Insight Report | March 30, 2020 Premium February 2020 Monthly Consumer Update: US, UK and ChinaGlobal consumer markets were buffeted last month as the coronavirus outbreak once limited to one country spread to become a global pandemic. Recent figures show consumer spending took a pounding in China, experienced an uncharacteristic surge in the US and grew in the UK. Read More
Insight Report | March 30, 2020 Premium East-to-West Learnings: How Grocery Retailers in China Have Addressed Labor Shortages During the Coronavirus CrisisWe look at the labor imbalance in China that has been caused by the coronavirus pandemic and how supermarket chains and grocery retailers are responding by launching co-employment initiatives with restaurant chains. We consider how retailers in the US could learn from China’s new employment models as the coronavirus situation worsens in the West. Read More
Insight Report | March 27, 2020 Premium Coronavirus Insights: US Grocery Retail Poised for a Double-Digit Upswing, with Much Stronger Growth OnlineWith restaurants closed in increasing swaths of the US, consumers have little choice but to cook and eat more at home. Grocery retail stands to see billions in spend migrate from restaurants to grocery—especially online. Read More
Store Tracker | March 27, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 13: RTW Retailwinds Announces Store ClosuresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Five Below, Ollie’s Bargain Outlet and RTW Retailwinds in the US and Frasers Group and Laura Ashley in the UK. Read More
Store Tracker | March 24, 2020 Premium US Store Closures 2020 Outlook: Coronavirus Outbreak Set To Trigger Unprecedented Number of ClosuresWith 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. Read More
Deep Dive | March 23, 2020 Premium 4Q19 US Earnings Season Wrap-UpFourth-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. Read More
Insight Report | March 20, 2020 Premium Coronavirus Insights: Battening Down the Hatches—Assessing Major US Retailers’ Prospects to Weather the StormAs a global pandemic keeps shoppers home and stores close, many want to know which retailers are best positioned. But there is no standard roadmap for a situation like this—so Coresight Research created one. Read More
Insight Report | March 19, 2020 Premium China Retail Sales Slide During Coronavirus Shutdown: Implications for US RetailAs US retail (and citizenry) brace for the impact of the worsening COVID-19 outbreak, China is slowly but surely recovering. What lessons can US retail learn from their Chinese counterparts to navigate this uncertain time? Read More
Flash Report | March 13, 2020 Register for Free Access Coronavirus Briefing: US Retailers Hit by Both Demand and Supply Chain IssuesUS retailers are assessing the impact of the coronavirus. As US retail companies reported 4Q19 earnings, many noted sharply lower sales in China and outlined the impact of supply-chain disruptions. However, suppressed retail demand in the US market is likely yet to come. Read More
Store Tracker | March 13, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 11: Art Van Furniture 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 Art Van Furniture, Kroger and Nordstrom in the US and John Lewis Partnership in the UK. Read More
Store Tracker | March 6, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 10: Stage Stores To Close Stores; Ross To Open 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, 7-Eleven and Stage Stores in the US and BrightHouse and McColl’s in the UK. Read More
Event Coverage | March 5, 2020 Register for Free Access Highlights from Target’s 2020 Financial Community MeetingAt Target’s investment community meeting, the company outlined the progress it has made in deploying digital solutions to solve common store problems, to grow its online business and get more value from the Shipt acquisition. The company also outlined plans for the store of the future. Read More
Flash Report | March 4, 2020 Register for Free Access Walmart To Launch Loyalty Program Called Walmart+Walmart looks to be muscling in on Amazon’s turf with the launch of a new loyalty program called Walmart+, which the company will launch in March. Just how similar is Walmart+ likely to be to Amazon Prime? Read More
Flash Report | March 3, 2020 Register for Free Access Walmart Launches Third-Party Vendor Fulfillment Services on Its MarketplaceOn February 24, 2020, Walmart launched fulfillment services for third-party vendors on its marketplace, offering services similar to Amazon. Read More
Store Tracker | February 28, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 9: Modell’s Sporting Goods 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 Amazon and Modell’s Sporting Goods in the US and Boux Avenue in the UK. Read More
