October 1, 2020 Deep Dive 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.
September 29, 2020 Insight Report 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.
September 25, 2020 Store Tracker 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.
September 24, 2020 Insight Report 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.
September 24, 2020 Market Navigators/Market Outlook 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.
September 18, 2020 Store Tracker 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.
September 17, 2020 Deep Dive Free Report The Time for Sustainability in Retail Is NowEmployees, investors and consumers expect sustainability to be addressed at the companies for which they work, in which they invest and by the brands from which they buy. In this free report, sponsored by IBM, we discuss the development of sustainability in retail and present Coresight Research’s EnCORE framework, which is designed to help retailers and brands frame their approach to sustainability.
September 17, 2020 Insight Report Premium New Retail Briefing: Alibaba Increases Stake in Logistics Firm YTO Express To Gain Bigger Share of Delivery MarketWe discuss recent developments in New Retail in China, including Alibaba’s investment in logistics firm YTO Express to increase its stake in China’s express delivery market, as well as JD.com’s new partnership with Chinese cooking brand Fulinmen.
September 17, 2020 Insight Report Premium August 2020 US Retail Sales: Further Strong Year-over-Year GrowthBuilding on strong growth momentum in total US retail sales in July 2020, US retail sales continued to rebound strongly in August, driven by multiple nonfood sectors—including sports and leisure goods and home improvement. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in August 2020.
September 16, 2020 Insight Report Premium Retail Robustness Index: September 2020 Update—Store Reopenings Drive Higher Index ValuesCoresight 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 September 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 August.
September 14, 2020 Insight Report Premium Earnings Insights 2Q20, Week 6 and Wrap-Up: Digital Businesses Lead Retail 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 September 13, including American Eagle Outfitters, Casey’s General Stores and Kroger. This is the final report in the second-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.
September 11, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 37: Neiman Marcus To 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 Dick’s Sporting Goods and Macy’s in the US and The Co-op and Jigsaw in the UK.
September 10, 2020 Deep Dive Premium Autonomous Retail in China: Opportunities for BrandsIn China, alternative retail formats are becoming more desirable for brands and retailers to meet consumer demand for safety and convenience in the wake of the coronavirus crisis. We discuss the rise of “autonomous retail,” our term for a labor-light, technology-heavy retail segment that encompasses unstaffed stores, vending machines and unstaffed shelves.
September 9, 2020 Event Coverage Register for Free Access Big Data in Brick-and-Mortar Retail, with Michael Brackett, Centricity: Optimizing Inventory Assortment and Product DevelopmentOn August 25, 2020, Coresight Research hosted Michael Brackett, CEO and Founder of data analytics provider Centricity, to discuss how data-driven insights can inform more efficient inventory planning and product development. We present key insights from the webinar.
September 4, 2020 Store Tracker 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.
