Insight Report | June 8, 2020 Premium Earnings Insights 1Q20, Week 3: Reopened Apparel Stores See Sales Productivity of Over 70% Versus Last YearOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-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 June 7, including American Eagle Outfitters, Gap Inc. and RH. Read More
Store Tracker | June 5, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 23: Tuesday Morning 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 Burlington Stores, Dollar Tree and Tuesday Morning in the US, and ALDO and Monsoon Accessorize in the UK. Read More
Insight Report | June 3, 2020 Premium Retail Robustness Index: June 2020 Update—Assessing Resilience as Stores ReopenCoresight 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. This report updates the scores based on financial reports and retailer store-reopening announcements in the context of easing lockdown. Alongside the report, our infographic summarizes key changes since we first published our Retail Robustness Index. Read More
Insight Report | June 2, 2020 Premium Reshaping Supply Chains for the 2020s: #1—The Consumerization and Digitalization of Product DesignIn our Reshaping Supply Chains for the 2020s series, we analyze the technologies and trends that are enabling the evolution of the supply chain. In this report, we discuss the consumerization and digitalization of product design, which will influence change in retail supply chains as we head into the 2020s. Read More
Insight Report | June 1, 2020 Premium Earnings Insights 1Q20, Week 2: Evidence of Pent-Up Consumer Demand as US Lockdowns Ease and Stores ReopenOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-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 May 31, including Burlington Stores, Dollar General and Ulta Beauty. Read More
Insight Report | May 29, 2020 Premium April 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in April 2020, it is clear that the month saw the worst impact of the coronavirus in the US and the UK, while China experienced a small rebound. Read More
Store Tracker | May 29, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 22: L Brands To Close StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from L Brands and The TJX Companies in the US. Read More
Insight Report | May 25, 2020 Premium Earnings Insights 1Q20, Week 1: What US Retailers Are Reporting on the Coronavirus Impact and OutlookOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-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 weeks ended May 17 and May 24, including Best Buy, Kohl’s and VF Corporation. Read More
Store Tracker | May 22, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 21: JCPenney Files for Bankruptcy; Pier 1 Imports To LiquidateOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from JCPenney, Nordstrom and Pier 1 Imports in the US and Antler and Johnson Shoes Company in the UK. Read More
Insight Report | May 19, 2020 Premium Consumer Tech Briefing: Augmented Reality Boosts Consumer Engagement during Coronavirus LockdownsEach month, our Consumer Tech Briefing series discusses recent developments in the world of technology. This month, we look at the role of augmented reality in new product launches, which is enabling retailers to stay connected with consumers during coronavirus lockdowns and prepare for the post-crisis retail environment. Read More
Insight Report | May 18, 2020 Premium April 2020 US Retail Sales: Discretionary Sectors Post Huge Declines; Food Stores and Nonstore Retailers Save Total Sales from Double-Digit FallWith nonessential retail shut down for the full month of April due to the coronavirus, US retail sales nosedived in discretionary sectors, following deep declines in March. Lower levels of food stockpiling by consumers also saw growth slow in the grocery sector. Read More
Store Tracker | May 15, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 20: Stage Stores Files for Chapter 11 BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from GNC, Loves Furniture and Stage Stores in the US and Debenhams in the UK. Read More
Event Coverage | May 14, 2020 Register for Free Access Coresight Conversations: Retail Legend and Turnaround Specialist Michael Appel Discusses How Liquidity Preservation Is Key to a Business TurnaroundAs part of our Coresight Conversations: Legends in Retail webinar series, we hosted retail legend and business turnaround specialist Michael Appel. We present the transcript from this webinar, in which Appel shared his five-pronged strategy for how retailers can survive the current coronavirus crisis and look ahead to the future—with emphasis on the key pillars of technology and liquidity. Read More
Deep Dive | May 13, 2020 Premium Operating in a Post-Coronavirus World: How Indian Retailers Can Navigate the Road to RecoveryThe 2020 coronavirus pandemic has seen the Indian government impose restrictions to curb the spread of the virus. We discuss the wide-ranging impacts of the ongoing lockdown on India’s retail sector and explore how retailers have responded to the crisis. In addition to examining the challenges that lie ahead, we present a three-pronged approach for retailers to survive the post-coronavirus recovery period and emerge stronger. Read More
Insight Report | May 12, 2020 Premium April 2020 US Same-Store Sales: Costco Comps Decline, but E-Commerce Almost Doubles and Food Sales Surge Over 30%Coronavirus lockdowns are adversely impacting same-store sales growth, but online comps are surging following strong results in March. This report looks at the April same-store sales results of Costco and Buckle. Read More