors—including sports and leisure goods and home improvement. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in August 2020. Read More
Insight Report | September 16, 2020 Premium Retail Robustness Index: September 2020 Update—Store Reopenings Drive Higher Index ValuesCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The September update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in August. Read More
Insight Report | September 16, 2020 Premium Insights from China: China’s Domestic Duty-Free Market Grows in the Wake of Covid-19The Covid-19 crisis has heavily impacted airport retail in 2020. By contrast, China’s domestic duty-free market is accelerating. We discuss the market’s size and potential for growth, exploring three key drivers that present opportunities for brand and retailers—namely Hainan’s new duty-free policy, the rise of downtown duty-free stores and the shift of spending to the online channel. Read More
