Insight Report | November 11, 2020 Premium October 2020 US Retail Traffic and In-Store Metrics: Traffic Declines by 35%, and More Steeply Toward the End of the MonthOctober 2020 saw a total US nonfood store traffic decline of nearly 35% year over year, as the number of new Covid-19 cases increased. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Insight Report | November 9, 2020 Premium Earnings Insights 3Q20, Week 1: Home Categories Prove Strong, While Beauty and Apparel Witness Substantial 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 8, namely Amazon, Canada Goose, Capri Holdings, Hanesbrands, The Estée Lauder Companies, Under Armour and Wayfair. Read More
Insight Report | November 3, 2020 Premium The 12 Weeks of Holidays: #6—Black Friday 2020 Looks To Be Mainly DigitalWe explore the upcoming Black Friday shopping holiday, including US consumers’ expectations to shop online and in-store. This report is part of our 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season. Read More
Flash Report | October 26, 2020 Register for Free Access Introducing the New Coresight 100: The Companies Reinventing RetailWith 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies. Read More
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 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
Insight Report | October 16, 2020 Premium September 2020 US Retail Traffic and In-Store Metrics: Traffic Decline Eases to 34%September 2020 saw the total US nonfood store traffic decline ease to 34% year over year from deeper declines in August, as many states revisited their reopening plans of indoor malls. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. 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 9, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 41: Allbirds and Wegmans 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 Wegmans and Dick’s Sporting Goods in the US and Ann Summers and H&M in the UK. Read More
Event Coverage | October 7, 2020 Register for Free Access Nine Brands Approved To Sell on Tmall Global in Alibaba’s Go Global 11.11 Pitch FestAlibaba’s Go Global 11.11 Pitch Fest provides an opportunity for US brands to pitch their businesses to a panel of industry experts for a chance to sell on Tmall this Singles’ Day. We outline the pitches and the key differentiators of each brand. Read More
Event Coverage | October 2, 2020 Register for Free Access Workforce Management Automation in the New Retail Environment, with Andreas Sjölund, QuinyxOn September 22, 2020, Coresight Research hosted Andreas Sjölund, Quinyx Chief Revenue Officer and Cofounder, to discuss how workforce management automation can help retailers manage the new retail landscape. We present key insights from the webinar. 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
Deep Dive | September 29, 2020 Premium US Home-Improvement E-Commerce: Retailers Accelerate Plans To Scale Online OperationsDespite the underwhelming narrative for much of discretionary retail in the US this year, home-improvement retail is one sector that has fared well, supported in part by key retailers’ quick pivot to e-commerce. We discuss how three major Coresight 100 home-improvement retailers have accelerated their shift toward digital transformation and upped their e-commerce game to generate success. 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
