Insight Report | September 2, 2021 Premium Supply Chain Briefing: Chinese Port Logjams Clog Global Shipping Routes as Consumer Prices SurgeAs part of our Supply Chain Briefing series, we discuss the impacts of port shutdowns in China on the retail supply chain, including the implications for retailers’ pricing, promotions and product mix ahead of the holiday season. Read More
Insight Report | August 31, 2021 Premium India Retail Insights: The Future of Brick-and-Mortar RetailBrick-and-mortar retailers in India need to adapt to changes in consumer confidence and preferences amid pandemic recovery and beyond. As part of our India Retail Insights series, we discuss the future of brick-and-mortar retail in India, covering pandemic-led changes in consumer confidence and behavior, actions that retailers can take to attract customers back to stores, government policies to support brick-and-mortar retailers and opportunities for international retail players. Read More
Store Tracker | August 27, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 34: US Store Openings Up 48% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Buehler’s Fresh Foods, Dunham’s Sports and Total Wine in the US and B&Q, Iceland and Planet Organic in the UK. Read More
Insight Report | August 25, 2021 Premium US Back to School 2021: Popular Product Categories This Season To Be Determined by Potential Return to In-Person ClassesAs part of our US Back to School 2021 series, we discuss the product categories that are likely to see strong sales and the drivers behind category shifts. Using proprietary US consumer survey findings, we analyze consumer spending expectations this season. Read More
Insight Report | August 24, 2021 Premium Earnings Insights 2Q21, Week 4: Ross Stores and TJX See Robust Recovery; Kohl’s, Macy’s, Target and Walmart Raise GuidanceOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 22, 2021—namely, Kohl’s, Macy’s, Ross Stores, Target, TJX and Walmart. Read More
Company Profile | August 23, 2021 Premium Instacart (Maplebear Inc.) Company ProfileInstacart is a US-based provider of online delivery and pickup services for apparel, general merchandise, groceries and prescriptions. Headquartered in San Francisco, the company operates across 5,500 cities in the US and Canada. Read More
Store Tracker | August 20, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 33: US Store Closures Down 37% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Lowe’s and Trader Joe’s in the US and B&M, Homebase and Poundland in the UK. Read More
Company Profile | August 19, 2021 Premium Grocery Outlet (NASDAQ: GO) Company ProfileGrocery Outlet is a retailer of food and beverages, general merchandise, and health and beauty products. Headquartered in Emeryville, the company operates stores across the US. Read More
Deep Dive | August 19, 2021 Premium Head-to-Head in Discount Retail: Dollar General vs. Dollar Tree, Inc.As part of Coresight Research’s Head-to-Head series, we compare Dollar General and Dollar Tree, Inc., the two largest dollar store companies in the US by revenue and store count. In this report, we provide an overview of both companies, including market share, and cover three key elements of their businesses—comprising revenue, profitability and store strategy. Read More
Company Profile | August 18, 2021 Premium Hudson’s Bay (TSX: HBC) Company ProfileHudson’s Bay Company is a Canada-based retailer of apparel, beauty, grocery and home-improvement products. Headquartered in Brampton, Ontario, the company operates across Canada and the US. Read More
Insight Report | August 18, 2021 Premium July 2021 US Retail Sales: Total Sales Up 21% on a Two-Year BasisTotal US retail sales, excluding gasoline and automobiles, grew by a strong 21% when compared to 2019 values. Using data from the US Census Bureau, we look at which retail sectors saw sales surge and which did not do well in July 2021. Read More
Insight Report | August 18, 2021 Premium Supply Chain Briefing: Labor Scarcities Loom, Factory Shutdowns Force Supply Reallocation and Foam Shortage Impacts Home SectorAs part of our Supply Chain Briefing series, we examine key challenges and developments on retail’s supply side and their implications for the retail environment. In this report, read our analysis of labor scarcities, foam shortages and factory shutdowns in Vietnam. Read More
Insight Report | August 17, 2021 Premium Earnings Insights 2Q21, Week 3: eBay and The RealReal Maintain Strong Growth Momentum; Canada Goose Sees Sales Recovery SlowOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 15, 2021—namely, eBay, Canada Goose, Grocery Outlet and The RealReal. Read More
Deep Dive | August 16, 2021 Premium US Consumer Tracker: Consumers Retreat from Stores, Malls and Restaurants as Covid-19 Cases RiseAs Covid-19 cases rise in the US, we explore how consumer behavior is changing. Our latest weekly survey report presents findings on where, how and how much consumers are spending, as well as consumer avoidance of public places and what activities they have done in the past two weeks. Read More
Store Tracker | August 13, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 32: US Store Closures Down 28% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Allsup’s, Hibbett Sports and Hudson in the US and Bensons for Beds, Holland & Barrett and Signet Jewelers in the UK. Read More
