Home and Home-Improvement

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Store Tracker | July 17, 2020 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2020, Week 29: Muji USA and RTW Retailwinds File for Bankruptcy

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Muji USA, PVH Corp. and RTW Retailwinds in the US, and Halfords, Lidl and Peter Jones China in the UK.

Deep Dive | July 14, 2020 Premium

The Health of the US Small Domestic Appliances Market: Favorable Consumer Trends amid Covid-19

We explore the health of the small domestic appliances market in the US, in the context of favorable consumer trends that have been driven by the Covid-19 crisis. This report includes an overview of the market landscape and its key players, as well as discussing shfting consumer demand and the influence of advancing technologies and emerging startups in the sector.

Store Tracker | July 10, 2020 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2020, Week 28: Brooks Brothers, G-Star Raw, Lucky Brand and Sur La Table File for Bankruptcy

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Brooks Brothers and G-Star Raw in the US, and John Lewis, Little Mistress and Soletrader in the UK.

Deep Dive | July 8, 2020 Premium

1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact

First-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. 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. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary.

Insight Report | July 8, 2020 Premium

Retail Robustness Index: July 2020 Update—A Revised Methodology Due to Changing Retail Environment

Coresight Research’s Retail Robustness Index, first published on March 26, evaluated the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. This report updates the scores based on financial reports and store-reopening announcements. We also revise our methodology to factor in the major changes in the retail environment over the last three months. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update.

Store Tracker | July 3, 2020 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2020, Week 27: Microsoft To Close All US Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Microsoft and Space NK in the US, and Harveys Furniture, Monsoon Accessorize and TM Lewin in the UK.

Insight Report | July 2, 2020 Premium

1Q20 US Retail Inventory Tracker: Discretionary Sectors Post Lower Inventory Turnover as Lockdowns Hit

In 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 1Q20 and assess why levels may have changed from the year-ago period—with many companies witnessing heavy impacts from the coronavirus crisis.

Store Tracker | June 26, 2020 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2020, Week 26: GNC Files for Bankruptcy

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Francesca’s, GNC and JCPenney in the US, and Hotter, Lee Longlands and Monsoon Accessorize in the UK.

Insight Report | June 25, 2020 Premium

US Independence Day Retail Preview 2020: Consumer Spending Expected To Decline Versus Last Year

With Independence Day just around the corner, we estimate total US consumer spending on the occasion this year, in the context of easing coronavirus lockdowns. We propose actions that retailers could take to drive sales for Independence Day.

Store Tracker | June 19, 2020 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2020, Week 25: The Children’s Place To Close Hundreds of Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Chico’s, Guess and The Children’s Place in the US, and Poundstretcher and Travis Perkins in the UK.

Insight Report | June 17, 2020 Premium

May 2020 US Retail Sales: Total Year-over-Year Growth Turns Positive; Declines at Discretionary Sectors Ease While Food Stores and Nonstore Retailers See Strong Growth

Most sectors witnessed the easing of sales declines in May, as US consumers resumed spending following the reopening of stores post lockdown. Growth in total US retail sales excluding gasoline and automobiles turned positive on a year-over-year basis, driven by double-digit growth at food stores, home-improvement retailers and nonstore retailers.

Insight Report | June 15, 2020 Premium

Earnings Insights 1Q20, Week 4 and Wrap-Up: Retailers Cite Pent-Up Demand as They Report Higher-than-Anticipated Sales Productivity Rates

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-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 June 14, including Five Below, Macy’s and PVH Corp. This is the fourth and final report in the first-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.

Store Tracker | June 12, 2020 Databank Members

Weekly US and UK Store Openings and Closures Tracker 2020, Week 24: Signet Jewelers To Close Many Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from RH, RTW Retailwinds and Signet Jewelers in the US, and Debenhams and Monsoon Accessorize in the UK.

Market Navigators/Market Outlook | June 11, 2020 Premium

US Home and Home-Improvement Retail: Post-Crisis Outlook

We explore the impacts of the coronavirus crisis on the home and home-improvement sector—including on sales, spending, store closures and retailer bankruptcies—and present an outlook for the remainder of 2020. To analyze the sector, we look closely at select US retailers, including Home Depot, RH and Willams-Sonoma. We summarize our key estimates for 2020 in an infographic

Store Tracker | June 9, 2020 Databank Members

US Store Closures 2020 Outlook: Covid-19 Update—Prolonged Impact Set To Drive Up Closures

This report assesses the outlook for physical retail over the remainder of 2020—updating our previous expectations in light of the escalating impact of the coronavirus crisis. 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 update our prediction for the total number of closures we expect to see in the US in the full-year 2020.