Store Tracker | October 23, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 43: Conns Homeplus and Target Plan To Open New StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Conns Homeplus, Flying Tiger Copenhagen and Target in the US and Poundstretcher and The Co-op in the UK. Read More
Insight Report | October 21, 2020 Premium Big Billion Days and Great Indian Festival 2020: Highlights So Far from India’s Key E-Commerce FestivalsFlipkart’s annual Big Billion Days (BBD) sales event and Amazon’s Great Indian Festival (GIF) kicked off on October 16 and October 17 respectively, with BBD running for six days through October 21 and GIF set to continue for a month without a specific end date. We discuss the festival highlights so far, including sales data released by the retailers, consumer reach, headline promotions and top offer categories. Read More
Event Coverage | October 20, 2020 Register for Free Access Revolutionizing Grocery in the New Era of Retail: Key Insights from the California Grocers Association Strategic ConferenceDeborah Weinswig, CEO and Founder of Coresight Research, spoke at the California Grocers Association Strategic Conference, providing insights into the trends shaping the future of the grocery sector. We present key takeaways from the event, including the challenges that grocers face in today’s retail world and the future of the omnichannel grocery shopping experience and supply chain. Read More
Insight Report | October 19, 2020 Premium September 2020 US Retail Sales: Total Sales Jump 12%; Declines Ease in Apparel While Several Nonfood Sectors SurgeAmid still difficult circumstances, US retail sales saw an extraordinary year-over-year jump in September, fueled by strong growth in several sectors. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in September 2020. Read More
Store Tracker | October 16, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 42: Levi’s To Expand Its Store FootprintOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Dollar General, Levi’s and Five Below in the US and French Connection and House of Fraser in the UK. Read More
Market Navigators/Market Outlook | October 14, 2020 Premium Market Outlook: US Drugstore Retail—Telehealth Adoption Accelerates and Competition Heats Up in Health CareIn this Market Outlook, we explore the US drugstore retail sector and its future outlook. We consider the competitive landscape, market innovators and disruptors, and the impact of the coronavirus pandemic on market growth and online sales. This report also discusses a number of key themes in the market, including store openings from CVS, Walgreens and Walmart, increased telehealth adoption and the growth of drugstore retail e-commerce. Read More
Insight Report | October 14, 2020 Premium Big Billion Days 2020 Preview: Flipkart Offers Pre-Booking and Daily Shopping Games To Drive SalesLaunched in 2014, the Big Billion Days shopping festival is the annual flagship shopping event of Walmart-owned Indian retailer Flipkart. The Big Billion days sale will take place on October 16–21 this year. We explore a preview of key features of this year’s Big Billion Days shopping festival, including pre-booking, shopping games, offers and promotions, and upcoming events by retail competitors. Read More
Insight Report | October 9, 2020 Premium Retail Robustness Index: October 2020 Update—Average Financial Health Metric DeterioratesCoresight 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 October 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 September. Read More
Store Tracker | October 2, 2020 Databank Members 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 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
Insight Report | September 29, 2020 Premium Halloween 2020 US Retail Preview: Covid-19 Spooks Festivities and Haunts RetailAs Halloween kicks off the US Holiday season, festivities are likely to be impacted by the coronavirus pandemic. We discuss the impact of Covid-19 on Halloween celebrations and retail spending. We also explore the detailed insights provided by our September 22 survey on US consumers’ behaviors, concerns and expectations in relation to this year’s Halloween holiday, with a focus on the implications for US retail. Read More
Store Tracker | September 25, 2020 Databank Members 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 Navigators/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
Store Tracker | September 18, 2020 Databank Members 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