Luxury

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Insight Report | August 6, 2020

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US CPG Sales Tracker: Consumers Stick With Online CPG Shopping, Even as Stores Reopen

The Coresight Research and IRI monthly US CPG Sales Tracker provides our data-driven insights into online sales trends in the US CPG industry—covering the product categories of food & beverage; health & beauty; and general merchandise & homecare. In this report, we present five key insights from June 2020.

Insight Report | August 4, 2020 Premium

Retail Robustness Index: August 2020 Update—Higher Scores Due to Increases in Store Reopenings

Coresight 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 August update updates 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 July.

Event Coverage | July 31, 2020

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Coresight Research x Bloomberg Intelligence: The Future of Retail, Supply Chains and Retail Real Estate

Coresight Research and Bloomberg Intelligence hosted a series of virtual panel discussions on July 28, 2020, in which industry leaders and company executives explored the future of retail, the supply chain and retail real estate in the new normal, post Covid-19. We present key highlights from the digital event.

Insight Report | July 29, 2020 Premium

New Retail Briefing: International Brands Continue To Look to China for Growth

International brands have been looking to China for growth opportunities post pandemic. We discuss these recent developments in New Retail, including the latest partnerships between Chinese e-commerce platforms, such as Alibaba and JD.com, and international brands—including Beyond Meat and Gas Bijoux.

Insight Report | July 28, 2020 Premium

Retail Reimagined: Using Shopping Festivals To Boost Sales

As part of our Retail Reimagined series, which explores the outlook for retail in a post-crisis world, we discuss shopping festivals as an innovative way to generate interest in products, boost brand awareness and drive sales following the coronavirus pandemic. We consider the implications for brands, retailers and technology vendors.

Insight Report | July 21, 2020 Premium

Retail Reimagined: Using Gamification To Attract Shoppers

As part of our Retail Reimagined series, which explores the outlook for retail in a post-crisis world, we discuss the rise of gamification and recent examples of this trend. We consider the implications for brands, retailers and technology vendors.

Store Tracker | July 10, 2020 Premium

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.

Insight Report | July 9, 2020 Premium

Retail M&A Deals Unravel in the Wake of the Coronavirus Crisis

We are seeing a slew of companies reassess M&A deals in the context of Covid-19 impacts on sellers’ revenues, cash flow and liquidity. We explore the recent breakdown of such deals across a number of retail sectors—including retail real estate, luxury, apparel and grocery.

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.

Event Coverage | July 7, 2020

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Fashinnovation’s Worldwide Talks 2020—Second Edition: Sustainability, Innovation and Inclusivity

Industry leaders in the fashion industry came together for two days of discussion amid the coronavirus pandemic. We present key insights from the second edition of Fashinnovation’s Worldwide Talks 2020, a digital event that highlighted the major themes of sustainability and innovation in the fashion industry.

Insight Report | July 6, 2020 Premium

Coronavirus Insights: US Luxury Is Well Positioned To Recover Post Crisis

As a discretionary retail sector, luxury was dealt a significant blow by the coronavirus crisis this year. We discuss how the market’s recovery could play out over the next two years, using proprietary consumer survey data. We also take learnings from the Chinese luxury market to provide indicators into future consumer behavior in the US.

Store Tracker | July 3, 2020 Premium

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 19, 2020 Premium

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.