Insight Report | September 7, 2020 Premium Earnings Insights 2Q20, Week 5: Crisis Supports Structural Shifts, Benefitting Discount FormatsOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-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 September 6, including Dollar Tree, Five Below, Macy’s and PVH Corp. Read More
Store Tracker | September 4, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 36: Lord & Taylor To Shutter All Its StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, JCPenney and Lord & Taylor in the US, and Screwfix and Moss Bros in the UK. Read More
Event Coverage | September 3, 2020 Register for Free Access Sustainability in Luxury Retail, with Marie-Claire Daveu, KeringCoresight Research hosted Marie-Claire Daveu, Chief Sustainability Officer and Head of International Institutional Affairs at Kering, to discuss sustainability in luxury retail. We present an edited version of our conversation—covering key topics such as setting and managing targets, the impact of Covid-19 and how sustainability can help to drive profitability. Read More
Insight Report | September 2, 2020 Premium The 12 Questions of US Holiday Retail 2020: Part 2—The Consumer’s Propensity To SpendCoresight Research has 12 questions about the upcoming holiday selling season, which promises to be the most interesting in our team’s collective memory. In this second report of the series, we present and provide answers to three questions, which focus on the US consumer’s propensity to spend. We consider how the employment situation, a “wealth effect” and the upcoming presidential election will impact holiday spending. Read More
Insight Report | September 1, 2020 Premium The 12 Questions of US Holiday Retail 2020: Part 1—Changed Consumer BehaviorCoresight Research has 12 questions about the upcoming holiday selling season, which promises to be the most interesting in our team’s collective memory. In this first report of the series, we present and provide answers to our first four questions, which focus on changed consumer behaviors. We consider the potential impacts of social distancing, work-from-home trends and reduced gifting opportunities on holiday spending this year. Read More
Insight Report | August 31, 2020 Premium Earnings Insights 2Q20, Week 4: Home Categories Continue To Outperform; Apparel Remains WeakOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-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 August 30, including Best Buy, Dollar General, Nordstrom and Ulta Beauty. Read More
Store Tracker | August 28, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 35: Payless Plans To Open More Than 300 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Neiman Marcus and Payless in the US, and Frasers Group in the UK. Read More
Insight Report | August 27, 2020 Premium US Back to School 2020: Digital Trends and Digital Learning—Online Sales Set To Be Up Strongly in a Weak Total MarketAs part of our US Back to School 2020 series, we present three insights into digital trends this season—covering e-commerce market share and growth, consumer expectations of how and where they will shop for BTS, and how retailers are promoting digital shopping. We also discuss the role of remote learning in school-reopening plans and how this is impacting BTS shoppers’ spending expectations for online learning. Read More
Deep Dive | August 26, 2020 Premium Reviewing America’s Retail Bankruptcies amid the Coronavirus CrisisFollowing a large number of bankruptcy filings in 2019, retail failures have continued apace in 2020, driven by the Covid-19 crisis. We examine notable US bankruptcies from last year and in year-to-date 2020—including Ascena Retail Group, JCPenney, J.Crew and Neiman Marcus—and discuss the major factors behind these filings. Read More
Deep Dive | August 25, 2020 Premium The US Women’s Intimates Market: Growth Opportunities at a Time of ChangeDriven by shifting consumer expectations and evolving lifestyle choices, the US women’s intimates industry is showing distinct signs of opportunity. We discuss growth opportunities in the US women’s underwear market, including shifts away from traditional retail, increased consumer and brand focus on inclusivity and diversity, and expanding definitions of the underwear category. Read More
Deep Dive | August 25, 2020 Premium Retail Reimagined: Coresight Research EbookIn Coresight Research’s Retail Reimagined ebook, we offer a thematic outlook to the post-crisis world, exploring eight key retail trends in how brands and retailers can engage with consumers (e.g., gamification, social media), adopt innovative ways of selling (e.g., livestreaming, community group buying, shopping festivals, contact-light retail) and deliver products in an efficient way. Read More
Insight Report | August 24, 2020 Premium Earnings Insights 2Q20, Week 3: Home Categories Prove Strong and Apparel Weak as Discretionary Retail Sees an Uneven RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-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 August 23, including Estée Lauder, Kohl’s, L Brands and The TJX Companies. Read More
Store Tracker | August 21, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 34: Stage Stores Set To Liquidate All Its StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Rent the Runway, Stein Mart and Stage Stores in the US, and Baird Group and Jigsaw in the UK. Read More
Insight Report | August 20, 2020 Premium Apparel Retailers and Brands Launch New Products and Services To Adapt to the Changing Retail EnvironmentWith US consumers shopping online more now than prior to the Covid-19 pandemic, brands and retailers have had to deepen their digital capabilities to adapt to the growth of e-commerce. We explore how the apparel sector is remaining competitive in the fast-changing retail environment by launching new products and services to drive sales during and post crisis. Read More
Event Coverage | August 19, 2020 Register for Free Access Quinyx’s “Evolving to Thrive” Virtual Summit: Deborah Weinswig Explores the New World of RetailWe present key insights from Coresight Research CEO and Founder Deborah Weinswig’s presentation on how the pandemic has rewritten the rules of retail. The presentation was given at Quinyx’s “Evolving to Thrive” virtual summit on August 10, 2020, which hosted cross-sector industry leaders to discuss adapting and reinventing operations and workforces in a post-Covid world. Read More