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Earnings Insights 1Q20, Week 1: What US Retailers Are Reporting on the Coronavirus Impact and Outlook

Our 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.

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From Steak to Chicken: Coronavirus-Driven Downturn Likely To Prompt a Wave of Trading Down in US Grocery

The economic crisis resulting from the coronavirus pandemic will likely lead to a surge in trading down in nondiscretionary retailing, with value becoming the key priority for US consumers. Shoppers are seeking cheaper options as they look to mitigate the impact of economic uncertainty. We explore this trend, using data from the Global Recession of 2007–2009 to inform our insights.

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US Easter Retail Preview 2020: Retailers Must Offer Optimism and Seize the Few Opportunities amid Coronavirus Crisis

With Easter just around the corner, we assess the planned spending of US consumers on the holiday this year amid the coronavirus crisis. We consider the outlook for retail this Easter in light of current shopping trends and propose actions that retailers could take to engage with consumers over the holiday—both to drive sales in the short term and to build stronger customer relationships for long-term gains.

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US Store Closures 2020 Outlook: Coronavirus Outbreak Set To Trigger Unprecedented Number of Closures

With a number of temporary store closures already in effect in the US due to the coronavirus outbreak, this report assesses the outlook for physical retail over the remainder of 2020. 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 predict the total number of closures we expect to see in the US in the full-year 2020.

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4Q19 US Earnings Season Wrap-Up

Fourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.

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Holiday 2019: US Retail Wrap-Up

​US retail enjoyed a solid holiday season: Consumers shrugged off concerns and boosted spending healthily over last year. Spending rose despite concerns over the economy, trade issues with China that could have pushed up prices at the register and increasing domestic political uncertainty.

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