Insight Report | December 18, 2020 Premium November 2020 US Retail Sales: Total Growth Remains Very StrongUS retail sales continued to see strong growth in November, continuing October’s rebound. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in November 2020. Read More
Store Tracker | December 11, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 50: Francesca’s Files for Bankruptcy; Dollar General To Open Over 1,000 Stores in 2021Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Francesca’s, Dollar General, Sephora and Wayfair in the US and Cath Kidston and Debenhams in the UK. Read More
Deep Dive | December 8, 2020 Premium Six Ways Covid-19 Will Continue To Impact US Retailers and ConsumersCoronavirus vaccines are now in production, and there are indications that the US economy is on the road to recovery from the global pandemic. We analyze six ways in which pandemic-driven changes to the economy, retail and consumer behavior will affect the US retail industry moving forward. These include impacts related to unemployment rates and changed business operations—such as work-from-home practices and reduced travel—and the outlook for the service industry. Read More
Insight Report | November 30, 2020 Premium Holiday 2020: US Black Friday Insights—“The Quietest in 20 Years”Our observations and insights on US Black Friday demand, based on our store checks, consumer survey and discussions with retailers, as well as select third-party data points on store traffic and e-commerce sales. Read More
Insight Report | November 30, 2020 Premium Earnings Insights 3Q20, Week 4: Apparel Specialists See Strong Recovery; Home Categories Remain StrongOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-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 November 29, namely American Eagle Outfitters, Best Buy, Burlington Stores, Dick’s Sporting Goods, Dollar Tree, Gap Inc., Nordstrom, Urban Outfitters and Williams-Sonoma. Read More
Store Tracker | November 27, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 48: Guitar Center Files for BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Foot Locker, Home Depot, Hibbett Sports, L Brands and Lowe’s in the US and Clarks, Jaeger and Peacocks in the UK. Read More
Deep Dive | November 26, 2020 Premium Singles’ Day 2020 Ebook: Analyzing Product, Marketing and Channel StrategiesIn Coresight Research’s Singles’ Day 2020 Ebook, we offer a thematic discussion of the key strategies employed by brand and retailers around the world to drive sales during the shopping extravaganza in November 2020. We analyze four key topics: new products, marketing campaigns, new entrants and New Retail strategies. Read More
Insight Report | November 23, 2020 Premium Earnings Insights 3Q20, Week 3: Off-Pricers See Strong Improvement, but Department Stores Remain Badly Hit; Sales Surge in Home ImprovementOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-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 November 22, including Home Depot, Kohl’s, Macy’s, Target, The TJX Companies and Walmart. Read More
Store Tracker | November 20, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 47: Ascena To Close All Justice Stores and Francesca’s To Close Over 100 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, Francesca’s and Herman Miller in the US and Poundland and WHSmith in the UK. Read More
Insight Report | November 20, 2020 Premium Singles’ Day 2020: Analyzing New Retail StrategiesStarted as an online-only shopping festival, Singles’ Day has been shifting toward an omnichannel presence, leveraging Alibaba’s concept of “New Retail” to extend the event to offline retail. We discuss three key New Retail strategies that brands and Alibaba’s Tmall platform launched for this year’s Double 11: offline experiential events, such as pop-up shops; 3D virtual showrooms; and online coupons. Read More
Insight Report | November 19, 2020 Premium Singles’ Day 2020: Analyzing New EntrantsAs part of our coverage of Singles’ Day 2020, we explore new entrants on Alibaba’s Tmall platform and their approach to leveraging the shopping festival for China market entry or expansion. We cover entrants from different sectors, including apparel, beauty, home furnishing and luxury. Read More
Insight Report | November 17, 2020 Premium October 2020 US Retail Sales: Further Double-Digit Year-over-Year GrowthUS retail sales continued to rebound strongly in October, following September’s extraordinary growth. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in October 2020. Read More
Market Navigators/Market Outlook | November 17, 2020 Premium US Home and Home-Improvement Retail: Post-Crisis Outlook—Fall 2020 UpdateWe explore the continued impacts of the Covid-19 crisis on the US home and home-improvement sector and present an outlook for the remainder of 2020 and into 2021. To analyze the sector, we look closely at select US retailers—including Home Depot, Lowe’s RH and Willams-Sonoma—as well as the effects of consumer trends in e-commerce. Read More
Store Tracker | November 13, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 46: Furniture Factory Outlet and Furla USA File for BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Furniture Factory Outlet and Furla USA in the US and Edinburgh Woollen Mill Group and Sainsbury’s in the UK. Read More
Insight Report | November 12, 2020 Premium Retail Robustness Index: November 2020 Update—Most Metrics Improve SlightlyCoresight 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 November 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 October. Read More
