Flash Report | July 5, 2021 Register for Free Access Richemont Acquires Leather Goods Maker Delvaux, Underlining Its Ambitions To Grow in Soft LuxuryOn June 30, 2021, Richemont announced that it has acquired Belgian luxury leather goods maker Delvaux. We discuss what the deal means for Richemont and how it aligns with the company’s expansion strategies. Read More
Store Tracker | July 2, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 26: 7-Eleven Completes Acquisition of 3,800 Speedway StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from 7-Eleven, Lowe’s and United Supermarkets in the US and Gap, Hobbycraft and Tommy Hilfiger in the UK. Read More
Deep Dive | June 28, 2021 Premium 1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust RecoveryWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the first quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Event Coverage | June 28, 2021 Register for Free Access Insights from the AAFA American Image Awards: Diversity, Sustainability, Digital InnovationWe present key insights from the 2021 AAFA American Image Awards, including the industry’s efforts to improve sustainability and the innovations retailers are building into their recovery strategies. Read More
Store Tracker | June 25, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 25: US Store Closures Down Year over Year for the First Time in 2021Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Harbor Freight Tools, Rothy’s and Wawa in the US and Abercrombie & Fitch, Kate Spade and Suit Direct in the UK. Read More
Insight Report | June 24, 2021 Premium 1Q21 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover Rates on a Two-Year BasisOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 1Q21 and assess how and why levels are changing—with most retailers posting improved inventory turnover levels on a two-year basis. Read More
Store Tracker | June 18, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 24: US Store Closures Up 4% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Dillard’s, Hermès and Schnucks in the US and Amazon, Debenhams and Toolstation in the UK. Read More
Insight Report | June 17, 2021 Premium May 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease on a Two-Year BasisIn May 2021, total US nonfood store traffic declined by 26.7% on a two-year basis (as compared to May 2019), strengthening from April’s 28.4% two-year decline. 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 | June 2, 2021 Premium Earnings Insights 1Q21, Week 3: American Eagle Outfitters, Foot Locker, Gap and Urban Outfitters Report Strong Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 30, 2021, including American Eagle Outfitters, Dollar Geeral, Foot Locker, Gap, Guess?, Ulta Beauty, Urban Outfitters, VF Corporation, Williams-Sonoma and more. Read More
Insight Report | June 1, 2021 Premium New Retail in China: Alibaba To Open 10 More Membership-Only Wholesale Stores in 2021We discuss recent developments in New Retail in China, including Alibaba’s plans for 10 new Freshippo X stores, JD.com and Louis Vuitton’s new joint shopping model and the newly announced memorandum of understanding between Tencent Cloud and Premier Anti-Aging. Read More
Insight Report | May 18, 2021 Premium Earnings Insights 1Q21, Week 1: Estée Lauder and L’Oréal Report Positive Sales Growth on a Two-Year BasisOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 16, 2021 (and earlier), including Amazon, Estée Lauder, Grocery Outlet, Guess?, Hanesbrands, L’Oréal, Tractor Supply Company, Wayfair and more, as well as selected REITs. Read More
Insight Report | May 18, 2021 Premium US Subscription E-Commerce Market: Channel Shifts and Discretionary Rebound Set To Support GrowthThe US subscription e-commerce market is set to see strong sales growth in 2021, building on high online shopping demand amid the pandemic in 2020. We discuss our market outlook for 2021, the competitive landscape in US subscription e-commerce and opportunities related to four trends we are watching in the market. Read More
Insight Report | May 18, 2021 Premium April 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Slightly Accelerate, but Trends Improve Toward the End of the MonthIn April 2021, total US nonfood store traffic declined by 28.4% on a two-year basis (as compared to April 2019), a slight weakening from March’s 27.3% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Store Tracker | May 14, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 19: Closures Overtake OpeningsOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Christopher & Banks, Primark and Sally Beauty in the US and Majestic Wines, Poundstretcher and Shoeaholics in the UK. Read More
Insight Report | May 13, 2021 Premium Livestreaming Latest, May 2021: Personalization and Community Building Emerge as Key TrendsOur new Livestreaming Latest series provides regular updates on the variety of approaches in livestreaming e-commerce that are emerging around the world, across different retail sectors. We present recent market developments and discuss three notable trends in the livestreaming space, covering personalization and community building. We also offer examples of recent livestreaming events from retail companies globally. Read More
