March 24, 2020 Store Tracker Databank Members 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.
March 23, 2020 Deep Dive 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.
March 20, 2020 Insight Report 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.
March 19, 2020 Insight Report 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?
March 13, 2020 Flash Report 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.
March 13, 2020 Store Tracker Databank Members 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.
March 6, 2020 Store Tracker Databank Members 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.
March 5, 2020 Event Coverage 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.
March 4, 2020 Flash Report 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?
March 3, 2020 Flash Report 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.
February 28, 2020 Store Tracker Databank Members 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.
February 27, 2020 Flash Report Register for Free Access Coronavirus Briefing: Four Positive Takeaways from the Outbreak for Retailers in ChinaAs the coronavirus outbreak continues, we consider the positive takeaways for retailers in China. We discuss the effects of the current consumer preference for e-commerce over brick-and-mortar shopping, in both grocery and nonsectors sectors; the marketing opportunities provided by Chinese super app WeChat; and the increasing consumer focus on health and wellness.
February 26, 2020 Insight Report Premium January 2020 Monthly Consumer Update: US, UK and ChinaWe analyze key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth.
February 21, 2020 Event Coverage Register for Free Access Highlights from Walmart’s 2020 Investment Community MeetingWalmart held its 2020 investor day in New York, outlining ambitious plans to move into healthcare and profiling the secrets to success in China and India. In both markets, the company has grown organically and through acquisitions.
February 20, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 8: Pier 1 Imports 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 At Home and Pier 1 Imports in the US and Marks & Spencer and Shoe Zone in the UK.
