Insight Report | September 24, 2020 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. Read More
Market Navigators/Market Outlook | September 24, 2020 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. Read More
Flash Report | September 21, 2020 Register for Free Access Coresight Research, Shopkick and Fashwire Introduce the New 10.10 Shopping FestivalTogether with Shopkick and Fashwire, Coresight Research is excited to announce the inaugural 10.10 Shopping Festival, a US-based event that will take place on October 9–11, 2020. We detail the rationale behind launching the event, the participation of the partner companies and the opportunities that this new shopping festival offers to brands, retailers and consumers. With both an online and offline presence, 10.10 will provide a gamified shopping experience and pull forward holiday shopping this year. Read More
Store Tracker | September 18, 2020 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. Read More
Insight Report | September 18, 2020 Premium August 2020 US Retail Traffic and In-Store Metrics: Traffic Declines by 41%, Easing Toward the End of the MonthAugust 2020 saw total US nonfood store traffic decline by nearly 41% year over year, with nonessential businesses continuing to reopen and some states revisiting their reopening plans on indoor malls as the spikes in coronavirus cases slowed toward the end of the month. We review store traffic changes through the month and the sectors most impacted by the current crisis. Read More
Insight Report | September 17, 2020 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. Read More
Insight Report | September 16, 2020 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. Read More
Insight Report | September 14, 2020 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. Read More
Store Tracker | September 11, 2020 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. Read More
Store Tracker | September 4, 2020 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. Read More
Insight Report | September 2, 2020 Premium The 12 Questions of US Holiday Retail 2020: Part 2—The Consumer’s Propensity To SpendCoresight Research has 12 questions about the upcoming holiday selling season, which promises to be the most interesting in our team’s collective memory. In this second report of the series, we present and provide answers to three questions, which focus on the US consumer’s propensity to spend. We consider how the employment situation, a “wealth effect” and the upcoming presidential election will impact holiday spending. Read More
Insight Report | September 1, 2020 Premium The 12 Questions of US Holiday Retail 2020: Part 1—Changed Consumer BehaviorCoresight Research has 12 questions about the upcoming holiday selling season, which promises to be the most interesting in our team’s collective memory. In this first report of the series, we present and provide answers to our first four questions, which focus on changed consumer behaviors. We consider the potential impacts of social distancing, work-from-home trends and reduced gifting opportunities on holiday spending this year. Read More
Insight Report | August 31, 2020 Premium Earnings Insights 2Q20, Week 4: Home Categories Continue To Outperform; Apparel Remains WeakOur 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 August 30, including Best Buy, Dollar General, Nordstrom and Ulta Beauty. Read More
Store Tracker | August 28, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 35: Payless Plans To Open More Than 300 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Neiman Marcus and Payless in the US, and Frasers Group in the UK. Read More
Event Coverage | August 26, 2020 Register for Free Access Open for Business with Conor Flynn, Kimco Realty: The Future of Retail Real EstateAs part of our Open for Business webinar series, Coresight Research hosted Conor Flynn, CEO of Kimco Realty, to discuss how the REIT is working with tenants at its shopping centers to adapt to the transformed physical retail landscape. We present key insights into the future of retail real estate across three topics: resourceful use of space, tenants as partners and shifting store structures. Read More
